Aug. 8 at 9:17 AM
$STM
STM is trading at half the value it had two years ago, but the fundamentals are stronger than ever.
Buying NXP’s MEMS sensor unit (
$300M annual revenue) in a high-margin deal that’s immediately EPS-accretive
Chips inside Tesla and other EVs — strong automotive exposure
CapEx cut from 21% to 15% of revenue = better cash flow & margins
Analysts still see
$32+ target; technicals hint at reversal
Manufacturing MCUs in China by 2025 via Hua Hong = strategic market access
Long-term goals intact:
$20B revenue & 30% margin by 2030
The stock is discounted. The business isn’t.