STMicroelectronics Q2 Earnings Call Highlights AI Data Center Growth
STM's Q2 earnings call spotlights AI data center growth, raising its 2026 and 2027 revenue outlook as customer demand, backlog and product mix improve.
STM - STMicroelectronics N.V.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$74.00
DETAILS
HIGH:
$100.00
LOW:
$34.00
MEDIAN:
$77.50
CONSENSUS:
$74.00
UPSIDE:
47.53%
Stock News
STMicroelectronics: Growth Is Strong But The Valuation Leaves Little Room For Error
STMicroelectronics delivered strong Q2 2026 revenue growth and reacceleration, but profitability remains hampered by Power & Discrete losses and high capex. STM's three growth catalysts—AI data centers, LEO/New Space, and automotive/MEMS—offer robust potential, yet execution risk and margin sensitivity temper upside. At $57, STM is not attractively valued given execution risk; the Hold rating reflects insufficient margin of safety for delays or underperformance.
STMicro Drops 17% After Q3 Revenue Outlook Misses Estimates
STMicroelectronics (STM), a chipmaker supplying semiconductors for data centers, satellites, cars, industrial equipment, and personal electronics, saw its share
FTSE 100 Live: Centrica leads index lower, while rising oil price causes worries for BoE hawks
FTSE 100 down 77 points to 10,639 Brent oil hits $98 a barrel UK unveils 20% cut in rates for pubs and clubs Centrica, BT, 3i, RELX, easyJet, MAB, AJ Bell...
Nasdaq closes more than 2% lower as Tesla, Alphabet slide and oil nears $100
4:15pm: Nasdaq closes deep in the red US stocks ended sharply lower on Thursday, with the Nasdaq leading the losses as investors dumped technology shares...
STMicroelectronics Slides as Third-Quarter Outlook Misses Estimates
STMicroelectronics (STM, Financials), the semiconductor company that serves automotive, industrial and consumer markets, fell about 12% in premarket trading aft
STMicroelectronics Q2 Earnings & Revenues Top Estimates, Both Up Y/Y
STM's Q2 beat and stronger AI data center demand point to accelerating growth, with management targeting more than $2B in 2027 data-center revenues.
FTSE 100 Live: Centrica disappoints, 3i impresses, Tesla and Alphabet tumble
FTSE 100 down 71 points to 10,646 Brent oil hits $98 a barrel UK unveils 20% cut in rates for pubs and clubs Centrica, BT, 3i, RELX, easyJet, MAB, AJ Bell...
STMicroelectronics N.V. (STM) Q2 2026 Earnings Call Transcript
STMicroelectronics N.V. (STM) Q2 2026 Earnings Call Transcript
FTSE 100 Live: Centrica and BT disappoint, but Segro, RELX and oil prices rise
FTSE 100 down 18 points to 10,699 Brent oil hits $98 a barrel UK unveils 20% cut in rates for pubs and clubs Centrica, BT, 3i, RELX, easyJet, MAB, AJ Bell...
Nasdaq extends losses as Tesla and Alphabet tumble, record low for jobless claims
10am: Nasdaq leads losses as Tesla and Alphabet slide US stocks have extended yesterday's losses in early deals, with Tesla dropping over 10% to lead the...
FTSE 100 Live: Centrica and BT disappoint, but Segro, RELX, 3i and oil rise
FTSE 100 down 10 points to 10,707 Brent oil hits $98 a barrel Centrica, BT, 3i, RELX, easyJet, MAB, AJ Bell provide updates 9.44am: Market analysis Oil...
STMicroelectronics Q2 Earnings Call Highlights
STMicroelectronics NYSE: STM reported second-quarter 2026 revenue above the midpoint of its outlook and said demand accelerated across all end markets, with management pointing to particularly strong momentum in AI data centers, optical connectivity and industrial applications.
Wall Street set to extend losses after mixed earnings from Alphabet and Tesla
Wall Street is set for a moderately lower open on Thursday after mixed results from Alphabet and Tesla, while a fresh surge in oil prices revived concerns...
SpaceX Supplier STMicroelectronics Hikes AI Data-Center Sales Goal Again
The European chip maker, which also counts Apple and Tesla among its clients raised its revenue target after having had upgraded its forecast in June.
STMicro's Q3 revenue view slightly lags estimates even as chip demand recovers
STMicroelectronics forecast a third-quarter revenue with a midpoint slightly below market expectations on Thursday, but said chip demand from automotive, AI-related, data-centre optical and consumer electronics markets was recovering.
STMicroelectronics Reports Q2 2026 Financial Results
PR No: C3403C STMicroelectronics Reports Q2 2026 Financial Results Q226 net revenues at $3.49 billion Gross margin at 34.8% (n on-U.S. GAAP 1 gross margin at 35.2%) Operating income at $187 million (non-U.S. GAAP 1 operating income at $269 million) Business outlook at mid-point: Q326 net revenues of $3.70 billion and gross margin of 37.0 % Geneva, July 23, 2026 – STMicroelectronics N.V. (“ST”) (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, reported U.S. GAAP financial results for the second quarter ended June 27, 2026.
STMicroelectronics to Report Q2 Earnings: Buy Now or Wait for Results?
STM heads into Q2 earnings with improving AI, automotive and industrial demand, but investors may brace for near-term volatility around the results.
STM vs. ADI: Which Semiconductor Stock Looks More Attractive Now?
STMicroelectronics and Analog Devices are expanding AI, automotive and industrial chip offerings as semiconductor demand continues to grow.
Will STMicroelectronics' AI Partnerships Spark Its Next Revenue Wave?
STM is expanding AI partnerships with AWS and NVIDIA while adding NXP's MEMS business, positioning it for growth across cloud, data centers and robotics.
Price Targets
STMicroelectronics price target lowered to $60 from $65 at Barclays
$60.00
(was $52.37)
Simon Coles
·
Barclays
STMicroelectronics price target lowered to $80 from $84 at Mizuho
$80.00
(was $53.13)
Mizuho Securities
STMicroelectronics price target raised to $70 from $58 at Craig-Hallum
$70.00
(was $54.60)
Craig-Hallum
STMicroelectronics price target raised to $75 from $60 at Susquehanna
$75.00
(was $64.58)
Susquehanna
STMicroelectronics upgraded to Buy from Neutral at BofA
$100.00
(was $73.32)
UBS
STMicroelectronics (STM) PT Raised to $84 at Mizuho
$84.00
(was $79.51)
Vijay Rakesh
·
Mizuho Securities
STMicroelectronics (STM) PT Raised to $83 at BofA Securities
$83.00
(was $80.27)
Raymond James
STMicroelectronics price target raised to $68 from $56 at Mizuho
$68.00
(was $60.96)
Mizuho Securities
STMicroelectronics price target raised to $90 from $45 at Baird
$90.00
(was $49.71)
Robert W. Baird
STMicroelectronics upgraded to Buy from Hold at Craig-Hallum
$58.00
(was $44.86)
Craig-Hallum
STMicroelectronics upgraded to Outperform from Neutral at Mizuho
$48.00
(was $41.57)
Mizuho Securities
STMicroelectronics (STM) PT Raised to $34 at BofA Securities
$34.00
(was $32.49)
Seaport Global
STMicroelectronics price target raised to $28 from $26 at Mizuho
$28.00
(was $28.71)
Mizuho Securities
STMicroelectronics price target raised to $26 from $22 at Mizuho
$26.00
(was $26.47)
Mizuho Securities
STMicroelectronics initiated with a Neutral at Mizuho
$22.00
(was $22.11)
Vijay Rakesh
·
Mizuho Securities
STMicroelectronics price target lowered to $45 from $50 at Baird
$45.00
(was $25.26)
Robert W. Baird
STMicroelectronics price target raised to $40 from $35 at Susquehanna
$40.00
(was $30.54)
Christopher Rolland
·
Susquehanna
STMicroelectronics price target raised to $26.50 from $24 at Goldman Sachs
$26.50
(was $26.32)
Alexander Duval
·
Goldman Sachs
STMicroelectronics price target lowered to $28 from $33 at Susquehanna
$28.00
(was $22.45)
Christopher Rolland
·
Susquehanna
STMicroelectronics price target lowered to $36 from $42 at Craig-Hallum
$36.00
(was $27.07)
Anthony Stoss
·
Craig-Hallum