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

Posted by Francis Steltz on Jul 26th, 2026

Wall Street Zen upgraded shares of STMicroelectronics (NYSE:STM – Free Report) from a hold rating to a buy rating in a research report released on Saturday.

Several other research analysts have also recently weighed in on the stock. Citigroup reaffirmed a “buy” rating on shares of STMicroelectronics in a report on Sunday, April 26th. Morgan Stanley reissued an “overweight” rating on shares of STMicroelectronics in a research note on Tuesday, June 30th. UBS Group set a $100.00 target price on STMicroelectronics in a research report on Wednesday, June 10th. Barclays set a $60.00 target price on STMicroelectronics in a research note on Friday. Finally, Mizuho lowered their price target on STMicroelectronics from $84.00 to $80.00 and set an “outperform” rating on the stock in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, STMicroelectronics currently has a consensus rating of “Moderate Buy” and an average target price of $72.89.

Read Our Latest Report on STM

STMicroelectronics Price Performance

Shares of NYSE:STM opened at $51.39 on Friday. The company has a 50 day moving average of $70.12 and a 200 day moving average of $48.44. The company has a current ratio of 3.31, a quick ratio of 2.34 and a debt-to-equity ratio of 0.12. The stock has a market cap of $46.16 billion, a P/E ratio of 100.76 and a beta of 1.93. STMicroelectronics has a 12 month low of $21.11 and a 12 month high of $81.42.

STMicroelectronics (NYSE:STM – Get Free Report) last posted its earnings results on Thursday, July 23rd. The semiconductor producer reported $0.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.26 by $0.05. STMicroelectronics had a net margin of 3.56% and a return on equity of 4.29%. The business had revenue of $3.49 billion for the quarter, compared to analysts’ expectations of $3.46 billion. As a group, sell-side analysts forecast that STMicroelectronics will post 1.22 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Portus Wealth Advisors LLC bought a new position in STMicroelectronics in the first quarter valued at $32,000. CIBC Private Wealth Group LLC lifted its stake in STMicroelectronics by 3,746.2% during the fourth quarter. CIBC Private Wealth Group LLC now owns 1,000 shares of the semiconductor producer’s stock worth $26,000 after purchasing an additional 974 shares during the last quarter. Public Employees Retirement System of Ohio purchased a new position in shares of STMicroelectronics in the 1st quarter worth about $45,000. Advisory Services Network LLC purchased a new position in shares of STMicroelectronics in the 3rd quarter worth about $52,000. Finally, Brown Brothers Harriman & Co. increased its position in shares of STMicroelectronics by 350.4% during the 4th quarter. Brown Brothers Harriman & Co. now owns 2,680 shares of the semiconductor producer’s stock valued at $70,000 after purchasing an additional 2,085 shares during the last quarter. 5.05% of the stock is currently owned by hedge funds and other institutional investors.

STMicroelectronics News Roundup

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

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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.