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 $63.48B
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q1 | $3.1B | $0 | — | — | 0.0% | — | +23.00% | -7.03% | yahoo-finance2 |
| 2025Q4 | $3.33B | $0 | — | — | 0.0% | — | — | +4.46% | yahoo-finance2 |
| 2025Q3 | $3.19B | $0 | — | — | 0.0% | — | — | +15.22% | yahoo-finance2 |
| 2025Q2 | $2.77B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
新聞 timeline
- STMicroelectronics N.V. (STM) Stock Price, News, Quote & History2026-06-19 · finance.yahoo.com
(STM) Stock Price, News, Quote & History - Yahoo Finance. * [Finance](https://finance.yahoo.com/). + [Finance](https://finance.yahoo.com/). - [My portfolio](https://finance.yahoo.com/portfolios/). - [News](https://finance.yahoo.com/news/). - [Markets](https://finance.yahoo.com/markets/). - [Community](https://finance.yahoo.com/community/). - [Videos](https://finance.yahoo.com/videos/). 1. [My Portfolio](https://finance.yahoo.com/portfolios/). 2. [News](https://finance.yahoo.com/news/). 1. [Latest](https://finance.yahoo.com/topic/latest-news/). 4. [Stock market](https://finance.yahoo.com/topic/stock-market-news/). 6. [Crypto](https://finance.yahoo.com/markets/crypto/). 1. [Economies](https://finance.yahoo.com/topic/economic-news/). 2. [Earnings](https://finance.yahoo.com/topic/earnings/). 3
- STM: STMicroelectronics NV - Stock Price, Quote and News - CNBC2026-06-19 · cnbc.com
# STMicroelectronics NV STM:NYSE. RT Quote | Last NYSE Arca, VOL From CTA | USD. * 52 Week High Date06/03/26. ## Latest On STMicroelectronics NV. * Natixis CIB: Key question is whether AI momentum is sustainableCNBC VideoCNBC.com. * Stocks making the biggest moves midday: Coherent, Marvell, HPE, Generac & moreCNBC.com. * Lightning Round: You should be buying Devon Energy here, says Jim CramerCNBC VideoCNBC.com. * Net Margin (TTM)1.33%. * STMicroelectronics Prices US$1.5 Billion Dual-Tranche Convertible Bond OfferingTipRanks. * STMicroelectronics Launches $1.5 Billion Dual-Tranche Convertible Bond Offering and Calls 2027 Notes EarlyTipRanks. Natixis CIB: Key question is whether AI momentum is sustainable. The Company's segments include Automotive and Discrete Group (ADG), Analog, MEMS and S
- STM Stock Quote Price and Forecast - CNN2026-06-19 · cnn.com
STM is trading near the top of its 52-week range and above its 200-day simple moving average. The price of STM shares has decreased $4.40 since the market last closed. The stock has since risen $1.79 in pre-market trading. STMicroelectronics NV is a global semiconductor company, which engages in the business of designing, developing, manufacturing, and marketing products used in a wide variety of applications for automotive, industrial, personal electronics and communications equipment, computers, and peripherals. ## Latest STM news. Total Revenue decreased 10.64% since last year and decreased 6.68% since last quarter. Net Income decreased 89.29% since last year and increased 223.8% since last quarter. STM's competitors are included in the Electronic Technology sector and Semiconductors gr
- STMicroelectronics - Wikipedia2026-06-19 · en.wikipedia.org
ST was founded in 1987 from the merger of two state-owned semiconductor corporations, Thomson Semiconducteurs of France and SGS Microelettronica of Italy, with the aim of creating a corporation that could effectively compete with international semiconductor manufacturers. The company's growth slowed somewhat during the 2000s; several major partnerships were formed during this decade, including the memory-oriented joint venture Numonyx between Intel and ST, the Crolles 2 Alliance between Motorola, TSMC, Philips, and the ST Ericsson joint venture that joined ST-NXP Wireless with Ericsson Mobile Platforms. ST was formed in 1987 by the merger of two government-owned semiconductor companies: Italian SGS Microelettronica (where SGS stands for *Società Generale Semiconduttori*, "General Semicondu
- STMicroelectronics N.V. (STM) Stock Price, Quote, News & Analysis | Seeking Alpha2026-06-19 · seekingalpha.com
Join the world's leading investor community and get 20% off your first year of any Seeking Alpha service. # STM STMicroelectronics N.V. Stock Price & Overview. ## STM Stock Price. ## STM Analysis. ### STMicroelectronics: Strong Q1 Confirms Cycle Turn And Upside Potential. ### STMicroelectronics Q1: Let Your Winners Run. ### STMicroelectronics: DC And Robotics Opportunities Re-Ignited Enthusiasm (Upgrade). ### STMicroelectronics: Negative Development And Underperformance Since 2022. ### STMicroelectronics Q3 Earnings Preview: Signs Of Life, But The Cycle Hasn't Turned. ### STMicroelectronics: Neutral Stance Maintained Amid Earnings Pressure And Limited Visibility. ## STM News. ### STMicroelectronics surges after raising data center revenue outlook on AI demand. ### EU regulator in talks wit