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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Wolfspeed 2FQ25: slow recovery, margins bottomed, funding progress. Neutral, $7January 30, 2025 — Pierre Ferragu
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Microsoft 2FQ25: core Azure growth disappoints, AI momentum encouraging. Buy $550TPJanuary 30, 2025 — Pierre Ferragu
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Tesla 4Q24: All eyes on FSD and robotaxi progress. Buy, $465January 30, 2025 — Pierre Ferragu
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LAM 2FQ25: Outlook fully reflected in expectations. Neutral, $84 Target Price.January 30, 2025 — Pierre Ferragu
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ASML 4Q24: Strong rebound in orders, but downside risk persists for 2025. Neutral, €720.January 30, 2025 — Pierre Ferragu