
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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Mobileye 1Q25: legacy business healing, SuperVision adoption slow, important win with Uber. Buy, $20 TP.April 25, 2025 — Pierre Ferragu
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Google 1Q25: Compute is king and calls for a re-platformingApril 25, 2025 — Pierre Ferragu
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Intel 1Q25: Weakening outlook near term; hints on the road ahead.April 25, 2025 — Pierre Ferragu
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Making Sense of the CoWoS ‘Pause ‘April 25, 2025 — Peter Vogel and Pierre Ferragu
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Hynix 1Q25 – sneak peak into the upcoming HBM runApril 24, 2025 — Pierre Ferragu