Semiconductor Stars: Ranking the Top 5 Chip Stocks by YTD Performance

In this article, we will list the Semiconductor Stars: Ranking the Top 5 Chip Stocks by YTD Performance. Please visit Semiconductor Stars: Ranking the Top 10 Chip Stocks by YTD Performance if you would like to see the extended list and the methodology behind it.

5. STMicroelectronics N.V. (NYSE:STM)

YTD Share Price Return: 108.9%

STMicroelectronics N.V. (NYSE:STM) is one of the top semiconductor stocks in our ranking of the top 10 chip stocks by YTD performance. On April 27, JPMorgan lifted the price target on STMicroelectronics N.V. (NYSE:STM) to EUR 48 from EUR 38 and maintained a Neutral rating on the shares.

STMicroelectronics N.V. (NYSE:STM) also received a rating update from Susquehanna on April 24. The firm lifted the price target on the stock to $60 from $55, reaffirming a Positive rating on the shares and stating that they gave strong fiscal Q2 guidance with bookings accelerating, inventories normalizing, and DC continuing to expand. It added that although the management outlined a path to greater than 40% GMs, manufacturing reshaping remains somewhat of a headwind.

The rating update came after STMicroelectronics N.V. (NYSE:STM) announced its fiscal Q1 2026 results on April 23, with net revenues of $3.10 billion for the quarter. Management reported that U.S. GAAP gross margin was 33.8%, and excluding the Purchase Price Allocation effects from the acquisition of NXP’s MEMS sensor business, non-U.S. GAAP gross margin was at 34.1%.

STMicroelectronics N.V. (NYSE:STM) is a global semiconductor company that designs, develops, manufactures, and markets products used in a wide range of applications for automotive, personal electronics and communications equipment, industrial, computers, and peripherals. The company’s operations are divided into the following segments: Automotive and Discrete Group (ADG), Analog, MEMS, and Sensors Group (AMS), Microcontrollers and Digital ICs Group (MDG), and Others.