Susquehanna Raises its Price Target on STMicroelectronics N.V. (STM) to $40 and Maintains a Positive Rating

STMicroelectronics N.V. (NYSE:STM) is among the 15 Best Stocks to Buy and Hold for the Next 10 Years.

On February 23, 2026, Susquehanna analyst Christopher Rolland raised the price target on STMicroelectronics N.V. (NYSE:STM) to $40 from $35 and maintained a Positive rating. Christopher Rolland updated the model after meetings with management, which indicated that Industrial and Auto markets are expected to recover in 2026, with AI and LEO adding incremental growth. The firm also pointed to opportunities in 800VDC data centers, humanoids, and silicon photonics foundries.

On February 9, 2026, STMicroelectronics N.V. (NYSE:STM) announced an expanded multi-year, multi-billion-dollar strategic collaboration with Amazon Web Services. The agreement positions ST as a strategic supplier of advanced semiconductor technologies integrated into AWS compute infrastructure to support high-performance instances, lower operational costs, and scaling of compute-intensive workloads. The engagement spans high-bandwidth connectivity, mixed-signal processing, microcontrollers for infrastructure management, and analog and power ICs aimed at improving energy efficiency in hyperscale data centers to support growing AI and cloud workloads.

STMicroelectronics N.V. (NYSE:STM) designs, develops, manufactures, and sells semiconductor products globally.

While we acknowledge the potential of STM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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