AU · rank #4 · 2026-07-20
STMPA
PARIS · EUR · $54.92B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.144 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.09 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 7 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $68.05 | +26.5% |
| Momentum acceleration 3-month minus 12-month momentum. | +19.51% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.10 |
| Gross margin TTM | +34.0% |
| 52w high | $70.85 |
| Market cap (USD) | $54.92B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
STMicroelectronics (STMPA@PARIS) is a diversified auto/industrial semiconductor supplier spanning analog, power, microcontrollers, MEMS/sensors and RF/optical communications.
Rationale
The analyst-upside signal is reinforced by strong positive estimate revision momentum, 100% revision agreement, 26.5% upside to targets, and management guidance for Q2 revenue above expectations despite the Q1 EPS miss.
Material risks
- 1A slower-than-expected recovery in automotive and industrial demand could keep pricing and volumes soft across ST’s core analog, power and MCU franchises.
- 2NXP MEMS integration plus ongoing manufacturing reshaping could prolong negative free cash flow and delay margin/earnings normalization.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.