companies / NYSE
STMicroelectronics
Franco-Italian semiconductor maker; SpaceX's clearest external Starlink silicon partner. Co-designed RF/mixed-signal chips — 5B+ shipped over a decade, used in millions of user terminals and 10,000+ Starlink satellites incl. V3; slated to supply upcoming inter-satellite laser-link chips [3][4].
近 30 天股價
市值 $55.38B
最新估值
**CY27E 重錨 + 修正現價（supersede CY26E 版）。** 今年已過半，forward 基準改用 CY27E；現價更正為 live \$79.91（DB \$78.39 只是 stale）。**關鍵**：以 CY27E 獲利看，STM 在 \$79.91 只有 **18.5x**（base EPS \$4.32）—— 對這種成長算便宜。套 24x forward P/E → mid **\$103.68（+29.8% vs spot）**，這正是 DCF 折掉的輪動上檔。forward 路徑（pe_path 24→26→28）：CY27E ~\$104 → CY28E ~\$128 → CY29E ~\$139；輪動高標 blue EPS 5.97×30x ≈ \$179。**劇本**（股癌 EP671/672）：Nexperia 制裁 + 歐盟去中化轉單、99 週+ 交期→漲價循環、功率半導體 Tier 2/3 早期輪動、US IDM 領頭。confidence medium。
看歷史估值 →在 BOM 上的位置
- 1°Co-designed RF / mixed-signal silicon
- secondaryOptical inter-satellite laser links
- 1°Co-designed RF / mixed-signal silicon
- secondaryOptical inter-satellite laser links
- 1°Co-designed RF / mixed-signal silicon
- secondaryOptical inter-satellite laser links
- 1°SiC MOSFET (800VDC front-end)
- 1°SiC MOSFET (800VDC front-end)
- 1°SiC MOSFET (800VDC front-end)
題材歸屬
財報 highlight
| 期別 | Revenue | Gross profit | Operating income | EPS | 毛利率 | 營益率 | YoY | QoQ | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q1 | $3.1B | $0 | — | — | 0.0% | — | +23.00% | -7.03% | yahoo-finance2 |
| 2025Q4 | $3.33B | $0 | — | — | 0.0% | — | — | +4.46% | yahoo-finance2 |
| 2025Q3 | $3.19B | $0 | — | — | 0.0% | — | — | +15.22% | yahoo-finance2 |
| 2025Q2 | $2.77B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
新聞 timeline
- STMicroelectronics2026-07-17 · en.wikipedia.org
# STMicroelectronics. **STMicroelectronics NV** (commonly referred to as **ST** or **STMicro**) is a European multinational semiconductor contract manufacturing and design company. It is the largest of such companies in Europe. ST was founded in 1987 from the merger of two state-owned semiconductor corporations, Thomson Semiconducteurs of France and SGS Microelettronica of Italy, with the aim of creating a corporation that could effectively compete with international semiconductor manufacturers. ST was formed in 1987 by the merger of two government-owned semiconductor companies: Italian SGS Microelettronica (where SGS stands for *Società Generale Semiconduttori*, "General Semiconductor Company"), and French *Thomson Semiconducteurs*, the semiconductor arm of Thomson. It comprised the semic
- STMicroelectronics N.V. (STM) Stock Price, Quote, News & Analysis | Seeking Alpha2026-07-17 · seekingalpha.com
Make informed decisions with the data, context, and analysis behind today’s market moves, with unlimited access to breaking stock news and free investing newsletters. # STM STMicroelectronics N.V. ## STM Stock Price. ## STM Analysis. ### STMicroelectronics: A Strong Case For Valuation Investing, And Rotation (Rating Downgrade). ### STMicroelectronics: Real Transformation, But Wait For The Pullback. ### STMicroelectronics: Strong Q1 Confirms Cycle Turn And Upside Potential. ## STM News. SA News Wed, Jun. 24. SA News Tue, Jun. 161 Comment. SA News Wed, May 27. SA News Tue, May 194 Comments. ### STMicroelectronics N.V. All All Analysis Analysis News News. STMicroelectronics N.V., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products in Europe, the M
- STMicroelectronics N.V. (STM) Stock Price, News, Quote & History - Yahoo Finance2026-07-17 · finance.yahoo.com
2. Best 0% APR cards. 3. Best balance transfer cards. 2. Best high-yield savings accounts. 3. Best money market accounts. 4. Best free checking accounts. 2. Tax brackets and rates. 3. How to get approved. * Earnings Date Jul 23, 2026. STMicroelectronics N.V., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. The company operates through Analog products, MEMS and Sensors Group (AM&S); Power and Discrete products (P&D); Embedded Processing (EMP); and RF Products (D&RF) segments. The company also provides silicon MOSFETs, SiC MOSFETs, IGBTs, thyristors, rectifiers, and power modules and bipolar transistors; microcontrollers, and automotive microcontrollers and secured; ra
- STM Stock Quote Price and Forecast | CNN2026-07-17 · cnn.com
STM is trading near the top of its 52-week range and above its 200-day simple moving average. The price of STM shares has decreased $2.99 since the market last closed. The stock has since risen $3.83 in pre-market trading. STMicroelectronics NV is a global semiconductor company, which engages in the business of designing, developing, manufacturing, and marketing products used in a wide variety of applications for automotive, industrial, personal electronics and communications equipment, computers, and peripherals. ## Latest STM news. Total Revenue decreased 10.64% since last year and decreased 6.68% since last quarter. Net Income decreased 89.29% since last year and increased 223.8% since last quarter. STM's competitors are included in the Electronic Technology sector and Semiconductors gr
- STMicroelectronics (STM) Stock Price, News & Analysis2026-07-17 · marketbeat.com
Earnings Season Is About to Get Volatile. # STMicroelectronics (STM) Stock Price, News & Analysis. ## About STMicroelectronics Stock (NYSE:STM). The company’s long-standing presence in the semiconductor sector and broad product portfolio make it a key supplier for firms seeking power-efficient, reliable components for complex electronic systems. STMicroelectronics scored **higher than 68% of companies** evaluated by MarketBeat, and ranked 301st out of 630 stocks in the computer and technology sector. STMicroelectronics has received a consensus rating of Moderate Buy. The company's average rating score is 2.79, and is based on 1 strong buy rating, 9 buy ratings, 4 hold ratings, and no sell ratings. The P/E ratio of STMicroelectronics is 424.60, which means that it is trading at a more expen