Model update after Q2 results
27/07/26 -"We have increased our revenue growth estimates for STMicro given its growth in the AI business with its strategic customer. Our FY 28E revenue now sits at $18.5bn (previously $17.5bn), with an EBITDA ..."
Pages
60
Language
English
Published on
27/07/26
You may also be interested by these reports :
27/07/26
We have increased our revenue growth estimates for STMicro given its growth in the AI business with its strategic customer. Our FY 28E revenue now ...
24/07/26
Besi delivered a strong Q2 2026, with record order momentum driven by AI-related advanced packaging, photonics and hybrid bonding demand. Revenue, ...
24/07/26
We use an EV/Sales multiple to calculate our NAV. As explained in the DCF section, we are expecting higher revenue growth than previously estimated. ...
23/07/26
STMicroelectronics delivered a strong Q2 2026, with revenue exceeding guidance as demand accelerated across all end markets, supported by a ...