
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
-
KLA 4FQ25: optimistic on 2026; we are cautious. Neutral, $980 Target Price.August 1, 2025 — Rolf Bulk and Pierre Ferragu
-
TEL 1FQ26: Miss and guide down; cautious tone on 2026. Neutral, ¥25,200.August 1, 2025 — Rolf Bulk and Pierre Ferragu
-
Meta 2Q25: Replatforming overdrive.July 31, 2025 — Pierre Ferragu
-
Grab 2Q25: increasing penetration & usage; margin expansion ahead. Buy $6.6July 31, 2025 — Ben Harwood and Pierre Ferragu
-
Microsoft 4FQ25: Re-platforming in full swing. Buy, $660 TP.July 31, 2025 — Pierre Ferragu
Upcoming Events
-
Oct
7TechnologyOctober 7, 2025 – October 8, 2025 — Phoenix Convention Center, Phoenix, AZEvent Details