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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ISC (095340 KS): AI Socket Share Gains, LTAs and Pricing PowerMay 6, 2026 — Peter Vogel and Pierre Ferragu
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Arista 1Q26: Guide raised again, with demand outstripping supply. Buy, $175.May 6, 2026 — Pierre Ferragu and Antoine Chkaiban
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AMD 1Q26: Agentic AI boosting CPUs; GPU ramp on track. Buy, increasing TP to $530 TP.May 6, 2026 — Pierre Ferragu
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Infineon 2FQ26: Cyclical recovery meets secular strength. Upside to 2027. Buy.May 6, 2026 — Pierre Ferragu
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Sinbon (3023 TT): Robotics, SPE & Drone Driving GrowthMay 5, 2026 — Peter Vogel and Pierre Ferragu