
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
-
Tesla pre-2Q25 deliveries model updateJune 24, 2025 — Pierre Ferragu
-
ISC (095340 KS) 06/24/2025 conference call notesJune 24, 2025 — Peter Vogel and Pierre Ferragu
-
HPSP (403870 KS) 6/24/2025 conference call notesJune 24, 2025 — Peter Vogel and Pierre Ferragu
-
Tesla Cybercab Launch: Our initial takeJune 23, 2025 — Pierre Ferragu
-
Micron: the Street gets HBM, but misses the broader rebound and capacity squeeze.June 23, 2025 — Pierre Ferragu
Upcoming Events
-
Jun
30 -
Jul
15