STM STMicroelectronics N.V. Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
22:43
30 июл
30 июл
Watch STMicroelectronics as automotive recovery stays deferred to 2027.
Watch STMicroelectronics as automotive recovery stays deferred to 2027, implying continued headwinds for the automotive division.
Сред.
02:36
27 июл
27 июл
STMicroelectronics' RF and Optical Communications segment grew 32% with a 21.2% operating margin, though weakness elsewhere caused the stock to decline. The optical business is fundamentally strong.
STMicroelectronics' RF and Optical Communications segment grew 32% with a 21.2% operating margin, though weakness elsewhere caused the stock to decline. The optical business is fundamentally strong.
Risk: Weakness in automotive and industrial segments may persist.
18:24
23 июл
23 июл
Author closed his STM position on TSMC news; he is out but does not recommend shorting despite.
Author closed his STM position on TSMC news; he is out but does not recommend shorting despite expecting further downside.
Сред.
13:47
23 июл
23 июл
STM dropped after revenue/earnings beat; management unconvincing on call despite AI/data center.
STM dropped after revenue/earnings beat; management unconvincing on call despite AI/data center tailwinds. Observation of market reaction.
Сред.
11:55
23 июл
23 июл
The author provides a macro research brief describing an unsupported tape with oil-driven yield.
The author provides a macro research brief describing an unsupported tape with oil-driven yield pressure and AI capex paradox, but does not state any personal long or short positions or explicit forward calls.
08:56
23 июл
23 июл
Watch STM as the current tweet is a paste of a Bloomberg news article with analyst commentary.
Watch STM as the current tweet is a paste of a Bloomberg news article with analyst commentary; no author-owned position in this tweet despite prior long call in earlier context.
Сред.
08:45
23 июл
23 июл
Reports STM 2Q26 earnings and guidance showing strong AI/DC driven growth.
Reports STM 2Q26 earnings and guidance showing strong AI/DC driven growth; no directional view from speaker.
Сред.
07:41
23 июл
23 июл
WATCH STM as automotive/industrial analog/embedded supplier that could see estimate revisions.
WATCH STM as automotive/industrial analog/embedded supplier that could see estimate revisions from the broad chip upturn.
Сред.
07:27
23 июл
23 июл
STMicroelectronics shares plunge 17 percent after the company's third-quarter revenue outlook.
STMicroelectronics shares plunge 17 percent after the company's third-quarter revenue outlook of 3.70 billion dollars misses the 3.79 billion dollar estimate.
07:21
23 июл
23 июл
STMicroelectronics shares drop 17 percent after the company reported a disappointing outlook.
STMicroelectronics shares drop 17 percent after the company reported a disappointing outlook that missed market expectations.
07:16
23 июл
23 июл
STMicroelectronics shares have fallen 17 percent after the company reported a disappointing.
STMicroelectronics shares have fallen 17 percent after the company reported a disappointing outlook.
07:04
23 июл
23 июл
STMicroelectronics shares are seen down 10 percent after failing to start trading at the open.
STMicroelectronics shares are seen down 10 percent after failing to start trading at the open following its second quarter results.
05:04
23 июл
23 июл
STMicroelectronics forecasts third-quarter net revenue of 3.70 billion dollars.
STMicroelectronics forecasts third-quarter net revenue of 3.70 billion dollars, below the analyst estimate of 3.79 billion dollars.
08:16
17 июл
17 июл
Author expects these tech names to recover from drawdown based on cyclical pattern.
Author expects these tech names to recover from drawdown based on cyclical pattern, but already reduced beta exposure and does not commit to a current position.
Сред.
20:41
15 июл
15 июл
Author flags STM as attractive ahead of hyperscaler earnings but has not committed to an entry.
Author flags STM as attractive ahead of hyperscaler earnings but has not committed to an entry; considering a position, no confirmed trade.
Сред.
11:41
15 июл
15 июл
The author dislikes the post because STMicroelectronics is not mentioned.
The author dislikes the post because STMicroelectronics is not mentioned, but expresses no directional view on the stock.
Низ.
12:32
14 июл
14 июл
Author flags STM as a top power semi name that has held up well during the correction.
Author flags STM as a top power semi name that has held up well during the correction, no explicit trade.
Сред.
04:42
10 июл
10 июл
Named as humanoid robot hand supply chain beneficiaries in a Substack deep dive.
Named as humanoid robot hand supply chain beneficiaries in a Substack deep dive; no explicit position or directional commitment from author.
Низ.
09:23
07 июл
07 июл
Buy STM as a structural humanoid robotics play — STM32 is the de facto MCU for robotic.
Buy STM as a structural humanoid robotics play — STM32 is the de facto MCU for robotic applications, and ST's integration into NVIDIA's Physical AI stack (Holoscan, Isaac Sim, Jetson) creates a platform-level moat across any humanoid integrator; also the rare PEA-eligible robotics exposure in France.
Сред.
14:02
06 июл
06 июл
The author recommends researching these semiconductor and tech companies for educational value.
The author recommends researching these semiconductor and tech companies for educational value in understanding the value chain, not as a trade idea.
Низ.
13:55
06 июл
06 июл
Author shares a research watchlist of six promising semiconductor and optical networking names.
Author shares a research watchlist of six promising semiconductor and optical networking names for a 2030 horizon, but does not state any current positions or forward calls.
Низ.
13:53
06 июл
06 июл
Buy STMicroelectronics as the most strategically diversified European semiconductor.
Buy STMicroelectronics as the most strategically diversified European semiconductor, with exposure to MCU, power semis, silicon photonics, humanoid robotics, and AI infrastructure — plus best-in-class yield (pic100) — targeting 2030 re-rating.
Сред.
09:18
05 июл
05 июл
Buy STMicroelectronics as a cleaner proxy on European semiconductor sovereignty.
Buy STMicroelectronics as a cleaner proxy on European semiconductor sovereignty — same thematic exposure as 2CRSI (EU Chips Act, Choose France) but with superior liquidity, governance, and diversification; author rotated into this name.
Сред.
17:28
03 июл
03 июл
The author reacts with "yikes" to STMicroelectronics being listed in a humanoid supply-chain.
The author reacts with "yikes" to STMicroelectronics being listed in a humanoid supply-chain piece, implying concern about the stock's outlook.
Низ.
07:11
29 июн
29 июн
Barclays raised STMicroelectronics to Equal Weight with a price target of 65 euros.
12:28
28 июн
28 июн
Mizuho reports STM noting price increases of up to 30% due to AI server demand.
Mizuho reports STM noting price increases of up to 30% due to AI server demand; speaker aggregates analyst notes without own directional view.
Сред.
11:39
27 июн
27 июн
Buy STM on its multi-layer positioning in the humanoid robotics supply chain.
Buy STM on its multi-layer positioning in the humanoid robotics supply chain, underpinned by solid NVDA contracts and validated by JPM and other firms' mapping work — though execution risk remains a key caveat.
Сред.
08:54
27 июн
27 июн
Author notes optimism returning to STM as a personal catalyst but discusses price action.
Author notes optimism returning to STM as a personal catalyst but discusses price action without stating a current position or forward call.
Низ.
08:43
27 июн
27 июн
Buy STM as its new VL53L9 compact 3D LiDAR module directly addresses humanoid robotics' core.
Buy STM as its new VL53L9 compact 3D LiDAR module directly addresses humanoid robotics' core perception needs (SLAM, obstacle avoidance, 3D mapping) with low size/power constraints, positioning it as the leading European beneficiary of the Physical AI/humanoid robot buildout.
Сред.
Об аналитическом покрытии STM
Buzzberg отслеживает STM (STMicroelectronics N.V.) в 37 источниках. Бычьих сигналов: 37, медвежьих: 0, от 35 аналитиков. Сентимент преимущественно бычий (27%). Всего отслеживается 135 торговых идей. За последние 7 дней: наблюдение: 1. Последние спикеры: TheValueist, Gaetano, temple_eight.