Report
Martin Marandon-Carlhian ...
  • Stephane Houri

STMicroelectronics N.V. : Adoption d’un scénario beaucoup prudent sur 2025, des révisions significatives nous amènent bien en dessous du css, nous passons à Neutre

>Nous révisons notre prévision 2025 de 48% et craignons que le consensus n’ait pas adopté un scenario suffisamment prudent sur le S2 25 - Suite à la publication de résultats T3 24 supérieurs aux attentes (en raison d’Opex moins élevés que prévu), mais marquée par un nouvel avertissement sur 2024 (largement attendu) et surtout par l’indication (inhabituelle à ce stade de l’année) d’un T1 25 très faible, nous révisons nos prévisions 25 de 48%, largement plus qu’anticipé...
Underlying
STMicroelectronics NV

STMicroelectronics is a global independent semiconductor company that designs, develops, manufactures and markets a broad range of semiconductor integrated circuits (“ICs”) and discrete devices. Co. offers a diversified product portfolio and develops products for a wide range of market applications, including automotive products, computer peripherals, telecommunications systems, consumer products, industrial automation and control systems. Within its diversified portfolio, Co. is focused on developing products that leverage its technological strengths in creating customized, system-level solutions with digital and mixed-signal content.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Martin Marandon-Carlhian

Stephane Houri

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