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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AMD Model UpdateNovember 3, 2025 — Antoine Chkaiban and Pierre Ferragu
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Cloud growth, AI capex, Nvidia Guide, Memory, Auto Semi Cycle and more. Tech Weekly Wrap-upNovember 3, 2025 — Pierre Ferragu
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Apple 4FQ25: iPhone cycle emerging strong; but valuation is full. Neutral, $270 TP.November 1, 2025 — Pierre Ferragu
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TEL 2FQ26: HBM drives beat. More positive tone on 2026. Neutral, ¥33,750.November 1, 2025 — Rolf Bulk and Pierre Ferragu
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Tracking the return on AI investment: How is the replatforming going at hyperscalers?October 31, 2025 — Pierre Ferragu and Antoine Chkaiban
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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