TD Cowen Increases STMicroelectronics (NYSE:STM) Price Target to $50.00

STMicroelectronics (NYSE:STM) had its price target lifted by investment analysts at TD Cowen from $39.00 to $50.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the semiconductor producer’s stock. TD Cowen’s target price would indicate a potential downside of 2.94% from the company’s previous close.

STM has been the subject of several other reports. Weiss Ratings downgraded STMicroelectronics from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, March 6th. Mizuho set a $48.00 price objective on STMicroelectronics and gave the stock an “outperform” rating in a research note on Thursday, April 16th. Robert W. Baird set a $90.00 price objective on STMicroelectronics in a research note on Friday. Morgan Stanley raised STMicroelectronics from an “equal weight” rating to an “overweight” rating in a research note on Thursday, March 26th. Finally, Craig Hallum raised STMicroelectronics from a “hold” rating to a “buy” rating and set a $58.00 price objective for the company in a research note on Thursday. Ten analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, STMicroelectronics presently has a consensus rating of “Moderate Buy” and a consensus price target of $49.07.

STMicroelectronics Stock Up 3.6%

Shares of STMicroelectronics stock traded up $1.81 on Friday, hitting $51.52. The company had a trading volume of 8,600,829 shares, compared to its average volume of 8,985,064. The stock has a market capitalization of $46.27 billion, a price-to-earnings ratio of 285.85 and a beta of 1.51. STMicroelectronics has a 1 year low of $21.11 and a 1 year high of $51.60. The stock has a 50 day moving average of $35.52 and a 200-day moving average of $29.74. The company has a debt-to-equity ratio of 0.10, a quick ratio of 2.43 and a current ratio of 3.36.

STMicroelectronics (NYSE:STM) last issued its quarterly earnings data on Thursday, April 23rd. The semiconductor producer reported $0.13 EPS for the quarter, missing the consensus estimate of $0.19 by ($0.06). The company had revenue of $3.10 billion during the quarter, compared to analysts’ expectations of $3.11 billion. STMicroelectronics had a return on equity of 2.70% and a net margin of 1.41%. As a group, sell-side analysts forecast that STMicroelectronics will post 1.19 earnings per share for the current year.

Hedge Funds Weigh In On STMicroelectronics

Institutional investors have recently modified their holdings of the business. Portus Wealth Advisors LLC bought a new position in shares of STMicroelectronics in the first quarter valued at approximately $32,000. CIBC Private Wealth Group LLC grew its holdings in shares of STMicroelectronics by 3,746.2% in the fourth quarter. CIBC Private Wealth Group LLC now owns 1,000 shares of the semiconductor producer’s stock valued at $26,000 after acquiring an additional 974 shares in the last quarter. Abound Wealth Management bought a new position in shares of STMicroelectronics in the fourth quarter valued at approximately $26,000. Peterson Wealth Services grew its holdings in shares of STMicroelectronics by 3,086.5% in the third quarter. Peterson Wealth Services now owns 1,179 shares of the semiconductor producer’s stock valued at $33,000 after acquiring an additional 1,142 shares in the last quarter. Finally, Advisory Services Network LLC bought a new position in STMicroelectronics during the third quarter valued at $52,000. 5.05% of the stock is owned by institutional investors.

Key Headlines Impacting STMicroelectronics

Here are the key news stories impacting STMicroelectronics this week:

• Positive Sentiment: Strong revenue growth and upbeat outlook: STM reported q/q and y/y revenue strength and gave a bullish Q2 revenue midpoint (roughly $3.45B) and an upbeat outlook that helped push the shares to multi-year highs. Read More.
• Positive Sentiment: Strategic M&A and cloud partnerships to expand AI and sensor exposure: ST agreed to buy NXP’s MEMS sensor business and deepened a multi‑year collaboration with AWS to target sensors and AI data-center demand — moves that extend TAM and end-market leverage. Read More.
• Positive Sentiment: Bullish market activity and analyst support: Large call buying (30,839 calls) and a Craig-Hallum upgrade to Buy ($58 PT) reflect speculative and institutional bullish interest that can amplify upward price momentum. Read More.
• Neutral Sentiment: Investor materials and investor events: STM posted its Q1 slide deck and will host an investor webcast on the LEO opportunity (May 4), giving analysts more detail on strategy and growth drivers — useful for medium-term visibility but not immediate cash impact. Read More. • Read More.
• Neutral Sentiment: Mixed reporting/interpretation of results: Some outlets framed Q1 as “above expectations” on revenue growth while others highlighted the EPS miss; investors should read the company release and slides for the non-GAAP vs. GAAP reconciliation. Read More.
• Negative Sentiment: EPS miss and margin/cash-flow pressure: STM earned $0.13 EPS vs. consensus ~$0.19 and reported modest GAAP operating income after PPA charges from the NXP deal; management flagged margin and cash‑flow impacts (PPA and integration costs). These factors temper near-term profitability even as revenue rises. Read More.
• Negative Sentiment: Thin current net margins and high valuation: Q1 GAAP net margin and ROE remain low (net margin ~1.4% reported), and STM trades at a high P/E reflecting strong growth expectations — leaving stock sensitive to any execution or margin shortfalls. Read More.

STMicroelectronics Company Profile

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.