STMicroelectronics (NYSE:STM) Sets New 12-Month High – Here’s What Happened

STMicroelectronics N.V. (NYSE:STM)’s share price hit a new 52-week high during trading on Tuesday . The stock traded as high as $33.90 and last traded at $33.7650, with a volume of 10043792 shares trading hands. The stock had previously closed at $32.51.

More STMicroelectronics News

Here are the key news stories impacting STMicroelectronics this week:

• Positive Sentiment: Expanded multi‑billion, multi‑year strategic engagement with Amazon Web Services positions ST as a strategic supplier for AWS compute and AI infrastructure — a sizable commercial win that reduces revenue risk and signals long-term design wins. STMicroelectronics expands strategic engagement with Amazon Web Services to enable new high performance compute infrastructure for cloud and AI data centers
• Positive Sentiment: Market reaction: multiple outlets report shares jumped after the AWS announcement, reflecting investor belief this deal materially improves STM’s cloud/AI exposure and near‑term revenue visibility. STMicroelectronics shares jump 6% on expanded AWS partnership
• Positive Sentiment: Unusually large options activity — traders bought ~16,658 call contracts (≈+308% vs. typical) — indicates bullish sentiment and speculative positioning that can amplify intraday upside and volatility. (Market data)
• Positive Sentiment: New automotive product: ST launched the Stellar P3E MCU with built‑in AI acceleration targeted at edge intelligence for software‑defined vehicles — this strengthens STM’s auto roadmap and addressable market for higher‑value MCUs. STMicroelectronics introduces the first automotive microcontroller with AI acceleration for edge intelligence
• Neutral Sentiment: Product wins in other segments (ultra‑compact thyristor driver for small appliances) are incremental — help diversify revenue but likely smaller near‑term impact. STMicroelectronics unveils ultra-compact thyristor driver for small appliances
• Neutral Sentiment: Space‑grade driver announcement highlights niche, higher‑reliability product capability but is unlikely to move near‑term top‑line materially. STMicroelectronics’ space-grade driver supports data and low-voltage logic
• Negative Sentiment: Reminder of recent fundamentals: STM reported an EPS miss in late January and valuation (high P/E) suggests expectations are elevated — earnings execution still needs to follow through to justify higher multiples. (Company earnings)

Wall Street Analysts Forecast Growth

STM has been the topic of several recent research reports. Robert W. Baird set a $45.00 target price on shares of STMicroelectronics in a report on Friday, October 24th. Mizuho set a $28.00 price objective on shares of STMicroelectronics in a research note on Friday, January 9th. Weiss Ratings reissued a “sell (d+)” rating on shares of STMicroelectronics in a research note on Wednesday, January 21st. TD Cowen reaffirmed a “hold” rating on shares of STMicroelectronics in a research report on Friday, October 24th. Finally, Susquehanna boosted their price target on STMicroelectronics from $35.00 to $40.00 and gave the stock a “positive” rating in a research report on Wednesday, October 22nd. Seven equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $31.93.

STMicroelectronics Stock Performance

The firm has a market cap of $29.89 billion, a price-to-earnings ratio of 185.08 and a beta of 1.59. The company has a debt-to-equity ratio of 0.10, a current ratio of 3.36 and a quick ratio of 2.43. The firm has a fifty day simple moving average of $27.40 and a two-hundred day simple moving average of $26.53.

STMicroelectronics (NYSE:STM) last announced its quarterly earnings data on Thursday, January 29th. The semiconductor producer reported $0.11 EPS for the quarter, missing the consensus estimate of $0.27 by ($0.16). The company had revenue of $3.33 billion during the quarter, compared to analysts’ expectations of $3.29 billion. STMicroelectronics had a net margin of 1.41% and a return on equity of 2.70%. On average, analysts expect that STMicroelectronics N.V. will post 0.85 EPS for the current year.

Hedge Funds Weigh In On STMicroelectronics

Several hedge funds have recently made changes to their positions in the company. Legacy Wealth Asset Management LLC lifted its position in STMicroelectronics by 2.6% during the 3rd quarter. Legacy Wealth Asset Management LLC now owns 18,500 shares of the semiconductor producer’s stock worth $523,000 after acquiring an additional 475 shares during the period. Vident Advisory LLC increased its holdings in shares of STMicroelectronics by 2.5% in the third quarter. Vident Advisory LLC now owns 23,196 shares of the semiconductor producer’s stock valued at $656,000 after purchasing an additional 573 shares during the period. CWM LLC raised its stake in shares of STMicroelectronics by 27.5% in the second quarter. CWM LLC now owns 2,680 shares of the semiconductor producer’s stock worth $82,000 after purchasing an additional 578 shares during the last quarter. Signaturefd LLC lifted its holdings in shares of STMicroelectronics by 3.4% during the third quarter. Signaturefd LLC now owns 20,598 shares of the semiconductor producer’s stock worth $582,000 after purchasing an additional 677 shares during the period. Finally, Allworth Financial LP boosted its position in STMicroelectronics by 16.5% in the third quarter. Allworth Financial LP now owns 4,817 shares of the semiconductor producer’s stock valued at $136,000 after buying an additional 684 shares during the last quarter. 5.05% of the stock is owned by institutional investors and hedge funds.

About STMicroelectronics

STMicroelectronics is a global semiconductor company headquartered in Geneva, Switzerland, formed through the 1987 merger of SGS Microelettronica and Thomson Semiconducteurs. The company designs, develops and manufactures a broad range of semiconductor products and solutions that serve multiple end markets worldwide. ST’s offerings span from basic components to integrated systems, emphasizing energy-efficient and high-performance devices for modern electronics.

Product categories include microcontrollers (notably the widely used STM32 family), analog and mixed-signal ICs, power MOSFETs and power-management devices, MEMS and sensors, image sensors, and discrete semiconductors.