
STM is expanding its AI data center business with silicon photonics and power solutions as management targets more than $2 billion in revenues by 2027.
STMicroelectronics NV designs, develops, manufactures and markets semiconductor products in Europe, the Middle East, Africa, the Americas and Asia Pacific. The company is headquartered in Geneva, Switzerland.
| Revenue (TTM) | $13.10B |
| Gross Profit (TTM) | $4.49B |
| EBITDA | $2.72B |
| Operating Margin | 6.91% |
| Return on Equity | 2.69% |
| Return on Assets | 1.94% |
| Revenue/Share (TTM) | $14.68 |
| Book Value | $20.06 |
| Price-to-Book | 2.61 |
| Price-to-Sales (TTM) | 3.64 |
| EV/Revenue | 3.47 |
| EV/EBITDA | 16.94 |
| Quarterly Earnings Growth (YoY) | -33.30% |
| Quarterly Revenue Growth (YoY) | 26.10% |
| Shares Outstanding | $892.10M |
| Float | $641.13M |
| % Insiders | 0.00% |
| % Institutions | 13.27% |
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STM is expanding its AI data center business with silicon photonics and power solutions as management targets more than $2 billion in revenues by 2027.

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

STMicroelectronics announces status of common share repurchase program Disclosure of Transactions in Own Shares – Period from July 20, 2026 to July 24, 2026 AMSTERDAM – July 27, 2026 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024.

STM's Q2 earnings call spotlights AI data center growth, raising its 2026 and 2027 revenue outlook as customer demand, backlog and product mix improve.

STMicroelectronics delivered strong Q2 2026 revenue growth and reacceleration, but profitability remains hampered by Power & Discrete losses and high capex. STM's three growth catalysts—AI data centers, LEO/New Space, and automotive/MEMS—offer robust potential, yet execution risk and margin sensitivity temper upside. At $57, STM is not attractively valued given execution risk; the Hold rating reflects insufficient margin of safety for delays or underperformance.

STM's Q2 beat and stronger AI data center demand point to accelerating growth, with management targeting more than $2B in 2027 data-center revenues.

STMicroelectronics N.V. (STM) Q2 2026 Earnings Call Transcript

STMicroelectronics NYSE: STM reported second-quarter 2026 revenue above the midpoint of its outlook and said demand accelerated across all end markets, with management pointing to particularly strong momentum in AI data centers, optical connectivity and industrial applications.

The European chip maker, which also counts Apple and Tesla among its clients raised its revenue target after having had upgraded its forecast in June.

STMicroelectronics forecast a third-quarter revenue with a midpoint slightly below market expectations on Thursday, but said chip demand from automotive, AI-related, data-centre optical and consumer electronics markets was recovering.
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