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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TSMC 1Q24: Auto cycle hits; leading-edge demand remains strongApril 18, 2024 — Pierre Ferragu
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Nokia 1Q24: Sharp slowdown in mobile. Full year guide implies strong sequential recovery across the board.April 18, 2024 — Pierre Ferragu
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ASML 1Q24: Pullback in orders; China revenues normalizing; limited near-term upside. Neutral, €890.April 18, 2024 — Pierre Ferragu
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Tesla ahead of the print – Updated thoughts on all topics, but the quarterApril 17, 2024 — Pierre Ferragu
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ASML 1Q24 QT: Pullback in orders; China revenues normalizing; limited near-term upside.April 17, 2024 — Pierre Ferragu