Market Cap
$47.5B
STM
STMicroelectronics N.V.
$56.37 ▲ +5.36%
Prev close $53.50Market cap$47.5B
ConsensusStrong Buy
12-mo target$75.04 (+33.1%)
▲ Bullish
Analyst conviction 8/10
High Impact Filing (7/10)45 New Institutional Positions5 Institutional Exits Semiconductors
Snapshot
The big-picture read on STM right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (81%)
Inst. Holders
50 funds
Inst. Value
$9.4B
Inst. Activity
45 buys / 5 sells
Social Sentiment
56° Neutral
SEC Reports
10
Press Releases
12
Price chart 30d +11.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 2, 2026 Press Short Volume: STM — 60.1% short (1.0M / 1.6M)
Short: 950,610 | Exempt: 565 | TRF Vol: 1,581,490 | Short Ratio: 60.1% | Off-exchange volume (dark p
STMicroelectronics announced that President and CFO Lorenzo Grandi will speak at a Citi investor conference. This is a r
Impact 2/10
STMicroelectronics disclosed routine share repurchases of 128,904 shares (0.01% of issued capital) for approximately EUR
6-K — Impact 2/10
STMicroelectronics filed a 6-K reporting routine weekly share repurchase transactions under its existing buyback program
6-K — Impact 2/10
STMicroelectronics filed a Form 6-K disclosing routine weekly transactions under its ongoing share buyback program, repu
6-K — Impact 2/10
STMicroelectronics announced the timing for its Q2 2026 earnings release and conference call, scheduled for July 23, 202
Impact 2/10
Jun 30, 2026 Inst.
Situational Awareness LP — NEW
7,802,700 shares ($584.3M)
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
6,549,709 shares ($490.5M)
Analyst ratings buy % +24.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
81% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 27, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jul 24, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 21, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jun 3, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jun 2, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| May 19, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Apr 24, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Apr 17, 2026 | Mizuho | UPGRADE | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 4 | 1 | 0 | 81% | |
| Aug 1, 2026 | 7 | 14 | 4 | 1 | 0 | 81% | |
| Jul 1, 2026 | 7 | 13 | 4 | 1 | 0 | 80% | |
| Jun 1, 2026 | 6 | 13 | 5 | 1 | 0 | 76% | |
| May 1, 2026 | 6 | 14 | 5 | 1 | 0 | 77% | |
| Apr 1, 2026 | 6 | 12 | 7 | 1 | 0 | 69% | |
| Mar 1, 2026 | 6 | 11 | 7 | 2 | 0 | 65% | |
| Feb 1, 2026 | 6 | 11 | 7 | 2 | 0 | 65% |
Price targets
Where 12 covering analysts think STM trades over the next 12 months.
$75.04 +33.1% upside Strong Buy
Current$56.37 Low$52.00 Median$73.50 High$98.00 12 analysts
$52.00$98.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
56°
Neutral
BearishNeutralBullish
Recent posts
With spacex going public
▲ 1 · 💬 0· ⚡ 0.5
Anyone else been watching STMicro (STM/STMPA)? feel like I might've missed the boat
▲ 1 · 💬 0· ⚡ 0.5
STMicroelectronics (STM / STMPA) — am I late to the party or is there still a story here?
▲ 1 · 💬 0· ⚡ 0.5
STMicroelectronics (STM) is one of the best and most undervalued European stocks - DD update 2.5 years later
▲ 1 · 💬 0· ⚡ 0.5
STM advice on holding position or sell
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 7 neutral · avg impact 3.9/10.Plus 12 press releases.
NEUTRAL6-K2/10
STMicroelectronics disclosed routine share repurchases of 128,904 shares (0.01% of issued capital) f
Aug 31, 2026
NEUTRAL6-K2/10
STMicroelectronics filed a 6-K reporting routine weekly share repurchase transactions under its exis
Aug 25, 2026
NEUTRAL6-K2/10
STMicroelectronics filed a Form 6-K disclosing routine weekly transactions under its ongoing share b
Aug 10, 2026
NEUTRAL6-K2/10
STMicroelectronics filed a 6-K disclosing the repurchase of 206,011 ordinary shares (0.02% of issued
Aug 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: STM — 60.1% short (1.0M / 1.6M)
Short: 950,610 | Exempt: 565 | TRF Vol: 1,581,490 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: STM — 57.7% short (1.0M / 1.8M)
Short: 1,010,274 | Exempt: 2,816 | TRF Vol: 1,751,296 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: STM — 55.4% short (0.8M / 1.5M)
Short: 820,188 | Exempt: 1,177 | TRF Vol: 1,481,251 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
other
STMicroelectronics introduces automotive image sensor to help scale affordable in-cabin sensing
STMicroelectronics introduces automotive image sensor to help scale affordable in-cabin sensing
Sep 4, 2026
ftd
FTD: STM — 15,651 shares ($0.8M) failed to deliver
Settlement: 20260904, Price: $51.28, FTD Value: $802,583.28, STMICROELECTRONICS N.V.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.41 | $0.38–$0.44 | 40.8% | +0.0% | 1↑ 3↓ | $3.7B | 6 |
| Next Q | $0.56 | $0.53–$0.60 | 1958.2% | +15.5% | 3↑ 2↓ | $4.1B | 7 |
| Current FY | $1.34 | $1.05–$1.48 | 152.7% | -1.0% | 0↑ 1↓ | $14.4B | 9 |
| Next FY | $2.53 | $1.84–$3.25 | 108.8% | +0.0% | 1↑ 0↓ | $17.2B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.408 | — |
| 7d ago | $0.408 | — |
| 30d ago | $0.408 | — |
| 60d ago | $0.440 | -0.031 |
| 90d ago | $0.436 | -0.028 |
Institutional ownership
Which big funds own STM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.4B total value (126,156,116 shares) as of 2026-Q2. Top holders: NOMURA, VAN, Situational. Net buying activity: 45 institutions added/increased vs 5 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| VAN ECK ASSOCIATES CORP | 14,039,476 | $1.1B | 11.1% | — |
| Situational Awareness LP | 7,802,700 | $584.3M | 6.2% | NEW |
| BlackRock, Inc. | 6,549,709 | $490.5M | 5.2% | ADD +32.9% |
| MORGAN STANLEY | 6,390,403 | $478.6M | 5.1% | — |
| GOLDMAN SACHS GROUP INC | 5,150,378 | $385.7M | 4.1% | — |
| Invesco Ltd. | 4,745,181 | $355.4M | 3.8% | — |
| CITADEL ADVISORS LLC | 3,852,113 | $288.5M | 3.1% | TRIM -44.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3,481,035 | $260.7M | 2.8% | NEW |
| BNP PARIBAS FINANCIAL MARKETS | 3,432,107 | $257.0M | 2.7% | ADD +39.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Situational Awareness LP | NEW | — | 7,802,700 | — | $584.3M |
| BlackRock, Inc. | ADD | 4,929,704 | 6,549,709 | +32.9% | $490.5M |
| CITADEL ADVISORS LLC | TRIM | 6,909,118 | 3,852,113 | -44.2% | $288.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 3,481,035 | — | $260.7M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,452,556 | 3,432,107 | +39.9% | $257.0M |
| Point72 Asset Management, L.P. | DOUBLED | 384,570 | 3,104,441 | +707.2% | $232.5M |
| JPMORGAN CHASE & CO | DOUBLED | 1,533,619 | 3,068,232 | +100.1% | $229.5M |
| BARCLAYS PLC | ADD | 1,521,906 | 2,911,241 | +91.3% | $218.0M |
| JANE STREET GROUP, LLC | DOUBLED | 1,199,926 | 2,862,430 | +138.6% | $214.4M |
| Artisan Partners Limited Partnership | NEW | — | 2,797,540 | — | $209.5M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for STM.
Shares short
14,514,042
Settlement Sep 15, 2026
Change vs prior
+3.4%
Semi-monthly cycle
Days to cover
1.9
At avg daily volume
Of shares outstanding
≈1.6%
Estimate — not % of float
All STM filing & press-release reports (22)
- PRESS-RELEASE reportSep 2, 2026
- 6-K reportAug 31, 2026
- 6-K reportAug 25, 2026
- 6-K reportAug 10, 2026
- 6-K reportAug 4, 2026
- 6-K reportJul 23, 2026
- PRESS-RELEASE reportJul 23, 2026
- 6-K reportJul 6, 2026
- PRESS-RELEASE reportJul 3, 2026
- 6-K reportJun 16, 2026
- PRESS-RELEASE reportJun 16, 2026
- 6-K reportJun 16, 2026
- PRESS-RELEASE reportJun 16, 2026
- PRESS-RELEASE reportJun 2, 2026
- PRESS-RELEASE reportMay 27, 2026
- PRESS-RELEASE reportMay 27, 2026
- PRESS-RELEASE reportMay 25, 2026
- PRESS-RELEASE reportApr 23, 2026
- PRESS-RELEASE reportApr 23, 2026
- PRESS-RELEASE reportApr 3, 2026
- PRESS-RELEASE reportMar 17, 2026
- PRESS-RELEASE reportMar 2, 2026