STM

STMicroelectronics N.V. (STM) | Rumor.io

STMicroelectronics

STM

Attention (50-day avg)0.02%

Attention rank (50-day avg)#251

Bullish sentiment (50-day avg)87%

Price to earnings ratio102.5

Market capitalization47B

Earnings per share-0.06

Dividend yield (TTM)0.67%

Revenue (annual)11.8B

Net income (annual)180M

Social

What share of all stock conversation is about STM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.02% +0.02	0.04% +0.02	0.02% -0.01	0.01% +0.01

Aug 14

$STM is mentioned as a beneficiary of growing demand for AI data centers, power semiconductors, silicon photonics, and automotive applications.
The company is positioned to benefit from EU loan support for infrastructure build-out, combining with continued photonics demand.
$STM is identified as an interesting pick, with the potential for a recovery in the stock price following a recent dump.

Generated by AI

Sentiment

Of the messages about STM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	2.38% -97.62	56.65% -37.79	80.19% -11.39	89.44% +8.04
Bearish	97.62% +97.62	43.35% +37.79	19.81% +11.39	10.56% -8.04

Bullish· Jul 23

$STM has shown strong revenue growth, with a 26% YoY surge to $3.49B in Q2, indicating a rebound from its cyclical trough.
The company has issued optimistic guidance, including a raise in 2026 datacenter revenue from $500M to $1B, suggesting a shift in the demand environment.
$STM has shown a strong fundamental performance, with a beat on earnings, reporting EPS of 0.31 vs 0.26 estimate, and guidance of 3.49 Bil vs 3.45 Bil.

Bearish· Jul 23

STMicroelectronics' Q3 revenue guidance missed consensus, with a forecast of $3.7B, below the $3.79B expected, indicating slower recovery in its core automotive and industrial markets.
The company's shares fell as much as 17% after the earnings release, despite beating revenue expectations, highlighting the market's high expectations and lack of forgiveness for companies that don't meet them.
STMicroelectronics' stock price has dropped significantly, down 18% on high volume, with the 50 level being a key support level to watch, and a potential indicator of further decline if broken.

Generated by AI

Topics

Of the messages about STM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	0%	31.66%	30.82%
Announcements	—	95.97%	51.17%	46.22%
Technical Analysis	—	4.03%	5.14%	3.29%
Analysts	—	0%	6.31%	14.33%
Earnings	—	0%	5.72%	4.76%
Controversies	—	0%	0%	0.59%

Earnings· Apr 23

STMicroelectronics (STM) reported Q1 net revenue of $3.10 billion, beating the analyst consensus of $3.05 billion.
The company sees Q2 net revenue of $3.45 billion, which clears the consensus estimate of $3.19 billion.
STMicroelectronics' Q2 gross margin is expected to be around 34.8%, beating the consensus estimate of 34.5%.

Analysts· Jan 28

Robert W. Baird upgraded STMicroelectronics to outperform with a price target of $62.
Baird analyst Tristan Gerra raised the price target from $50 to $62 due to market share gains.
The upgrade and price target increase were based on STMicroelectronics' positioning and accelerating structural growth.

Announcements· Jun 2

STMicroelectronics ($STM) raised its 2026 data center revenue outlook to approximately $1 billion, up from $500 million, driven by strong demand for AI infrastructure.
The company expects data center revenue to double again to $2 billion in 2027, with about 2/3 of the revenue coming from optical components, including microcontrollers.
STMicroelectronics' guidance confirms the AI infrastructure boom is accelerating, with the company's stock price jumping 10% to new all-time highs.

Technical Analysis· Oct 26

$STM has been in a bear trend, with a 25% decline since being alerted.
$STM has moved to a bullish trend, according to the MACD indicator.
$STM's price action is consistent with a bull trend, as per the IBD50.

Generated by AI

Community

Of the messages about STM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	97.8%	6.99%	9.81%	42.24%
Newcomers	2.2%	93.01%	90.19%	57.76%

Regulars· Jul 23

STMicroelectronics' Q2 2026 revenue surged 26% YoY to $3.49B, beating the $3.38B consensus, driven by 23.3% growth in OEM sales and 33.1% growth in distribution sales.
The company's Q2 earnings beat estimates, but the shares fell after issuing weaker-than-expected Q3 guidance, with Q3 revenue set to rise about 16% from a year earlier to $3.7 billion at the midpoint of guidance.
The Q3 guidance missed analysts' expectations, with the company's shares falling as much as 17%, the biggest intraday decline, despite the Q2 earnings beat and the company's AI outlook being raised.

Newcomers· Aug 14

The newcomer is focused on STMicroelectronics' potential benefits from the growth of AI data centers, specifically in power semiconductors and silicon photonics.
The newcomer highlights the EU's potential support for infrastructure build-out, which could create a new demand cycle for STMicroelectronics' photonics business.
The newcomer notes that STMicroelectronics has a good setup to be a photonics provider in the EU, citing its recovery from the last quarter's earnings dump and its position as the second-largest holding of a post-fund meltdown fund.

Generated by AI

STMicroelectronics (NYSE:STM) has outperformed the market over the past 15 years by 1.45% on an annualized basis producing an average annual return of 14.95%. Currently, STMicroelectronics has a market capitalization of

12h agoBenzinga

DG Matrix Doubles Interport™ Platform Power to 400 kW with STMicroelectronics’ SiC Technology

MORRISVILLE, N.C., September 24, 2026--DG Matrix, the global leader in solid-state transformer solutions, today announced continued collaboration with STMicroelectronics (ST), a global semiconductor leader serving customers across the spectrum of electronics applications. Since its inception, DG Matrix has utilized ST’s silicon carbide (SiC) technology at the heart of Interport™ multi-port solid-state transformer platform. The use of ST’s SiC technology has contributed to a significant performan

6d agoYahoo! Finance Canada

Is STMicroelectronics (ENXTPA:STMPA) Undervalued As It Launches A New In Car Sensor?

STMicroelectronics (ENXTPA:STMPA) just introduced its ST SafeSense VD56GA infrared image sensor for in car driver and occupant monitoring, giving investors fresh context for thinking about the semiconductor group’s automotive exposure. The new sensor launch follows a sharp reset in sentiment, with the stock down about 29.7% over the past 90 days on a share price basis, even though the year-to-date share price return is 90.5% and the 1-year total shareholder return is 88.0%. Recent gains of...

8d agoYahoo Finance

Is STMicroelectronics (ENXTPA:STMPA) Doubling Down On Automotive Imaging To Sharpen Its Competitive Edge?

In September 2026, STMicroelectronics introduced the ST SafeSense VD56GA, a compact 1.1 MP infrared automotive image sensor designed to support in-cabin driver and occupant monitoring with higher infrared sensitivity, embedded image processing, and a small CSP package for space-constrained vehicle interiors. The launch underscores STMicroelectronics’ push to deepen its role in automotive imaging by combining vertically integrated manufacturing and infrared-optimized pixel technology to help...

8d agoYahoo Finance

STMicroelectronics (STM) Wants Every Car Watching Its Driver, and Cheaply

On September 14, STMicroelectronics (NYSE:STM) introduced the ST SafeSense VD56GA, a 1.1-megapixel infrared image sensor designed for cameras that watch drivers and passengers inside a car. The goal is to make that kind of monitoring cheap enough to spread beyond premium models and into everyday vehicles. It is a big job for a package that […]

10d agoYahoo Finance

Zacks Industry Outlook NVIDIA, Texas, STMicroelectronics and Intel

NVIDIA, Texas, STMicroelectronics and Intel have been highlighted in this Industry Outlook article.

14d agoYahoo Finance

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1	NXP Semiconductors N.V.NXPI	0%-0.01
2	Solaris Energy Infrastructure, Inc.SOI	0%new
3	ON Semiconductor CorporationON	0%0
4	Microchip Technology Inc.MCHP	0%0
5	Stitch Fix, Inc.SFIX	0%new
6	Lattice Semiconductor CorporationLSCC	0%0
7	United-Guardian, Inc.UG	0%0
8	CEN - Center Coast Brookfield MLP & Energy Infrastructure Fund	——
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STMicroelectronics N.V.

Technology
Semiconductors

STMicroelectronics N.V. is a global semiconductor company that designs, develops, manufactures, and markets a broad portfolio of electronic components for diverse end markets. Its products include analog and mixed-signal chips, discrete power semiconductors, microcontrollers, digital integrated circuits, and MEMS and other sensors used in electronic systems. STMicroelectronics serves key sectors such as automotive, industrial automation, power and energy management, personal electronics, communications equipment, and computing and peripherals, supplying chips that enable control, connectivity, sensing, and power efficiency in these applications. The company operates through specialized business groups, including the Automotive and Discrete Group, Analog, MEMS and Sensors Group, and Microcontrollers and Digital ICs Group, allowing it to address both high-volume consumer devices and demanding industrial and automotive platforms. Founded in 1987 and headquartered in the Netherlands with major operations in Switzerland, STMicroelectronics plays a significant role in the global electronics supply chain as a key supplier to equipment manufacturers across Europe, the Americas, and the Asia-Pacific region.

Website

Location

WTC Schiphol Airport

Schiphol, 1118 BH

Netherlands

Social

What share of all stock conversation is about STM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.02% +0.02	0.04% +0.02	0.02% -0.01	0.01% +0.01

Aug 14

$STM is mentioned as a beneficiary of growing demand for AI data centers, power semiconductors, silicon photonics, and automotive applications.
The company is positioned to benefit from EU loan support for infrastructure build-out, combining with continued photonics demand.
$STM is identified as an interesting pick, with the potential for a recovery in the stock price following a recent dump.

Generated by AI

Sentiment

Of the messages about STM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	2.38% -97.62	56.65% -37.79	80.19% -11.39	89.44% +8.04
Bearish	97.62% +97.62	43.35% +37.79	19.81% +11.39	10.56% -8.04

Bullish· Jul 23

$STM has shown strong revenue growth, with a 26% YoY surge to $3.49B in Q2, indicating a rebound from its cyclical trough.
The company has issued optimistic guidance, including a raise in 2026 datacenter revenue from $500M to $1B, suggesting a shift in the demand environment.
$STM has shown a strong fundamental performance, with a beat on earnings, reporting EPS of 0.31 vs 0.26 estimate, and guidance of 3.49 Bil vs 3.45 Bil.

Bearish· Jul 23

STMicroelectronics' Q3 revenue guidance missed consensus, with a forecast of $3.7B, below the $3.79B expected, indicating slower recovery in its core automotive and industrial markets.
The company's shares fell as much as 17% after the earnings release, despite beating revenue expectations, highlighting the market's high expectations and lack of forgiveness for companies that don't meet them.
STMicroelectronics' stock price has dropped significantly, down 18% on high volume, with the 50 level being a key support level to watch, and a potential indicator of further decline if broken.

Generated by AI

Topics

Of the messages about STM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	0%	31.66%	30.82%
Announcements	—	95.97%	51.17%	46.22%
Technical Analysis	—	4.03%	5.14%	3.29%
Analysts	—	0%	6.31%	14.33%
Earnings	—	0%	5.72%	4.76%
Controversies	—	0%	0%	0.59%

Earnings· Apr 23

STMicroelectronics (STM) reported Q1 net revenue of $3.10 billion, beating the analyst consensus of $3.05 billion.
The company sees Q2 net revenue of $3.45 billion, which clears the consensus estimate of $3.19 billion.
STMicroelectronics' Q2 gross margin is expected to be around 34.8%, beating the consensus estimate of 34.5%.

Analysts· Jan 28

Robert W. Baird upgraded STMicroelectronics to outperform with a price target of $62.
Baird analyst Tristan Gerra raised the price target from $50 to $62 due to market share gains.
The upgrade and price target increase were based on STMicroelectronics' positioning and accelerating structural growth.

Announcements· Jun 2

STMicroelectronics ($STM) raised its 2026 data center revenue outlook to approximately $1 billion, up from $500 million, driven by strong demand for AI infrastructure.
The company expects data center revenue to double again to $2 billion in 2027, with about 2/3 of the revenue coming from optical components, including microcontrollers.
STMicroelectronics' guidance confirms the AI infrastructure boom is accelerating, with the company's stock price jumping 10% to new all-time highs.

Technical Analysis· Oct 26

$STM has been in a bear trend, with a 25% decline since being alerted.
$STM has moved to a bullish trend, according to the MACD indicator.
$STM's price action is consistent with a bull trend, as per the IBD50.

Generated by AI

Community

Of the messages about STM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	97.8%	6.99%	9.81%	42.24%
Newcomers	2.2%	93.01%	90.19%	57.76%

Regulars· Jul 23

STMicroelectronics' Q2 2026 revenue surged 26% YoY to $3.49B, beating the $3.38B consensus, driven by 23.3% growth in OEM sales and 33.1% growth in distribution sales.
The company's Q2 earnings beat estimates, but the shares fell after issuing weaker-than-expected Q3 guidance, with Q3 revenue set to rise about 16% from a year earlier to $3.7 billion at the midpoint of guidance.
The Q3 guidance missed analysts' expectations, with the company's shares falling as much as 17%, the biggest intraday decline, despite the Q2 earnings beat and the company's AI outlook being raised.

Newcomers· Aug 14

The newcomer is focused on STMicroelectronics' potential benefits from the growth of AI data centers, specifically in power semiconductors and silicon photonics.
The newcomer highlights the EU's potential support for infrastructure build-out, which could create a new demand cycle for STMicroelectronics' photonics business.
The newcomer notes that STMicroelectronics has a good setup to be a photonics provider in the EU, citing its recovery from the last quarter's earnings dump and its position as the second-largest holding of a post-fund meltdown fund.

Generated by AI

STMicroelectronics

Social

Aug 14

Bullish· Jul 23

Bearish· Jul 23

Earnings· Apr 23

Analysts· Jan 28

Announcements· Jun 2

Technical Analysis· Oct 26

Regulars· Jul 23

Newcomers· Aug 14

Here’s How Much You Would Have Made Owning STMicroelectronics Stock In The Last 15 Years - STMicroelectro

DG Matrix Doubles Interport™ Platform Power to 400 kW with STMicroelectronics’ SiC Technology

Is STMicroelectronics (ENXTPA:STMPA) Undervalued As It Launches A New In Car Sensor?

Is STMicroelectronics (ENXTPA:STMPA) Doubling Down On Automotive Imaging To Sharpen Its Competitive Edge?

STMicroelectronics (STM) Wants Every Car Watching Its Driver, and Cheaply

Zacks Industry Outlook NVIDIA, Texas, STMicroelectronics and Intel

Also Discussed

STMicroelectronics N.V.

Company Information

Location

Here’s How Much You Would Have Made Owning STMicroelectronics Stock In The Last 15 Years - STMicroelectro

DG Matrix Doubles Interport™ Platform Power to 400 kW with STMicroelectronics’ SiC Technology

Is STMicroelectronics (ENXTPA:STMPA) Undervalued As It Launches A New In Car Sensor?

Is STMicroelectronics (ENXTPA:STMPA) Doubling Down On Automotive Imaging To Sharpen Its Competitive Edge?

STMicroelectronics (STM) Wants Every Car Watching Its Driver, and Cheaply

Zacks Industry Outlook NVIDIA, Texas, STMicroelectronics and Intel

Also Discussed

Social

Aug 14

Bullish· Jul 23

Bearish· Jul 23

Earnings· Apr 23

Analysts· Jan 28

Announcements· Jun 2

Technical Analysis· Oct 26

Regulars· Jul 23

Newcomers· Aug 14