companies / NYSE
STMicroelectronics
Franco-Italian semiconductor maker; SpaceX's clearest external Starlink silicon partner. Co-designed RF/mixed-signal chips — 5B+ shipped over a decade, used in millions of user terminals and 10,000+ Starlink satellites incl. V3; slated to supply upcoming inter-satellite laser-link chips [3][4].
近 30 天股價
市值 $44.05B
最新估值
**CY27E 重錨 + 修正現價(supersede CY26E 版)。** 今年已過半,forward 基準改用 CY27E;現價更正為 live \$79.91(DB \$78.39 只是 stale)。**關鍵**:以 CY27E 獲利看,STM 在 \$79.91 只有 **18.5x**(base EPS \$4.32)—— 對這種成長算便宜。套 24x forward P/E → mid **\$103.68(+29.8% vs spot)**,這正是 DCF 折掉的輪動上檔。forward 路徑(pe_path 24→26→28):CY27E ~\$104 → CY28E ~\$128 → CY29E ~\$139;輪動高標 blue EPS 5.97×30x ≈ \$179。**劇本**(股癌 EP671/672):Nexperia 制裁 + 歐盟去中化轉單、99 週+ 交期→漲價循環、功率半導體 Tier 2/3 早期輪動、US IDM 領頭。confidence medium。
看歷史估值 →在 BOM 上的位置
- 1°Co-designed RF / mixed-signal silicon
- secondaryOptical inter-satellite laser links
- 1°Co-designed RF / mixed-signal silicon
- secondaryOptical inter-satellite laser links
- 1°Co-designed RF / mixed-signal silicon
- secondaryOptical inter-satellite laser links
- 1°SiC MOSFET (800VDC front-end)
- 1°SiC MOSFET (800VDC front-end)
- 1°SiC MOSFET (800VDC front-end)
題材歸屬
財報 highlight
| 期別 | Revenue | Gross profit | Operating income | EPS | 毛利率 | 營益率 | YoY | QoQ | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q2 | $3.49B | $0 | — | — | 0.0% | — | +26.10% | +12.67% | yahoo-finance2 |
| 2026Q1 | $3.1B | $0 | — | — | 0.0% | — | — | -7.03% | yahoo-finance2 |
| 2025Q4 | $3.33B | $0 | — | — | 0.0% | — | — | +4.46% | yahoo-finance2 |
| 2025Q3 | $3.19B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
新聞 timeline
- Home-Built STM2026-09-02 · dberard.com
STM is a tool capable of imaging surfaces with atomic resolution. In STM, a sharp metallic needle is brought within a few angstroms of the surface of a conductive sample and a small bias voltage is applied across the gap. If the gap is small enough (<1 nm), electrons can cross the gap via quantum tunneling. This “tunneling current” is typically in the pA – nA range, and can be measured with a transimpedance amplifier. The STM tip is mounted on a piezoelectric scanner, which is capable of [...] Reply ↓ [...] LikeLike
- Canon 50mm f1.8 STM vs 50mm f1.4 USM Lens2026-09-02 · youtube.com
the edges than the f-18 but really there's not a huge difference as far as overall sharpness goes between both these lenses when shooting wide open all right so now I've pulled up both these pictures shot at f-18 the picture to the left again is the STM lens in the picture to the right which shot with the USM f-14 lens so let's just start off by zooming in to the center to check for sharpness and here we can see that the f-14 when stopped down to f1 a definitely is a little bit sharper than the [...] f-18 when shooting wide open but if you go out and buy the f-14 and stop it down to f1a it's going to be a lot sharper than the f-18 lens and this leads me to my conclusion if you are a beginner or an intermediate photography I would definitely just stick with the f-18 STM lens it's going to b
- STM | Société de transport de Montréal2026-09-02 · stm.info
| Zone A – Agglomeration of Montréal | [...] | Zones A and B | [...] | Students ages 18 and up |
- Say Goodbye to Your Nifty Fifty? Canon RF 45mm f/1.2 STM2026-09-02 · youtube.com
to be shooting at 1.2. [music] But, to me, the huge benefit is that you have way more range to mess around with the different settings, especially [music] when you're an outdoor photographer and the sun is constantly changing and that shutter [music] speed needs to constantly be changing. Having that 1.2 allows you to really finesse your settings to get the shot that you really need when everything else isn't necessarily cooperating. Now, when trying to make the decision whether to 1.8 or to [...] for that sacrifice. This 45mm f/1.2 lens is as sharp as we really need it to be to be that just have in your bag just in case type of lens. I've been using this lens over wedding portraits and landscape photos, pinning it against the 50mm 1.8 STM and the 50mm f/1.2. [music] And I want to know in
- STM tells employees they can no longer pray at work as ...2026-09-02 · cbc.ca
The Quebec government adopted a law in April that prohibits prayer rooms in public institutions which include colleges, universities and transit agencies. It also banned public prayer without explicit municipal consent. The Société de transport de Montréal (STM)says it has four rooms that employees can use for silent activities such as meditation and yoga, and that could previously be used for prayer. [...] Skip to Main ContentAccessibility Help MenuCBC GemCBC Listen Search STM tells employees they can no longer pray at work as Quebec secularism law takes effect | CBC News Loaded Montreal # STM tells employees they can no longer pray at work as Quebec secularism law takes effect Montreal's public transit agency is telling employees they can no longer pray on workplace property, as