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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
STM Power, Cooling & Grid ADR

STMicroelectronics ADR

Power / MCU cyclical recovery

Detail page

ST is more cyclical and auto/industrial-heavy, but it can benefit if power semis and embedded control recover with broader intelligent-system demand.

Price $41.72
1D change +4.43%
Market cap $37.30B
Sector Technology

Shared metric table

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Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric STM
Price $41.72
1D Change +4.43%
Market Cap $37.30B
Enterprise Value $35.90B
Trailing P/E 73.2
Forward P/E 15.6
PEG Ratio 0.16x
Price / Sales 2.7
EV / Revenue 2.6
Revenue Growth 17.9%
Earnings Growth 21.0%
Gross Margin 35.5%
Operating Margin 11.1%
Net Margin 3.8%
ROE 3.0%
Free Cash Flow $110.0M
FCF Margin 0.8%
Debt / Equity 0.19x
Current Ratio 3.12x
Dividend Yield 0.86%
Next Earnings Jan 28, 2027
Quarterly Revenue $3.76B
Revenue QoQ +7.7%
Quarterly Net Income $291.0M
Net Income QoQ +239.9%

STM thesis lens

Power / MCU cyclical recovery

Why it could benefit

  • ST is more cyclical and auto/industrial-heavy, but it can benefit if power semis and embedded control recover with broader intelligent-system demand.
  • It offers exposure to power, analog, and microcontrollers rather than pure hyperscaler AI.
  • This can make it useful as a later-cycle AI-industrial recovery name.

Moat / edge

  • Strong position in power and microcontrollers.
  • Deep customer ties in automotive and industrial markets.
  • Mixed exposure can help if end markets turn together.

What to watch

  • Auto inventory normalization.
  • Power-device demand recovery.
  • Capex discipline and margin stabilization.

Key risks

  • Near-term weakness in core end markets can dominate the story.
  • Less direct AI leverage than data-center-focused peers.