ABC Arbitrage SA Purchases 490,652 Shares of STMicroelectronics N.V. $STM

ABC Arbitrage SA lifted its holdings in shares of STMicroelectronics N.V. (NYSE:STM) by 378.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 620,238 shares of the semiconductor producer’s stock after purchasing an additional 490,652 shares during the period. STMicroelectronics accounts for about 1.7% of ABC Arbitrage SA’s portfolio, making the stock its 17th largest position. ABC Arbitrage SA’s holdings in STMicroelectronics were worth $17,528,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of STM. Peterson Wealth Services boosted its stake in STMicroelectronics by 3,086.5% in the third quarter. Peterson Wealth Services now owns 1,179 shares of the semiconductor producer’s stock valued at $33,000 after acquiring an additional 1,142 shares during the last quarter. Rothschild Investment LLC grew its position in shares of STMicroelectronics by 248.4% in the 2nd quarter. Rothschild Investment LLC now owns 1,303 shares of the semiconductor producer’s stock valued at $40,000 after acquiring an additional 929 shares during the period. AlphaCore Capital LLC bought a new stake in STMicroelectronics in the second quarter valued at approximately $57,000. IFP Advisors Inc lifted its holdings in STMicroelectronics by 85.4% during the 2nd quarter. IFP Advisors Inc now owns 2,269 shares of the semiconductor producer’s stock valued at $69,000 after purchasing an additional 1,045 shares during the last quarter. Finally, Parkside Financial Bank & Trust raised its holdings in STMicroelectronics by 114.3% in the 2nd quarter. Parkside Financial Bank & Trust now owns 2,509 shares of the semiconductor producer’s stock valued at $76,000 after acquiring an additional 1,338 shares during the period. 5.05% of the stock is currently owned by institutional investors.

Key STMicroelectronics News

Here are the key news stories impacting STMicroelectronics this week:

• Positive Sentiment: Expanded multi‑billion USD engagement with Amazon Web Services — positions STM as a strategic supplier for advanced chips used in AWS high‑performance compute and AI data‑center instances, a clear near‑term revenue and credibility catalyst. STMicroelectronics expands strategic engagement with Amazon Web Services
• Positive Sentiment: New automotive MCU (Stellar P3E) with built‑in AI acceleration — targets software‑defined vehicles and X‑in‑1 ECUs, boosting STM’s addressable content per car for safety, ADAS and zonal architectures (longer‑term margin and share benefits). STMicroelectronics introduces the first automotive microcontroller with AI acceleration for edge intelligence
• Positive Sentiment: Unusually large call‑option activity — traders bought ~16,658 calls (≈308% above typical volume), signaling short‑term bullish sentiment that can amplify intraday price moves.
• Neutral Sentiment: Product launches for niche markets — an ultra‑compact thyristor driver for small appliances and a space‑grade driver for data/low‑voltage logic expand STM’s product breadth but likely have smaller near‑term revenue impact versus the AWS and automotive news. STMicroelectronics unveils ultra-compact thyristor driver for small appliances STMicroelectronics’ space-grade driver supports data and low-voltage logic
• Negative Sentiment: Recent quarterly results showed an EPS miss and thin margins (reported Jan 29), and STM trades at a high PE — these fundamentals increase sensitivity to execution risk and could limit upside if AWS/automotive collaborations take longer to monetize.

STMicroelectronics Stock Up 3.0%

Shares of NYSE:STM opened at $33.47 on Wednesday. The business has a fifty day simple moving average of $27.59 and a 200 day simple moving average of $26.58. STMicroelectronics N.V. has a 12-month low of $17.25 and a 12-month high of $33.90. The firm has a market cap of $30.06 billion, a P/E ratio of 185.95 and a beta of 1.59. The company has a quick ratio of 2.43, a current ratio of 3.36 and a debt-to-equity ratio of 0.10.

STMicroelectronics (NYSE:STM) last released its quarterly earnings results on Thursday, January 29th. The semiconductor producer reported $0.11 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.27 by ($0.16). STMicroelectronics had a return on equity of 2.70% and a net margin of 1.41%.The firm had revenue of $3.33 billion for the quarter, compared to the consensus estimate of $3.29 billion. Analysts predict that STMicroelectronics N.V. will post 0.85 earnings per share for the current year.

Wall Street Analysts Forecast Growth

STM has been the topic of several recent research reports. Susquehanna increased their price objective on STMicroelectronics from $35.00 to $40.00 and gave the stock a “positive” rating in a research report on Wednesday, October 22nd. TD Cowen reaffirmed a “hold” rating on shares of STMicroelectronics in a research report on Friday, October 24th. Robert W. Baird set a $45.00 price objective on shares of STMicroelectronics in a report on Friday, October 24th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of STMicroelectronics in a report on Wednesday, January 21st. Finally, Mizuho set a $28.00 price target on STMicroelectronics in a research note on Friday, January 9th. Seven analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, STMicroelectronics presently has a consensus rating of “Hold” and an average target price of $31.93.

STMicroelectronics Profile

STMicroelectronics is a global semiconductor company headquartered in Geneva, Switzerland, formed through the 1987 merger of SGS Microelettronica and Thomson Semiconducteurs. The company designs, develops and manufactures a broad range of semiconductor products and solutions that serve multiple end markets worldwide. ST’s offerings span from basic components to integrated systems, emphasizing energy-efficient and high-performance devices for modern electronics.

Product categories include microcontrollers (notably the widely used STM32 family), analog and mixed-signal ICs, power MOSFETs and power-management devices, MEMS and sensors, image sensors, and discrete semiconductors.