STMicroelectronics N.V.
No SEC Form 4 filings for $STM in the last 30 days.
See all $STM insider activity →STMicroelectronics (STM) expects Q3 revenue of $3.7B, up 16.2% YoY, with a gross margin near 37.0%. Growth slowed from Q2's 26.0% but is driven by AI data centers and satellites. Profits lag sales, with Q2 operating margin at 5.4%. The stock trades at 34x forward earnings, above sector and historical averages. Investors await Q3 results to confirm margin targets and Q4 revenue guidance.
JP Morgan assigned a Neutral rating to STMicroelectronics N.V. based on a weighted average of valuation, EPS revisions, and visibility metrics. The stock is currently trading at 42.02 EUR on Euronext Paris, up 2.46% over 5 days and 87.23% year-to-date.
Stabilus SE (STM) reported that DWS Investment GmbH notified it of a threshold crossing in voting rights as of October 13, 2026, due to equity collateral received. The disclosure is a routine mid-cycle ownership update under German law, with no immediate details on the percentage change or DWS's intentions.
Over the past 7 days, AlphAI's AI scored 5 news stories mentioning STM (STMicroelectronics N.V.). Coverage has skewed bearish: 0 bullish, 3 neutral, and 2 bearish.
Recent STM coverage spans financial news, market movers and earnings.
Guidance raises expectations but leaves margin uncertainty; earnings beat could trigger upside, a miss may cause downside.
Neutral rating may limit upside and could cause slight downside pressure.
The DWS voting-rights threshold crossing can shift perceived control and governance influence, creating modest sentiment and positioning risk for STM.
The stock is under pressure from macro‑inflation worries and competitive threats in AI memory chips.
Analyst target cut suggests near‑term downside pressure.
AlphAI scores every news story that mentions STM with an AI model for sentiment and relevance, and aggregates insider trades from STMicroelectronics N.V.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
STMicroelectronics (STM) expects Q3 revenue of $3.7B, up 16.2% YoY, with a gross margin near 37.0%. Growth slowed from Q2's 26.0% but is driven by AI data centers and satellites. Profits lag sales, with Q2 operating margin at 5.4%. The stock trades at 34x forward earnings, above sector and historical averages. Investors await Q3 results to confirm margin targets and Q4 revenue guidance.
3 min readJP Morgan assigned a Neutral rating to STMicroelectronics N.V. based on a weighted average of valuation, EPS revisions, and visibility metrics. The stock is currently trading at 42.02 EUR on Euronext Paris, up 2.46% over 5 days and 87.23% year-to-date.
2 min readStabilus SE (STM) reported that DWS Investment GmbH notified it of a threshold crossing in voting rights as of October 13, 2026, due to equity collateral received. The disclosure is a routine mid-cycle ownership update under German law, with no immediate details on the percentage change or DWS's intentions.
2 min readSTMicroelectronics shares fell 6.5% to €40.24, the largest decline in the CAC 40, amid broader semiconductor sector correction. The stock has dropped 19.4% in a week and 34.4% in three months. Concerns over AI infrastructure financing and Chinese competition contributed to the decline, with similar drops seen in ASML, ASM International, Micron, AMD, and Lam Research.
2 min readSTMicroelectronics (STM) shares fell 1.85% to €44.72, among the CAC 40's largest declines. The stock is down 12.09% this week but up 86.53% over one year. Oddo BHF lowered its price target to €70, maintaining an outperform rating. The company's Supervisory Board requested the renewal of CEO Jean-Marc Chéry's mandate for one year, pending shareholder approval.
1 min readSTMicroelectronics stock fell 2.2% to €44.58 amid a global semiconductor selloff. Concerns over AI investment returns and Chinese competition drove the decline, alongside remarks from Broadcom's CEO. The company's CEO mandate extension was seen as neutral. European semiconductor stocks also dropped, with the Stoxx Europe 600 tech sub-index under pressure.
2 min readASML and European chip stocks fell over 3% amid concerns about competition from Chinese chipmaker CXMT and AI funding sustainability. CXMT announced progress in DRAM technology, while Intel and Broadcom executives warned about capital access constraints. Global semiconductor stocks declined, with Samsung and SK Hynix dropping over 7% and 10% respectively.
3 min readSTMicroelectronics (STM) announced its Supervisory Board will propose Jean-Marc Chery for reappointment as CEO for another year. The decision, citing strategic continuity, will be presented to shareholders in 2027. Chery currently serves as Chairman and CEO of the semiconductor manufacturer.
1 min readSTMicroelectronics repurchased 346,538 shares (€17.06M) from Oct 5-9, 2026, at an average price of €49.24. The company now holds 15.93M treasury shares (1.7% of total). Shares were bought on Euronext Paris to meet employee option plans and other purposes.
2 min readSTMicroelectronics (STM), a European chipmaker, is highlighted by billionaire Stanley Druckenmiller as a top AI stock. The company expects data center sales to double, driven by AI growth, and plans cost cuts to boost margins. However, its power chip business is still unprofitable, and recovery depends on margin improvements. STM trades at a forward P/E of 43, significantly higher than the S&P 500 and sector median.
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