STMicroelectronics Gelecekteki Büyüme
Future kriter kontrolleri 4/6
STMicroelectronics kazanç ve gelirin sırasıyla yıllık 39.8% ve 10.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 42.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 13.7% olacağı tahmin edilmektedir.
Anahtar bilgiler
39.8%
Kazanç büyüme oranı
42.71%
EPS büyüme oranı
| Semiconductor kazanç büyümesi | 40.0% |
| Gelir büyüme oranı | 10.6% |
| Gelecekteki özkaynak getirisi | 13.73% |
| Analist kapsamı | Good |
| Son güncelleme | 06 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Güncellemesi • Apr 30
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.Analiz Güncellemesi • Apr 16
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.Analiz Güncellemesi • Apr 02
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.Analiz Güncellemesi • Mar 19
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.Analiz Güncellemesi • Mar 05
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.
Analiz Güncellemesi • Feb 04
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.Analiz Güncellemesi • Jan 21
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.Analiz Güncellemesi • Jan 06
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.Analiz Güncellemesi • Dec 17
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.Analiz Güncellemesi • Dec 03
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.Analiz Makalesi • Nov 20
With A 26% Price Drop For STMicroelectronics N.V. (EPA:STMPA) You'll Still Get What You Pay For
STMicroelectronics N.V. ( EPA:STMPA ) shares have had a horrible month, losing 26% after a relatively good period...Analiz Güncellemesi • Nov 19
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.Analiz Makalesi • Nov 09
Does STMicroelectronics (EPA:STMPA) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analiz Güncellemesi • Nov 05
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.Analiz Güncellemesi • Oct 22
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.Analiz Güncellemesi • Oct 08
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.Analiz Güncellemesi • Sep 23
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.Analiz Güncellemesi • Sep 04
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.Analiz Makalesi • Aug 26
An Intrinsic Calculation For STMicroelectronics N.V. (EPA:STMPA) Suggests It's 41% Undervalued
Key Insights The projected fair value for STMicroelectronics is €39.67 based on 2 Stage Free Cash Flow to Equity...Analiz Makalesi • Jul 31
STMicroelectronics' (EPA:STMPA) Conservative Accounting Might Explain Soft Earnings
Investors were disappointed with the weak earnings posted by STMicroelectronics N.V. ( EPA:STMPA ). However, our...Analiz Makalesi • Jul 28
STMicroelectronics N.V. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Shareholders in STMicroelectronics N.V. ( EPA:STMPA ) had a terrible week, as shares crashed 22% to €22.25 in the week...Analiz Makalesi • Jul 14
Here's Why STMicroelectronics (EPA:STMPA) Can Manage Its Debt Responsibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Analiz Makalesi • Jun 15
STMicroelectronics (EPA:STMPA) May Have Issues Allocating Its Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Analiz Makalesi • Jun 01
STMicroelectronics (EPA:STMPA) Has Affirmed Its Dividend Of $0.09
STMicroelectronics N.V. ( EPA:STMPA ) has announced that it will pay a dividend of $0.09 per share on the 25th of June...Analiz Makalesi • May 21
It Looks Like STMicroelectronics N.V.'s (EPA:STMPA) CEO May Expect Their Salary To Be Put Under The Microscope
Key Insights STMicroelectronics to hold its Annual General Meeting on 28th of May CEO Jean-Marc Chery's total...Analiz Makalesi • May 10
Estimating The Fair Value Of STMicroelectronics N.V. (EPA:STMPA)
Key Insights Using the 2 Stage Free Cash Flow to Equity, STMicroelectronics fair value estimate is €26.45 Current share...Yeni Analiz • Feb 17
STMicroelectronics will thrive with AI and EV demand driving steady revenue growth
EV and renewable energy demand (SiC chips)
Yeni Analiz • Feb 02
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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 17,769 | 2,746 | 2,224 | 4,706 | 15 |
| 12/31/2027 | 16,140 | 2,049 | 1,447 | 3,878 | 19 |
| 12/31/2026 | 14,137 | 994 | 928 | 2,856 | 18 |
| 3/28/2026 | 12,378 | 147 | -57 | 2,112 | N/A |
| 12/31/2025 | 11,800 | 166 | -52 | 2,152 | N/A |
| 9/27/2025 | 11,792 | 537 | -123 | 2,159 | N/A |
| 6/28/2025 | 11,855 | 651 | -189 | 2,332 | N/A |
| 3/29/2025 | 12,321 | 1,100 | 69 | 2,680 | N/A |
| 12/31/2024 | 13,269 | 1,557 | -216 | 2,965 | N/A |
| 9/28/2024 | 14,229 | 2,292 | 95 | 3,764 | N/A |
| 6/29/2024 | 15,410 | 3,031 | 760 | 4,922 | N/A |
| 3/30/2024 | 16,504 | 3,680 | 943 | 5,531 | N/A |
| 12/31/2023 | 17,286 | 4,211 | 1,456 | 5,992 | N/A |
| 9/30/2023 | 17,428 | 4,382 | 1,666 | 6,061 | N/A |
| 7/1/2023 | 17,318 | 4,391 | 1,641 | 5,831 | N/A |
| 4/1/2023 | 16,829 | 4,257 | 1,685 | 5,577 | N/A |
| 12/31/2022 | 16,128 | 3,960 | 1,566 | 5,202 | N/A |
| 10/1/2022 | 15,260 | 3,462 | 1,292 | 4,534 | N/A |
| 7/2/2022 | 14,136 | 2,838 | 1,041 | 3,777 | N/A |
| 4/2/2022 | 13,291 | 2,383 | 956 | 3,323 | N/A |
| 12/31/2021 | 12,761 | 2,000 | 1,123 | 3,060 | N/A |
| 10/2/2021 | 12,440 | 1,832 | 1,339 | 3,101 | N/A |
| 7/3/2021 | 11,909 | 1,600 | 963 | 2,592 | N/A |
| 4/3/2021 | 11,004 | 1,278 | 882 | 2,376 | N/A |
| 12/31/2020 | 10,219 | 1,106 | 735 | 2,093 | N/A |
| 9/26/2020 | 9,738 | 917 | 729 | 1,947 | N/A |
| 6/27/2020 | 9,625 | 976 | 851 | 1,990 | N/A |
| 3/28/2020 | 9,711 | 1,046 | 722 | 1,927 | N/A |
| 12/31/2019 | 9,556 | 1,032 | N/A | 1,869 | N/A |
| 9/28/2019 | 9,450 | 1,400 | N/A | 2,017 | N/A |
| 6/29/2019 | 9,419 | 1,467 | N/A | 1,962 | N/A |
| 3/30/2019 | 9,514 | 1,568 | N/A | 1,999 | N/A |
| 12/31/2018 | 9,664 | 1,287 | N/A | 1,845 | N/A |
| 9/29/2018 | 9,483 | 1,177 | N/A | 1,775 | N/A |
| 6/30/2018 | 9,097 | 1,044 | N/A | 1,702 | N/A |
| 3/31/2018 | 8,752 | 933 | N/A | 1,843 | N/A |
| 12/31/2017 | 8,347 | 802 | N/A | 1,677 | N/A |
| 9/30/2017 | 7,740 | 562 | N/A | 1,738 | N/A |
| 7/1/2017 | 7,401 | 397 | N/A | 1,770 | N/A |
| 4/1/2017 | 7,181 | 270 | N/A | 1,460 | N/A |
| 12/31/2016 | 6,973 | 165 | N/A | 1,043 | N/A |
| 10/1/2016 | 6,781 | 55 | N/A | 910 | N/A |
| 7/2/2016 | 6,748 | 74 | N/A | 803 | N/A |
| 4/2/2016 | 6,805 | 85 | N/A | 834 | N/A |
| 12/31/2015 | 6,897 | 104 | N/A | 846 | N/A |
| 9/26/2015 | 7,058 | 145 | N/A | 908 | N/A |
| 6/27/2015 | 7,180 | 127 | N/A | 772 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: STMPA 'nin tahmini kazanç büyümesi (yıllık 39.8% ) tasarruf oranının ( 2.5% ) üzerindedir.
Kazançlar ve Piyasa: STMPA şirketinin kazançlarının (yıllık 39.8% ) French pazarından (yıllık 12.2% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: STMPA şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: STMPA şirketinin gelirinin (yıllık 10.6% ) French pazarından (yıllık 5.6% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: STMPA şirketinin gelirinin (yıllık 10.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: STMPA 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 13.7 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/06 11:05 |
| Gün Sonu Hisse Fiyatı | 2026/05/06 00:00 |
| Kazançlar | 2026/03/28 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
STMicroelectronics N.V. 46 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |