Citi analysts, including Andrew Gardiner, stated in a report that ST's performance outlook shows that the terminal market is establishing a cyclical recovery, and that AI/data center growth continues to accelerate. Corresponsibly, however, market expectations and stock prices have risen sharply this year. Lacking momentum to further raise earnings expectations, the stock is likely to face pressure in the short term.

Citi analysts, including Andrew Gardiner, stated in a report that ST's performance outlook shows that the terminal market is establishing a cyclical recovery, and that AI/data center growth continues to accelerate. Corresponsibly, however, market expectations and stock prices have risen sharply this year. Lacking momentum to further raise earnings expectations, the stock is likely to face pressure in the short term.