STMicrolectronics Q2 Earnings Preview: Looking For A Rebound In Auto Demand

Group 1 - The coverage on STM was initiated following their Q1 2025 earnings release with a Hold rating, indicating cautious optimism as the Automotive and Industrial segments show signs of bottoming, but overall visibility remains low [1] Group 2 - The analyst has a background in Mechanical Engineering and has transitioned from the oil and gas sector to focus on global equities, particularly in the semiconductor sector, emphasizing disruptive technologies [2] - The investment approach focuses on companies in oligopolistic sectors with high barriers to entry, avoiding smaller companies due to underestimated risks [2] - The investment strategy emphasizes growth at a reasonable price with a mid- to long-term investment horizon [2]