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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Intel 4Q25: Supply constraints get in the way; turnaround progresses but still unproven.January 23, 2026 — Antoine Chkaiban and Pierre Ferragu
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Mobileye 4Q25: 2026 reset, growth re-accelerates from 2027. Buy, $17January 23, 2026 — Pierre Ferragu
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Ericsson 4Q25 QT: Strong topline beat and cost control; near-term growth and upside remain limitedJanuary 23, 2026 — Pierre Ferragu and Ben Harwood
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Semicap in 2026 on a single slide: the growth outlook doesn’t justify recent valuationJanuary 22, 2026 — Pierre Ferragu
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Reconciling TSMC guide with total AI Infra. Spending in 2030, on a single slideJanuary 21, 2026 — Antoine Chkaiban and Pierre Ferragu
Upcoming Events
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Jan
26TechnologyJanuary 26, 2026 — VirtualHosted by Pierre FerraguEvent Details -
Feb
18TechnologyFebruary 18, 2026 – February 18, 2026 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanEvent Details -
Mar
16TechnologyMarch 16, 2026 – March 17, 2026 — San Jose, CAHosted by Pierre Ferragu, Antoine Chkaiban, Peter Vogel and Derek MogullEvent Details
