STMicroelectronics

STM

Market cap $36.4B

STMicroelectronics is positioned for a growth turnaround, driven by data center photonics and AI-enabled industrial automation. I recommend a Buy rating on STM with a $47/share price target, reflecting 8.57x eFY28 EV/aEBITDA supported by margin-accretive growth expectations. STM's catalysts include data center expansion, silicon photonics adoption, and a multi-year AWS partnership, driving robust free cash flow over the coming years.

As tens of thousands of satellites are launched into orbit over the next several years, operators will need to buy a lot of semiconductors.

STMicroelectronics Announces Timing for First Quarter 2026 Earnings Release and Conference Call Geneva – April 3, 2026 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced that it will release first quarter 2026 earnings before the opening of trading on the European Stock Exchanges on April 23, 2026. The press release will be available immediately after the release on the Company's website at www.st.com.

STMicroelectronics Reports on Resolutions to be Proposed at the 2026 Annual General Meeting of Shareholders Amsterdam, March 26, 2026 - STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced the resolutions to be submitted for adoption at the Annual General Meeting of Shareholders (AGM) which will be held in Amsterdam, the Netherlands, on May 27, 2026. The resolutions, proposed by the Supervisory Board, are: The adoption of the Company's statutory annual accounts for the year ended December 31, 2025, prepared in accordance with International Financial Reporting Standards (IFRS).

STMicroelectronics shares have rebounded as management has shifted investor focus from still-soft auto/industrial demand to growth opportunities in data centers, power, robotics, and sensing. There are still near-term worries about demand in the auto and industrial markets, but inventories are thinning out, and content wins should help drive a stronger second half. Data centers and robotics (“physical AI”) are key upside drivers, and STM secured a meaningful long-term partnership with Amazon Web Services, but execution versus strong competition remains a risk.

STMicroelectronics has started ​delivering its STM32 ‌wafers to customers in ​China ​in collaboration with domestic ⁠producer ​Huahong, the European ​semiconductor giant said on Monday.

STMicroelectronics China-manufactured STM32 microcontrollers begin volume production First deliveries of fully made-in-China STM32 microcontrollers to China-based customers are ongoing Localization of STM32 MCU manufacturing starts with high-performance STM32H7 series and will continue with performance-oriented, secure STM32H5 series and new entry-level STM32C5 series March 23, 2026, China​ – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announces the start of general-purpose STM32 microcontroller deliveries manufactured in China. The first batch of STM32 wafers fully produced in China by Huahong for ST is now being delivered to customers in China.

Free, browser-based design environment streamlines engineering workflows from simulation to BOM export and purchasing THIEF RIVER FALLS, Minn., March 19, 2026 /PRNewswire/ -- DigiKey, the global distribution leader of electronic components and automation products, announces the availability of an enhanced eDesignSuite experience, developed through a collaboration with STMicroelectronics (ST) and Ultra Librarian.

Semiconductor firms in Malaysia are monitoring risks from disruptions to helium supplies due to the conflict in the Middle ​East, though the situation has not caused any operational interruptions so ‌far, an industry executive told Reuters.

STMicroelectronics expands 800 VDC AI datacenter power conversion portfolio with new 12V and 6V architectures in collaboration with NVIDIA