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 $45.98B
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 |
|---|---|---|---|---|---|---|---|---|---|
| 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% | yahoo-finance2 |
| 2025Q3 | $3.19B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
新聞 timeline
- STMicroelectronics - Wikipedia2026-08-02 · en.wikipedia.org
Shortly after its establishment, SGS-Thomson was the 14th largest semiconductor suppliers, recording US$850 million sales. Rather that competing head-to-head with its largest competitors, the early business strategy of STM was to orient towards various niches of the market that possessed high growth potential, which included sensors, microcontrollers, power electronics, and application-specific integrated circuits (ASICs). One key early example of this strategy took place in 1989, when STM [...] Throughout the 1990s, STM pursued vertical integration, performing the design, manufacture, and testing of its own semiconductors inhouse; this was in contrast to most European-based electronics firms, which were typically either downsizing or outsourcing production to other parties. The company ex
- STM - Stmicroelectronics ADR | Stock Quotes from Fidelity Investments2026-08-02 · digital.fidelity.com
electronics and communications equipment, and computers and peripherals markets. STMicroelectronics N.V. was incorporated in 1987 and is headquartered in Schiphol, the Netherlands. [...] Wealth Management Offerings Financial Advisors Financial Planning Investment Management Wealth Management Insights News & Research News Wealth Management Insights Watchlist Alerts Stocks, ETFs, Crypto Mutual Funds Fixed Income, Bonds & CDs Options IPOs Annuities Learn # Quotes (STM - Stmicroelectronics ADR) [...] sell a security, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy, any analyst
- STMicroelectronics NV (STM) Stock Price & News - Google Finance2026-08-02 · google.com
STMicroelectronics NV is a European multinational semiconductor contract manufacturing and design company. It is the largest of such companies in Europe. The company is incorporated in the Netherlands and headquartered in Plan-les-Ouates, Switzerland. It manufactures a wide range of microelectronics, including the widely-used STM8 and STM32 microcontrollers. ST was founded in 1987 from the merger of two state-owned semiconductor corporations, SGS Microelettronica of Italy and Thomson [...] Italy and Thomson Semiconducteurs of France, with the aim of creating a corporation that could effectively compete with international semiconductor manufacturers. From early on, the company's senior management sought out poorly-served niches in the global market, such as microcontrollers, application-spe
- STM Stock Price Quote | Morningstar2026-08-02 · morningstar.com
Morningstar # STMicroelectronics NV ADR STM ## Company Report ### STMicro's AI and Low Earth Orbit Chip Content Is Skyrocketing STMicroelectronics is one of Europe's largest chipmakers and holds one of the broadest product portfolios in the industry. We think it has some promising growth opportunities on the horizon in automotive products, artificial intelligence data centers, and low earth orbit satellites. ## Price vs Fair Value ## Bulls Say, Bears Say ### Bulls [...] | 1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap | --- --- --- | | NVIDIA Corp NVDA | | | LOCK|$%XwpNF< | LOCK|r! | $5T | | | Taiwan Semiconductor Manufacturing Co Ltd ADR TSM | | | LOCK|p$B^<> | LOCK|#Y | $2T | | | Broadcom Inc AVGO | | | LOC
- STM Stock Quote Price and Forecast | CNN2026-08-02 · 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 $1.95 since the market last closed. This is a 3.65% drop. The stock has since ri