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Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

Investing.com -- Jefferies said delays in 800V HVDC adoption for AI data centers and co-packaged optics deployment do not represent material changes to existing timelines for European semiconductor suppliers.

SemiAnalysis reported that hyperscaler adoption of 800V HVDC architecture has been pushed to 2028. Jefferies said this does not constitute a significant delay, as most semiconductor companies already anticipated small volume shipments of 800V HVDC products from late 2027, with momentum building in 2028.

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

STMicroelectronics (STM) PT Raised to $67.50 at Goldman Sachs

Thu, 11 Jun 2026 06:49:15 -0400

Goldman Sachs analyst Alexander Duval raised the price target on STMicroelectronics (NYSE: STM) to $67.50 (from $49.00) while maintaining a Neutral rating.

STMicroelectronics NV (STM:FP) (STM) PT Raised to EUR75 at Deutsche Bank

Thu, 11 Jun 2026 04:50:35 -0400

Deutsche Bank analyst Johannes Schaller raised the price target on STMicroelectronics NV (STM:FP) (NYSE: STM) to EUR75.00 (from EUR52.00) while maintaining a Buy rating.

STMicroelectronics NV (STM:FP) (STM) PT Raised to EUR75 at Deutsche Bank

Thu, 11 Jun 2026 04:50:35 -0400

Deutsche Bank analyst Johannes Schaller raised the price target on STMicroelectronics NV (STM:FP) (NYSE: STM) to EUR75.00 (from EUR52.00) while maintaining a Buy rating.

STMicroelectronics NV (STM:FP) (STM) PT Raised to EUR75 at Deutsche Bank

Thu, 11 Jun 2026 04:50:35 -0400

Deutsche Bank analyst Johannes Schaller raised the price target on STMicroelectronics NV (STM:FP) (NYSE: STM) to EUR75.00 (from EUR52.00) while maintaining a Buy rating.

STMicroelectronics NV (STM:FP) (STM) PT Raised to EUR75 at Deutsche Bank

Thu, 11 Jun 2026 04:50:35 -0400

Deutsche Bank analyst Johannes Schaller raised the price target on STMicroelectronics NV (STM:FP) (NYSE: STM) to EUR75.00 (from EUR52.00) while maintaining a Buy rating.

STMicro gains as BofA upgrades stock to Buy with Street-high price target

Wed, 10 Jun 2026 06:03:51 -0400

Investing.com -- Bank of America upgraded STMicroelectronics (EPA:STMPA) (NYSE:STM) shares to Buy from Neutral on Tuesday, setting a Street-high price target of €86/$100, arguing the market is underestimating the chipmaker’s earnings power over the next two to three years.

The stock rose 2.5% in Paris trading by 08:14 GMT.

Analysts led by Didier Scemama cited four key drivers behind the upgrade: a growing position in optical interconnects for data centers, exposure to the expanding low-earth orbit (LEO) satellite market, a nascent recovery in automotive and industrial demand, and “substantial operating leverage owing to its considerable spare capacity.”

"We think the market materially underestimates

STMicro gains as BofA upgrades stock to Buy with Street-high price target

Wed, 10 Jun 2026 06:03:51 -0400

The stock rose 2.5% in Paris trading by 08:14 GMT.

"We think the market materially underestimates

BofA Securities Upgrades STMicroelectronics NV (STM:FP) (STM) to Buy

Wed, 10 Jun 2026 03:06:19 -0400

BofA Securities analyst Didier Scemama upgraded STMicroelectronics NV (STM:FP) (NYSE: STM) from Neutral to Buy with a price target of EUR86.00 (from EUR71.00).

The analyst comments: “We upgrade STM from Neutral to Buy with new PO of €86/US$100 (was €71/US$83). We expect STM to benefit from multiple drivers incl. (A) growing share in optical interconnects, (B) LEO satellites, (C) a nascent recovery in Autos/Industrial, (D) rising pricing and (E) substantial operating leverage owing to its considerable spare capacity. We think the market materially underestimates STM’s earnings power over the course of the next 2-3 years and model CY26/27/28E EPS of $1.57/$3.53/$4.63,

BofA Securities Upgrades STMicroelectronics NV (STM:FP) (STM) to Buy

Wed, 10 Jun 2026 03:06:19 -0400

BofA Securities analyst Didier Scemama upgraded STMicroelectronics NV (STM:FP) (NYSE: STM) from Neutral to Buy with a price target of EUR86.00 (from EUR71.00).

BofA Securities Upgrades STMicroelectronics NV (STM:FP) (STM) to Buy

Wed, 10 Jun 2026 03:06:19 -0400

BofA Securities analyst Didier Scemama upgraded STMicroelectronics NV (STM:FP) (NYSE: STM) from Neutral to Buy with a price target of EUR86.00 (from EUR71.00).

BofA Securities Upgrades STMicroelectronics NV (STM:FP) (STM) to Buy

Wed, 10 Jun 2026 03:06:19 -0400

BofA Securities analyst Didier Scemama upgraded STMicroelectronics NV (STM:FP) (NYSE: STM) from Neutral to Buy with a price target of EUR86.00 (from EUR71.00).

BofA Securities Upgrades STMicroelectronics NV (STM:FP) (STM) to Buy

Wed, 10 Jun 2026 03:06:19 -0400

BofA Securities analyst Didier Scemama upgraded STMicroelectronics NV (STM:FP) (NYSE: STM) from Neutral to Buy with a price target of EUR86.00 (from EUR71.00).

BofA Securities Upgrades STMicroelectronics NV (STM:FP) (STM) to Buy

Wed, 10 Jun 2026 03:06:19 -0400

BofA Securities analyst Didier Scemama upgraded STMicroelectronics NV (STM:FP) (NYSE: STM) from Neutral to Buy with a price target of EUR86.00 (from EUR71.00).

Form 11-K STMicroelectronics N.V. For: Jun 04

Thu, 04 Jun 2026 11:17:00 -0400

si-local-file:///var/storage/secattach/20260604/26604136.html

Form 11-K STMicroelectronics N.V. For: Jun 04

Thu, 04 Jun 2026 11:17:00 -0400

si-local-file:///var/storage/secattach/20260604/26604136.html

Form 11-K STMicroelectronics N.V. For: Jun 04

Thu, 04 Jun 2026 11:17:00 -0400

si-local-file:///var/storage/secattach/20260604/26604136.html

STMicroelectronics NV (STM:FP) (STM) PT Raised to EUR80 at UBS

Thu, 04 Jun 2026 04:32:48 -0400

UBS analyst Francois-Xavier Bouvignies raised the price target on STMicroelectronics NV (STM:FP) (NYSE: STM) to EUR80.00 (from EUR49.00) while maintaining a Buy rating.

The analyst comments: “After a ~150% share price increase over the past three months, we revisit STMicroelectronics and reiterate our Buy rating with a price target of €80/ share. Our estimates now sit ~25-30% above 2027E consensus EPS. In this note, we highlight a set of strong growth drivers—Photonics, Power AI, and Satellites—which we expect to contribute $4.2bn in revenues by 2028E (~22% of group sales). Despite the recent re-rating, STM still trades at 24.5x/17.6x P/E on 2027–28E,

STMicroelectronics NV (STM:FP) (STM) PT Raised to EUR80 at UBS

Thu, 04 Jun 2026 04:32:48 -0400

UBS analyst Francois-Xavier Bouvignies raised the price target on STMicroelectronics NV (STM:FP) (NYSE: STM) to EUR80.00 (from EUR49.00) while maintaining a Buy rating.

STMicroelectronics NV (STM:FP) (STM) PT Raised to EUR80 at UBS

Thu, 04 Jun 2026 04:32:48 -0400

UBS analyst Francois-Xavier Bouvignies raised the price target on STMicroelectronics NV (STM:FP) (NYSE: STM) to EUR80.00 (from EUR49.00) while maintaining a Buy rating.