Following the Q1 2025 earnings release of STMicroelectronics (NYSE: STM ), here at the Lab, we are back to comment on the company. While we previously maintained a long rating on the position, we have revised our stance to neutral following ourBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as th ...

I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and an investment consultant. I also completed CFA Level II in 2024. I previously worked in the oil and gas sector before making a career change. I began studying global equities to invest my ...

（原标题：法国和意大利在意法半导体公司管理问题上爆发冲突） 欧洲时报4月11日报道，法国和意大利目前因意法半导体公司的管理问题而产生矛 盾。意法半导体是法国两大半导体公司之一，两国均是主要股东，公司管理层正计 划"自愿裁员"2800人。 矛盾焦点在于公司监事会拒绝任命意大利提名的意大利经济财政部经济司司长、 总理梅洛尼的亲信马尔切洛•萨拉（Marcello Sala）。被拒绝的原因是萨在公开和私下表 达了对首席执行官谢里以及他的战略的失望。这些批评是在该集团2024财年净利润下 降63%至15.6亿美元、销售额下降23.3%至略高于130亿美元的情况下提出的。 意法半导体监事会则再次表示支持首席执行官和管理团队，特别是他们在半导体 行业的困难时期执行公司转型的能力。 意法半导体10日制定了未来几年的路线图，其中包括提高效率，特别是通过自动化和 人工智能，以及在3年时间内，除了自然减员外，全球多达2800名员工自愿离职，不过 不会关闭任何工厂。该公司在全球拥有50000名员工，其中包括在法国的11500名员工。 意法半导体还承诺在未来几年内提高产量，以保持在全球范围内的竞争力。 意大利财长乔尔杰蒂称不可理解和无 ...

STMicroelectronics Q1 2025 Financial Results April 24, 2025 Forward looking information Some of the statements contained in this release that are not historical facts are statements of future expectations and other forward-looking statements (within the meaning of Section 27A of the Securities Act of 1933 or Section 21E of the Securities Exchange Act of 1934, each as amended) that are based on management's current views and assumptions, and are conditioned upon and also involve known and unknown risks and u ...

PR No: C3332C  STMicroelectronics Reports 2025 First Quarter Financial Results Q1 net revenues $2.52 billion; gross margin 33.4%; operating income $3 million; net income $56 millionBusiness outlook at mid-point: Q2 net revenues of $2.71 billion and gross margin of 33.4% Company-wide program to reshape manufacturing footprint and resize global cost base on track; annual cost savings target in the high triple-digit million-dollar range exiting 2027 confirmed. Geneva, April 24, 2025 – STMicroelectronics N.V. ...

PR No: C3330C STMicroelectronics details company-wide program to reshape manufacturing footprint and resize global cost base Increasing efficiency, automation, and AI will strengthen ST's key technology R&D, design and high-volume assets for advanced manufacturing in Europe.Planned investments over FY2025, 2026 and 2027 to focus on advanced manufacturing infrastructure in 300mm silicon, 200mm silicon carbide, and technology R&D, for the benefit of customers globally.Company-wide program, including both the ...

文章核心观点 意法半导体监事会就意大利媒体报道发表评论，批准公司制造布局重塑计划，并表达对管理层支持 [2][3][4] 分组1：媒体报道回应 - 公司监事会称意大利媒体4月9日对公司管理委员会两名成员在财报发布前夕个人交易的指控为假 [2] - 公司股票计划管理员在禁售期自动售股是为遵守瑞士税法，合法且符合公司政策 [2] - 监事会审查相关流程，认为公司在集体诉讼中有良好抗辩理由 [2] 分组2：公司计划批准 - 监事会一致批准公司制造布局重塑计划，加速300mm硅和200mm碳化硅晶圆厂产能提升 [3] - 该计划有助于提升公司竞争力 [3] 分组3：管理层支持 - 监事会表达对Jean - Marc Chery、Lorenzo Grandi及管理团队的支持，认可其在半导体行业挑战时期执行转型的能力 [4] 分组4：公司简介 - 公司有5万名半导体技术创造者和制造者，掌握半导体供应链，拥有先进制造设施 [5] - 作为集成设备制造商，与超20万家客户和数千家合作伙伴合作，设计制造产品、解决方案和生态系统 [5] - 公司技术助力智能出行、高效电源和能源管理以及云连接自主设备大规模部署 [5] - 公司有望在2027年底实现直接和间接排放、产品运输、商务旅行和员工通勤碳中和及100%可再生电力采购目标 [5]

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of analysis on key valuation metrics to fi ...

STMicroelectronics’ (STM) shares have tumbled 33.9% in the past six months, significantly underperforming the Zacks Computer & Technology sector and the Zacks Semiconductor-General industry’s declines of 17.2% and 28.5%, respectively.The STM stock has underperformed its industry peers, including NVIDIA (NVDA) , Texas Instruments (TXN) and Amtech Systems (ASYS) .Over the same period, NVIDIA, Texas Instruments and Amtech Systems recorded losses of 29%, 25.1% and 22%, respectively.The bearish sentiment surroun ...

Investors interested in Semiconductor - General stocks are likely familiar with STMicroelectronics (STM) and Texas Instruments (TXN) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revision ...