STM
STMicroelectronics N.V.
$70.72
-9.75%
$69.6B
No data for this timeframe.
Vol
Market Cap$69.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (76%)
Inst. Holders7 funds
Inst. Value$322.3M
Inst. Activity3 buys / 1 sells
Reddit Sentiment58° Warm
SEC Reports1
Press Releases8
Recent Activity
Apr 23, 2026
SEC
STMicroelectronics reported Q1 2026 revenue of $3.10 billion, up 23.0% YoY, but GAAP EPS of $0.04 missed consensus of $0
PRESS-RELEASE — Impact 6/10
Inst.
MORGAN STANLEY — ADD
6,156,161 shares ($159.7M)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
3,602,842 shares ($93.5M)
Jun 3, 2026
other
STMicroelectronics high-performance vibration sensor with in-sensor AI offers a compelling alternative to piezosensor to fast-growing industrial condition-monitoring market
<p align="center"><b>STMicroelectronics high-performance vibration sensor with in-sensor AI offers a
Jun 2, 2026
Press
STMicroelectronics raised its 2026 data center revenue ambition to ~$1B (from 'nicely above $500M') and guided for poten
Impact 7/10
May 27, 2026
Press
STMicroelectronics announced that its Supervisory Board has initiated the process to find a successor for Nicolas Dufour
Impact 2/10
Price Targets
$61.16
-13.5% upside
Sell
Current $70.72
Low $32.80
Median $59.00
High $90.00
14 analysts
$32.80
$90.00
Analyst Ratings
6Strong Buy
13Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 3, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Jun 2, 2026 | B of A Securities | MAINTAIN | Neutral → Neutral |
| May 19, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Apr 24, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Apr 17, 2026 | Mizuho | UPGRADE | Neutral → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.27 | $0.22 — $0.29 | 344% YoY | 4 |
| Next Q | $0.44 | $0.36 — $0.53 | 50% YoY | 4 |
| Current FY | $1.27 ▼ -100.0% | $1.08 — $1.57 | 140% YoY | 9 |
| Next FY | $2.44 ▼ -100.0% | $1.53 — $3.42 | 115% YoY | 9 |
Latest Reports
BULLISH
Press
7/10
STMicroelectronics raised its 2026 data center revenue ambition to ~$1B (from 'nicely above $500M') and guided for poten
Jun 2, 2026
MIXED
PRESS-RELEASE
6/10
STMicroelectronics reported Q1 2026 revenue of $3.10 billion, up 23.0% YoY, but GAAP EPS of $0.04 missed consensus of $0
Apr 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $159.7M | ADD |
| TWO SIGMA INVESTMENTS, LP | $93.5M | ADD |
| BANK OF AMERICA CORP | $36.3M | TRIM |
| FMR LLC | $20.0M | ADD |
| WELLS FARGO & COMPANY/MN | $10.8M | ADD |
Reddit Sentiment
58°▼
Warm
Bearish
Neutral
Bullish
7 institutional holders with $322.3M total value (13,199,337 shares) as of 2025-Q4. Top holders: MORGAN, TWO, BANK. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 6,156,161 | $159.7M | 49.5% | ADD +40.6% |
| 2 | TWO SIGMA INVESTMENTS, LP | 3,602,842 | $93.5M | 29.0% | ADD +55.1% |
| 3 | BANK OF AMERICA CORP /DE/ | 1,398,010 | $36.3M | 11.3% | TRIM -58.5% |
| 4 | FMR LLC | 770,893 | $20.0M | 6.2% | ADD +85.3% |
| 5 | WELLS FARGO & COMPANY/MN | 417,209 | $10.8M | 3.4% | ADD +30.1% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 80,667 | $2.1M | 0.6% | ADD +40.2% |
| 7 | Duquesne Family Office LLC | 773,555 | $20.1K | 0.0% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 4,378,048 | 6,156,161 | +40.6% | $159.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 2,322,540 | 3,602,842 | +55.1% | $93.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 3,368,688 | 1,398,010 | -58.5% | $36.3M | 2025-Q4 |
| Duquesne Family Office LLC | NEW | — | 773,555 | — | $20.1K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 988,348 | 2,322,540 | +135.0% | $65.6M | 2025-Q3 |
| UBS Group AG | TRIM | 1,793,688 | 921,869 | -48.6% | $26.1M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 382,986 | 498,182 | +30.1% | $14.1M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 3,022,549 | 4,348,569 | +43.9% | $132.2M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 5,346,643 | 3,612,679 | -32.4% | $109.9M | 2025-Q2 |
| UBS Group AG | TRIM | 3,537,714 | 1,793,688 | -49.3% | $54.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 3,928,586 | 988,348 | -74.8% | $30.1M | 2025-Q2 |
| FMR LLC | ADD | 420,953 | 780,212 | +85.3% | $23.7M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 239,869 | 382,986 | +59.7% | $11.6M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 161,522 | 239,869 | +48.5% | $5.3M | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 44,843 | 62,873 | +40.2% | $1.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 579,071 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 3,266,448 | 4,884,540 | +49.5% | $122.0M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 2,550,593 | 3,486,711 | +36.7% | $87.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 579,071 | — | $14.4M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 270,670 | 161,522 | -40.3% | $4.0M | 2024-Q4 |
| MORGAN STANLEY | ADD | 2,300,018 | 3,266,448 | +42.0% | $97.1M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 40,501 | — | $1.2M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 6.0/10.
BULLISH
7/10
STMicroelectronics raised its 2026 data center revenue ambition to ~$1B (from 'nicely above $500M')
Jun 2, 2026
NEUTRAL
2/10
STMicroelectronics announced that its Supervisory Board has initiated the process to find a successo
May 27, 2026
NEUTRAL
3/10
STMicroelectronics held its 2026 Annual General Meeting of Shareholders, where all resolutions were
May 27, 2026
NEUTRAL
2/10
STMicroelectronics CEO Jean-Marc Chery is scheduled to speak at the BNP Paribas Exane CEO conference
May 25, 2026
NEUTRAL
3/10
STMicroelectronics announced an upcoming investor call focused on the LEO (Low Earth Orbit) satellit
Apr 23, 2026
NEUTRAL
2/10
STMicroelectronics announced the timing for its Q1 2026 earnings release and conference call, schedu
Apr 3, 2026
BULLISH
7/10
STMicroelectronics announced an expansion of its 800 VDC power conversion portfolio with new 12V and
Mar 17, 2026
NEUTRAL
3/10
STMicroelectronics announced two upcoming investor webcasts in March 2026 focused on Cloud AI and In
Mar 2, 2026
Current analyst consensus: Buy (76% buy). Based on 25 analysts: 6 strong buy, 13 buy, 5 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$61.16 mean target
-13.5% upside
Sell (2.13)
$32.80 Low
$90.00 High
| Metric | Value |
|---|---|
| Current Price | $70.72 |
| Target Low | $32.80 |
| Target Mean | $61.16 |
| Target Median | $59.00 |
| Target High | $90.00 |
| # Analysts | 14 |
| Recommendation | Sell (2.13) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.27 | $0.22 | $0.29 | 343.7% | — | 3↑ 0↓ | $3.5B | 25.0% | 4 |
| Next Q 2026-09-30 |
$0.44 | $0.36 | $0.53 | 50.3% | — | 3↑ 0↓ | $3.8B | 18.5% | 4 |
| Current FY 2026-12-31 |
$1.27 | $1.08 | $1.57 | 140.2% | -100.0% | 6↑ 2↓ | $14.2B | 20.7% | 9 |
| Next FY 2027-12-31 |
$2.44 | $1.53 | $3.42 | 115.2% | -100.0% | 2↑ 0↓ | $16.4B | 16.1% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.000 | |
| 7d ago | $0.000 | |
| 30d ago | $0.000 | |
| 60d ago | $0.210 | -0.210 |
| 90d ago | $0.210 | -0.210 |
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 3, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Jun 2, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
| May 19, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Apr 24, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Apr 17, 2026 | Mizuho | UPGRADE | Neutral | Outperform |
| Feb 23, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 13 | 5 | 1 | 0 | 76% | |
| May 1, 2026 | 6 | 14 | 5 | 1 | 0 | 77% | |
| Apr 1, 2026 | 6 | 12 | 7 | 1 | 0 | 69% | |
| Mar 1, 2026 | 6 | 11 | 7 | 2 | 0 | 65% | |
| Feb 1, 2026 | 6 | 11 | 7 | 2 | 0 | 65% | |
| Jan 1, 2026 | 6 | 11 | 7 | 2 | 0 | 65% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
58°
Warm
Bearish
Neutral
Bullish
8 mentions
2 bullish
0 bearish
8 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 3, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Jun 3, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Jun 3, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 3, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
stocks connected to SpaceX? For when the ipo drops?
▲ 1
💬 1
⚡ 0.5
STM - STMicroelectronics to the moon???
▲ 1
💬 0
⚡ 0.5
STM advice on holding position or sell
▲ 1
💬 1
⚡ 0.5
STMicroelectronics (STM) is one of the best and most undervalued European stocks - DD update 2.5 years later
▲ 1
💬 0
⚡ 0.5
Gains STM
▲ 1
💬 0
⚡ 0.5
Jun 3, 2026
other
STMicroelectronics high-performance vibration sensor with in-sensor AI offers a compelling alternative to piezosensor to fast-growing industrial condition-monitoring market
<p align="center"><b>STMicroelectronics high-performance vibration sensor with in-sensor AI offers a compelling alternative to piezosensor to fast-gro
Jun 2, 2026
announcement
STMicroelectronics raises its revenue ambition for Data Centers amidst continued strong demand for AI infrastructure
<p align="center"><b>STMicroelectronics raises its revenue ambition for Data Centers amidst continued strong demand for AI infrastructure</b></p>
May 27, 2026
announcement
Statement from the Supervisory Board of STMicroelectronics
<p align="center"><b>Statement from the Supervisory Board of STMicroelectronics</b></p>
May 27, 2026
announcement
All resolutions approved at the 2026 STMicroelectronics’ Annual General Meeting of Shareholders
<p align="center"><b>All resolutions approved at the 2026 STMicroelectronics’ Annual General Meeting of Shareholders </b></p>
May 25, 2026
announcement
STMicroelectronics President and CEO Jean-Marc Chery to speak at BNP Paribas Exane CEO conference
<p align="center"><b>STMicroelectronics President and CEO Jean-Marc Chery</b><br><b>to speak at BNP Paribas Exane CEO conference</b></p>
May 13, 2026
short_volume
Short Volume: STM — 56.7% short (3.0M / 5.4M)
Short: 3,041,791 | Exempt: 55,196 | TRF Vol: 5,368,569 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: STM — 59.6% short (2.6M / 4.4M)
Short: 2,647,967 | Exempt: 34,575 | TRF Vol: 4,440,477 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_interest
FTD: STM — 76,496 shares ($3.8M) failed to deliver
Settlement: 20260429, Price: $49.81, FTD Value: $3,810,265.76, STMICROELECTRONICS N.V.
Apr 28, 2026
other
STMicroelectronics brings always-on vision to next-generation personal electronics with new ultralow-power image sensors
<p align="center"><b>STMicroelectronics brings always-on vision to next-generation personal electronics with new ultralow-power image sensors</b></p>
Apr 28, 2026
short_interest
FTD: STM — 26,705 shares ($1.4M) failed to deliver
Settlement: 20260428, Price: $50.56, FTD Value: $1,350,204.8, STMICROELECTRONICS N.V.
Apr 23, 2026
announcement
STMicroelectronics to host investor call on the LEO opportunity
<p align="center"><b>STMicroelectronics to host investor call on the LEO opportunity</b></p>
Apr 23, 2026
earnings
STMicroelectronics Reports Q1 2026 Financial Results
<p>PR No: C3392C </p>
Apr 3, 2026
announcement
STMicroelectronics Announces Timing for First Quarter 2026 Earnings Release and Conference Call
<p align="center"><b>STMicroelectronics Announces Timing for First Quarter 2026 Earnings Release and Conference Call </b></p>
Mar 31, 2026
short_interest
FTD: STM — 46,739 shares ($1.5M) failed to deliver
Settlement: 20260331, Price: $31.32, FTD Value: $1,463,865.48, STMICROELECTRONICS N.V.
Mar 31, 2026
short_volume
Short Volume: STM — 61.0% short (1.5M / 2.5M)
Short: 1,544,914 | Exempt: 5,205 | TRF Vol: 2,531,353 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)