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 $44.05B
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
題材歸屬
財報 highlight
| 期別 | Revenue | Gross profit | Operating income | EPS | 毛利率 | 營益率 | YoY | QoQ | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q2 | $3.49B | $0 | — | — | 0.0% | — | +26.10% | +12.67% | yahoo-finance2 |
| 2026Q1 | $3.1B | $0 | — | — | 0.0% | — | — | -7.03% | yahoo-finance2 |
| 2025Q4 | $3.33B | $0 | — | — | 0.0% | — | — | +4.46% |
法說 / IR events
競爭對手
新聞 timeline
- FAQs - STMicroelectronics2026-09-04 · investors.st.com
‘STMicroelectronics N.V.’ was formed and incorporated in 1987 as a result of the combination of the semiconductor business of SGS Microelettronica (then owned by Società Finanziaria Telefonica (S.T.E.T.), an Italian corporation) and the non-military business of Thomson Semiconducteurs (then owned by the former Thomson-CSF, now Thales, a French corporation). We operated as SGS-Thomson Microelectronics N.V. until May 1998, when we changed our name to ‘STMicroelectronics N.V.’ [...] NXP Semiconductors ON Semiconductor Renesas Rohm Texas Instruments Vishay ## Where can I find more on STMicroelectronics’ approach to Sustainability The sustainability report is available here. Shares ## On what exchange and what ticker symbol is ‘STMicroelectronics’ stock traded? ‘STMicroelectronics’ sh
- STMicroelectronics N.V. (STM) Stock Price, Quote, News & Analysis | Seeking Alpha2026-09-04 · seekingalpha.com
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. It offers industrial application-specific integrated circuits (ASICs) and application-specific standard products (ASSPs); power [...] electronics and communications equipment, and computers and peripherals markets. STMicroelectronics N.V. was incorporated in 1987 and is headquartered in Schiphol, the Netherlands. [...] and piezoelectric actuators; and optical sensing solutions. The company also provides silicon MOSFETs, SiC MOS
- STM Stock Quote Price and Forecast | CNN2026-09-04 · cnn.com
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. It operates through the following segments: Automotive and Discrete Group (ADG), Analog, MEMS, and Sensors Group (AMS), Microcontrollers and Digital ICs Group (MDG), and Others. The ADG segment includes [...] ### CNN values your feedback # STMicroelectronics NV Sponsored ADR RegS STM STM is trading in the middle of its 52-week range and above its 200-day simple moving average. The price of STM shares has decreased $0.74 since the market last closed. This is a 1.48% drop. The stock has since dr