Hardman Johnston Global Equity Added STMicroelectronics N.V. (STM) in Q3

In its third-quarter 2025 capitalist letter, Hardman Johnston Global Equity Strategy highlighted stocks specified arsenic STMicroelectronics N.V. (NYSE:STM). STMicroelectronics N.V. (NYSE:STM) is simply a semiconductor manufacturing company. The one-month instrumentality for STMicroelectronics N.V. (NYSE:STM) was 13.30%, and its shares gained 5.09% implicit the past 52 weeks. On December 26, 2025, STMicroelectronics N.V. (NYSE:STM) banal closed astatine $26.24 per share, with a marketplace capitalization of $23.321 billion.

Hardman Johnston Global Equity Strategy stated the pursuing regarding STMicroelectronics N.V. (NYSE:STM) successful its 3rd 4th 2025 capitalist letter:

"Additionally, we initiated a presumption successful STMicroelectronics N.V. (NYSE:STM). STMicro is simply a starring supplier of analog semiconductors, serving automotive, industrial, and idiosyncratic electronics markets. After a post-pandemic play of oversupply and excess inventory weighed connected the manufacture done 2024, but grounds suggests the analog semiconductor rhythm reached a trough successful aboriginal 2025. Indicators specified arsenic increasing lawsuit backlogs, improved bid signals, and amended inventory visibility constituent to a betterment successful the adjacent future. STMicro is good positioned to payment from this restocking cycle, with imaginable for important gross and operating borderline leverage arsenic underutilization costs diminution and structural manufacturing optimizations instrumentality effect. Beyond cyclical tailwinds, the institution has medium-term maturation opportunities, including incremental iPhone contented connected caller models and vulnerability to emerging markets similar LEO satellites and AI information centers, supporting structural expansion."

STMicroelectronics N.V. (NYSE:STM) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 19 hedge money portfolios held STMicroelectronics N.V. (NYSE:STM) astatine the extremity of the 3rd quarter, compared to 30 successful the erstwhile quarter. STMicroelectronics N.V. (NYSE:STM) delivered revenues of $3.19 cardinal successful Q3 2025, which is $17 cardinal supra the midpoint of guidance range. While we admit the imaginable of STMicroelectronics N.V. (NYSE:STM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.