STMicroelectronics: Strong Q1 Confirms Cycle Turn And Upside Potential
2026-04-25 09:05:19 ET
Our readers know that we have long covered STMicroelectronics ( STM ). In hindsight, it may seem straightforward to highlight, but this was a particularly strong call, and the pace of the share price appreciation (almost +80%) over such a short period (January 2026) exceeded our initial expectations (Fig. 1). As a reminder, the company did not provide an outlook for 2025 , and we reiterated a "Neutral Stance Amid Earnings Pressure And Limited Visibility" in commenting on STM H1 2025 results....
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STMicroelectronics: Strong Q1 Confirms Cycle Turn And Upside PotentialNASDAQ: STMEF
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