
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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SoftBank and the U.S. government shoring up Intel?August 19, 2025 — Pierre Ferragu
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Palo Alto Networks 4FQ25: Firing on all cylinders. Buy, $240.August 19, 2025 — Pierre Ferragu
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CoreWeave’s margin miss; DeepSeek delay; Cautious on Semicap; PC pull-forward and more.August 18, 2025 — Pierre Ferragu
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Customization and Upstream Material Supply are the Bigger Risks for AIAugust 18, 2025 — Peter Vogel and Pierre Ferragu
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AMAT 3FQ25: Caution on semicap names is justified. Neutral, Price Target $185August 15, 2025 — Pierre Ferragu
Upcoming Events
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Oct
7TechnologyOctober 7, 2025 – October 8, 2025 — Phoenix Convention Center, Phoenix, AZEvent Details