
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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Microsoft vs. OpenAI: Implications for investors?June 28, 2025 — Pierre Ferragu and Antoine Chkaiban
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Deep dive into Chinese Semicap: How much of a headwind for Western players?June 27, 2025 — Pierre Ferragu
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TOWA (6315 JP) HBM Molding Equipment; 06/25/2025 Conference Call NotesJune 26, 2025 — Peter Vogel and Pierre Ferragu
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Micron 3FQ25: Our thesis is playing out - Buy, $170 TP.June 26, 2025 — Pierre Ferragu
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SUMCO (3436 JP) 6/25/2025 conference call notesJune 26, 2025 — Peter Vogel and Pierre Ferragu
Upcoming Events
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Jul
8TechnologyJuly 8, 2025 — VirtualEvent Details -
Jul
11TechnologyJuly 11, 2025 — VirtualEvent Details -
Jul
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