STMEF STMicroelectronics N.V.
Price Chart
Executive Summary
STMicroelectronics reported Q1 2026 financial results showing a 23% year-over-year revenue increase to $3.10 billion, with gross margin improving to 33.8%. The company raised its Q2 guidance to $3.45 billion in revenue, signaling strong demand and improved inventory levels, while confirming expectations for AI-driven data center revenue to exceed $1 billion in 2027.
Actionable Insight
The strong revenue growth, improved guidance, and strategic AWS partnership suggest robust momentum; monitor Q2 results for confirmation of the upward trend and data center revenue progress.
Key Facts
- Q1 2026 net revenues reached $3.10 billion, a 23.0% year-over-year increase
- U.S. GAAP gross margin was 33.8%, up 40 basis points year-over-year
- Business outlook for Q2 2026 is $3.45 billion in net revenues, increasing 11.6% sequentially
- Company confirmed data center revenue expectations to be 'nicely above $500 million for 2026 and well above $1 billion for 2027'
- Completed acquisition of NXP's MEMS sensor business and announced strategic collaboration with Amazon Web Services
Financial Impact
Q1 revenue of $3.10 billion, Q2 guidance of $3.45 billion
Risk Factors
- Impairment and restructuring charges of $71 million impacted operating income
- Free cash flow was negative $723 million, primarily due to $895 million cash out for the NXP acquisition
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0000932787-26-000022 |
| Document: 0000932787-26-000022-index-headers.html | 0000932787-26-000022 |
| Document: 0000932787-26-000022-index.html | 0000932787-26-000022 |
| Document: 0000932787-26-000022.txt | 0000932787-26-000022 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 4, 2026
16d ago
|
6-K
| $56.72 $57.56 | ▲ +1.48% | ▼ −0.50% | $59.25 (+4.46%) |
|
Apr 23, 2026
27d ago
|
6-K
| $50.50 $52.50 | ▲ +3.96% | ▲ +2.48% | $59.25 (+17.33%) |
|
Mar 27, 2026
7w ago
|
6-K
| $32.76 $36.01 | ▲ +9.91% | ▲ +6.04% | $59.25 (+80.84%) |
|
Mar 26, 2026
7w ago
|
6-K
| $32.76 $36.01 | ▼ −9.91% | ▼ −6.04% | $59.25 (−80.84%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access