STM STMicroelectronics N.V. Loading... : Bullish and Bearish Analyst Opinions

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12:45
Jun 17
Outlier Capital Substack author, Outlier Capital Outlier Capital
Global semiconductor scale with strong SiC capabilities; benefits from both electrification and AI data center tailwinds with lower single-name volatility.
STM
HIGH
00:56
Jun 17
Author lists hot earnings names with valuation ignored but provides no personal position or forward call, making this a research watchlist.
STM
LOW
17:24
Jun 16
Buy STMicroelectronics as a long-term position; author explicitly frames STM as the first name in their long-term portfolio build, implying active position construction with a full written thesis behind it.
STM 1ST
MED
07:57
Jun 16
FirstSquawk Newswire (@FirstSquawk)
STMicroelectronics plans to raise 1.5 billion dollars by issuing convertible debt after its shares have increased threefold this year.
STM
07:55
Jun 16
Bloomberg Newswire (@business)
STMicroelectronics plans to raise $1.5 billion through the sale of convertible bonds after its shares tripled in value this year.
STM
06:46
Jun 16
Damnang Substack author, Damnang’s Substack
The author expresses a confident bullish call on STM with a simple "coming" declaration, implying an imminent upward move.
STM
20:59
Jun 15
STM doubled its 2026 data center revenue target to ~$1B anchored by a multi-year AWS silicon photonics partnership; BofA upgraded to Buy; Q2 earnings July 23 is next catalyst. Post is celebration/momentum style after a 90%+ move off February lows — no personal position disclosed.
STM
MED
21:14
Jun 14
The author explicitly states they are long three companies mentioned by another user and signals a need to discuss STM soon, indicating a bullish position.
STM
14:47
Jun 13
Author has looked into STM and likes it but explicitly states no position currently, so it is a watch.
STM
LOW
07:04
Jun 13
The author cryptically references a matrix-like transition for STM and AL2SI without stating a position or directional view.
STM
LOW
19:09
Jun 12
Long STMicro near all-time highs; driven by SpaceX/Starlink contract win, European chip act tailwind, and Jefferies price target upgrade — multiple concurrent catalysts supporting the move.
STM
MED
05:01
Jun 12
The author agrees with the parent's suggestion that Korean investors may discover cheap European AI semi companies, specifically endorsing STM as a long idea.
STM
04:53
Jun 12
Labubu Trader Long-term investor
Author endorses parent's picks and confirms they hold STM, UCTT, and ICHR as well, indicating a long position in all three.
STM
21:38
Jun 11
Buy STM as the stock reprices on data center, power, MCU, auto, and industrial re-rating, with analyst target upgrades to €75-80 providing a near-term catalyst.
STM
MED
21:01
Jun 11
Buy STMicroelectronics as an undervalued European semi with auto/industrial/datacenter/power exposure; market prices only the weak cycle but not the significant operating leverage from an industrial recovery and electrification tailwind.
STM
MED
23:38
Jun 10
jukan05 Contributor, Citrini Research
The tweet reports a broad-based mature-node supply tightening and MCU price hikes across ST, Infineon, TI, and Chinese makers, driven by AI demand and limited capacity expansion, but does not state a personal position or forward call.
STM
10:35
Jun 10
FirstSquawk Newswire (@FirstSquawk)
BofA Global Research raises price objective on STMicroelectronics to EUR 86.00 from EUR 71.00 and upgrades the stock to Buy from Neutral rating.
07:46
Jun 10
Ozark Bull market enjoyer, crypto trader
The author clarifies they are holding STM due to a ticker similarity to TSM, not based on a fundamental view or trade conviction.
STM
LOW
07:46
Jun 10
Ozark Bull market enjoyer, crypto trader
Author explicitly says they are holding some STM, indicating a current long position despite having no view on TSM.
STM
LOW
12:52
Jun 09
Speaker mentions STM as a favorite power semi name while noting shallow pullback and no trend reversal; likely rhetorical given short-side account.
STM
LOW
20:24
Jun 07
KawzInvests Author, Asymmetrical Bets (Substack)
The author expresses confidence that STM holders will benefit when Kyber ramps, endorsing a bullish view on the stock.
STM
20:12
Jun 07
KawzInvests Author, Asymmetrical Bets (Substack)
Watch STM as a named established power-semiconductor beneficiary of Rubin Ultra 800V architecture; no explicit position or ticker-level buy was disclosed.
STM
MED
22:00
Jun 06
Speaker makes a vague bullish remark about STM with no own thesis or catalyst; quoted context highlights a large call option bet tied to SpaceX IPO, but author does not endorse or commit.
STM
LOW
20:57
Jun 06
Author warns that a large cancelled call order on STM is not a trade signal despite liking the stock, urging caution against following the flow.
STM
LOW
14:42
Jun 05
Buy STM on the back of $56M in call flow, analogized to large options flows in SNDK and MU in late March that preceded significant moves; flow-following momentum thesis with thin fundamental backing.
STM 1ST
MED
23:49
Jun 03
Damnang Substack author, Damnang’s Substack
The author tweets only the ticker $STM with no additional context, position disclosure, or forward-looking view.
STM
LOW
17:49
Jun 03
The author notes STM's unusual straight-line upward price movement but does not state a personal position or forward-looking call.
STM
LOW
13:09
Jun 03
ParadisLabs AI/Semiconductor Analyst
Watch these semiconductor companies as beneficiaries of European Chips Act 1.0 investments; the author is still digesting reports and has no disclosed position.
STM
MED
22:06
Jun 02
Analog chips boom from edge AI.
The shift to edge computing and AI agents is driving demand for analog semiconductors, which are needed in smaller devices and on-premise AI. Onsemi, Navitas, STMicroelectronics, and Microchip Technology are seeing revenue acceleration, with STMicro's AI-related sales doubling and Microchip guiding strong growth through 2026.
STM 1ST
MED
17:16
Jun 02
TheValueist Founder, Atlas Peak Research
Watch STM as a key name the author follows; recent large price moves noted but no position disclosed.
STM
MED

About STM Analyst Coverage

Buzzberg tracks STM (STMicroelectronics N.V.) across 25 sources. 24 bullish vs 0 bearish calls from 24 analysts. Sentiment: predominantly bullish (28%). 87 total trade ideas tracked. Past 7 days: 2 bullish, 8 watch. Latest voices: Outlier Capital, contrariancurse, ckcapitalxx.