
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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Bible 1Q25 – Foundries: Upside at TSMC, others at risk.May 30, 2025 — Pierre Ferragu
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Soitec: Inventory correction deepening; secular growth profile unchanged. Buy, €55.May 30, 2025 — Pierre Ferragu
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Bible 1Q25 – Semicap: Not everyone can gain market share.May 30, 2025 — Pierre Ferragu
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Nvidia gains share in AI Ethernet, but loses share in AI networking, benefiting AristaMay 29, 2025 — Pierre Ferragu
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Nvidia 1FQ26: Monster beat ex-China curbs. Has come, the time of inference - Buy, $200 TPMay 29, 2025 — Pierre Ferragu
Upcoming Events
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Jun
4TechnologyJune 4, 2025 – June 4, 2025 — VirtualEvent Details -
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20TechnologyJune 20, 2025 – June 20, 2025 — VirtualEvent Details -
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24TechnologyJune 24, 2025 – June 24, 2025 — VirtualEvent Details -
Jul
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