The strong revenue growth, improved guidance, and strategic AWS partnership suggest robust momentum; monitor Q2 results for confirmation of the upward trend and data center revenue progress.
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Executive Summary
STMicroelectronics reported Q1 2026 financial results showing a 23% year-over-year revenue increase to $3.10 billion, with gross margin improving to 33.8%. The company raised its Q2 guidance to $3.45 billion in revenue, signaling strong demand and improved inventory levels, while confirming expectations for AI-driven data center revenue to exceed $1 billion in 2027.
Key Facts
- Q1 2026 net revenues reached $3.10 billion, a 23.0% year-over-year increase
- U.S. GAAP gross margin was 33.8%, up 40 basis points year-over-year
- Business outlook for Q2 2026 is $3.45 billion in net revenues, increasing 11.6% sequentially
- Company confirmed data center revenue expectations to be 'nicely above $500 million for 2026 and well above $1 billion for 2027'
- Completed acquisition of NXP's MEMS sensor business and announced strategic collaboration with Amazon Web Services
Financial Impact
Q1 revenue of $3.10 billion, Q2 guidance of $3.45 billion
Risk Factors
- Impairment and restructuring charges of $71 million impacted operating income
- Free cash flow was negative $723 million, primarily due to $895 million cash out for the NXP acquisition
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0000932787-26-000022 |
| Document: 0000932787-26-000022-index-headers.html | 0000932787-26-000022 |
| Document: 0000932787-26-000022-index.html | 0000932787-26-000022 |
| Document: 0000932787-26-000022.txt | 0000932787-26-000022 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 2, 2026 21w ago | 6-K | $78.75 $78.73 | ▼ −0.03% | ▲ +0.67% | $48.21 (−38.78%) |
May 27, 2026 21w ago | 6-K | $66.60 $66.60 | · 0.00% | ▼ −0.55% | $48.21 (−27.61%) |
May 27, 2026 21w ago | 6-K | $66.60 $66.60 | · 0.00% | ▼ −0.55% | $48.21 (−27.61%) |
May 4, 2026 25w ago | 6-K | $56.72 $57.38 | ▲ +1.16% | ▼ −0.22% | $48.21 (−15.00%) |
Apr 23, 2026 26w ago | 6-K | $50.50 $51.17 | ▲ +1.33% | ▲ +0.54% | $48.21 (−4.53%) |
Mar 27, 2026 30w ago | 6-K | $32.76 $31.39 | ▼ −4.19% | ▼ −3.84% | $48.21 (+47.14%) |
Mar 26, 2026 30w ago | 6-K | $32.76 $31.39 | ▲ +4.19% | ▲ +3.84% | $48.21 (−47.14%) |
Feb 6, 2026 37w ago | Court Ruling | $31.97 $32.85 | ▲ +2.74% | ▲ +3.00% | $48.21 (+50.80%) |
Feb 3, 2026 38w ago | Court Ruling | $28.88 $28.54 | ▼ −1.21% | ▲ +0.04% | $48.21 (+66.90%) |
US Market Status
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