![Pierre Ferragu](https://www.newstreetresearch.com/wp-content/uploads/2023/03/Pierre-Ferragu-600x800.jpg)
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
-
Besi 2Q24: Prolonged downturn in mainstream packaging; strong momentum in hybrid bonding. Buy, €160 TPJuly 26, 2024 — Pierre Ferragu
-
KLA 4FQ24: Best positioned in the recovery with the highest exposure to leading-edge & DRAM. Buy, $860.July 25, 2024 — Pierre Ferragu
-
STM 2Q24: Significant deterioration in industrials and incremental weakness in autosJuly 25, 2024 — Pierre Ferragu
-
Hynix 2Q24 - Thesis playing out: COGS outgrowing PPE & inventories going awayJuly 25, 2024 — Pierre Ferragu
-
Besi 2Q24: Prolonged downturn in mainstream packaging; strong momentum in hybrid bonding.July 25, 2024 — Pierre Ferragu