STMicroelectronics Watchlist

tz-plus logo STMicro: This AI inference beneficiary is on the verge of an EPS multiplication by 2028. New 52-week high!

J. Meyer
Reading Time: 1 minute

The chip manufacturer STMicro is one of the new bulls in the European stock market. While the indices are trapped in a correction, the stock rises above 30 euros. This corresponds to a new 52-week high. It can't get any better than being spotlighted as a new leader stock. What are the reasons for the upswing? 1. The billion-dollar AWS deal for data center solutions is expected to lead to AI revenues exceeding 1 billion euros by 2027 (2026: approximately 500 million euros). 2. A massive ramp-up in optical revenues is expected starting in 2026,...

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