Paris, Jan 18, 2026, 01:24 CET — Market closed.
- STMicroelectronics closed Friday in Paris at 24.31 euros, slipping roughly 0.3%.
- The stock remains up roughly 3.7% for January, though it has dipped during the last week.
- ASML reports earnings on Jan. 28, followed by ST’s results the next day on Jan. 29.
STMicroelectronics shares ended Friday at 24.31 euros, slipping 0.29% as European markets wrapped up for the weekend. The stock has gained roughly 3.7% since January began but fell about 1.5% compared to last week. On Friday, prices fluctuated between 24.14 and 24.62 euros, with trading volume near 2.35 million shares. (Investing)
That small dip packs more punch than it seems, given how chip investors are fixated on any hints about 2026 spending, especially around AI-driven supply chains. Taiwan Semiconductor Manufacturing Co revealed plans to boost 2026 capital spending to $52 billion–$56 billion — capex meaning funds earmarked for factories and equipment — a move that lifted European semiconductor stocks earlier this week. (Reuters)
European shares slipped Friday following a streak of record highs. Morningstar strategist Michael Field noted, “European equities aren’t cheap anymore, but they’re not expensive either.” In a market like this, investors are looking for solid earnings and clear guidance—not just a compelling story about the cycle. (Reuters)
In the U.S., chip stocks showed resilience on Friday as the broader market wavered before a long weekend. The Philadelphia SE Semiconductor Index, tracking American chipmakers, rose 1.2%. Meanwhile, Wall Street braced for a Monday holiday, a factor that can slightly dampen global risk appetite once Europe resumes trading. (Reuters)
STMicro’s focus in the next session will probably shift from intraday volatility to positioning ahead of earnings. The company plans to report Q4 and full-year 2025 results on Jan. 29 before European markets open, with a conference call set for 9:30 a.m. CET. (ST News)
Investors are looking for one key takeaway from the report, despite the complexity of the numbers: insights into demand for autos and industrial chips, plus signs that margins might be steadying after a tough run in parts of the European chip sector. Traders will also be tuned in for any clues about order momentum heading into the first half of 2026, beyond just the top-line revenue.
There’s a peer read-through here. STMicro operates in a different segment of the chip industry compared to ASML, which is tied closely to the upcoming surge in fab equipment investments. Yet, when the market swings into “semis up, semis down” mode, the sector tends to move together.
The risk remains timing. If AI-driven capex enthusiasm stays locked in cutting-edge computing without sparking a wider recovery in autos and industrial demand, STMicro could find itself caught between cycles. A cautious forecast, or any hint that customers are still clearing inventory, would probably weigh on the stock more than a modest quarterly miss.
Next up on the calendar: ASML is set to release its Q4 and full-year results on Jan. 28, a key moment for Europe’s semiconductor sector. STMicro will report the following day, sharing its latest figures and outlook. (Asml)
