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Compute Stack AI Platforms Power Buildout Robotics
STM Power, Analog & Electrification ADR

STMicroelectronics ADR

Power / MCU cyclical recovery

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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 $59.31
1D change +6.11%
Market cap $52.72B
Sector Technology

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Metric STM
Price $59.31
1D Change +6.11%
Market Cap $52.72B
Enterprise Value $48.30B
Trailing P/E 370.7
Forward P/E 26.6
Price / Sales 4.3
EV / Revenue 3.9
Revenue Growth 23.0%
Earnings Growth -33.3%
Gross Margin 34.0%
Operating Margin 3.7%
Net Margin 1.2%
ROE 0.9%
Free Cash Flow $-360.5M
FCF Margin -2.9%
Debt / Equity 0.15x
Current Ratio 3.31x
Dividend Yield 64.00%
Next Earnings Jul 23, 2026
Quarterly Revenue $3.10B
Revenue QoQ -7.1%
Quarterly Net Income $37.0M
Net Income QoQ +223.3%

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.