STMicroelectronics , on Thursday said that it expected sales to rise in the fourth quarter compared with the current quarter, showing evidence of a sustained recovery after a multi-year downturn in its main markets.
STMicroelectronics N.V. (NYSE:STM ) Q2 2025 Earnings Conference Call July 24, 2025 10:30 AM ET Company Participants Jean-Marc Chery - Chairman of the Managing Board, President & CEO Jerome Ramel - Executive VP of Corporate Development & Integrated External Communication Lorenzo Grandi - President & CFO Marco Luciano Cassis - President of Analog, Power & Discrete, MEMS & Sensors and Head of Strgy, Syst Res & Apps, Innovation Conference Call Participants Francois-Xavier Bouvignies - UBS Investment Bank, Research Division Gianmarco Bonacina - Banca Akros S.p.A.
STMicroelectronics (NYSE:STM) shares tumbled after the semiconductor company reported an earnings miss for the second quarter, as its profits took a hit from significant one-time expenses. Earnings per share of $0.06 were down from $0.38 in the year-ago quarter and missed Wall Street estimates of $0.10.
STMicroelectronics , one of Europe's largest chipmakers, reported a second-quarter loss on Thursday, a performance that was worse than market expectations.
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.
Investors interested in Semiconductor - General stocks are likely familiar with STMicroelectronics (STM) and Texas Instruments (TXN). But which of these two stocks presents investors with the better value opportunity right now?
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.
STMicroelectronics (STM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
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 N.V. (STM) reached a significant support level, and could be a good pick for investors from a technical perspective.
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.
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.