Recent discussions on X about STMicroelectronics (STM) have centered around the company’s stock performance and strategic moves, particularly its recent share repurchase program. Posts on the platform highlight a €16.7 million buyback at an average price of €22.73 per share, which some see as a signal of confidence in the company’s future amidst a challenging semiconductor market. The chatter reflects a mix of curiosity and cautious optimism as users parse through the implications of building a 1.9% treasury position.
Additionally, there’s been notable attention on analyst upgrades and price target adjustments for STM, with some discussions pointing to expectations of a semiconductor cycle recovery and potential margin expansion. While a few voices on X express concern over cyclical dependencies, particularly in the automotive sector, others are encouraged by the stock’s upward momentum and buying power in recent trading sessions. These conversations underscore the polarized views on STM’s long-term growth trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
STMicroelectronics Hedge Fund Activity
We have seen 170 institutional investors add shares of STMicroelectronics stock to their portfolio, and 157 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ACADIAN ASSET MANAGEMENT LLC removed 3,708,397 shares (-65.6%) from their portfolio in Q2 2025, for an estimated $112,772,352
- INVESCO LTD. added 3,325,998 shares (+188.1%) to their portfolio in Q1 2025, for an estimated $73,038,916
- BLACKROCK, INC. added 2,809,803 shares (+50.2%) to their portfolio in Q1 2025, for an estimated $61,703,273
- D. E. SHAW & CO., INC. removed 2,134,159 shares (-90.6%) from their portfolio in Q1 2025, for an estimated $46,866,131
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,920,774 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $42,180,197
- BANK OF AMERICA CORP /DE/ added 1,801,312 shares (+147.5%) to their portfolio in Q1 2025, for an estimated $39,556,811
- ANALOG CENTURY MANAGEMENT LP added 1,589,804 shares (+inf%) to their portfolio in Q1 2025, for an estimated $34,912,095
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
STMicroelectronics Analyst Ratings
Wall Street analysts have issued reports on $STM in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Susquehanna issued a "Positive" rating on 07/25/2025
- Baird issued a "Outperform" rating on 07/22/2025
- Jefferies issued a "Buy" rating on 02/19/2025
To track analyst ratings and price targets for STMicroelectronics, check out Quiver Quantitative's $STM forecast page.
STMicroelectronics Price Targets
Multiple analysts have issued price targets for $STM recently. We have seen 2 analysts offer price targets for $STM in the last 6 months, with a median target of $42.5.
Here are some recent targets:
- Christopher Rolland from Susquehanna set a target price of $35.0 on 07/25/2025
- Tristan Gerra from Baird set a target price of $50.0 on 07/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
