STM STMicroelectronics
SiC and GaN power devices
Fundamentals from public market data, refreshed daily (2026-10-26 21:24 UTC). Figures in reporting currency.
STM · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-07-23EarningsBeat / raise
Reported EPS 0.31 vs 0.27 expected (+16.4% surprise).
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7
2026-04-23EarningsMiss / cut
Reported EPS 0.04 vs 0.18 expected (-77.6% surprise).
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6
2026-01-29EarningsMiss / cut
Reported EPS 0.11 vs 0.27 expected (-59.9% surprise).
-
5
2025-10-23EarningsBeat / raise
Reported EPS 0.29 vs 0.22 expected (+33.5% surprise).
-
4
2025-07-24EarningsMiss / cut
Reported EPS 0.06 vs 0.09 expected (-30.8% surprise).
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3
2025-04-24EarningsBeat / raise
Reported EPS 0.07 vs 0.05 expected (+48.6% surprise).
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2
2025-01-29EarningsMiss / cut
Reported EPS 0.37 vs 0.37 expected (-0.2% surprise).
-
1
2024-10-31EarningsBeat / raise
Reported EPS 0.37 vs 0.32 expected (+14.6% surprise).
Latest headlines
Auto-updated daily- STM to Report Q3 Earnings: Can Healthy Revenues Drive Growth?2026-10-26
- STMicroelectronics announces status of common share repurchase program2026-10-26
- STMicroelectronics introduces first automotive safety combination sensors for mass-market applications2026-10-26
- Will AI Data Center Explosive Growth Save STM Stock on Oct. 29?2026-10-25
- Is STMicroelectronics (STM) a Buy Heading Into Earnings?2026-10-21
- Semiconductor Timing Integrated Circuit (IC) Market Report 2026, Forecast to 2030 | Capture AI, 5G and EV Demand with Texas Instruments, STMicroelectronics, Infineon and SiTime2026-10-19
- Global Photonic Integrated Circuits Market Report 2026 | Capitalize on 19.3% CAGR Through 2030 as STMicroelectronics, GlobalFoundries, Coherent and Ayar Labs Accelerate AI Data Centers2026-10-19
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-07-23 | 0.27 | 0.31 | +16.4% |
| 2026-04-23 | 0.18 | 0.04 | −77.6% |
| 2026-01-29 | 0.27 | 0.11 | −59.9% |
| 2025-10-23 | 0.22 | 0.29 | +33.5% |
| 2025-07-24 | 0.09 | 0.06 | −30.8% |
| 2025-04-24 | 0.05 | 0.07 | +48.6% |
| 2025-01-29 | 0.37 | 0.37 | −0.2% |
| 2024-10-31 | 0.32 | 0.37 | +14.6% |
| 2024-07-25 | 0.36 | 0.38 | +4.4% |
| 2024-04-25 | 0.65 | 0.54 | −16.6% |
| 2024-01-25 | 0.95 | 1.14 | +19.8% |
| 2023-10-26 | 1.08 | 1.16 | +7.7% |
| 2023-07-27 | 1.08 | 1.06 | −1.6% |
| 2023-04-27 | 1.01 | 1.1 | +8.9% |
| 2023-01-26 | 1.13 | 1.32 | +16.9% |
| 2022-10-27 | 1.04 | 1.16 | +11.9% |
| 2022-07-28 | 0.8 | 0.92 | +14.7% |
| 2022-04-27 | 0.71 | 0.79 | +11.0% |
| 2022-01-27 | 0.69 | 0.82 | +18.6% |
| 2021-10-28 | 0.53 | 0.51 | −3.4% |
| 2021-07-29 | 0.37 | 0.46 | +23.9% |
| 2021-04-29 | 0.38 | 0.39 | +3.5% |
| 2021-01-28 | 0.57 | 0.63 | +10.5% |
| 2020-10-22 | 0.28 | 0.26 | −5.6% |
About STMicroelectronics
Website ↗STMicroelectronics N.V., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. The company operates through Analog products, MEMS and Sensors Group (AM&S); Power and Discrete products (P&D); Embedded Processing (EMP); and RF Products (D&RF) segments. It offers industrial application-specific integrated circuits (ASICs) and application-specific standard products (ASSPs); power management solutions; custom analog ICs, wireless charging solutions; galvanic isolated gate and LED drivers; converters, transistors, intelligent power switches, clocks and timers, comparators, and current-sense amplifiers; micro-electro-mechanical systems (MEMS) sensors, including accelerometers, gyroscopes, magnetic sensors, pressure, temperature, presence detection, biosensors, machine learning, …
800V DC racks need silicon-carbide and gallium-nitride switches at every conversion step. Capacity is ample after the EV slowdown, so the constraint is qualified AI designs, not wafers.
What would prove us wrong. Strengthens if 800V adoption outruns qualified GaN/SiC supply for AI power shelves.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| IFX.DE Infineon Technologies | SiC/GaN power semis for 800V DC racks | €52.59 | +4.76% | −7.0% | +40.5% | |
| ON onsemi | SiC power and image sensors | $78.95 | +6.60% | +4.4% | +45.8% | |
| NVTS Navitas Semiconductor | GaN power ICs for AI power supplies | $9.38 | +11.73% | −20.0% | +31.4% | |
| POWI Power Integrations | GaN power conversion | $49.24 | +3.93% | −5.0% | +40.1% | |
| 6963.T Rohm | SiC power devices | ¥3,700.0 | +1.93% | −22.8% | +68.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.