STMicroelectronics (NYSE:STM) Rating Increased to Buy at Craig Hallum

Craig Hallum upgraded shares of STMicroelectronics (NYSE:STM) from a hold rating to a buy rating in a research report sent to investors on Thursday morning, MarketBeat Ratings reports. Craig Hallum currently has $58.00 target price on the semiconductor producer’s stock.

STM has been the subject of a number of other reports. Weiss Ratings downgraded shares of STMicroelectronics from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, March 6th. Morgan Stanley raised STMicroelectronics from an “equal weight” rating to an “overweight” rating in a report on Thursday, March 26th. Susquehanna raised their target price on STMicroelectronics from $35.00 to $40.00 and gave the stock a “positive” rating in a research report on Monday, February 23rd. Finally, Mizuho set a $48.00 target price on STMicroelectronics and gave the company an “outperform” rating in a research note on Thursday, April 16th. Nine analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $39.07.

STMicroelectronics Trading Up 10.8%

NYSE STM opened at $49.71 on Thursday. The business’s fifty day moving average is $35.52 and its 200-day moving average is $29.74. The company has a debt-to-equity ratio of 0.10, a current ratio of 3.36 and a quick ratio of 2.43. The stock has a market capitalization of $44.65 billion, a price-to-earnings ratio of 276.18 and a beta of 1.51. STMicroelectronics has a one year low of $21.11 and a one year high of $51.40.

STMicroelectronics (NYSE:STM) last posted its quarterly earnings results on Thursday, April 23rd. The semiconductor producer reported $0.13 earnings per share for the quarter, missing the consensus estimate of $0.19 by ($0.06). The company had revenue of $3.10 billion for the quarter, compared to the consensus estimate of $3.11 billion. STMicroelectronics had a net margin of 1.41% and a return on equity of 2.70%. Equities research analysts predict that STMicroelectronics will post 1.19 EPS for the current year.

Institutional Trading of STMicroelectronics

A number of institutional investors have recently modified their holdings of STM. Inspire Investing LLC boosted its holdings in STMicroelectronics by 5.0% in the 1st quarter. Inspire Investing LLC now owns 10,261 shares of the semiconductor producer’s stock worth $355,000 after buying an additional 488 shares during the period. Portus Wealth Advisors LLC bought a new stake in STMicroelectronics during the 1st quarter valued at $32,000. Aaron Wealth Advisors LLC bought a new stake in STMicroelectronics during the 1st quarter valued at $311,000. Ritholtz Wealth Management lifted its position in shares of STMicroelectronics by 74.4% during the first quarter. Ritholtz Wealth Management now owns 16,059 shares of the semiconductor producer’s stock worth $555,000 after acquiring an additional 6,852 shares in the last quarter. Finally, Brian Low Financial Group LLC lifted its position in shares of STMicroelectronics by 80.2% during the first quarter. Brian Low Financial Group LLC now owns 58,179 shares of the semiconductor producer’s stock worth $2,010,000 after acquiring an additional 25,885 shares in the last quarter. 5.05% of the stock is currently owned by hedge funds and other institutional investors.

STMicroelectronics News Summary

Here are the key news stories impacting STMicroelectronics this week:

• Positive Sentiment: Company set an ambitious AI target and raised near‑term guidance — ST reported Q1 revenue of $3.10B and management is targeting $1 billion in AI revenue by 2027; Q2 revenue guidance came in above consensus (midpoint ~$3.45B). This reinforced an AI-driven growth narrative. Article Title
• Positive Sentiment: Analyst upgrade — Craig Hallum upgraded STM from Hold to Buy and set a $58 price target, adding fresh buy-side interest. Article Title
• Positive Sentiment: Unusual options activity — Traders bought ~30,839 call contracts (≈ +289% vs. typical volume), signaling bullish speculative positioning that can amplify intraday moves.
• Neutral Sentiment: Investor outreach on new markets — ST will host a May 4 webcast on the LEO (Low Earth Orbit) opportunity, showing management is promoting new growth avenues to investors and partners. Article Title
• Neutral Sentiment: ETF positioning spotlight — Coverage noted that STM’s share move has drawn attention to ETFs with large STM weightings, which can increase flow-driven volatility (both upside and downside). Article Title
• Negative Sentiment: EPS miss — Q1 EPS of $0.13 missed consensus ~$0.22, indicating near-term profitability pressure despite revenue strength; investors will watch margin recovery. Article Title
• Negative Sentiment: Low reported profitability metrics — GAAP net margin and ROE were weak (net margin ~1.4%, ROE ~2.7%), highlighting execution risk in converting revenue growth into sustained profit. Article Title

About STMicroelectronics

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.