Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team. Prior to joining New Street Research, Pierre spent over ten years at Bernstein, covering Telecom Equipment, Data Networking, Cybersecurity, Semiconductor, and Semiconductor Capital Equipment. He has been recognized multiple years as the #1-ranked analyst in surveys by Institutional Investors, Extel, Thomson Reuters, and Greenwich Associates. Prior to Bernstein, Pierre was a principal at BCG, and graduated in Telecom and Computer Sciences from Centrale-Supélec, and in Sociology from Sciences-Po, in Paris. When he doesn’t write research on the next technology disruption, Pierre develops his own machine learning algorithms and spends time at sea or in the mountains with his wife and five kids.
Lead Analyst
Research
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Tesla portfolio expansion; cloud revenues and capex accelerating; time to buy auto semis; and much more. The Tech Weekly Wrap-upApril 29, 2024 — Pierre Ferragu
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Wolfspeed: who could buy? At what price?April 27, 2024 — Pierre Ferragu
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KLA 3FQ24: Gradual recovery on track, positive 2025outlook. Maintain Buy, $820.April 26, 2024 — Pierre Ferragu
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Intel 1Q24: server recovery delayed to 2H. Turnaround thesis still holds. Buy, $46 TP.April 26, 2024 — Pierre Ferragu
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Microsoft & Google 1Q24: cloud capex to accelerate in 2024April 26, 2024 — Pierre Ferragu