STMicroelectronics Leads CAC 40, Reaching a New 5-Year High
The Franco-Italian semiconductor manufacturer opens the session with a strong increase, setting a new multi-year intraday high. The stock takes the lead in the Paris index, extending a spectacular rally that began in the spring. The announcement of a new 3D detection module aimed at embedded artificial intelligence fuels the movement.
New Five-Year Record and Confirmed Leadership on the CAC 40
STMicroelectronics stock rises 2.28% to €69.39 at the opening, leading the CAC 40, while the index itself is down 0.14%. The stock reached €69.76 during the session, a new five-year high surpassing the previous record of €69.72 set on June 3, 2026. The price is now very close to the psychologically important €70 mark. The increase coincides with the launch, announced this Monday, of the VL53L9 LiDAR module for direct 3D depth detection, intended for AI applications on compact systems. The company presents this product as a step in its strategy of integrating detection systems beyond standalone sensors. The recent momentum remains strong: about 26% over a month and 157.8% over three months, compared to a more modest gain of 2.42% over the week, indicating a consolidation phase before reaching the new high today. ASML also advanced by 1.51% and ASM International by 1.22%, in a still favorable sector environment.
Tense Technical Setup as it Approaches the €70 Threshold
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The price is significantly above all its moving averages, with a gap of 8.76% over the MM20 (€63.80) and more than 120% over the MM200 (€31.47), illustrating the magnitude of the rally since spring. The RSI at 65 remains in the upper neutral zone without tipping into overt overbought territory, while the slightly negative MACD histogram (-0.10) indicates a short-term momentum fatigue, despite today's intraday high. The round €70 mark, briefly touched in the session, will be the next prospective buying signal; in case of a pullback, the recently surpassed resistance around €68.49 serves as an immediate support. In terms of valuation, according to the consensus of analysts surveyed, the stock is trading at about 61.9 times current year earnings and 31.5 times next year's earnings, multiples that reflect high expectations placed on the data center and embedded AI trajectory. Following the launch of a $1.5 billion convertible bond issue in mid-June, the potential crossing of the €70 mark will be the next observable technical milestone.
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Context
Period
Period: T2 2026
Key reported figures
Revenue: 3 487 millions de dollars
Quarterly revenue: 3 487 millions de dollars
Revenue growth: 25,9 %
EBITDA margin: 7,7 %
Net income: 222 millions de dollars
Free cash flow: 75 millions de dollars
Guidance from the release
Nous anticipons une accélération de la croissance du chiffre d'affaires au quatrième trimestre, tirée principalement par les programmes engagés auprès de nos clients dans les domaines des data centers IA et de la communication par satellite LEO.
Risks mentioned
Le mix produit pourrait affecter la marge brute.
Les charges liées aux capacités non utilisées.
Des incertitudes sur les tendances industrielles.
Opportunities identified
Chiffre d’affaires supérieur à 4 milliards de dollars anticipé pour le quatrième trimestre.
Demande solide dans les data centers IA.
Amélioration de la visibilité et des signes de contraintes d’offre.
Outlook / guidance
Expected revenue: 3 700 millions de dollars
Management commentary: Point médian des perspectives pour le troisième trimestre 2026 : chiffre d'affaires net de 3,70 milliards de dollars et marge brute de 37,0 %.
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
