
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 1Q25: AI still very strong; unchanged FY25 guide reflects tariffs caution. Maintain Buy.April 17, 2025 — Pierre Ferragu
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Nokia Model UpdateApril 17, 2025 — Pierre Ferragu
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ASML 1Q25 Results: FY25 guide maintained despite tariff uncertainty. We are cautious. Neutral, €610 TP.April 17, 2025 — Pierre Ferragu
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Getting over Tariffs – Step back. Rethink. Move on. PUBLICApril 16, 2025 — Pierre Ferragu
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Nvidia: H20 exports to China banned. Walking on eggs.April 16, 2025 — Pierre Ferragu