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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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Besi 4Q24: push-out in mainstream; hybrid bonding adoption broadening. Long-term thesis intact. Buy, €160.February 21, 2025 — Pierre Ferragu
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LAM Research 2025 CMD - what did we learn?February 20, 2025 — Pierre Ferragu
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Besi 4Q24: push-out in mainstream; hybrid bonding adoption broadening. Long-term thesis intact.February 20, 2025 — Pierre Ferragu
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Grab 4Q24: Cautious guide, as usual. Thesis intact.Buy, $5.6.February 20, 2025 — Pierre Ferragu
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Arista 4Q24: 2025 guide misses, but should be beaten again, eventually. Buy, $125 TP.February 19, 2025 — Pierre Ferragu
Upcoming Events
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Feb
25