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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Arm 3FQ26: Upgrade to buy. Smartphone creates an entry point while the datacenter outlook strengthens.February 5, 2026 — Pierre Ferragu
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Uber 4Q25: Robotaxi datapoints support our thesis. Buy, $115February 5, 2026 — Pierre Ferragu
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Soitec 3FQ26: Correction lingers, now reflected in expectations; recovery in 2027February 4, 2026 — Pierre Ferragu and Ben Harwood
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Chang Wah (6548 TT) Raising Prices On Lead Frames Call NotesFebruary 4, 2026 — Peter Vogel and Pierre Ferragu
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AMD 4Q25: Lack of immediate catalysts, but MI450 on track for $25bn run rate, entering 2027. Buy, $354 TP.February 4, 2026 — Pierre Ferragu and Antoine Chkaiban
Upcoming Events
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Feb
18TechnologyFebruary 18, 2026 – February 18, 2026 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanEvent Details -
Mar
16TechnologyMarch 16, 2026 – March 17, 2026 — San Jose, CAHosted by Pierre Ferragu, Antoine Chkaiban, Peter Vogel and Derek MogullEvent Details
