bearish
STMicro: Ugly but Mngt Says 1Q25 Is the Bottom. Restructuring Has to Start, Horrendous Inventories.
315 Views25 Apr 2025 07:00
Poor 1Q25 with close to zero OP, slight improvement in 2Q but risks of restructuring and high inventories. Consensus expects slow recovery, stock is cheap at 11x 2026 EPS but wait one more quarter.
What is covered in the Full Insight:
- Introduction
- 1Q25 Performance Analysis
- 2Q25 Expectations
- Restructuring Plans
- Valuation and Risks
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Related Insights
More »Trending Collections
More »Trending Insights
More »- Tam Jai (2217 HK): Toridoll (3397 JP)'s Excellent Offer. Still.
- STTF Index Rebalance: Keppel DC REIT Replaces Jardine Cycle & Carriage
- Great Eastern (GE SP): OCBC Bumps Terms - $30.15/Share Exit Offer
- [Japan Activism] Murakami Owns ~42% and Company Announces 31.3% Buyback
- Glass Half Full: Arbitrage Opportunities in Verallia’s Tender Path
Top Unpaywalled Insights
More »- VEON US: Pakistan Towers Sale Frees Capital for Digital Growth in Core Market Ahead of Ukraine IPO
- Advanced Look: Navigating the New Macro Landscape Through Quantitative Alpha Generation Strategies
- [IO Technicals 2025/22] Bearish Momentum Strengthens
- Texas Power Play: Grid Sovereignty, Bitcoin, and the Future of AI
- Overview #27 – The Big Beautiful Tragi-Comedy Continues
Discussions
(Paid Plans Only)
Top Quartile
Nicolas Baratte
Technology / Semiconductor / Internet Research
Price Chart(Sign Up to Access)
- STMicro: Ugly but Mngt Says 1Q25 Is the Bottom. Restructuring Has to Start, Horrendous Inventories.25 Apr 2025
- STMicro (STM): Can It Get Any Worse? Yes, It Will in 1Q25. Let's Wait for that Reset.31 Oct 2024
x