STMicroelectronics: A Deep Moat At A Bargain Price
STM is a fundamentally strong, vertically integrated semiconductor leader, well-positioned in electrification, industrial automation, and edge AI growth markets. Despite recent revenue declines and industry cyclicality, STM boasts a robust moat, strong cost control, and returns well above its cost of capital. My valuation indicates a 47% margin of safety, driven by margin expansion, operational efficiencies, and an improving reinvestment rate rather than a revenue growth assumption.
Earnings Estimates Moving Higher for STMicroelectronics (STM): Time to Buy?
STMicroelectronics (STM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Is STMicroelectronics (STM) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
STMicroelectronics (STM)'s Technical Outlook is Bright After Key Golden Cross
STMicroelectronics N.V. (STM) reached a significant support level, and could be a good pick for investors from a technical perspective.
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.
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.
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.
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.
Italy says it opposes the CEO of STMicro
The Italian government opposes the CEO of STMicroelectronics , the economy minister said on Wednesday, as the Franco-Italian chipmaker faces a sustained downturn in its key automotive and industrial markets.
Is STMicroelectronics (STM) a Great Value Stock Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
STMicroelectronics Stock Falls 34% in 6 Months: Buy the Dip?
STM drives growth with advanced microcontrollers, SiC expansion and design wins, making it a smart pick for growth-focused investors.
STM vs. TXN: Which Stock Is the Better Value Option?
Investors interested in Semiconductor - General stocks are likely familiar with STMicroelectronics (STM) and Texas Instruments (TXN). But which of these two stocks is more attractive to value investors?
