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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Nvidia: Did Jensen guide 2026 >50% above consensus?October 29, 2025 — Pierre Ferragu
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Microsoft-OpenAI: Quick thoughts on the new deal.October 29, 2025 — Pierre Ferragu
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Infineon 4FQ25 Preview: Expect a prudent FY26 guide… as everybody does?October 29, 2025 — Pierre Ferragu
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How much WFE is required to produce a 1 GW datacenter?October 28, 2025 — Pierre Ferragu
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Nokia: The deep value thesis has played out but the recent re-rating is sustainable. Maintain BuyOctober 28, 2025 — Pierre Ferragu
Upcoming Events
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Nov
17TechnologyNovember 17, 2025 – February 19, 2026 — VirtualEvent Details -
Nov
17TechnologyNovember 17, 2025 — VirtualEvent Details -
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