STMicroelectronics (STMPA FP) Q1 2026 (USD): EPS 0.13 (exp. 0.19), Revenue 3.10bln (exp. 3.06bln), Gross Margin 33.8% & above the mid-point of outlook range, due to a better product mix.

• “In Q1, despite the macroeconomic uncertainty, we saw improving demand with strong booking and normalized inventory in distribution.”
• Co. is "now strategically positioned to capture upside from new AI-driven programs, leveraging specialized technologies to enable the evolving AI infrastructure..."

Q2 Guidance:

• Revenue: 3.45bln (exp. 3.18bln)
• Gross Margin: 34.8%, incl. 100bps of unused capacity charges.