STMicroelectronics (NYSE:STM) Rating Increased to Buy at Wall Street Zen

STMicroelectronics (NYSE:STM) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Saturday.

A number of other analysts have also commented on the company. Zacks Research raised STMicroelectronics from a “hold” rating to a “strong-buy” rating in a report on Friday, June 26th. Citigroup reaffirmed a “buy” rating on shares of STMicroelectronics in a research report on Sunday, April 26th. Barclays set a $60.00 target price on STMicroelectronics in a research report on Friday. TD Cowen restated a “hold” rating on shares of STMicroelectronics in a research note on Monday, July 13th. Finally, Robert W. Baird set a $90.00 price target on shares of STMicroelectronics in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $72.89.

STMicroelectronics Price Performance

Shares of STM opened at $51.39 on Friday. The company has a market capitalization of $46.16 billion, a P/E ratio of 100.76 and a beta of 1.93. The company has a quick ratio of 2.34, a current ratio of 3.31 and a debt-to-equity ratio of 0.12. The firm has a 50 day moving average of $70.12 and a 200 day moving average of $48.44. STMicroelectronics has a twelve month low of $21.11 and a twelve month high of $81.42.

STMicroelectronics (NYSE:STM) last announced its quarterly earnings data on Thursday, July 23rd. The semiconductor producer reported $0.31 earnings per share for the quarter, topping analysts’ consensus estimates of $0.26 by $0.05. The company had revenue of $3.49 billion during the quarter, compared to analyst estimates of $3.46 billion. STMicroelectronics had a net margin of 3.56% and a return on equity of 4.29%. As a group, equities research analysts anticipate that STMicroelectronics will post 1.25 earnings per share for the current fiscal year.

Institutional Investors Weigh In On STMicroelectronics

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Morgan Stanley boosted its holdings in shares of STMicroelectronics by 40.6% in the fourth quarter. Morgan Stanley now owns 6,156,161 shares of the semiconductor producer’s stock worth $159,691,000 after buying an additional 1,778,113 shares during the last quarter. Marshall Wace LLP purchased a new stake in STMicroelectronics during the fourth quarter valued at approximately $42,731,000. Invesco Ltd. increased its holdings in STMicroelectronics by 67.1% during the third quarter. Invesco Ltd. now owns 4,003,933 shares of the semiconductor producer’s stock valued at $113,151,000 after buying an additional 1,608,029 shares during the last quarter. Defiance ETFs LLC bought a new position in STMicroelectronics in the fourth quarter worth approximately $39,545,000. Finally, Two Sigma Investments LP raised its position in STMicroelectronics by 135.0% in the third quarter. Two Sigma Investments LP now owns 2,322,540 shares of the semiconductor producer’s stock worth $65,635,000 after acquiring an additional 1,334,192 shares during the period. Hedge funds and other institutional investors own 5.05% of the company’s stock.

More STMicroelectronics News

Here are the key news stories impacting STMicroelectronics this week:

• Positive Sentiment: STMicroelectronics reported Q2 revenue of $3.49 billion and EPS of $0.31, both above analyst estimates, with results supported by stronger AI data-center and industrial demand. STMicroelectronics (STM) Q2 2026 Earnings Call Transcript
• Positive Sentiment: Management raised its AI data-center revenue ambitions, saying demand, backlog, and product mix are improving and pointing to higher revenue expectations for 2026 and 2027. SpaceX Supplier STMicroelectronics Hikes AI Data-Center Sales Goal Again
• Neutral Sentiment: Market commentary suggests investors are still weighing long-term AI upside against near-term execution issues and a recent pullback in the shares. STMicroelectronics (ENXTPA:STMPA) Stock May Be Below Fair Value On AI Revenue Ambitions
• Negative Sentiment: The company’s Q3 revenue guidance midpoint came in slightly below market expectations, fueling concerns that near-term growth may not match the enthusiasm around AI spending. STMicro’s Q3 revenue view slightly lags estimates even as chip demand recovers
• Negative Sentiment: Several reports noted that shares fell after the earnings release as investors focused on the softer outlook rather than the quarterly beat, with doubts also emerging about the durability of the AI spending boom. STMicroelectronics hit by doubts over AI spending boom

About STMicroelectronics

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.