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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AMAT 4FQ25: 2026 outlook uncertain; we maintain a cautious view. Neutral, $220 TP.November 14, 2025 — Rolf Bulk and Pierre Ferragu
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Cisco 1FQ26: Potential upside from AI and campus refresh, but we are at all-time highs. Neutral, $78 TPNovember 13, 2025 — Pierre Ferragu
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Grab 3Q25: growth accelerating; guidance raised; inline with our investment thesis - Buy $6.5November 13, 2025 — Ben Harwood and Pierre Ferragu
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Infineon 4FQ25: AI momentum; caution elsewhere. Buy, €50 TP.November 13, 2025 — Ben Harwood and Pierre Ferragu
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SUMCO (3436 JP) AI Can't Offset The Legacy Inventory ProblemNovember 13, 2025 — Peter Vogel and Pierre Ferragu
Upcoming Events
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Nov
19 -
Nov
19TechnologyNovember 19, 2025 – February 19, 2026 — VirtualEvent Details -
Dec
5 -
Dec
15TechnologyDecember 15, 2025 — VirtualEvent Details -
Dec
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