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STMicroelectronics vs Kalray SA: why the prices moved differently

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STMicroelectronics N.V. (STMPA.PA)

Q3 2026
▲3▼1

AI datacenter push lifts STMicro, but weak Q3 guidance slams shares

  • AI datacenter revenue target raised STMicro raised its 2026 AI datacenter revenue target above $1 billion, with potential for $2 billion in 2027, signaling a new growth engine beyond traditional chips.

    This is a new, concrete growth driver that boosts investor optimism.

  • Partnerships and edge AI lab A partnership with FocalPoint and a new edge AI lab with NUS expand STMicro's ecosystem in AI and edge computing, opening future revenue opportunities.

    These new collaborations show strategic moves into high-growth areas.

  • Power semiconductor rally on NVIDIA ramp A rally in power semiconductors, tied to NVIDIA's faster AI ramp, lifted sentiment for STMicro's power chip business, which supplies components for AI infrastructure.

    This highlights a direct link between AI demand and STMicro's power products.

  • Weak Q3 guidance and charges crush shares Q3 revenue guidance near $3.70 billion and EBITDA of $679 million badly missed forecasts, sending shares down 16–18% as restructuring and acquisition charges weighed.

    This is the main negative event that drove the stock down sharply.

August 2026
▲3▼1

ST raises AI datacenter outlook, but weak chip demand still weighs

  • Weak third-quarter guidance sends shares down sharply STMicroelectronics plunged 17.7% after forecasting third-quarter revenue below expectations, a sign that demand for its chips is weaker than hoped. That is the main reason the stock fell hard, and it is the biggest counterweight to the company's AI growth story.

    This is the largest single price-moving event and shows the demand risk facing the company.

  • Datacenter revenue target raised on AI demand ST now expects datacenter revenue above $1 billion in 2026 and well above $2 billion in 2027, helped by strong demand for optical connectivity and power-management chips used in AI infrastructure. This gives investors a concrete, fast-growing new revenue stream beyond its traditional automotive and industrial markets.

    It is the clearest new positive driver and explains why the stock has re-rated higher this year.

  • Power semiconductor rally on faster NVIDIA AI ramp ST shares rose 4.17% after Mizuho flagged a faster ramp of NVIDIA's Vera Rubin AI systems, which need more power chips per rack. More AI servers being built means more demand for ST's power semiconductors, a direct tailwind for future orders.

    It links ST's power-chip business to the AI buildout, a key reason investors are buying the stock.

  • New edge AI lab and automotive positioning product ST launched a four-year edge AI research lab with the National University of Singapore and a new vehicle positioning solution with FocalPoint. Both are long-term bets that add new technology and more chip content per car, helping ST defend its market share against rivals like NXP and Infineon.

    These are fresh product and research moves that support future growth, though their near-term price impact is smaller.

Latest
▲3▼1

ST raises AI datacenter outlook, but weak chip demand still weighs

  • Weak third-quarter guidance sends shares down sharply STMicroelectronics plunged 17.7% after forecasting third-quarter revenue below expectations, a sign that demand for its chips is weaker than hoped. That is the main reason the stock fell hard, and it is the biggest counterweight to the company's AI growth story.

    This is the largest single price-moving event and shows the demand risk facing the company.

  • Datacenter revenue target raised on AI demand ST now expects datacenter revenue above $1 billion in 2026 and well above $2 billion in 2027, helped by strong demand for optical connectivity and power-management chips used in AI infrastructure. This gives investors a concrete, fast-growing new revenue stream beyond its traditional automotive and industrial markets.

    It is the clearest new positive driver and explains why the stock has re-rated higher this year.

  • Power semiconductor rally on faster NVIDIA AI ramp ST shares rose 4.17% after Mizuho flagged a faster ramp of NVIDIA's Vera Rubin AI systems, which need more power chips per rack. More AI servers being built means more demand for ST's power semiconductors, a direct tailwind for future orders.

    It links ST's power-chip business to the AI buildout, a key reason investors are buying the stock.

  • New edge AI lab and automotive positioning product ST launched a four-year edge AI research lab with the National University of Singapore and a new vehicle positioning solution with FocalPoint. Both are long-term bets that add new technology and more chip content per car, helping ST defend its market share against rivals like NXP and Infineon.

    These are fresh product and research moves that support future growth, though their near-term price impact is smaller.

July 2026
▲2▼2

STMicro's strong Q2 and AI datacenter push undone by soft Q3 guidance

  • Q3 revenue guidance misses forecasts, stock plunges STMicro guided third-quarter revenue to about $3.70 billion, below analyst estimates of $3.72–$3.80 billion, and EBITDA of $679 million badly missed the $797.7 million forecast due to restructuring and NXP sensor acquisition charges. The stock fell 16–18%, as investors feared the recovery is slower than hoped.

    This is the single biggest new event driving the stock down and directly answers why it is moving now.

  • Q2 revenue beats and AI datacenter ambition raised Second-quarter revenue rose 26% to $3.49 billion, beating guidance, and operating income swung to a $187 million profit from a year-earlier loss. Management raised its 2026 AI datacenter revenue target above $1 billion, with potential to exceed $2 billion in 2027, signaling a real new growth engine.

    It is the positive counterweight showing the underlying business is recovering even as guidance disappointed.

  • Broad tech selloff and rate-hike fears amplify drop European markets fell as Brent crude topped $100 a barrel and the ECB hinted at a September rate hike, pushing bond yields to multi-year highs. Tech stocks were hit hardest, with the semiconductor index down 6% in July, magnifying STMicro's decline beyond its own results.

    It explains the wider market backdrop that turned a guidance miss into a double-digit plunge.

  • FocalPoint deal and valuation gap draw attention STMicro expanded its FocalPoint S-GNSS Auto and Teseo collaboration into a full commercial offering, and one narrative fair-value estimate put the stock about 7% undervalued at €66.05 versus €61.36. However, a separate cash-flow model suggested a much lower €23.54, showing how divided views on the stock remain.

    It is a new partnership and valuation signal that gives a fair picture of the bull case alongside the bear case.

▲2▼2

STMicro's strong Q2 and AI datacenter push undone by soft Q3 guidance

  • Q3 revenue guidance misses forecasts, stock plunges STMicro guided third-quarter revenue to about $3.70 billion, below analyst estimates of $3.72–$3.80 billion, and EBITDA of $679 million badly missed the $797.7 million forecast due to restructuring and NXP sensor acquisition charges. The stock fell 16–18%, as investors feared the recovery is slower than hoped.

    This is the single biggest new event driving the stock down and directly answers why it is moving now.

  • Q2 revenue beats and AI datacenter ambition raised Second-quarter revenue rose 26% to $3.49 billion, beating guidance, and operating income swung to a $187 million profit from a year-earlier loss. Management raised its 2026 AI datacenter revenue target above $1 billion, with potential to exceed $2 billion in 2027, signaling a real new growth engine.

    It is the positive counterweight showing the underlying business is recovering even as guidance disappointed.

  • Broad tech selloff and rate-hike fears amplify drop European markets fell as Brent crude topped $100 a barrel and the ECB hinted at a September rate hike, pushing bond yields to multi-year highs. Tech stocks were hit hardest, with the semiconductor index down 6% in July, magnifying STMicro's decline beyond its own results.

    It explains the wider market backdrop that turned a guidance miss into a double-digit plunge.

  • FocalPoint deal and valuation gap draw attention STMicro expanded its FocalPoint S-GNSS Auto and Teseo collaboration into a full commercial offering, and one narrative fair-value estimate put the stock about 7% undervalued at €66.05 versus €61.36. However, a separate cash-flow model suggested a much lower €23.54, showing how divided views on the stock remain.

    It is a new partnership and valuation signal that gives a fair picture of the bull case alongside the bear case.

Q2 2026
▲4

STMicro's recovery gains proof: bookings, China supply, new chips

  • Orders turn up and margins start to heal STMicro said orders are now higher than sales across every market and region, and its factory-usage costs are falling. It guided next-quarter revenue up about 25% from a year ago and margins rising toward 35%. That tells investors the chip downturn is ending and profits should recover.

    This is the core fundamental driver of the stock: demand and margin recovery.

  • First China-made STM32 chips shipped STMicro delivered its first STM32 microcontroller wafers made in China with partner Huahong, and industrial sales rose 26% from a year earlier. Local production helps it win Chinese customers, avoid trade friction, and compete better with Infineon and NXP in industrial and robotics chips.

    Shows a concrete new growth and supply-chain move that supports future revenue.

  • New LiDAR and quantum-safe security chips launched STMicro launched the VL53L9 3D LiDAR module for robots and AR/VR, and the ST54M chip that protects phones against future quantum-computer attacks. Both open new markets beyond cars and power chips, giving the company fresh sources of revenue as those products ramp.

    New products expand STMicro's addressable markets and long-term growth story.

  • NXP MEMS sensor deal strengthens auto sensing STMicro is buying NXP's MEMS sensor business, which adds about $40 million in quarterly revenue and high-performance automotive accelerometers. This deepens its sensor lineup for driver-assistance and safety systems, though integration costs may dent profit in the near term.

    The acquisition is a strategic move to grow automotive content and design wins.

June 2026
▲4

STMicro's recovery gains proof: bookings, China supply, new chips

  • Orders turn up and margins start to heal STMicro said orders are now higher than sales across every market and region, and its factory-usage costs are falling. It guided next-quarter revenue up about 25% from a year ago and margins rising toward 35%. That tells investors the chip downturn is ending and profits should recover.

    This is the core fundamental driver of the stock: demand and margin recovery.

  • First China-made STM32 chips shipped STMicro delivered its first STM32 microcontroller wafers made in China with partner Huahong, and industrial sales rose 26% from a year earlier. Local production helps it win Chinese customers, avoid trade friction, and compete better with Infineon and NXP in industrial and robotics chips.

    Shows a concrete new growth and supply-chain move that supports future revenue.

  • New LiDAR and quantum-safe security chips launched STMicro launched the VL53L9 3D LiDAR module for robots and AR/VR, and the ST54M chip that protects phones against future quantum-computer attacks. Both open new markets beyond cars and power chips, giving the company fresh sources of revenue as those products ramp.

    New products expand STMicro's addressable markets and long-term growth story.

  • NXP MEMS sensor deal strengthens auto sensing STMicro is buying NXP's MEMS sensor business, which adds about $40 million in quarterly revenue and high-performance automotive accelerometers. This deepens its sensor lineup for driver-assistance and safety systems, though integration costs may dent profit in the near term.

    The acquisition is a strategic move to grow automotive content and design wins.

▲4

STMicro's recovery gains proof: bookings, China supply, new chips

  • Orders turn up and margins start to heal STMicro said orders are now higher than sales across every market and region, and its factory-usage costs are falling. It guided next-quarter revenue up about 25% from a year ago and margins rising toward 35%. That tells investors the chip downturn is ending and profits should recover.

    This is the core fundamental driver of the stock: demand and margin recovery.

  • First China-made STM32 chips shipped STMicro delivered its first STM32 microcontroller wafers made in China with partner Huahong, and industrial sales rose 26% from a year earlier. Local production helps it win Chinese customers, avoid trade friction, and compete better with Infineon and NXP in industrial and robotics chips.

    Shows a concrete new growth and supply-chain move that supports future revenue.

  • New LiDAR and quantum-safe security chips launched STMicro launched the VL53L9 3D LiDAR module for robots and AR/VR, and the ST54M chip that protects phones against future quantum-computer attacks. Both open new markets beyond cars and power chips, giving the company fresh sources of revenue as those products ramp.

    New products expand STMicro's addressable markets and long-term growth story.

  • NXP MEMS sensor deal strengthens auto sensing STMicro is buying NXP's MEMS sensor business, which adds about $40 million in quarterly revenue and high-performance automotive accelerometers. This deepens its sensor lineup for driver-assistance and safety systems, though integration costs may dent profit in the near term.

    The acquisition is a strategic move to grow automotive content and design wins.

Kalray SA (ALKAL.PA)

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