公司业绩预期 - STMicroelectronics预计2024年第三季度净收入为32.5亿美元，同比下降27.3% [1] - 第三季度每股收益预期为33美分，同比下降71.6% [1] - 公司在过去四个季度中有三个季度超出Zacks共识预期，平均超出幅度为7.4% [2] 影响业绩的因素 - 汽车产品组在全球范围内的需求增长，尤其是汽车数字化市场的强劲势头，预计对公司第三季度业绩有积极影响 [3] - 嵌入式处理解决方案的强劲表现，得益于STM32产品组合的扩展以及边缘人工智能部署和AI算法集成的客户参与度提升 [4] - 计算机外设和通信设备市场的增长势头预计也对公司业绩有正面贡献 [4] - 工业市场的显著下滑，由于工业产品需求下降和供应链库存快速减少，可能对第三季度的收入和利润产生负面影响 [5] - 公司预计工业终端市场的复苏将延迟，汽车终端市场收入的增长将低于预期，宏观经济挑战和不利的季节性因素也可能成为阻力 [6] 其他公司业绩预期 - BlackLine预计第三季度每股收益为52美分，同比增长约2%，但年初至今股价下跌8.6% [9] - Shopify预计第三季度每股收益为27美分，同比增长12.5%，年初至今股价上涨2.6% [10] - Yelp预计第三季度每股收益为40美分，同比下降49.4%，年初至今股价下跌27.9% [11]

公司新产品发布 - STMicroelectronics推出新一代生物传感芯片ST1VAFE3BX，专为下一代健康穿戴设备设计，如智能手表、运动手环、智能戒指和智能眼镜 [1] - 该芯片结合了高精度生物电位输入、惯性传感和AI核心，能够在芯片内进行活动检测，确保更快性能和更低功耗 [1] - 芯片已在生产，采用2mm x 2mm 12引脚LGA封装，起售价为1.50美元/1000件 [4] 技术优势 - ST1VAFE3BX集成了垂直模拟前端（vAFE），简化了不同类型生命体征的检测，如心电图（ECG）、脑电图（EEG）等 [5][6] - 芯片内置低噪声加速度计，可编程全量程范围为±2g至±16g，支持运动数据与生物电位传感同步 [7][10] - 集成了机器学习核心（MLC）和有限状态机（FSM），支持自主活动检测，减少主CPU负载，降低功耗 [8] 市场应用 - 该芯片扩展了穿戴设备的应用场景，不仅限于手腕，还可用于智能贴片等医疗监测设备 [3] - 客户BM Innovations GmbH和Pison已采用该芯片开发新产品，如精确运动员性能监测系统和智能手表手势识别 [4] - 穿戴设备市场有望超越一般健康市场，涵盖消费者医疗设备，推动新设备的出现，如心电图、脑电图等功能 [2][6] 行业趋势 - 穿戴电子设备是个人健康意识和健身热潮的关键推动技术，目前市场上已普及心率监测、活动追踪和地理位置功能 [2] - 分析师认为，穿戴设备市场将扩展到消费者医疗设备领域，推动创新，如心率变异性、认知功能和心理状态监测 [2] - 未来穿戴设备将更加多样化，有助于提升医疗保健、健身和自我意识 [6] 公司背景 - STMicroelectronics是全球半导体领导者，拥有超过50,000名员工，服务于20多万客户，致力于实现2027年碳中和目标 [11]

文章核心观点 - 公司STMicroelectronics在2024年第一季度和第二季度的财务业绩表现不佳,导致公司下调了全年收入和利润率的预期 [3][6] - 公司表示,汽车和工业领域的需求下滑是导致业绩下滑的主要原因 [3][6] 公司概况 - STMicroelectronics是一家从事半导体产品设计、开发、制造和销售的公司 [2] 财务业绩 - 2024年第一季度,公司营收同比下降18.4%,达到34.7亿美元 [3] - 其中,面向原始设备制造商和分销渠道的销售额分别同比下降11.5%和30.8% [3] - 2024年第二季度,公司下调了全年收入指引,预计全年收入将在132亿美元至137亿美元之间,毛利率约为40% [6]

公司诉讼与财务表现 - STMicroelectronics N V 因涉嫌违反1934年证券交易法第10(b)和20(a)条款以及美国证券交易委员会颁布的10b-5规则而面临集体诉讼 [1] - 诉讼调查重点在于公司是否发布了虚假或误导性声明 或未披露与投资者相关的关键信息 [1] - 公司在2024年7月25日发布了2024年第二季度财务报告 并下调了全年收入和利润率预期 [1] - 公司第二季度收入同比下降超过25% 导致股价在同一天下跌超过15 3% [1] 法律行动与投资者参与 - 股东在特定期间内购买STMicroelectronics N V股票的投资者被鼓励联系DJS Law Group以参与可能的首席原告任命 [1] - DJS Law Group专注于通过平衡的咨询和积极的倡导来增强投资者回报 擅长证券集体诉讼 公司治理诉讼以及国内外并购评估 [2] - 该律所的客户包括全球最大和最复杂的对冲基金和另类资产管理公司 [2]

SAN DIEGO, Oct. 17, 2024 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of STMicroelectronics N.V. (NYSE: STM) securities between January 25, 2024 and July 24, 2024, inclusive (the "Class Period"), have until Tuesday, October 22, 2024 to seek appointment as lead plaintiff of the STMicroelectronics class action lawsuit. Captioned Wang v. STMicroelectronics N.V., No. 24- cv-06370 (S.D.N.Y.), the STMicroelectronics class action lawsuit charges STMicroelectronics and ...

NEW YORK, Oct. 17, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of STMicroelectronics N.V. (NYSE: STM). Shareholders who purchased shares of STM during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/stmicroelectronics-loss-submission-form/?id=108711&from=4 CLASS PERIOD: January 25 ...

NEW YORK, Oct. 14, 2024 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in STMicroelectronics N.V. ("STMicroelectronics" or the "Company") (NYSE: STM) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of STMicroelectronics investors who were adversely affected by alleged securities fraud between January 25, 2024 and July 24, 2024. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/st ...

NEW YORK, Oct. 11, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of STMicroelectronics N.V. (NYSE: STM) between January 25, 2024 and July 24, 2024, both dates inclusive (the "Class Period"), of the important October 22, 2024 lead plaintiff deadline. SO WHAT: If you purchased STMicroelectronics securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee a ...

NEW YORK, Oct. 10, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of STMicroelectronics N.V. (NYSE: STM). Shareholders who purchased shares of STM during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/stmicroelectronics-loss-submission-form/?id=107507&from=4 CLASS PERIOD: January 25 ...

Investors can contact the law firm at no cost to learn more about recovering their losses LOS ANGELES, Oct. 08, 2024 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises STMicroelectronics N.V. ("STM" or the "Company") (NYSE:STM) investors of a class action representing investors that bought securities between January 25, 2024 and July 24, 2024, inclusive (the "Class Period"). STM investors have until October 22, 2024 to file a lead plaintiff motion. Investors are encouraged to contact attorney Lesley F. Portno ...