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STM

STMicroelectronics NV ADR

NYSE: STM · TECHNOLOGY · SEMICONDUCTORS

$52.67
+5.74% today

Updated 2026-04-29

Market cap
$46.81B
P/E ratio
329.19
P/S ratio
3.78x
EPS (TTM)
$0.16
Dividend yield
0.68%
52W range
$21 – $53
Volume
9.5M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

STMicroelectronics NV ADR (STM) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$52.67
Consensus
$34.25
-34.97%
2030 Target
—
—
DCF
$26.42
-32.29% MoS
4 analysts:
2 Buy1 Hold0 Sell

Management guidance

No specific CEO revenue targets found in available data. Management has announced strategic initiatives including China-for-China STM32 production, AI datacenter power solutions expansion with NVIDIA, and automotive AI microcontroller launches (Stellar P3E), but has not provided explicit revenue guidance through 2030. Company is in recovery phase post-2024 decline (-23.24% FY2024, -11.07% FY2025).

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$429.00
—
Base case (2030)
$257.40
—
Bear case (2030)
$171.60
—

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)
Revenue$17.3B$13.3B$11.8B$13.8B$15.5B$17.2B$19.0B
Revenue growth—-23.2%-10.8%16.6%12.4%11.1%10.7%
EPS$4.46$1.66$0.53$1.22$2.08$2.75$3.45
P/S ratio———12.0x12.0x12.0x12.0x
Implied price———$185.33$209.35$233.38$257.40

Catalysts & risks

Growth catalysts
+ AWS multibillion-dollar partnership with 24.8M warrant deal for custom chip development
+ AI datacenter power conversion portfolio expansion (800 VDC, 12V/6V architectures) aligned with NVIDIA
+ China localization of STM32 microcontrollers via Huahong partnership reducing supply chain risk
+ Automotive AI integration (Stellar P3E MCU with Neural Accelerator) for EV powertrains and battery management
+ Physical AI/robotics ecosystem integration with NVIDIA Jetson platforms
+ Industrial automation and microcontroller sales rebound in 2026
Key risks
- Severe margin compression (33.77% gross margin but only 1.39% net profit margin) indicates operational challenges
- Cyclical semiconductor downturn recovery uncertainty—revenue declined 23.24% in FY2024 and 11.07% in FY2025
- Intense competition from NVIDIA, NXP, QCOM, and ASML in AI/datacenter and automotive segments
- Geopolitical risk: China localization strategy exposes to US-China chip export restrictions
- High valuation multiples (P/E 190.7x, Forward P/E 17.50) leave limited margin for error vs. execution
- AWS partnership still early-stage; revenue contribution timeline unclear

Methodology

STMicroelectronics NV ADR's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 4 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.