Paris, Jan 26, 2026, 00:16 CET — The market has closed.
- STMicroelectronics closed Friday in Paris at 24.65 euros, essentially flat.
- Berenberg raised its target price to 29 euros, while Morgan Stanley highlighted ST as its top pick in analog chips ahead of the earnings report.
- The company will release its fourth-quarter and full-year results on Jan. 29, ahead of European market open.
STMicroelectronics shares closed Friday almost unchanged at 24.65 euros on Euronext Paris, rising just 0.02%, on volume of 3.54 million shares.
The stock is in focus as STMicroelectronics plans to release its fourth-quarter and full-year 2025 results on Thursday, Jan. 29, ahead of European market open. A conference call is set for 9:30 a.m. CET that day.
STMicroelectronics’ New York-listed depositary receipt, a U.S.-traded vehicle for holding foreign shares, last changed hands near $29.05 following Friday’s close.
Broker notes surfaced late last week, offering traders fresh angles before the earnings release. Berenberg stuck to its buy rating and bumped up the target price to 29 euros from 26 euros in a Friday note.
Morgan Stanley, in a sector preview on Investing.com, described the European chip earnings season as a gauge of “capital spending visibility and order momentum”—essentially, how confident companies feel about future investments and incoming orders. Analysts led by Lee Simpson said they favor their Top Picks ASML and ASMI heading into earnings. The bank also raised price targets for STMicroelectronics and Infineon, naming STMicroelectronics its preferred pick in analog chips. Investing.com
With cash markets closed, Monday’s open will focus on positioning ahead of guidance rather than rehashing Friday’s close. Investors will zero in on any changes in management’s outlook for demand in automotive and industrial chips, key areas for ST, and whether pricing and factory utilization are holding steady.
Margins will be key. Traders will watch closely for any indication that inventory is moving through the supply chain, since this could shift pricing power and impact short-term profits in semiconductors.
Peer reports might set the tone for sentiment early this week. When investors are already uneasy about spending on new tools and capacity, earnings from major European chipmakers could sway the entire sector.
But there’s a clear risk. If ST’s outlook turns cautious or it signals weaker orders from automakers and industrial clients, the stock could drop sharply, even following a steady close.
Thursday’s results and call will be the next major catalyst. After that, attention shifts to updates on 2026 demand and margin forecasts, along with any signals from management about a potential floor for the cycle.
