On Wednesday midday, shares of STMicroelectronics are up by 3.64% reaching 25.32 euros, after closing at 24.44 euros the previous day. The Franco-Italian semiconductor manufacturer is experiencing renewed investor interest following strong results from ASML this morning, as the company prepares to unveil its annual 2025 results on January 29. Over the past seven days, the stock has gained 7.84%, and it has risen 16.38% over the past three months.
Research offices are adjusting their forecasts for the stock amid a gradual recovery in the electronic chip market. Berenberg raised its price target to 29 euros on January 23 while reiterating its buy recommendation, indicating a potential upside of about 14.5% from the current stock level. A few days later, on January 26, Aletheia Capital Limited increased its target from 22 euros to 24.70 euros, also maintaining its hold advice. These revisions reflect increased confidence in the company's outlook, especially after announcing third-quarter 2025 revenue of $3.19 billion. The consensus among analysts now stands at an average target near 29 euros, reflecting positive market expectations for the company's recovery trajectory. The manufacturer had indicated in its latest releases that revenues for the second half of 2025 would show a growth of 22.4% compared to the first half, confirming tangible signs of recovery in a sector that has faced several quarters of slowdown in automotive and industrial demand.
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From a technical standpoint, breaking through the resistance level at 25.02 euros is an encouraging sign for technical investors. The stock is now trading above this key level, having steadily increased over several weeks. The 50-day moving average is set at 22.21 euros, significantly surpassed by the current quote, indicating a well-established short-term upward trend. The neutral RSI at 48 suggests that there is still room before reaching an overbought zone. Investors will monitor the stock's performance in the upcoming sessions, especially after the annual accounts are published tomorrow. The company, recently recognized among the top 100 most innovative companies in the world by the Clarivate ranking for the fifth consecutive year, is expected to communicate its ambitions for 2026 and provide details on the progress of its industrial restructuring plan aimed at achieving savings of between $900 million and $1.8 billion by the end of 2027.
« 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.
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.
