Report
Martin Marandon-Carlhian ...
  • Stephane Houri

STMicroelectronics N.V. : Wait and see…

>Nous restons Neutre sur STM après le CMD - Suite au CMD organisé hier à Paris, au cours duquel STM a officiellement repoussé son objectif 25/27 à 2030 et a dévoilé des objectifs intermédiaires 2027/28, nous réitérons notre opinion Neutre. Nous laissons nos prévisions inchangées. En résumé, les objectifs 27/28 sont supérieurs de 9% au consensus, mais ne nous paraissent pas inatteignable en 2028. Leur atteinte nécessitera néanmoins quelques conditions : 1/ une reprise ...
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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