STMicroelectronics (STM) News Today

STMicroelectronics (NYSE:STM) saw its shares move sharply today as investors digested a disappointing quarterly loss, strategic acquisitions, and a flurry of analyst rating changes.

• Positive Sentiment: ST announced it will acquire part of NXP Semiconductors’ MEMS sensors business for up to $950 million in cash, expanding its automotive, industrial and consumer sensor portfolio and expected to be EPS accretive. STMicro to buy part of NXP Semiconductors' sensor business for up to $950 million
• Positive Sentiment: Susquehanna lifted its STM price target to $40.00, signaling confidence in the company’s recovery trajectory. STMicroelectronics Given New $40.00 Price Target at Susquehanna
• Positive Sentiment: Robert W. Baird upgraded STM to “Strong-Buy,” highlighting improving chip demand fundamentals. STMicroelectronics Upgraded to "Strong-Buy" at Baird R W
• Positive Sentiment: Robert W. Baird also moved STM to “Outperform,” reflecting an optimistic sector outlook. STMicroelectronics Upgraded to Outperform at Robert W. Baird
• Positive Sentiment: Management updated Q3 revenue guidance to $3.1–3.3 billion, topping the consensus $3.0 billion forecast and suggesting a potential bounce-back.
• Neutral Sentiment: Craig Hallum reaffirmed a “Hold” rating with a $28.00 price objective (6.3% upside). Craig Hallum Reiterates "Hold" Rating for STMicroelectronics
• Neutral Sentiment: TD Cowen trimmed its price target from $34.00 to $27.00, maintaining a “Hold” stance (2.5% upside). Briefing.com Automated Import
• Neutral Sentiment: Q2 results showed EPS of $0.06 vs. $0.10 expected and revenues of $2.77 billion vs. $2.71 billion consensus. Press Release
• Neutral Sentiment: Earnings call transcript for Q2 is available for deeper insights into management’s outlook. Q2 2025 Earnings Call Transcript
• Negative Sentiment: STM reported a net loss of $97 million and an operating loss of $133 million in Q2, driven by $190 million of impairment and restructuring charges. Q2 Financial Results
• Negative Sentiment: Bloomberg notes STM shares slid after a surprise loss and a weaker-than-expected automotive market outlook. STMicro Shares Drop on Surprise Loss
• Negative Sentiment: MarketBeat flagged a ~16% drop in STM shares amid investor concerns, suggesting it may be time to sell. STM Shares Down 16.2% - Time to Sell?
• Negative Sentiment: Investors reacted to a weak margin outlook and uncertainty from key customers like Tesla, dragging shares lower. STM Falls on Weak Industry Outlook
• Negative Sentiment: ST faced its first loss in over a decade, highlighting significant restructuring challenges ahead. First Loss in Over a Decade Sparks Restructuring Initiatives