Geopolitics Alpha

STMicroelectronics N.V (STM): filings, insider buys & geopolitical news

STM geopolitical news and exposure. STM appears in 0 Geopolitics Alpha notes. No notes are stored for this page yet.

Government contracts

No federal prime contract obligations are matched to STMicroelectronics N.V in USAspending.gov for the last five years, and no Department of Defense contract announcements name it in the past year. See the largest government contractors.

STM share price, last 12 months

Close $47.93 on Sep 15, 2026, +92.8% since Oct 24, 2025 (range $21.20 to $79.71, daily closes).

Company facts

Ticker
STM (NYSE)
Sector
Technology
Industry (SEC SIC code)
Semiconductors & Related Devices (3674)

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for STMicroelectronics N.V (STM)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

5 of the tracked billionaire portfolios reported STM in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
Stanley Druckenmiller Duquesne Family Office5.34%$232.4MAdded 19%Q2 2026
Scott Ferguson Sachem Head Capital Management3.42%$164.8MNew positionQ2 2026
Larry Robbins Glenview Capital Management0.84%$41.9MNew positionQ2 2026
George Soros Soros Fund Management0.02%$1.4MNew positionQ2 2026
Lee Ainslie Maverick Capital0.01%$824.5KNew positionQ2 2026

Latest geopolitical & market news

None on record yet.

Peers: Semiconductors & Related Devices

CompanyTickerFederal contracts, 12 months
BroadcomAVGO$79.0M
Micron TechnologyMU–
SK hynixSKHY–
Advanced Micro DevicesAMD–
IntelINTC–
Applied MaterialsAMAT–
Texas InstrumentsTXN–
Arm HoldingsARM–
Marvell TechnologyMRVL–
Analog DevicesADI$0

Biggest government contractors in Technology: Leidos Holdings ($9.74B), CACI International ($4.22B), Science Applications International ($4.15B), GE Aerospace ($2.41B), Oracle ($2.15B), Palantir Technologies ($1.98B), International Business Machines ($1.13B), Parsons ($1.07B).

Congressional trades in STM

Trades in STM that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for STM

Everything on STM, newest first

No original notes are listed on this page yet.

Frequently asked questions

Does STMicroelectronics N.V have government contracts?

No federal prime contract obligations are matched to STMicroelectronics N.V (STM) in USAspending.gov for the last five years. Subcontracts are not included.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects STM?

This page lists every Geopolitics Alpha note that names STM as exposed to an event, with the reason it is exposed.

Has Congress traded STM?

The table above lists trades in STM that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.