STMicroelectronics Shares Reach New High Following Nvidia's Results
The Franco-Italian semiconductor manufacturer reached €56.09 during Thursday's session, a new five-year high surpassing the previous record of €56.08. At 1 PM, the stock was priced at €55.37, up 0.18% from the previous day, while the CAC 40 was down 0.61%. The annual increase has reached 141%, one of the most significant in the Paris index.
New Record at €56.09 Extends Rally in AI-focused Chips
STMicroelectronics stock hit an intraday high of €56.09 early in the session, marginally above the previous peak of €56.08. The stock then settled around €55.37, maintaining a gain of 0.18% for the session. The rally is part of a favorable context for the semiconductor sector: Nvidia reported a quarterly revenue of $81.6 billion, up 85% year-over-year, with its data center segment accounting for $75.2 billion (+92%). The demand for chips and AI infrastructure remains strong, benefiting the entire chain, including European manufacturers. American counterparts like AMD and Lam Research also saw increases of +8.10% and +6.84% respectively on Wall Street. Over three months, the stock has surged nearly 94%. Over the last twelve months, the gain has reached 141%. The performance accelerated in recent weeks, following the publication of the Q1 2026 accounts at the end of April, which reported a 23% revenue increase.
Marked Overbought Condition with an RSI at 75 and Price 105% Above the MM200
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The pace of increase pushes technical indicators into the alert zone. The RSI has reached 75, a level associated with an overbought condition. The price is 15.5% above its 20-day moving average (€47.94) and more than 105% above its 200-day average (€26.97), a gap that measures the extent of the rally since the winter low. The previous record had so far marked the immediate resistance at €55.27; its crossing technically opens the way to new highs, but the gaps to the moving averages signal an increased risk of consolidation, as shown by the sequence on May 14-15 (peak at €54.32 followed by a 4.55% decline). According to the consensus of surveyed analysts, the stock is trading at about 53 times the earnings expected for the current fiscal year and 28.5 times those anticipated for the next fiscal year. The next technical marker is at €56.09, today's peak, whose holding or breaking will guide the short-term dynamics.
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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.
