STM Stock Analysis 2026: Automotive Chips, STM32, Silicon Carbide and AI Data Centers
SummarySTMicroelectronics entered the second half of 2026 in a recovery phase.Revenue fell 11.1% to $11.80 billion in 2025, while operating margin declined to 1.5%. Q2 2026 showed a significant rebound: revenue rose 26% year over year to $3.49 billion, gross margin reached 34.8%, and net income was $222 million. ish thesis is that automotive chips, STM32 microcontrollers, silicon carbide, MEMS sensors, AI data centers and LEO satellite programs can restore growth and margins.The bearish thesis i