REG-STMicroelectronics Reports Q1 2026 Financial Results
STMicroelectronics reported Q1 revenue of $3.10 billion, up 23.0% year-over-year and above the mid-point of guidance, driven by strong demand in personal electronics and AI-related programs. The company provided bullish Q2 guidance for $3.45 billion in revenue, representing 11.6% sequential growth, and confirmed AI datacenter revenue expectations of over $500 million in 2026 and $1 billion in 2027.
Key figures
- Eps
- 0.04
- Guidance
- Q226 net revenues of $3.45 billion (plus or minus 350 basis points), U.S. GAAP gross margin of 34.8% (plus or minus 200 basis points)
- Revenue Yoy
- 23.0%
- Aws engagement value
- multi-billion USD
- Datacenter revenue 2026 expectation
- nicely above $500 million
- Datacenter revenue 2027 expectation
- well above $1 billion
AI analysis
Red flags2 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.