STMicroelectronics shares are up to 26.50 euros this morning. The surge follows a major announcement regarding the Franco-Italian semiconductor manufacturer.
Significant Multi-Year Commercial Agreement with Amazon Web Services
On Monday morning, STMicroelectronics unveiled a significant multi-year commercial agreement with Amazon Web Services, valued at several billion dollars. This expanded collaboration involves supplying various ranges of electronic components for high-performance computing infrastructures for cloud data centers and artificial intelligence. The agreement strengthens the European group's position in the strategic semiconductor segment for data centers, a rapidly growing market driven by the expansion of generative AI and cloud services. This type of long-term contract provides increased visibility on the group's future revenues, in a sector characterized by high cyclicality. The partnership with AWS, one of the top three global cloud infrastructure providers, constitutes a major technological validation for STMicroelectronics. It comes as the group had already shown a growth of 30.18% over three months and 20.75% over a year.
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STMicroelectronics shares are now significantly above their main moving averages, with a price of 26.24 euros against a 50-day moving average of 22.88 euros and a 200-day moving average of 23.24 euros. This technical configuration indicates a favorable trend reversal, with the stock having gained 10.11% over the last week. However, a neutral RSI at 52 suggests that there is still room for progress before reaching an overbought zone. The crossing of the resistance threshold identified at 25.02 euros confirms the ongoing bullish momentum. The contained monthly volatility at 11.79% and a low beta of 0.32 suggest a relative stability of the stock compared to the European market. These technical elements favorably accompany the positive market reaction to the AWS partnership announcement, with investors anticipating significant benefits for the group in the coming quarters.
« 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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