NYSEInformation TechnologySemiconductorsSnapshot 2026-07-23
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Create your account →Primary pillar broken — earnings per share reach at least $2.50 in FY27: EPS $1.28 vs $1.28.
View ThesisThis stock is volatile — it swings about 2% on a typical day and fell roughly 33% in its worst 12-month stretch.
View RiskSTM's growth in AI and data center sales must continue to justify its price. Revenue growth has been strong, with a recent earnings beat of 19%. It trades at a low valuation compared to peers, implying a price about 31% above where it trades. The primary risk is that earnings per share did not reach the expected $2.50 for FY27. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in supercycle. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Trailing returns as of 2026-07-24. STM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering STM (as of Jul 2026).
Based on 7 Wall Street analysts offering 12-month price targets for STM in the last 4 months.
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-07-24. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Third-quarter outlook misses estimates, impacting future expectations.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-24. EPS is implied from price ÷ P/E. Not investment advice.
Current $51.54
The last 12 months of price, then the range of analyst 12-month targets from today’s $51.54.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Profit miss indicates potential ongoing issues with guidance.
Increased sales goal indicates strong demand for AI products.
Upgrade indicates positive sentiment on margin outlook.
Doubling revenue target indicates strong growth potential.
Near $1 billion revenue signifies strong market position.
