Held by
1
portfolio on TandT
Bookmarked by
0
users
Avg position size
8.5%
of holders' portfolios
13F filers
1
institution
Market cap
$45.3B
892M shares
52-week range
$21.11 – $81.42
50% from low
Exchange
NYSE
CS
A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconducteurs in France formed STMicroelectronics in 1987. STMicroelectronics is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. It is an especially prominent chip supplier to the industrial and automotive industries.
www.st.com| Trader / Portfolio | Conviction |
|---|---|
| July PortfolioShkreli | Mild8% |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 579,071 | $14.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2027-03-16 | $0.0900 | 2027-03-23 |
| 2026-12-15 | $0.0900 | 2026-12-22 |
| 2026-09-22 | $0.0900 | 2026-09-29 |
| 2026-06-23 | $0.0900 | 2026-06-30 |
| 2026-03-24 | $0.0900 | 2026-03-31 |
| 2025-12-16 | $0.0900 | 2025-12-23 |
| 2025-09-23 | $0.0900 | 2025-09-30 |
| 2025-06-24 | $0.0900 | 2025-07-01 |
| 2025-03-25 | $0.0900 | 2025-04-01 |
| 2024-12-17 | $0.0900 | 2024-12-27 |
| 2024-09-24 | $0.0900 | 2024-10-01 |
| 2024-06-25 | $0.0900 | 2024-07-02 |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 0.8% | 17.7% | 15.7% | — | — | — |
| Rev. Growth % | -10.8% | 3.0% | ||||
| Profit Margin % | 1.4% | 15.5% | 12.1% | |||
| Free Cash Flow Margin % | -0.4% | 5.0% | 5.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +22.5% on the P/E track.
At today's price, your expected annual return is +28.6% on the P/E track.
At today's price, your expected annual return is +34.0% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $14.4B | +22.6% | $1.36 | $1.05–$1.55 | 37.8× | 6 |
| 2027 | $17.1B | +18.8% | $2.68 | $2.20–$3.03 | 19.3× | 6 |
| 2028 | $19.4B | +13.3% | $3.87 | $3.79–$3.98 | 13.3× | 3 |
| 2029 | $20.9B | +8.0% | $4.30 | $4.21–$4.42 | 12.0× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-23 | $0.26 | $0.31 | +19.2% |
| 2026-04-23 | $0.19 | $0.13 | -31.6% |
| 2026-01-29 | $0.27 | $0.11 | -59.3% |
| 2025-10-23 | $0.22 | $0.29 | +31.8% |
| 2025-07-24 | $0.10 | $0.06 | -40.0% |
| 2025-04-24 | $0.05 | $0.07 | +40.0% |
| 2025-01-30 | $0.35 | $0.37 | +5.7% |
| 2024-10-31 | $0.33 |
| $0.37 |
| +12.1% |
| $25.2B |
| — |
| JBLJabil Inc. | $302.80 | -2.75% | $31.7B | — |
| ONON Semiconductor Corporation | $70.17 | -1.14% | $27.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding STM.
@appayip Have your feet wet with a few hundred now at 50’ish, Amd average down or up depending on the outcome of the elections. I personally think $STM is somewhat shielded from the US action. STMPA (PA for Paris), and STMMI (MI for Milano) governs the price here. Aka, EU action like raising interest rates today has bigger influence on STM’s course than US events…
View on StockTwits ↗@Rocketvolt1 for starters, $STM makes chips for everything that flys. Drones, planes, satellites. They already signed up w/$SPCE France just announced to spearheading Europe’s new push to play catch up with the rest of the world by upping their budget accordingly big time. Brussels will follow. STM is into photonics (!), optical connectivity (aka Edge AI), and well positioned in EV’s (silicon carbide), self driving cars (smart sensors) which fly once the flat earthers & rubes left the building/have died out. Only concern is dumba$$ inside politics as STM is owned by both the Dutch and Italy - and that seems to be aa temperamental relationsship.
View on StockTwits ↗
$STM New to STM what’s good!? Are we going to fly soon?
View on StockTwits ↗
🟢 $STM 54C Sep 11 💰 $31,900 premium 💵 $0.6/contract 📊 83.4x Vol/OI 📍 Spot $52.28 🔥 83.4x Vol/OI | 🚨 Repeat sweep 🌊 Dark Flow | Options Flow
View on StockTwits ↗
$STM STMicroelectronics' President and CFO, Lorenzo Grandi, is scheduled to speak today at a Citi investor conference.
View on StockTwits ↗
TSLA Stock Slips Overnight Even As Musk Hypes Cybercab Speed And Cathie Wood’s ARK Sees Trillions Ahead $TSLA $UBER $STM $NVDA https://stocktwits.com/news/equity/markets/tsla-stock-musk-hypes-cybercab-cathie-wood-ark-trillions/cZteFCIRJyX
View on StockTwits ↗$STM according to history stock market drops before midterm elections. is it better to wait before buying STM?
View on StockTwits ↗
How To Play $MRVL & $STM Gap & Go Long Setups With Ripster Clouds Watch the video to learn how to trade this repeatable pattern 🎯 https://x.com/TENETTRADEGROUP/status/2096690020664889432?s=20
View on StockTwits ↗@SpecialOfficer $STM is of the few affordable cHippies left to buy. I say $QCOM is another (killer turnaround story there), and $MCHP arguably too
View on StockTwits ↗
$STM Edge AI will bring this back 80 and beyond. Technically “easy money”, but hate to jinx it…
View on StockTwits ↗
$STM Earnings Play | 5/12 Curl Trade Recap Watch the video to learn how to trade this repeatable pattern 🎯 https://x.com/TENETTRADEGROUP/status/2094070259477069989
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.