
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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SoftBank 4FQ24: GenAI end-to-end portfolio shaping up. Attractive Valuation.May 13, 2025 — Pierre Ferragu
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Infineon: strong recovery amid FX and tariff headwinds. We see upside.May 13, 2025 — Pierre Ferragu
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Wolfspeed: suspension of coverage.May 13, 2025 — Pierre Ferragu
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Legacy Tech & AI acclerating. Taiwan Apr Sales +29% YoYMay 12, 2025 — Peter Vogel and Pierre Ferragu
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Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista.May 12, 2025 — Pierre Ferragu
Upcoming Events
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Jun
4TechnologyJune 4, 2025 – June 4, 2025 — VirtualEvent Details