STMicroelectronics N.V.

NYSE:STM Stok Raporu

Piyasa değeri: US$69.7b

STMicroelectronics Yönetim

Yönetim kriter kontrolleri 3/4

STMicroelectronics CEO'su Jean-Marc Chery, May2018 tarihinde atandı, in görev süresi 8.08 yıldır. in toplam yıllık tazminatı $ 5.64M olup, şirket hissesi ve opsiyonları dahil olmak üzere 22.7% maaş ve 77.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.026% ine doğrudan sahiptir ve bu hisseler $ 18.06M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6.5 yıl ve 2.1 yıldır.

Anahtar bilgiler

Jean-Marc Chery

İcra Kurulu Başkanı

US$5.6m

Toplam tazminat

CEO maaş yüzdesi22.69%
CEO görev süresi8.1yrs
CEO sahipliği0.03%
Yönetim ortalama görev süresi6.5yrs
Yönetim Kurulu ortalama görev süresi2.1yrs

Son yönetim güncellemeleri

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 Tazminat Analizi

Jean-Marc Chery'un ücretlendirmesi STMicroelectronics'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Jean-Marc 'nin toplam tazminatı ($USD 5.64M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.65M ).

Tazminat ve Kazançlar: Jean-Marc 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Jean-Marc Chery (66 yo)

8.1yrs
Görev süresi
US$5,640,495
Tazminat

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,...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Jean-Marc Chery
Chairman of the Managing Board8.1yrsUS$5.64m0.026%
$ 18.1m
Lorenzo Grandi
President & CFO8.1yrsUS$2.81m0.019%
$ 13.2m
Bertrand Stoltz
Executive Vice President of Corporate Finance & Asia Public Affairs1.7yrsVeri yokVeri yok
Fabio Gualandris
President of Quality2.9yrsVeri yokVeri yok
Celine Berthier
Group VP & Head of Investor Relations7.7yrsVeri yokVeri yok
Philippe Dereeper
Chief Ethics & Compliance Officer and Executive Secretaryno dataVeri yokVeri yok
Steven Rose
President of Legal Counsel & Public Affairs12.8yrsVeri yokVeri yok
Claudia Levo
Executive VP of Integrated Marketing & Communicationsno dataVeri yokVeri yok
Jerome Roux
President of Sales & Marketing4.4yrsVeri yokVeri yok
Jerome Ramel
Executive VP of Corporate Development & Integrated External Communication1.7yrsVeri yokVeri yok
Rajita D'Souza
CHRO and President of Human Resources & Corporate Social Responsibility5.4yrsVeri yokVeri yok
Marco Cassis
President of Analog10.3yrsVeri yokVeri yok
6.5yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim: STM 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.5 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Nicolas Dufourcq
Independent Vice-Chairman of Supervisory Board11.1yrsVeri yokVeri yok
Ana de Pro Gonzalo
Independent Member of Supervisory Board6yrsUS$171.00kVeri yok
Frederic Sanchez
Independent Member of Supervisory Board9yrsUS$169.00kVeri yok
Werner Lieberherr
Supervisory Board Member1.1yrsUS$102.00kVeri yok
Orio Bellezza
Member of the Supervisory Boardless than a yearUS$22.06kVeri yok
Hélène Vletter-van Dort
Independent Member of Supervisory Board3.1yrsUS$178.00kVeri yok
Simonetta Acri
Member of Supervisory Board1.1yrsUS$87.00kVeri yok
Pascal Daloz
Independent Member of the Supervisory Board2.1yrsUS$63.00kVeri yok
Armando Varricchio
Chairman of the Supervisory Boardless than a yearUS$55.14kVeri yok
2.1yrs
Ortalama Görev Süresi
63.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: STM 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.1 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/14 15:53
Gün Sonu Hisse Fiyatı2026/06/12 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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. 44 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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