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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Besi Number UpdateApril 2, 2026 — Pierre Ferragu
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Alchip (3661 TT): Higher Volumes, Lower MarginsApril 2, 2026 — Peter Vogel and Pierre Ferragu
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Tesla 1Q26 Deliveries: Mixed regionally, in line overall. Maintain BuyApril 2, 2026 — Pierre Ferragu
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Tesla Model UpdateApril 2, 2026 — Pierre Ferragu
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Intel: is 35-40% Foundry gross margin ever achievable?April 1, 2026 — Pierre Ferragu and Antoine Chkaiban
Upcoming Events
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Apr
10TechnologyApril 10, 2026 – April 10, 2026 — VirtualEvent Details

