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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King Slide (2059 TT): AI Rail DominanceApril 27, 2026 — Peter Vogel and Pierre Ferragu
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Technology Infrastructure Earnings Wrap-up – week ending April 24thApril 27, 2026 — Pierre Ferragu
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Intel 1Q26: Material beat & raise; turnaround getting priced in. Neutral, $80 TP.April 24, 2026 — Pierre Ferragu and Antoine Chkaiban
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Mobileye 1Q26: Visibility on Surround ADAS improving; Limited traction beyond. Buy, $15.April 24, 2026 — Pierre Ferragu
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Nokia 1Q26: raised full-year outlook on optical strength. Momentum getting reflected in valuation. Buy €10.2 TPApril 24, 2026 — Pierre Ferragu and Ben Harwood