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STMicroelectronics N.V.ENXTPA:STMPA Aktierapport

Marknadsvärde €43.1b
Aktiekurs
€48.50
€52.98
8.5% undervärderad intrinsisk rabatt
1Y140.6%
7D8.5%
Portföljens värde
Utsikt

STMicroelectronics N.V.

ENXTPA:STMPA Aktierapport

Börsvärde: €43.1b

STMicroelectronics (STMPA) Aktievy

STMicroelectronics N.V., tillsammans med sina dotterbolag, designar, utvecklar, tillverkar och säljer halvledarprodukter i Europa, Mellanöstern, Afrika, Nord- och Sydamerika samt Asien och Stillahavsområdet. Mer information

STMPA fundamental analys
Snöflinga Score
Värdering3/6
Framtida tillväxt4/6
Tidigare resultat0/6
Finansiell hälsa6/6
Utdelningar0/6

STMPA Community Fair Values

Create Narrative

See what 137 others think this stock is worth. Follow their fair value or set your own to get alerts.

STMicroelectronics N.V. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för STMicroelectronics
Historiska aktiekurser
Aktuell aktiekurs€48.50
52 veckors högsta€49.59
52 veckors lägsta€18.20
Beta1.51
1 månads förändring66.75%
3 månaders förändring97.11%
1 års förändring140.58%
3 års förändring23.91%
5 års förändring70.00%
Förändring sedan börsintroduktionen1,479.91%

Senaste nyheter och uppdateringar

Recent updates

STMPA: AI Servers And Auto Recovery Themes Will Drive 2026 Earnings

Analysts have lifted the fair value estimate for STMicroelectronics from €41.18 to €52.98. This change reflects updated assumptions for slightly lower discount rates, higher revenue growth, stronger profit margins, and a modestly higher future P/E multiple supported by a series of recent price target increases and upgrades across major firms.

STMPA: AI And Auto Recovery Themes Will Drive 2026 Earnings Power

Analysts have nudged their fair value estimate for STMicroelectronics higher, from about €39.33 to roughly €41.18. This reflects updated assumptions on growth, margins and a slightly higher future P/E multiple in light of recent price target increases across the Street.

STMPA: AI And Auto Recovery Themes Will Support 2026 Upside Potential

Analysts have lifted their fair value estimate for STMicroelectronics from €36.39 to €39.33. They cite updated models that reflect higher assumed revenue growth and margins, a slightly lower discount rate, and a lower future P/E, in line with recent price target increases from several research houses.

STMPA: AI And Auto Recovery Themes Will Drive 2026 Upside Potential

Analysts have nudged the fair value estimate for STMicroelectronics to €36.39 from €35.69, citing refreshed models that factor in updated views on recovery in Industrial and Auto demand by 2026, as well as added optionality from AI, LEO, data center 800VDC, humanoids and SiPho foundry opportunities. Analyst Commentary Recent Street research reflects a generally constructive tone around STMicroelectronics, with several bullish analysts lifting price targets and pointing to potential upside as they refresh models for the 2026 horizon.

STMPA: AI And Data Center Optionality Will Support 2026 Recovery Potential

The updated analyst price target for STMicroelectronics now implies fair value of about €35.69 per share, up from roughly €30.22, with analysts citing refreshed models that factor in expected recoveries in Industrial and Auto from 2026, as well as additional contribution from AI, low Earth orbit satellites, data center 800VDC, humanoids and silicon photonics foundry opportunities. Analyst Commentary Recent research points to a cluster of higher price targets and generally constructive views on STMicroelectronics, even as opinions vary across firms and timeframes.

STMPA: AI And Edge Applications Will Shape Multi Year Earnings Path

Analysts have lifted their fair value estimate for STMicroelectronics from $24.68 to $27.52, reflecting updated assumptions around slightly higher revenue growth, improved profit margins, a marginally lower discount rate, and a modestly higher future P/E, in line with recent mixed but generally constructive price target moves from firms covering the stock. Analyst Commentary Recent Street research on STMicroelectronics has been mixed, with several firms adjusting price targets in both directions and updating their views on how the stock fits into the broader semiconductor group.

STMPA: Margin Reset And 2026 Recovery Setup Will Support Upside Potential

Narrative Update Our fair value estimate for STMicroelectronics edges up to $30.22 from $30.07 as analysts adjust price targets across a wide €20 to €28 and $25 to $45 range, reflecting mixed views on gross margin resets, a more muted revenue recovery, and sector wide recalibrations for 2026. Analyst Commentary Recent Street research on STMicroelectronics shows a split view, with several bullish analysts still constructive on the story even as others trim expectations around margins and revenue recovery into 2026.

STMPA: Margin Reset And Softer Recovery Will Shape Multi Year Earnings Path

Analysts have nudged our fair value estimate for STMicroelectronics slightly higher to €24.68 from €24.62. This reflects modest adjustments to growth, margin and future P/E assumptions after a broad round of reduced price targets that highlight concerns around gross margin pressure, softer revenue recovery and nearer term guidance.

STMPA Margins And Revenue Recovery Will Drive Attractive Upside Over The Cycle

STMicroelectronics' analyst price target has been trimmed by roughly EUR 3 to reflect a modestly lower fair value and a slightly higher discount rate, as analysts recalibrate for pressured gross margins and a more muted revenue recovery despite improving long term growth assumptions. Analyst Commentary Recent Street commentary reflects a wide dispersion of views on STMicroelectronics, with most firms trimming their price targets but maintaining generally constructive stances on the company’s long term execution and growth prospects.

STMPA: Normalizing Chip Inventories Will Support Multi Year Margin Recovery

We trim our fair value estimate for STMicroelectronics slightly to approximately $24.62 from about $24.72 per share as analysts lower price targets amid concern over a slower revenue recovery trajectory and near term gross margin pressure, even as longer term fundamentals are viewed as gradually improving. Analyst Commentary Recent Street commentary on STMicroelectronics reflects a mixed but generally constructive stance, with most analysts trimming price targets to reflect slower near term revenue growth and gross margin compression while acknowledging a healthier medium term setup.

With A 26% Price Drop For STMicroelectronics N.V. (EPA:STMPA) You'll Still Get What You Pay For

Nov 20
With A 26% Price Drop For STMicroelectronics N.V. (EPA:STMPA) You'll Still Get What You Pay For

STMPA: Gradual Margin Recovery Will Support Returns Amid Sector Tailwinds

The analyst price target for STMicroelectronics has been modestly increased to $24.72 from $24.65 as analysts cite mixed trends in margin guidance and muted revenue recovery. However, long-term fundamentals show gradual improvement.

Does STMicroelectronics (EPA:STMPA) Have A Healthy Balance Sheet?

Nov 09
Does STMicroelectronics (EPA:STMPA) Have A Healthy Balance Sheet?

STMPA: Revenue Momentum Will Strengthen Amid Inventory Normalization And Upcoming Product Cycles

STMicroelectronics’ analyst price target has been revised downward from approximately $26.59 to $24.65, as analysts point to more cautious expectations for revenue growth and profit margins in light of recent reductions in Street forecasts. Analyst Commentary Recent Street research on STMicroelectronics reflects a divided outlook, with both bullish and bearish perspectives shaping market expectations.

Analysts Offer Mixed Outlook on STMicroelectronics Amid Modest Valuation Adjustments and New Initiatives

STMicroelectronics’ analyst price target has shifted only slightly. Analysts cite mixed sector trends but note that improving valuations and company-specific tailwinds support a modest adjustment.

EV Adoption And SiC Leadership Will Build Future Resilience

STMicroelectronics' analyst price target has increased moderately, rising from approximately $26.17 to $26.69. Analysts point to ongoing sector resilience and anticipated margin improvement, despite some continued caution in broader European technology hardware.

EV Adoption And SiC Leadership Will Build Future Resilience

Analysts raised their price target for STMicroelectronics to €26.17, citing an improved risk/reward profile after the recent selloff, anticipated margin recovery, and strengthening semiconductor industry dynamics outweighing continued end-market softness. Analyst Commentary Bullish analysts highlight improving risk/reward profile after the recent selloff, citing potential tailwinds from new product launches (e.g., Apple's iPhone 17) and normalized semiconductor inventory levels.

EV Adoption And SiC Leadership Will Build Future Resilience

Analysts remain divided on STMicroelectronics, with bulls citing improving 2025 demand, gross margin expansion, and sector tailwinds, while bears point to broad EMS sector weakness and muted near-term revenue expectations, resulting in the consensus price target remaining unchanged at €25.84. Analyst Commentary Bullish analysts cite improved demand prospects in the second half of 2025, a bottom in silicon carbide revenue, gross margin expansion, and higher STM content in new products as drivers for price target increases and upgrades.

An Intrinsic Calculation For STMicroelectronics N.V. (EPA:STMPA) Suggests It's 41% Undervalued

Aug 26
An Intrinsic Calculation For STMicroelectronics N.V. (EPA:STMPA) Suggests It's 41% Undervalued

STMicroelectronics' (EPA:STMPA) Conservative Accounting Might Explain Soft Earnings

Jul 31
STMicroelectronics' (EPA:STMPA) Conservative Accounting Might Explain Soft Earnings

STMicroelectronics N.V. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Jul 28
STMicroelectronics N.V. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Here's Why STMicroelectronics (EPA:STMPA) Can Manage Its Debt Responsibly

Jul 14
Here's Why STMicroelectronics (EPA:STMPA) Can Manage Its Debt Responsibly

STMicroelectronics (EPA:STMPA) May Have Issues Allocating Its Capital

Jun 15
STMicroelectronics (EPA:STMPA) May Have Issues Allocating Its Capital

STMicroelectronics (EPA:STMPA) Has Affirmed Its Dividend Of $0.09

Jun 01
STMicroelectronics (EPA:STMPA) Has Affirmed Its Dividend Of $0.09

It Looks Like STMicroelectronics N.V.'s (EPA:STMPA) CEO May Expect Their Salary To Be Put Under The Microscope

May 21
It Looks Like STMicroelectronics N.V.'s (EPA:STMPA) CEO May Expect Their Salary To Be Put Under The Microscope

Estimating The Fair Value Of STMicroelectronics N.V. (EPA:STMPA)

May 10
Estimating The Fair Value Of STMicroelectronics N.V. (EPA:STMPA)

STMicroelectronics will thrive with AI and EV demand driving steady revenue growth

EV and renewable energy demand (SiC chips)
User avatar

Advanced Manufacturing In Italy Will Improve Operating Efficiencies

STMicroelectronics is capitalizing on silicon carbide technology and expanding in China’s electric vehicle market, enhancing future revenue prospects and design wins.

Aktieägarnas avkastning

STMPAFR SemiconductorFR Marknad
7D8.5%10.4%3.3%
1Y140.6%142.7%4.2%

Avkastning vs industri: STMPA presterade sämre än French Semiconductor branschen som gav 142.7 % under det senaste året.

Avkastning vs Marknaden: STMPA översteg French marknaden som gav 4.2 % under det senaste året.

Prisvolatilitet

Is STMPA's price volatile compared to industry and market?
STMPA volatility
STMPA Average Weekly Movement7.6%
Semiconductor Industry Average Movement11.9%
Market Average Movement5.4%
10% most volatile stocks in FR Market10.3%
10% least volatile stocks in FR Market2.9%

Stabil aktiekurs: STMPA har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för French.

Volatilitet över tid: STMPA s veckovolatilitet ( 8% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
198748,000Jean-Marc Cherywww.st.com/content/st_com/en.html

STMicroelectronics N.V., tillsammans med sina dotterbolag, designar, utvecklar, tillverkar och säljer halvledarprodukter i Europa, Mellanöstern, Afrika, Nord- och Sydamerika samt Asien och Stillahavsområdet. Företaget är verksamt inom segmenten Analog products, MEMS and Sensors Group (AM&S); Power and Discrete products (P&D); Microcontrollers (MCU); och Digital ICs and RF Products (D&RF). Företaget erbjuder industriella applikationsspecifika integrerade kretsar (ASIC) och applikationsspecifika standardprodukter (ASSP), lösningar för strömhantering, kundanpassade analoga integrerade kretsar, lösningar för trådlös laddning, galvaniskt isolerade grind- och LED-drivdon, omvandlare, transistorer, intelligenta strömbrytare, klockor och timers, komparatorer och strömkännande förstärkare; MEMS-sensorer (mikroelektromekaniska system), inklusive accelerometrar, gyroskop, magnetiska sensorer, tryck-, temperatur- och närvarodetektorer, biosensorer, mikrofoner, smarta sensorer för maskininlärning och edge AI-processering, samt termiska och piezoelektriska ställdon; och optiska sensorlösningar.

STMicroelectronics N.V. Sammanfattning av grunderna

Hur förhåller sig STMicroelectronics:s resultat och omsättning till dess börsvärde?
STMPA grundläggande statistik
Börsvärde€43.11b
Vinst(TTM)€125.11m
Intäkter(TTM)€10.53b
344.5x
P/E-förhållande
4.1x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
STMPA resultaträkning (TTM)
IntäkterUS$12.38b
Kostnad för intäkterUS$8.18b
BruttovinstUS$4.20b
Övriga kostnaderUS$4.06b
IntäkterUS$147.00m

Senast redovisade vinst

Mar 28, 2026

Nästa vinstdatum

Jul 23, 2026

Vinst per aktie (EPS)0.17
Bruttomarginal33.96%
Nettovinstmarginal1.19%
Skuld/egenkapitalförhållande13.6%

Hur har STMPA utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

0.6%
Aktuell utdelningsavkastning
218%
Utbetalningskvot

Ger STMPA en tillförlitlig utdelning?

Se STMPA utdelningshistorik och jämförelsetal
När behöver man köpa STMPA för att få en kommande utdelning?
STMicroelectronics datum för utdelning
Ex utdelningsdagJun 22 2026
Utbetalningsdag för utdelningJun 24 2026
Dagar till Ex-utdelning46 days
Dagar till utdelningsdag48 days

Ger STMPA en tillförlitlig utdelning?

Se STMPA utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/06 05:58
Aktiekurs vid dagens slut2026/05/06 00:00
Intäkter2026/03/28
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

STMicroelectronics N.V. bevakas av 46 analytiker. 19 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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