STMicroelectronics N.V.

NYSE:STM Stock Report

Market Cap: US$54.3b

STMicroelectronics Past Earnings Performance

Past criteria checks 0/6

STMicroelectronics's earnings have been declining at an average annual rate of -14.7%, while the Semiconductor industry saw earnings growing at 1.3% annually. Revenues have been declining at an average rate of 0.6% per year. STMicroelectronics's return on equity is 0.9%, and it has net margins of 1.2%.

Key information

-14.72%

Earnings growth rate

-14.67%

EPS growth rate

Semiconductor Industry Growth27.66%
Revenue growth rate-0.59%
Return on equity0.90%
Net Margin1.19%
Next Earnings Update23 Jul 2026

Recent past performance 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

Revenue & Expenses Breakdown

How STMicroelectronics makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:STM Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
28 Mar 2612,3781471,6902,075
31 Dec 2511,8001661,6512,044
27 Sep 2511,7925371,6412,032
28 Jun 2511,8556511,6312,021
29 Mar 2512,3211,1001,6292,038
31 Dec 2413,2691,5571,6642,077
28 Sep 2414,2292,2921,6622,075
29 Jun 2415,4103,0311,6852,103
30 Mar 2416,5043,6801,6792,123
31 Dec 2317,2864,2111,6502,100
30 Sep 2317,4284,3821,6112,013
01 Jul 2317,3184,3911,5541,957
01 Apr 2316,8294,2571,5041,891
31 Dec 2216,1283,9601,4651,901
01 Oct 2215,2603,4621,4361,831
02 Jul 2214,1362,8381,4081,801
02 Apr 2213,2912,3831,3671,756
31 Dec 2112,7612,0001,3331,723
02 Oct 2112,4401,8321,2911,743
03 Jul 2111,9091,6001,2391,688
03 Apr 2111,0041,2781,1751,617
31 Dec 2010,2191,1061,1211,548
26 Sep 209,7389171,0991,513
27 Jun 209,6259761,0971,497
28 Mar 209,7111,0461,1071,505
31 Dec 199,5561,0321,1091,498
28 Sep 199,4501,4001,1101,182
29 Jun 199,4191,4671,1091,169
30 Mar 199,5141,5681,1161,144
31 Dec 189,6641,2871,1061,398
29 Sep 189,4831,1771,0861,380
30 Jun 189,0971,0441,0611,343
31 Mar 188,7529331,0241,313
31 Dec 178,3478029931,296
30 Sep 177,7405629781,095
01 Jul 177,4013979551,101
01 Apr 177,1812709411,111
31 Dec 166,9731659201,331
01 Oct 166,781559121,348
02 Jul 166,748749061,361
02 Apr 166,805859041,398
31 Dec 156,8971048971,425
26 Sep 157,0581459021,449
27 Jun 157,1801279101,495

Quality Earnings: STM has a large one-off loss of $408.0M impacting its last 12 months of financial results to 28th March, 2026.

Growing Profit Margin: STM's current net profit margins (1.2%) are lower than last year (9%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: STM's earnings have declined by 14.7% per year over the past 5 years.

Accelerating Growth: STM's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: STM had negative earnings growth (-86.7%) over the past year, making it difficult to compare to the Semiconductor industry average (14.5%).

Return on Equity

High ROE: STM's Return on Equity (0.9%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/18 22:59
End of Day Share Price 2026/05/18 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 46 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