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Posted by
Two Blokes Mon at 5:15 PM -
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Stock
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I maintain a Hold rating on STMicroelectronics N.V. due to ongoing tariff risks, softening U.S. auto demand, and limited visibility into H2 2025 recovery. STM's diversified geographic exposure and healthier OEM inventories provide some balance, but margin pressures and high inventory days remain concerns. Gross margin expectations have improved, but FX headwinds and lack of free cash flow highlight STM's cyclical vulnerability and operational challenges.
