STMicroelectronics Shares Target 40 Euros According to Oddo BHF, +37% Upside Potential
STMicroelectronics shares rose by 1.73% at midday this Monday, reaching 29.11 euros, after closing at 28.62 euros on Friday. The Franco-Italian semiconductor manufacturer has shown strong momentum over the past few weeks, with a gain of more than 7% in seven days and nearly 30% over three months. This increase occurs while the CAC 40 is slightly down by 0.05% during the session, at 7,907 points.
The session is highlighted by the release of a new analysis note from Oddo BHF on the stock. The research firm raised its price target from 36 to 40 euros this Monday, while maintaining its 'outperform' rating. At 29.11 euros, this new target implies an upside potential of about 37% from the current price. This increase is a sign of confidence in the company's trajectory, as the next quarterly results are expected on April 23, 2026. However, STMicroelectronics is still down nearly 29% year-on-year, reflecting the significant correction the semiconductor sector underwent before the recent rebound.
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From a technical standpoint, the price of 29.11 euros positions the stock very close to its identified resistance at 29.22 euros. A confirmed breach of this level would be a bullish signal likely to pave the way for an extension of the movement. The 50-day moving average, at 26.26 euros, is significantly below the current price, indicating an acceleration of the underlying trend observed in recent weeks. The RSI is at 51, in a neutral zone, suggesting that the stock is not yet in overbought territory despite its recent progress. The upper Bollinger band, at 29.56 euros, is just above the price, which could temporarily limit the upward amplitude in the absence of additional catalysts. In the European semiconductor sector, ASML Holding is up by 1.05% during the session, confirming a positive trend shared by tech stocks this Monday.
« 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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