STMicroelectronics stock reached a new high on Tuesday morning, February 10, at 27.73 euros, marking a 1.5% increase from the previous day. This upward trend comes in a context marked by a strategic announcement and a renewed interest from analysts following the 2025 results publication.
The research firm Oddo BHF has raised its price target for the group this Tuesday, increasing it from 32 to 34 euros, while maintaining its 'outperform' rating. This revision values the potential upside at about 22.6% from the current stock level. The analyst has incorporated the latest commercial and technological advancements of the electronic chip specialist into this valuation. These new expectations come in the wake of the announcement of an expanded strategic collaboration with Amazon Web Services, represented by a multi-billion dollar multi-year commercial commitment. This agreement covers several ranges of semiconductor components intended for high-performance computing infrastructures of cloud data centers and artificial intelligence. At the same time, the manufacturer unveiled the Stellar P3E, described as the first automotive microcontroller integrating an AI accelerator for embedded intelligence, aimed at simplifying multifunctional integration in connected vehicles.
Impressive Stock Performance
Free · Every morning
Technical market signals, before the opening bell.
Bullish and bearish momentum, analyst changes, stocks to watch — automatically computed from Euronext data.
✓ Before 9 AM every morning✓ Euronext data✓ AI-powered analysis
Almost there! Check your inbox.
A confirmation email has been sent. Click the link to confirm your subscription.
An error occurred.
Indicative data. No investment advice. Unsubscribe at any time.
STMicroelectronics' stock trajectory is impressive with a rebound of 15.06% over seven days and a surge of 37.55% over three months. The stock is now trading well above its key moving averages: the MM50 is at 23.04 euros and the MM200 at 23.27 euros, confirming the strength of the medium-term bullish movement. However, the Relative Strength Index (RSI) has reached 72, a level indicating technical overheating and potential short-term overextension. This situation calls for caution after the recent sharp acceleration. The crossing of the resistance threshold at 27.32 euros, however, opens up new room for progression, while support remains distant at 22.08 euros. The next quarterly publication is expected on April 23 for the first quarter 2026 results, a major date to assess the realization of the announced commercial commitments.
« 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.
