STMicroelectronics stock among the strongest gainers on the CAC 40, +15% over one month
Semiconductor manufacturer STMicroelectronics is displaying one of the best performances on the Paris index this Friday, in a CAC 40 up more than 1%. The rebound extends an upward momentum begun two weeks ago, bringing the monthly gain to nearly 15%, while the stock had still lost more than 22% over the quarter.
A rebound of nearly 3% that consolidates the position above the three moving averages
STMicroelectronics is trading at €48.64 during the session, up 2.94% compared to the previous day's close at €47.25. The stock ranks among the strongest gainers on the CAC 40 and is advancing 8.38% over seven days, in a well-oriented semiconductor sector: ASML Holding is gaining 2.38% and ASM International is advancing 4.69%, while on the American side Micron Technology is progressing 3.03% and Lam Research 3.53% at the close of Thursday, October 1st. On the indicators front, the price is above its three moving averages: it exceeds the MA20 (€44.79) by 8.60% and the MA50 (€45.07) by 7.92%, while the gap with the MA200 (€41.61) reaches 16.89%.
The RSI at 59 remains in neutral territory, without overbought signal, which leaves margin before reaching tight configurations. The MACD is positive (histogram at 0.46), in line with the week's upward momentum.
A stock valued at 40 times the earnings of the current fiscal year in a Paris market under budgetary pressure
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Despite the session's rebound, valuation remains elevated: according to the consensus of analysts surveyed, STMicroelectronics is trading at approximately 40.6 times expected earnings for the current fiscal year, and 21.2 times those of the following fiscal year. This multiple reflects recovery expectations following a difficult quarter (-22% over three months), but also the fragility of short-term volume visibility. The Paris market context remains under budgetary pressure: the draft finance law for 2027, presented on October 1st, targets a public deficit at 5% of GDP in a context of uncertain adoption by the National Assembly, while the 10-year OAT stands at 4.90% on October 1st, 2026, its highest level since 2002.
This context weighs on domestic stocks sensitive to rates, while STMicroelectronics is moving counter to this trend this morning. Support at €41.74 constitutes the technical reference level in case of a reversal.
SectorSemi-conducteurs et matériel›Semi-conducteurs
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Context
Period
Period: T2 2026
Key reported figures
Revenue: 3 487 millions de dollars
Quarterly revenue: 3 487 millions de dollars
Revenue growth: 25,9 %
EBITDA margin: 7,7 %
Net income: 222 millions de dollars
Free cash flow: 75 millions de dollars
Guidance from the release
Nous anticipons une accélération de la croissance du chiffre d'affaires au quatrième trimestre, tirée principalement par les programmes engagés auprès de nos clients dans les domaines des data centers IA et de la communication par satellite LEO.
Risks mentioned
Le mix produit pourrait affecter la marge brute.
Les charges liées aux capacités non utilisées.
Des incertitudes sur les tendances industrielles.
Opportunities identified
Chiffre d’affaires supérieur à 4 milliards de dollars anticipé pour le quatrième trimestre.
Demande solide dans les data centers IA.
Amélioration de la visibilité et des signes de contraintes d’offre.
Outlook / guidance
Expected revenue: 3 700 millions de dollars
Management commentary: Point médian des perspectives pour le troisième trimestre 2026 : chiffre d'affaires net de 3,70 milliards de dollars et marge brute de 37,0 %.
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.
