STM
STMicroelectronics N.V.

STMicroelectronics N.V.STM

Technology · Semiconductors
53.41USD
+3.45%
Sep 23, 2026
STM overview ready
Key supplier of silicon-carbide power devices and automotive microcontrollers
STMicroelectronics is a diversified automotive and industrial semiconductor manufacturer with direct exposure to vehicle electrification through silicon-carbide and silicon power devices, automotive microcontrollers, battery-management and power-management chips, MEMS/sensors, and embedded-processing products.
Narrative is still early
Exposed to the Automotive Electrification and Software-Defined Vehicles narrative through Automotive Power Semiconductors and Electrification Control — component…
Price action is under distribution
Longer-term context reads early trend, with a near-term setup of constructive pullback.
Demanding valuation
STMicroelectronics N.V.
Fundamentals under pressure
Free cash flow yield is weak.
Primary risk
Cyclical semiconductor demand fluctuations.
Market Sep 22Price action Aug 9

Conviction Level

Theme Heat has no canonical measurement for this company — a research-profile dimension, not an input to this score.

NarrativeHeatThemeHeatPriceAction1.4Valuation3.3CompanyPosition7.3
Price
Loading price history…

Price Action

Price action is under distribution
Longer-term context reads early trend, with a near-term setup of constructive pullback.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$44.8B
Avg Volume (60D)
9.3M
60 sessions
Revenue Growth YoY
+10.1%
Trailing twelve months
Gross Margin
+34.5%
Operating Margin
+5.2%
Trailing twelve months
Free Cash Flow Yield
+0.2%
Distance from 200DMA
+27.5%
Next Earnings
2026-10-29
P/E
100.4x
EV / EBITDA
15.4x
EV / Sales
3.3x
Market metrics as of Sep 22, 2026

Fundamentals & Valuation

One of the two valuation perspectives says expensive; peers is the dissenting view.
STMicroelectronics N.V. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces.

Company Research

Thesis
STMicroelectronics is a diversified automotive and industrial semiconductor manufacturer with direct exposure to vehicle electrification through silicon-carbide and silicon power devices, automotive microcontrollers, battery-management and power-management chips, MEMS/sensors, and embedded-processing products.
Opportunity
Moderate opportunity
Rising semiconductor content per vehicle from battery-electric and hybrid powertrains, higher-voltage electrical architectures, ADAS, domain control, and electrified auxiliary systems, driving demand for automotive-grade power devices, microcontrollers, sensors, and power-management solutions.
Key risk
Cyclical semiconductor demand fluctuations.

Narrative & Theme

Automotive Electrification and Software-Defined Vehicles
Part of Automotive Power Semiconductors and Electrification Control, with strong fit.
STM has a direct and material automotive-semiconductor business rather than a generic technology adjacency.
Narrative HeatUnavailable
Theme HeatUnavailable

Business & Markets

Technology · Semiconductors
What they do

STMicroelectronics designs, develops, manufactures, and sells semiconductor products globally through multiple specialized segments including analog, MEMS and sensors, power and discrete, embedded processing, and RF products.

How it earns

The company generates revenue primarily through transactional sales of semiconductor components and integrated circuits to industrial and consumer markets.

Products & services
Industrial application-specific integrated circuits (ASICs)
Application-specific standard products (ASSPs)
Power management solutions
Custom analog ICs
Wireless charging solutions
Customers & end markets
Industrial customers
Consumer electronics manufacturers
Market position

STMicroelectronics is a diversified semiconductor company positioned as a leader in analog and mixed-signal semiconductor markets.

Demand drivers
High cyclicality

Semiconductor demand is closely tied to broader economic cycles and technology investment trends.