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
-
Intel 3Q25: beat despite tight supply;18A yields poor, but 14A momentum buildsOctober 24, 2025 — Pierre Ferragu
-
Mobileye 3Q25: new surround ADAS win encouraging, but overall momentum remains slow. Buy, $20 TP.October 24, 2025 — Pierre Ferragu and Antoine Chkaiban
-
Besi 3Q25: Mainstream recovery sets up a strong 2026. Buy, €170.October 24, 2025 — Rolf Bulk and Pierre Ferragu
-
LAM 1FQ26: China and HBM drive beat. Maintain cautious view on 2026. $140 Target Price.October 23, 2025 — Rolf Bulk and Pierre Ferragu
-
Tesla 3Q25: Key catalysts on track. Buy, $520October 23, 2025 — Pierre Ferragu
Upcoming Events
-
Nov
19 -
Dec
18
