STMicroelectronics N.V.

NYSE:STM Stock Report

Market Cap: US$69.3b

STMicroelectronics Management

Management criteria checks 3/4

STMicroelectronics' CEO is Jean-Marc Chery, appointed in May 2018, has a tenure of 8.08 years. total yearly compensation is $5.64M, comprised of 22.7% salary and 77.3% bonuses, including company stock and options. directly owns 0.026% of the company’s shares, worth $17.96M. The average tenure of the management team and the board of directors is 6.5 years and 2.1 years respectively.

Key information

Jean-Marc Chery

Chief executive officer

US$5.6m

Total compensation

CEO salary percentage22.69%
CEO tenure8.1yrs
CEO ownership0.03%
Management average tenure6.5yrs
Board average tenure2.1yrs

Recent management updates

Recent updates

Seeking Alpha • Apr 24

STMicroelectronics Q1: Let Your Winners Run

Summary STMicroelectronics is riding a powerful AI-driven semiconductor wave, with Q1 revenue up 23% year-over-year and strong forward bookings. AI, data centers, robotics, and silicon photonics are key multi-year growth drivers, but STM's current operating margin is just 2.3%, and free cash flow is negative. Valuation appears stretched in the near term, yet the long-term trajectory remains compelling; a 60% upside is projected if growth targets are met. I rate STM as a Hold due to overextended sentiment and consensus but view any pullback as a potential buying opportunity for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Apr 25

STMicroelectronics Q1 Earnings Review: Bottoming Out, But Visibility Still Too Low

Summary STMicroelectronics N.V. Q1 revenues fell 27.3% Y/Y, with gross margin at 33.4%, and net income plummeting 89% Y/Y, highlighting operational leverage issues. Despite some signs of recovery, including improved bookings and book-to-bill ratios, tariff uncertainties and high inventories remain significant concerns. Given the high level of uncertainty and cautious management outlook, I recommend staying on the sidelines for STM stock until there's more visibility on end demand and economic conditions. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

STMicroelectronics: Negative Outlook, There Are Better Opportunities On The Market

Summary STMicroelectronics has experienced a significant decline, with a 50% YTD drop, poor financial performance, and a negative outlook for 2025, leading to a sell recommendation. The company struggles with low CapEx flexibility, poor inventory management, and declining competitiveness, especially in automotive and industrial sectors. Both pricing and intrinsic valuation are bad indicators of the company's perspectives. There are better buying opportunities on the market. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

The Bottom Fishing Club: Unloved STMicroelectronics Ready For A 2025 Turnaround

Summary The STMicroelectronics share quote has dropped nearly 50% from its 2024 high due to an industrial chip demand slowdown but remains very profitable with a strong balance sheet. STM's current valuation metrics are historically low on 'depressed' results, with an EV to forward EBITDA ratio of 6.1x, making it a standout bargain in the semiconductor sector. The Company should outperform the S&P 500 in 2025, with potential upside back to $50+ in 12–18 months, assuming business trends improve. Read the full article on Seeking Alpha
Seeking Alpha • Dec 09

STMicroelectronics: The Worst Has Been Priced In, Initiating With 'Buy'

Summary STMicroelectronics faces significant challenges in FY 2024 but is expected to return to growth in H2 FY 2025, justifying a "buy" rating. STM's diverse product portfolio includes power chips, analog chips, MCUs, MPUs, and MEMS, serving automotive, industrial, and personal electronics sectors. Despite a 50% stock decline in 2024, STM trades at a 40% discount to sector median, offering substantial upside potential with a target price of $55-60 per share. Key risks include increased competition in EV and renewable markets in China and customer over-concentration with major clients like Apple, Tesla, and Huawei. Read the full article on Seeking Alpha
Seeking Alpha • Sep 30

STMicroelectronics: Stock Trades At Bargain Price Following Sharp Sell-Off

Summary STMicro's 2024 performance has been weak, with a 39% YTD decline, underperforming competitors NXP and Infineon across all product and geographic segments. The Microcontrollers segment, crucial for STMicro, saw a 40% YoY decline in H1 2024, significantly worse than the market's projected 3% decrease. STMicro's larger exposure to the industrial MCU market, which declined sharply, contrasts with competitors' better performance due to their focus on automotive MCUs. Despite current challenges, STMicro is projected to recover in 2025, with a substantial upside of 61.4% based on a DCF valuation, upgrading to a Strong Buy. Read the full article on Seeking Alpha
Seeking Alpha • Jul 22

STMicroelectronics A Q2 Preview, It Benefits From A 10% SiC Wafer Shortage In 2024

Summary STMicroelectronics will release Q2 2024 earnings with expected net revenues of $3.2 billion and a gross margin around 40%, a YoY decrease of 7.8%. Its automotive sector represents 46% of revenues, with growth strategies focused on supplying components for EVs and autonomous vehicles. My deep dive analysis shows a 10% shortfall in SiC wafers, benefitting STM. STM is strategically positioned for growth in SiC technology, with an undersupply of SiC wafers presenting revenue and market share opportunities. Read the full article on Seeking Alpha
Seeking Alpha • May 31

STMicro: Microcntoller Leadership Could Support Growth Recovery

Summary STMicroelectronics has shown remarkable growth in the SiC market, outpacing the overall market with a 40% average growth rate. The company has gained significant market share in the MCU market, becoming the market leader with a 17.3% share. STMicro's focus on industrial MCUs has also contributed to its competitiveness in the non-automotive MCU market, where it is the market leader with a 22.29% share. Read the full article on Seeking Alpha
Seeking Alpha • Mar 21

STMicroelectronics Is Significantly Undervalued With High Growth Potential

Summary STM's vital role in semiconductors spans from discrete components to complex SoCs, with significant revenue from Singapore yet globally diversified. STM introduces state-of-the-art wireless microcontrollers and second-gen STM32MP2 series microprocessors, also collaborating with Airbus on aircraft electrification. Despite geopolitical risks with China and challenges in talent retention, STM's strong position in SiC and GaN technologies and a significant stock undervaluation presents a compelling Buy opportunity. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Jean-Marc Chery's remuneration changed compared to STMicroelectronics's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 28 2026n/an/a

US$147m

Dec 31 2025US$6mUS$1m

US$166m

Sep 27 2025n/an/a

US$537m

Jun 28 2025n/an/a

US$651m

Mar 29 2025n/an/a

US$1b

Dec 31 2024US$9mUS$1m

US$2b

Sep 28 2024n/an/a

US$2b

Jun 29 2024n/an/a

US$3b

Mar 30 2024n/an/a

US$4b

Dec 31 2023US$7mUS$1m

US$4b

Sep 30 2023n/an/a

US$4b

Jul 01 2023n/an/a

US$4b

Apr 01 2023n/an/a

US$4b

Dec 31 2022US$7mUS$1m

US$4b

Oct 01 2022n/an/a

US$3b

Jul 02 2022n/an/a

US$3b

Apr 02 2022n/an/a

US$2b

Dec 31 2021US$8mUS$936k

US$2b

Oct 02 2021n/an/a

US$2b

Jul 03 2021n/an/a

US$2b

Apr 03 2021n/an/a

US$1b

Dec 31 2020US$6mUS$857k

US$1b

Sep 26 2020n/an/a

US$917m

Jun 27 2020n/an/a

US$976m

Mar 28 2020n/an/a

US$1b

Dec 31 2019US$4mUS$896k

US$1b

Compensation vs Market: Jean-Marc's total compensation ($USD5.64M) is below average for companies of similar size in the US market ($USD14.67M).

Compensation vs Earnings: Jean-Marc's compensation has been consistent with company performance over the past year.

CEO

Jean-Marc Chery (66 yo)

8.1yrs
Tenure
US$5,640,495
Compensation

Mr. Jean-Marc Chery is Independent Director of Capgemini SE from May 7, 2025. Mr. Chery has been President, Chief Executive Officer and Member of the Managing Board of STMicroelectronics N.V. since May 31,...

Leadership Team

NamePositionTenureCompensationOwnership
Jean-Marc Chery
Chairman of the Managing Board8.1yrsUS$5.64m0.026%
$ 18.0m
Lorenzo Grandi
President & CFO8.1yrsUS$2.81m0.019%
$ 13.2m
Bertrand Stoltz
Executive Vice President of Corporate Finance & Asia Public Affairs1.7yrsno datano data
Fabio Gualandris
President of Quality2.9yrsno datano data
Celine Berthier
Group VP & Head of Investor Relations7.7yrsno datano data
Philippe Dereeper
Chief Ethics & Compliance Officer and Executive Secretaryno datano datano data
Steven Rose
President of Legal Counsel & Public Affairs12.8yrsno datano data
Claudia Levo
Executive VP of Integrated Marketing & Communicationsno datano datano data
Jerome Roux
President of Sales & Marketing4.4yrsno datano data
Jerome Ramel
Executive VP of Corporate Development & Integrated External Communication1.7yrsno datano data
Rajita D'Souza
CHRO and President of Human Resources & Corporate Social Responsibility5.4yrsno datano data
Marco Cassis
President of Analog10.3yrsno datano data
6.5yrs
Average Tenure
62yo
Average Age

Experienced Management: STM's management team is seasoned and experienced (6.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Nicolas Dufourcq
Independent Vice-Chairman of Supervisory Board11.1yrsno datano data
Ana de Pro Gonzalo
Independent Member of Supervisory Board6yrsUS$171.00kno data
Frederic Sanchez
Independent Member of Supervisory Board9yrsUS$169.00kno data
Werner Lieberherr
Supervisory Board Member1.1yrsUS$102.00kno data
Orio Bellezza
Member of the Supervisory Boardless than a yearUS$22.06kno data
Hélène Vletter-van Dort
Independent Member of Supervisory Board3.1yrsUS$178.00kno data
Simonetta Acri
Member of Supervisory Board1.1yrsUS$87.00kno data
Pascal Daloz
Independent Member of the Supervisory Board2.1yrsUS$63.00kno data
Armando Varricchio
Chairman of the Supervisory Boardless than a yearUS$55.14kno data
2.1yrs
Average Tenure
63.5yo
Average Age

Experienced Board: STM's board of directors are not considered experienced ( 2.1 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/21 23:13
End of Day Share Price 2026/06/18 00:00
Earnings2026/03/28
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

STMicroelectronics N.V. is covered by 44 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
Brett SimpsonArete Research Services LLP