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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Consensus implies Nvidia taking no additional orders for 2027 since GTC. Is that credible?May 20, 2026 — Pierre Ferragu and Antoine Chkaiban
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Chenbro (8210 TT): AMZN Chassis Drives Growth, Racks EmergingMay 20, 2026 — Peter Vogel and Pierre Ferragu
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SpaceX IPO: How much would you pay for the space opportunity today?May 20, 2026 — Pierre Ferragu, James Ratzer and David Barden
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Asia Tech Research Library May 2026May 19, 2026 — Peter Vogel and Pierre Ferragu
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AST SpaceMobile (Neutral, $80, -8%): Launch cadence is the focus in a nascent, emerging marketMay 19, 2026 — David Barden, Pierre Ferragu and James Ratzer
Upcoming Events
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May
26CommunicationsMay 26, 2026 – May 26, 2026 — VirtualEvent Details
