STMicroelectronics
About: A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconducteurs in France formed STMicroelectronics in 1987. STMicroelectronics is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. It is an especially prominent chip supplier to the industrial and automotive industries.
Employees: 49,602
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
9% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 94
0.57% more ownership
Funds ownership: 8.16% [Q3] → 8.73% (+0.57%) [Q4]
7% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 70
4% less funds holding
Funds holding: 324 [Q3] → 312 (-12) [Q4]
9% less capital invested
Capital invested by funds: $2.17B [Q3] → $1.97B (-$207M) [Q4]
28% less call options, than puts
Call options by funds: $160M | Put options by funds: $223M
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$26
14%
upside
Avg. target
$26
14%
upside
High target
$26
14%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Bernstein Sara Russo 40% 1-year accuracy 2 / 5 met price target | 14%upside $26 | Market Perform Downgraded | 5 Feb 2025 |
Financial journalist opinion
Based on 26 articles about STM published over the past 30 days
Negative
Reuters
8 hours ago
STMicro rejects call to let shareholders vote on Italian board candidate, sources say
STMicroelectronics has rebuffed a fresh Italian government attempt to appoint its candidate to the chipmaker's supervisory board, two sources familiar with the matter told Reuters on Wednesday.
Negative
Reuters
12 hours ago
STMicroelectronics to cut 1,000 jobs in France, Italy talks ongoing
STMicroelectronics will cut around 1,000 jobs in France, it said on Wednesday, representing more than a third of the 2,800 layoffs planned by its cost-cutting program, and 9% of its France headcount.
Negative
Seeking Alpha
4 days ago
STMicroelectronics: No 2025 Outlook And Depressed Earnings Ahead
Q1 2025 results showed a 27.3% decline in sales, significant drops in key divisions, and a 89.1% plummet in net income. STMicroelectronics did not provide full-year 2025 revenue guidance, reflecting current market complexities and potential downside risks in H2. Despite long-term positivity, there are near-term risks, such as demand uncertainty and FX changes. A 10% change in the euro/dollar exchange rate alters STM EBIT by approximately $340–$420 million.
Negative
Seeking Alpha
5 days ago
STMicroelectronics Q1 Earnings Review: Bottoming Out, But Visibility Still Too Low
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.
Neutral
Seeking Alpha
6 days ago
STMicroelectronics N.V. (STM) Q1 2025 Earnings Call Transcript
Call Start: 03:30 January 1, 0000 4:30 AM ET STMicroelectronics N.V. (NYSE:STM ) Q1 2025 Earnings Conference Call April 24, 2025, 03:30 AM ET Company Participants Jerome Ramel - EVP Corporate Development & Integrated External Communication Jean-Marc Chery - President & CEO Lorenzo Grandi - President and Chief Financial Officer Marco Cassis - President, Analog, Power & Discrete, MEMS & Sensors Group, Head of ST Micro Electronics Strategy System Research and Application and Innovation Office Conference Call Participants Francois Bouvignies - UBS Janardan Menon - Jefferies Joshua Buchalter - TD Cowen Stephane Houri - Oddo BHF Sandeep Deshpande - JPMorgan Operator Ladies and gentlemen, welcome to the STMicroelectronics First Quarter 2025 Earnings Release Conference Call and Live Webcast.
Negative
WSJ
6 days ago
Tesla Supplier STMicroelectronics Expects Lower Sales as Chip Industry Woes Persist
STMicroelectronics forecasted lower sales this quarter as weak demand for some semiconductors used in cars and industrial equipment continues to plague an industry that now faces heightened uncertainty from President Trump's unpredictable tariff policies.
Positive
Reuters
6 days ago
STMicroelectronics calls Q1 the bottom of 2025, predicts better Q2
STMicroelectronics reported first-quarter earnings in line with expectations on Thursday, calling it the bottom point for the year, as it sees a better second quarter.
Neutral
GlobeNewsWire
6 days ago
STMicroelectronics Reports 2025 First Quarter Financial Results
PR No: C3332C STMicroelectronics Reports 2025 First Quarter Financial Results Q1 net revenues $2.52 billion; gross margin 33.4%; operating income $3 million; net income $56 million Business outlook at mid-point: Q2 net revenues of $ 2.71 billion and gross margin of 33.4 % Company-wide program to reshape manufacturing footprint and resize global cost base on track; annual cost savings target in the high triple-digit million-dollar range exiting 2027 confirmed. Geneva, April 24, 2025 – STMicroelectronics N.V.
Neutral
GlobeNewsWire
1 week ago
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program Disclosure of Transactions in Own Shares – Period from Apr 14, 2025 to Apr 17, 2025 AMSTERDAM – April 22, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024.
Neutral
GlobeNewsWire
2 weeks ago
STMicroelectronics future-proofs the development of next-gen cars with innovative memory solution for automotive microcontrollers
STMicroelectronics future-proofs the development of next-gen cars with innovative memory solution for automotive microcontrollers
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