Analysts lift fair value for STMicroelectronics stock to EUR 69.03

Published on 10/07/2026 at 09:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue rose 26.00 percent to USD 3.49 billion. STMicroelectronics stock costs EUR 50.96 on October 7, 2026 after EUR 52.00.

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STMicroelectronics (ISIN NL0000226223) received a higher fair value of EUR 69.03, up from EUR 67.48, in an update published by Yahoo Finance on October 7, 2026. STMicroelectronics stock was trading at EUR 50.96 at Lang & Schwarz on October 7, 2026 at 9:38 a.m. CEST, down 2.00 percent versus the prior close of EUR 52.00.

Fair value rises to EUR 69.03

The valuation change is modest in percentage terms but important in context: EUR 69.03 stands 35.46 percent above the Lang & Schwarz price of EUR 50.96. The same Yahoo Finance update says the revenue growth assumption moved from 15.74 percent to 15.77 percent, while the net profit margin assumption shifted from 18.60 percent to 18.56 percent.

The report also describes a split analyst picture. Citi raised its euro price target to EUR 65, while Barclays cut its target to USD 60 and kept an Equal Weight rating, according to Yahoo Finance on October 7, 2026.

Revenue recovery meets margin execution

STMicroelectronics reported USD 3.49 billion of revenue in the second quarter of 2026, an increase of 26.00 percent from the year-earlier quarter, while gross margin reached 34.80 percent, according to the company investor-relations page dated July 23, 2026. The page also lists the quarter's USD 3.49 billion revenue and 34.80 percent gross margin through its STMicroelectronics investor-relations page.

For the third quarter of 2026, management projected revenue of USD 3.70 billion, representing 16.20 percent year-over-year growth, and a gross margin of 37.00 percent, according to the Q2 earnings-call transcript published by Yahoo Finance on July 23, 2026. The outlook includes 70 basis points of unused-capacity charges, leaving manufacturing execution as the key test for the margin recovery.

Stock trades below its fair value

At EUR 50.96, the Lang & Schwarz price sits 26.17 percent below the updated EUR 69.03 fair value. That gap gives the valuation revision more weight than the daily decline, but the comparison remains an analyst estimate rather than a company forecast.

The stock traded at EUR 50.96 at Lang & Schwarz on October 7, 2026 at 9:38 a.m. CEST, down 2.00 percent versus the prior close of EUR 52.00. The further course of trading is shown by the continuously updated real-time quote of STMicroelectronics stock.