STMicroelectronics Shares Rise in Late Afternoon Following Two Upgrades
STMicroelectronics stock shows a 2% increase to 24 euros this Friday, January 30, 2026, in late afternoon trading. This rise comes after the release of mixed results for the fiscal year 2025, marked by a return to growth but diminished profitability.
Two analysts have decided to adjust their valuation of the Italo-French semiconductor manufacturer. UBS and Citi have both raised their price target from 30 to 31 euros, while maintaining their buy recommendation. This upward revision gives the stock a potential appreciation of nearly 29% compared to its current quotation. These adjustments occur in a context where the group still suffers from the effects of a challenging industrial cycle on several of its strategic markets. Nonetheless, both institutions seem to anticipate a gradual improvement in the group's operational dynamics over the coming quarters, despite the significant contraction in margin observed over the past year.
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Dutch company ASML, a major equipment supplier in the chip industry, unveiled record annual results this week with a revenue of 32.7 billion euros in 2025. The group now expects a range between 34 and 39 billion euros for 2026, suggesting a recovery in investment in semiconductor production capacities. This positive signal contrasts with the situation of STMicroelectronics, which has indeed returned to revenue growth in the fourth quarter, but whose operational profitability remains under pressure. Technically, the stock is trading above its 200-day moving average established at 23.13 euros, but remains below its 20-day average at 24.23 euros. The relative strength index stands at 42, in a neutral zone indicating the absence of a marked trend. Crossing the resistance threshold at 25.02 euros would constitute a confirmation signal of the recovery that has been underway for several sessions.
« Le chiffre d'affaires du quatrième trimestre a dépassé le milieu de notre prévision et la marge brute a été soutenue par un meilleur mix produit. »
STMicroelectronics a publié ses résultats pour le quatrième trimestre et l'année 2025. Le chiffre d'affaires annuel s'établit à 11,8 milliards de dollars avec une marge brute de 33,9% et un résultat opérationnel de 175 millions de dollars. Le bénéfice net attribuable aux actionnaires pour l'année est de 166 millions de dollars, et le flux de trésorerie disponible (non-U.S. GAAP) pour l'année est de 265 millions de dollars. Pour 2026, le point médian du trimestre est un chiffre d'affaires attendu de 3,04 milliards de dollars et une marge brute d'environ 33,7%.
Risks mentioned
changements dans les politiques commerciales mondiales, y compris les tarifs et barrières commerciaux, susceptibles d'affecter la demande
incertitudes macroéconomiques et inflation, influençant la production et la demande finale
écarts entre la demande client et les projections nécessitant des mesures de transformation
capacité à concevoir, fabriquer et vendre des produits innovants dans un environnement technologique rapide
Outlook / guidance
Expected revenue: Le chiffre d'affaires du premier trimestre 2026 est attendu autour de 3,04 milliards de dollars, en baisse séquentielle d'environ 8,7% et avec une marge brute d'environ 33,7% (plus ou moins 350 pb pour le chiffre d'affaires et plus ou moins 200 pb pour la marge brute).
Management commentary: La direction souligne que les perspectives dépendent des conditions macroéconomiques, des taux de change et du mix produit.
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