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On September 10, 2026, we conducted a DCF analysis for STMicroelectronics NV (STM), a company that has shown remarkable price performance with a year-to-date in
STMicroelectronics N.V. (STM) Presents at Citi's 2026 Global TMT Conference Transcript
About 80% of the more than $2 billion in AI data-centre revenue STMicroelectronics is targeting for 2027 will come from chips used in fibre-optic data links, its finance chief said on Wednesday, providing the first breakdown of a target the company raised in July.
STMicroelectronics N.V. is positioned for a profitability step-up by eFY27, driven by industrial automation, AI data centers, and space technology tailwinds. Near-term margin headwinds may arise from fabrication facility transitions, but STM is expected to achieve 40% gross margins as upgrades complete by eFY27. STM's robust backlog, strong book-to-bill ratio, and exposure to long-tailed growth markets support a favorable risk/reward profile despite a potential technical downcycle.
Lorenzo Grandi, STMicroelectronics' President and CFO to speak at Citi investor conference Geneva, September 2, 2026 - STMicroelectronics N.V. (“ST”) (NYSE: STM) President and Chief Financial Officer Lorenzo Grandi will speak at Citi's 2026 Global TMT Conference in New York on Wednesday, September 9, 2026 at 10.50 am U.S. Eastern Time / 4.50 pm Central European Time.
Research Solutions to Announce Fourth Quarter and Fiscal Year 2026 Results on Wednesday, September 9, 2026 PR Newswire
STMicroelectronics N.V. STM is seeing stronger demand across industrial markets as applications such as factory automation, robotics and power infrastructure adopt physical AI.
STM and ON offer distinct EV semiconductor opportunities, with growth, earnings, SiC momentum, design wins and capacity trends shaping the debate.