Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team and is a part of the Space 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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Besi capital markets day: Strong outlook, increasingly reflected in the stockJune 19, 2026 — Pierre Ferragu
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Arm model update. Downgrade to Neutral.June 18, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q26June 18, 2026 — Pierre Ferragu
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Bible 1Q26 - Telecom Infrastructure: Fixed growing, even without AI. Mobile sluggish, awaiting 6GJune 18, 2026 — Pierre Ferragu
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Kinik (3661 TT): Diamonds in the FabJune 17, 2026 — Peter Vogel and Pierre Ferragu