STM

STM expects datacenter revenues above $1B in 2026 and well above $2B in 2027 as optical and power wins expand its AI footprint.

STMicroelectronics is entering a cyclical and structural uptrend, driven by AI datacenter and automotive demand recovery. The company delivered broad-based Q2 revenue growth of 26% YOY, with strong cash generation and improving gross margins, signaling operational leverage. Despite a 31.6% selloff on cautious guidance, I see the reaction as overdone and view the stock as an attractive long-term buy.

Power semiconductor stocks are pushing higher in Monday trading, with Wolfspeed (NYSE:WOLF | WOLF Price Prediction) up 5.74% to $33.61, STMicroelectronics (NYSE:STM) up 4.17% to $56.56, and ON Semiconductor (NASDAQ:ON) up 2.96% to $85.11.

STM's 12% monthly drop reflects margin and cost pressures, but AI data center growth, industrial demand and automotive strength support its long-term outlook.

STMicroelectronics announces status of common share repurchase program Disclosure of Transactions in Own Shares – Period from August 10, 2026 to August 14, 2026 AMSTERDAM – August 17, 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.

STMicroelectronics N.V. STM is expanding its presence in optical connectivity as AI infrastructure drives demand for faster data transmission.

STM is likely to top $4 billion in Q4 revenues as AI datacenter, auto, industrial and LEO satellite demand strengthens bookings and margins.

Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.

STMicroelectronics (STM) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

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.