Analysts expect STMicroelectronics to report Q2 2026 revenue of $3.45 billion and adjusted EPS of $0.26, while the stock currently trades at $65.43 against a $76.80 average analyst target.
Investors are primarily focused on the company's AI data center chip revenue, which was recently upgraded to a $1 billion target for the full year 2026. This surge is driven by strong demand for silicon photonics and power semiconductors used in advanced AI infrastructure.
While automotive bookings for Silicon Carbide (SiC) solutions remain a core growth pillar, the market is closely watching for signs of recovery in the cyclical industrial microcontroller segment.