STMicroelectronics N.V. · STM · Next earnings

STMicroelectronics N.V. reports Thursday, Oct 29, 2026

STM reports before market open with consensus EPS at $0.40 and revenue at $3.72B. Last quarter: STMicroelectronics raises FY2026 outlook as AI demand lifts Q3

Reports Before market open0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.40 Calendar consensus
Consensus revenue $3.72B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 0 days away

Where STM left off: FY2026 Q3

Full report

STMicroelectronics raises FY2026 outlook as AI demand lifts Q3

EPS surprise — Reported — vs $0.40
Revenue surprise — Reported — vs $3.72B
Stock move +1.7% Event window
Subsequent drift 0.0% Up to 20 sessions

FY2026 revenue guidance was raised to $14.5 billion; Q4 revenue was indicated at $4.15 billion. The supplied analysis describes guidance sentiment as raised.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Manufacturing reshaping transition costs and timing uncertainty.
  • Input-cost inflation and potential tariff impacts.
  • Capacity constraints and execution risk in silicon-carbide wafer-size conversion.

Questions analysts left open

  • The timing and magnitude of the planned gross-margin step-up.
  • Revenue contribution from datacenter versus other segments.
  • LEO satellite capacity, seasonality, pricing negotiations and operating-expense trajectory.

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Recent STM quarters

All STM earnings
+1.7%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.