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
-
Gen AI Big Idea Series - Chipletz CEO Bryan Black - Smart Substrate & the Multi-Chip-Module revolutionNovember 22, 2024 — Pierre Ferragu
-
Palo Alto Networks 1FQ25: Platformization progressing and going mainstream. Buy, $410 TP.November 21, 2024 — Pierre Ferragu
-
Nvidia 3FQ25: beat & guide up; Buy, $173 TP.November 21, 2024 — Pierre Ferragu
-
Soitec 1FH25: Inventory correction progressing as plannedNovember 21, 2024 — Pierre Ferragu
-
Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone missed & we see further downside.November 20, 2024 — Pierre Ferragu
Upcoming Events
-
Dec
2TechnologyDecember 2, 2024 – December 12, 2024 — Taiwan / South Korea / JapanEvent Details