STM STMicroelectronics N.V. Loading... : Bullish and Bearish Analyst Opinions
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22:43
Jul 30
Jul 30
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.
MED
02:36
Jul 27
Jul 27
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
Jul 23
Jul 23
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.
MED
13:47
Jul 23
Jul 23
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.
MED
11:55
Jul 23
Jul 23
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
Jul 23
Jul 23
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.
MED
08:45
Jul 23
Jul 23
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.
MED
07:41
Jul 23
Jul 23
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.
MED
07:27
Jul 23
Jul 23
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
Jul 23
Jul 23
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
Jul 23
Jul 23
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
Jul 23
Jul 23
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
Jul 23
Jul 23
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
Jul 17
Jul 17
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.
MED
20:41
Jul 15
Jul 15
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.
MED
11:41
Jul 15
Jul 15
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.
LOW
12:32
Jul 14
Jul 14
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.
MED
04:42
Jul 10
Jul 10
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.
LOW
09:23
Jul 07
Jul 07
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.
MED
14:02
Jul 06
Jul 06
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.
LOW
13:55
Jul 06
Jul 06
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.
LOW
13:53
Jul 06
Jul 06
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.
MED
09:18
Jul 05
Jul 05
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.
MED
17:28
Jul 03
Jul 03
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.
LOW
07:11
Jun 29
Jun 29
Barclays raised STMicroelectronics to Equal Weight with a price target of 65 euros.
12:28
Jun 28
Jun 28
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.
MED
11:39
Jun 27
Jun 27
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.
MED
08:54
Jun 27
Jun 27
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.
LOW
08:43
Jun 27
Jun 27
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.
MED
About STM Analyst Coverage
Buzzberg tracks STM (STMicroelectronics N.V.) across 37 sources. 37 bullish vs 0 bearish calls from 35 analysts. Sentiment: predominantly bullish (27%). 135 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: TheValueist, Gaetano, temple_eight.