Descrizione al grafico: STMicroelectronics (STM) appears to be seeing strength in demand from the industrial sector, as well as optical sales to data centers, investment firm Jefferies said on Friday. Regarding industrial, analyst Janardan Menon said a number of analog semiconductor companies have spoken about a “strengthening order pattern.” “Order trends have improved since Q4-25 results, strengthening the backlog and providing better visibility into H2-26. The improvement seems broad-based by application and geography,” Menon wrote in a note to clients. “The upside is being driven by end-demand improvement in some areas, low inventory levels in the supply chain, and concerns about strong AI-related demand causing supply tightness in some product categories. Many suppliers, including STM, are increasing prices. While auto-related demand has so far not shown the same kind of recovery due to weakness in Chinese car demand, it seems to have stabilized.”

Descrizione per watch list o operatività: Menon, who has a Buy rating on STMicro, upped his price to €35 from €29 on the stock.