STMicroelectronics Reports Q4 2025 Financial Results Amid Mixed Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy STM?
Source: Benzinga
STMicroelectronics' stock fell 5.01% as it hit a 5-day low, reflecting broader market weakness with the Nasdaq-100 down 2.26% and S&P 500 down 1.40%.
The company reported Q4 2025 net revenues of $3.33 billion, a 0.2% year-over-year growth that exceeded analyst expectations, driven by strong demand in Personal Electronics. However, adjusted earnings per share of $0.11 fell significantly short of the consensus estimate of $0.25, indicating profitability pressures that may affect investor confidence. The gross margin of 35.2% was above guidance but down 250 basis points year-over-year, highlighting challenges from manufacturing inefficiencies and currency fluctuations. Management anticipates a decline in Q1 2026 revenues to $3.04 billion, an 8.7% sequential drop, but remains optimistic about growth in 2026, particularly in data centers and automotive sectors.
The mixed results reflect a complex market environment, with certain segments performing well while others lagged. The company plans to invest between $2.0 billion and $2.2 billion in capital expenditures for 2026 to enhance its manufacturing capabilities and adapt to market changes.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy STM?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on STM
Wall Street analysts forecast STM stock price to fall
7 Analyst Rating
2 Buy
5 Hold
0 Sell
Moderate Buy
Current: 33.610
Low
25.00
Averages
33.25
High
45.00
Current: 33.610
Low
25.00
Averages
33.25
High
45.00
About STM
STMicroelectronics N.V. is a Netherlands-based semiconductor company. It designs, develops, manufactures and markets a range of products, including discrete and standard commodity components, and application-specific integrated circuits (ASICs) for analog, digital and mixed-signal applications. The Company's segments include Automotive and Discrete Group (ADG), Analog, MEMS and Sensors Group (AMS), and Microcontrollers and Digital ICs Group (MDG). The ADG segment comprises all dedicated automotive Integrated Circuits (ICs), and discrete and power transistor products. The AMS segment includes low-power analog ICs for all markets, smart power products; Touch Screen Controllers, Low Power Connectivity solutions for Internet of Things (IoT), and power conversion products, among others. The AMS segment comprises general purpose and secure microcontrollers, and Electrically Erasable Programmable Read-Only Memory memories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
STMicroelectronics to Host Investor Calls on Cloud AI and Intelligent Sensing
- Investor Call Schedule: STMicroelectronics will host two webcasts for investors and analysts in March 2026, focusing on 'Cloud AI' and 'Intelligent Sensing', enhancing engagement and transparency with stakeholders.
- Timing and Hosts: The first call is scheduled for March 9, 2026, at 3:30 PM CET, hosted by Remi El-Ouazzane, President of the MDRF Group, while the second will take place on March 16, 2026, at the same time, led by Marco Cassis, President of the APMS Group, aimed at discussing the company's technological innovations.
- Commitment to Sustainability: STMicroelectronics is committed to driving smarter mobility and efficient energy management through its semiconductor technologies, with a goal to achieve 100% renewable electricity sourcing by the end of 2027, demonstrating its strategic focus on sustainability.
- Global Customer Base: The company serves over 200,000 customers and thousands of partners, dedicated to designing and building solutions that address global market challenges and opportunities, further solidifying its leadership position in the semiconductor industry.
See More
STMicroelectronics Releases 2025 Annual Report Form 20-F
- Annual Report Release: STMicroelectronics published its Annual Report on Form 20-F for the year ended December 31, 2025, on February 26, 2026, and filed it with the SEC, showcasing the company's financial health based on U.S. GAAP.
- Financial Transparency: The report includes complete audited financial statements, available on the company's website and the SEC's site, ensuring transparency and accessibility of information, which enhances investor confidence.
- Sustainability Goals: STMicroelectronics aims to achieve 100% renewable electricity sourcing by the end of 2027 and carbon neutrality in all direct and indirect emissions, demonstrating the company's commitment to sustainability.
- Customer Base: The company serves over 200,000 customers and numerous partners, focusing on designing and building solutions to address challenges in the electronics application sector, further solidifying its market position.
See More
STMicroelectronics Releases 2025 Annual Report
- Annual Report Release: STMicroelectronics published its Annual Report on Form 20-F for the year ended December 31, 2025, on February 26, 2026, demonstrating the company's leadership and financial health in the semiconductor industry.
- Financial Transparency: The report, prepared in accordance with U.S. GAAP, includes complete audited financial statements aimed at enhancing investor confidence in the company's financial status and promoting transparency in capital markets.
- Sustainability Goals: STMicroelectronics is committed to achieving 100% renewable electricity sourcing by the end of 2027 and carbon neutrality in all direct and indirect emissions, highlighting its strategic commitment to sustainability.
- Customer Base: The company collaborates with over 200,000 customers and numerous partners to provide solutions addressing challenges in electronic applications, further solidifying its competitive advantage in the global semiconductor market.
See More
STMicroelectronics CEO to Speak at Morgan Stanley Conference
- Conference Speaking Engagement: STMicroelectronics President and CEO Jean-Marc Chery is scheduled to speak at the Morgan Stanley Technology, Media, and Telecom Conference on March 4, 2026, at 12:20 PM Pacific Time, which is expected to draw investor interest.
- Webcast Availability: The conference will feature a live webcast in listen-only mode, accessible on STMicroelectronics' website, with replay available until March 19, 2026, allowing investors who cannot attend live to stay informed.
- Company Scale and Influence: STMicroelectronics employs 48,000 people and serves over 200,000 customers, demonstrating its significant role in the global semiconductor supply chain while focusing on sustainable development through advanced semiconductor technologies.
- Sustainability Goals: The company aims to achieve 100% renewable electricity sourcing by the end of 2027 and carbon neutrality across all direct and indirect emissions, reflecting its commitment to environmental responsibility.
See More
Quantum Secure Encryption Corp Announces Webinar on Post-Quantum Security
- Cybersecurity Trends: Gartner's 2026 cybersecurity trends report indicates that 75% of enterprise intrusions now involve compromised identity credentials, highlighting a critical shift towards identity-first attack methods that legacy defenses cannot adequately address, necessitating a strategic overhaul in security approaches.
- Market Growth Forecast: Gartner forecasts that sovereign cloud IaaS spending will reach $80 billion in 2026, with Europe, the Middle East, and Asia-Pacific experiencing the highest growth, underscoring the urgency for enterprises to adapt to accelerating data residency mandates to maintain competitiveness.
- Educational Webinar: QSE Corp is set to host a webinar titled “The Post-Quantum Shift: What Changes? What Fails? What to Do Now?” on February 17, 2026, aimed at helping organizations understand the implications of quantum computing on traditional encryption, expected to attract significant participation from IT leaders and security professionals.
- International Expansion: QSE has renewed its enterprise agreement with The Muthoot Group in India for approximately 14,000 user licenses and entered South America with a three-year security agreement supporting three Brazilian government clients, marking its initial commercial presence in the region.
See More
Quantum Secure Encryption Corp Announces Webinar on Post-Quantum Security
- Shift in Security Focus: Gartner's report indicates that 75% of enterprise intrusions now involve compromised identity credentials, highlighting the need for companies to transition from traditional perimeter defenses to identity-first security measures to combat emerging cyber threats.
- Webinar Announcement: QSE is set to host a webinar titled “The Post-Quantum Shift: What Changes? What Fails? What to Do Now?” on February 17, 2026, aimed at helping organizations understand the impact of quantum computing on traditional encryption methods, expected to attract a wide audience of IT leaders and security professionals.
- Global Expansion Strategy: QSE has recently renewed its enterprise agreement with The Muthoot Group in India, covering approximately 14,000 user licenses, and has entered South America with a three-year security agreement supporting three Brazilian government clients, marking its initial commercial presence in the region.
- Market Outlook: With the global post-quantum cryptography market projected to reach $17.69 billion by 2034, QSE is building both the technology platform and market education infrastructure to capture enterprise adoption opportunities as quantum threats escalate.
See More
STMicroelectronics to Host Investor Calls on Cloud AI and Intelligent Sensing
- Investor Call Schedule: STMicroelectronics will host two webcasts for investors and analysts in March 2026, focusing on 'Cloud AI' and 'Intelligent Sensing', enhancing engagement and transparency with stakeholders.
- Timing and Hosts: The first call is scheduled for March 9, 2026, at 3:30 PM CET, hosted by Remi El-Ouazzane, President of the MDRF Group, while the second will take place on March 16, 2026, at the same time, led by Marco Cassis, President of the APMS Group, aimed at discussing the company's technological innovations.
- Commitment to Sustainability: STMicroelectronics is committed to driving smarter mobility and efficient energy management through its semiconductor technologies, with a goal to achieve 100% renewable electricity sourcing by the end of 2027, demonstrating its strategic focus on sustainability.
- Global Customer Base: The company serves over 200,000 customers and thousands of partners, dedicated to designing and building solutions that address global market challenges and opportunities, further solidifying its leadership position in the semiconductor industry.
See More
STMicroelectronics Releases 2025 Annual Report Form 20-F
- Annual Report Release: STMicroelectronics published its Annual Report on Form 20-F for the year ended December 31, 2025, on February 26, 2026, and filed it with the SEC, showcasing the company's financial health based on U.S. GAAP.
- Financial Transparency: The report includes complete audited financial statements, available on the company's website and the SEC's site, ensuring transparency and accessibility of information, which enhances investor confidence.
- Sustainability Goals: STMicroelectronics aims to achieve 100% renewable electricity sourcing by the end of 2027 and carbon neutrality in all direct and indirect emissions, demonstrating the company's commitment to sustainability.
- Customer Base: The company serves over 200,000 customers and numerous partners, focusing on designing and building solutions to address challenges in the electronics application sector, further solidifying its market position.
See More
STMicroelectronics Releases 2025 Annual Report
- Annual Report Release: STMicroelectronics published its Annual Report on Form 20-F for the year ended December 31, 2025, on February 26, 2026, demonstrating the company's leadership and financial health in the semiconductor industry.
- Financial Transparency: The report, prepared in accordance with U.S. GAAP, includes complete audited financial statements aimed at enhancing investor confidence in the company's financial status and promoting transparency in capital markets.
- Sustainability Goals: STMicroelectronics is committed to achieving 100% renewable electricity sourcing by the end of 2027 and carbon neutrality in all direct and indirect emissions, highlighting its strategic commitment to sustainability.
- Customer Base: The company collaborates with over 200,000 customers and numerous partners to provide solutions addressing challenges in electronic applications, further solidifying its competitive advantage in the global semiconductor market.
See More
STMicroelectronics CEO to Speak at Morgan Stanley Conference
- Conference Speaking Engagement: STMicroelectronics President and CEO Jean-Marc Chery is scheduled to speak at the Morgan Stanley Technology, Media, and Telecom Conference on March 4, 2026, at 12:20 PM Pacific Time, which is expected to draw investor interest.
- Webcast Availability: The conference will feature a live webcast in listen-only mode, accessible on STMicroelectronics' website, with replay available until March 19, 2026, allowing investors who cannot attend live to stay informed.
- Company Scale and Influence: STMicroelectronics employs 48,000 people and serves over 200,000 customers, demonstrating its significant role in the global semiconductor supply chain while focusing on sustainable development through advanced semiconductor technologies.
- Sustainability Goals: The company aims to achieve 100% renewable electricity sourcing by the end of 2027 and carbon neutrality across all direct and indirect emissions, reflecting its commitment to environmental responsibility.
See More
Quantum Secure Encryption Corp Announces Webinar on Post-Quantum Security
- Cybersecurity Trends: Gartner's 2026 cybersecurity trends report indicates that 75% of enterprise intrusions now involve compromised identity credentials, highlighting a critical shift towards identity-first attack methods that legacy defenses cannot adequately address, necessitating a strategic overhaul in security approaches.
- Market Growth Forecast: Gartner forecasts that sovereign cloud IaaS spending will reach $80 billion in 2026, with Europe, the Middle East, and Asia-Pacific experiencing the highest growth, underscoring the urgency for enterprises to adapt to accelerating data residency mandates to maintain competitiveness.
- Educational Webinar: QSE Corp is set to host a webinar titled “The Post-Quantum Shift: What Changes? What Fails? What to Do Now?” on February 17, 2026, aimed at helping organizations understand the implications of quantum computing on traditional encryption, expected to attract significant participation from IT leaders and security professionals.
- International Expansion: QSE has renewed its enterprise agreement with The Muthoot Group in India for approximately 14,000 user licenses and entered South America with a three-year security agreement supporting three Brazilian government clients, marking its initial commercial presence in the region.
See More
Quantum Secure Encryption Corp Announces Webinar on Post-Quantum Security
- Shift in Security Focus: Gartner's report indicates that 75% of enterprise intrusions now involve compromised identity credentials, highlighting the need for companies to transition from traditional perimeter defenses to identity-first security measures to combat emerging cyber threats.
- Webinar Announcement: QSE is set to host a webinar titled “The Post-Quantum Shift: What Changes? What Fails? What to Do Now?” on February 17, 2026, aimed at helping organizations understand the impact of quantum computing on traditional encryption methods, expected to attract a wide audience of IT leaders and security professionals.
- Global Expansion Strategy: QSE has recently renewed its enterprise agreement with The Muthoot Group in India, covering approximately 14,000 user licenses, and has entered South America with a three-year security agreement supporting three Brazilian government clients, marking its initial commercial presence in the region.
- Market Outlook: With the global post-quantum cryptography market projected to reach $17.69 billion by 2034, QSE is building both the technology platform and market education infrastructure to capture enterprise adoption opportunities as quantum threats escalate.
See More
