Latest news with #NXPI
Yahoo
22-07-2025
- Business
- Yahoo
Why This Analog Semiconductor Stock Is A Top Undervalued Pick
Following its second-quarter results reported on Monday, NXP Semiconductors (NASDAQ:NXPI) has seen its outlook reassessed by Wall Street analysts. The company announced second-quarter revenue of $2.93 billion, a 6% decrease year-over-year, yet still surpassing analyst estimates of $2.90 billion. Looking ahead, NXP anticipates third-quarter revenue to range from $3.05 billion to $3.25 billion, versus estimates of $3.05 Fitzgerald analyst Matthew Prisco reiterated an Overweight rating on NXP Semiconductors, maintaining a $250 price forecast. Meanwhile, Stifel analyst Tore Svanberg maintained a Hold rating on the company, while increasing his price forecast from $170 to $210. Cantor Fitzgerald's Analysis Prisco noted that NXP Semiconductors delivered a modest beat-and-raise quarter, driven by strong performance in the Industrial IoT segment. While the analyst would have preferred the upside from automotive, management guided for continued strength based on a cyclical recovery in core end markets and company-specific growth catalysts. He noted that gross margins came in slightly above expectations due to more substantial revenue, while operating expenses ran higher than expected, primarily due to merger and acquisition activity. However, operating expenses aligned with NXP Semiconductors' long-term intensity targets when adjusted for the elevated revenue levels. Prisco noted that the company also showed encouraging inventory management. Days Inventory Outstanding (DIO) dropped by 11 days quarter-over-quarter to 158, and channel inventory remained stable at nine weeks, below the target of eleven weeks, indicating results were likely driven by genuine end-market demand rather than inventory builds. That said, there were a few points of contention, as per the analyst. The gross margin guidance came in a bit softer than previously implied; at $3.15 billion in revenue, gross margin should have been closer to 57.5% based on prior comments, he said. In addition, operating margin guidance was pressured by M&A-related costs, slightly muting the leverage typically expected during an upcycle. Heading into the earnings call, Prisco remained focused on the quality and sustainability of this beat and raise. While the near-term performance may be weighed down by NXP Semiconductors' exposure to the auto sector, the analyst remained optimistic about the long-term opportunity. He noted NXP Semiconductors as one of the most undervalued names in the analog semiconductor space, citing strong secular growth drivers and a resilient through-cycle business model. Stifel's Take Svanberg viewed NXP Semiconductors' June quarter as primarily in line with expectations, with revenue of $2.93 billion growing 3.2% quarter-over-quarter and beating estimates by 0.9%. Adjusted EPS reached $2.72, exceeding the analyst's and Street estimates by $0.06 and $0.04, respectively. He noted that all end markets performed within anticipated ranges, showing a stable demand backdrop. Free cash flow (FCF) came in strong at $696 million, 24% of revenue, rising 63% quarter-over-quarter, Svanberg noted. He said that on a trailing twelve-month (TTM) basis, FCF rose to $1.98 billion, improving by $120 million from the prior quarter. TTM FCF leverage ticked up slightly to 4.20x. However, TTM EBITDA dipped to $4.75 billion from $4.89 billion. Net leverage increased to 1.75x due to rising net debt, which hit $8.31 billion following shareholder returns and the TTTech Auto acquisition, Svanberg noted. Looking ahead, management guided for a stronger third quarter, he noted. NXP Semiconductors expects revenue to hit a midpoint of $3.15 billion, a 7.7% sequential increase and above both the Street and the analyst's estimates. EPS guidance also came in stronger, with a midpoint of $3.10-$0.37 above the analyst's estimate and $0.04 above the Street's. Gross margin and operating margin guidance also came in ahead, signaling improving profitability, Svanberg noted. Despite these positives, the analyst flagged some caution. He noted that NXP Semiconductors' results and outlook still trail historical seasonal trends, reinforcing its role as a 'late corrector' in the semiconductor space, particularly compared to smaller peers that already reset more steeply. The team acknowledged lingering macro uncertainty heading into the second half of 2025 and stressed that, while NXP Semiconductors hasn't yet seen significant order volatility or tariff impacts, the long-term visibility remains cloudy, Svanberg said. As a result, the analyst awaited more evident signs of a sustained recovery in demand, margin expansion, or macro clarity. Price Action: NXPI stock is down by 0.66% to $226.79 at the last check on Tuesday. Photo by Lukassek via Shutterstock Latest Ratings for NXPI Date Firm Action From To Feb 2022 Needham Maintains Strong Buy Feb 2022 Morgan Stanley Maintains Equal-Weight Feb 2022 Raymond James Maintains Outperform View More Analyst Ratings for NXPI View the Latest Analyst Ratings UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? This article Why This Analog Semiconductor Stock Is A Top Undervalued Pick originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Sign in to access your portfolio
Yahoo
22-07-2025
- Automotive
- Yahoo
NXP Semiconductors Q2 Earnings Beat Estimates, Revenues Fall Y/Y
NXP Semiconductors NXPI reported second-quarter 2025 non-GAAP earnings of $2.72 per share, beating the Zacks Consensus Estimate by 2.26%. The figure declined 15% year over Semiconductors' top line of $2.93 billion beat the Zacks Consensus Estimate of $2.90 billion by 0.9% and came above the midpoint of management's guidance. The figure declined 6% year over stock declined 5.94% in the after-market trading hours on Monday. NXP Semiconductors N.V. Price, Consensus and EPS Surprise NXP Semiconductors N.V. price-consensus-eps-surprise-chart | NXP Semiconductors N.V. Quote NXPI's Q2 2025 Details Revenues from Automotive (59.1% of total revenues) in the second quarter were $1.73 billion, up 0.1% year over year and 3% sequentially. Our model estimate for Automotive revenues was pegged at $1.6 billion, which indicated a 7.2% year-over-year revenues from Mobile (11.3% of total revenues) were $331 million, down 4% year over year and 2% from the previous quarter. Our model estimate for Mobile revenues was pegged at $325.5 million, which indicated a 5.7% year-over-year from Communication Infrastructure & Others (10.9% of total revenues) were $320 million, representing a 27% decline from the year-ago quarter and a 2% increase sequentially. Our model estimate for Communication Infrastructure & Others revenues was pegged at $397.2 million, which indicated a 9.3% year-over-year from Industrial & IoT (18.7% of total revenues) were $546 million, down 11% from the year-ago quarter and up 7% sequentially. Our model estimate for Industrial & IoT revenues was pegged at $571.8 million, which indicated a 7.2% year-over-year non-GAAP gross profit in the second quarter was $1.66 billion, down 10% year over year and up 4% sequentially. The non-GAAP gross margin contracted 210 basis points year over year to 56.5%.Non-GAAP operating income declined 13% year over year to $935 million, with the operating margin shrinking 230 basis points to 32% from the year-ago quarter. NXPI's Balance Sheet & Cash Flow As of June 29, 2025, NXPI's cash and cash equivalents were $3.170 billion, down from $3.988 billion as of March 30, debt at the end of the second quarter was $9.479 billion, down from $10.226 billion in the prior flow from operations was $779 million, up from $565 million in the previous quarter. Capital expenditures amounted to $83 million, leading to a non-GAAP free cash flow of $696 the quarter, NXPI paid dividends of $257 million and repurchased shares worth $204 million. NXPI's Q3 Guidance For the third quarter of 2025, NXPI expects revenues in the range of $3.05-$3.25 billion. The Zacks Consensus Estimate for the same is pegged at $3.07 billion, indicating a year-over-year decline of 5.51%.NXPI expects non-GAAP earnings per share in the band of $2.89-$3.30. The Zacks Consensus Estimate for the same is pegged at $3.02, indicating a year-over-year decline of 12.46%. Zacks Rank and Stocks to Consider Currently, NXPI carries a Zacks Rank #3 (Hold).ACI Worldwide ACIW, Adobe ADBE and Applied Materials AMAT are some better-ranked stocks that investors can consider in the broader Zacks Computer & Technology sector. ACIW, ADBE and AMAT carry a Zacks Rank #2 (Buy) each at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks shares have lost 13.3% year to date. The Zacks Consensus Estimate for ACIW's full-year 2025 earnings is pegged at $2.84 per share, up by a penny over the past seven days, implying growth of 7.58% from the year-ago quarter's reported shares have lost 17.2% year to date. The Zacks Consensus Estimate for ADBE's full-year fiscal 2025 earnings has been revised upward to $20.63 per share in the past 30 days, indicating year-over-year growth of 12%.AMAT shares have gained 18.4% year to date. The Zacks Consensus Estimate for AMAT's full-year 2025 earnings is pegged at $9.47 per share, up by a penny over the past 60 days, implying a rise of 9.48% from the year-ago quarter's reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Adobe Inc. (ADBE) : Free Stock Analysis Report Applied Materials, Inc. (AMAT) : Free Stock Analysis Report NXP Semiconductors N.V. (NXPI) : Free Stock Analysis Report ACI Worldwide, Inc. (ACIW) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-07-2025
- Business
- Yahoo
NXP Semiconductors, Zions Bancorp, Steel Dynamics: After-hours movers
Here are three stocks on the move in after-hours trading. Shares of NXP Semiconductors (NXPI) are falling despite posting adjusted earnings and revenue that beat Wall Street estimates. Zions Bancorporation (ZION) is on the move after its Q2 report. Steel Dynamics (STLD) shares are slipping after its second quarter earnings fell short of analyst expectations. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. Let's take a look at what's trending after hours here. Shares of NXP Semiconductors, Zions Bancorp and Steel Dynamics in focus. Let's going to start with NXP Semiconductors, topping earnings and revenue estimates for the second quarter. While looking ahead, the company says its guidance for the third quarter reflects the combination of an emerging cyclical improvement in its core end markets, as well as the performance of its company-specific growth drivers. Shares of Zions Bancorp, those are moving higher, the regional bank reporting earnings results for the second quarter. Adjusted net interest income coming in at $661 million in Q2, that number beating the street's estimates, but total deposits did miss expectations in the second quarter. The CEO of Zions saying quote, "We're very pleased with the quarter's strong financial results with earnings per share of 27% over the prior year period." And Steel Dynamics reporting a miss on earnings estimates for the second quarter. Adjusted EBITDA also falling short of Wall Street's expectations, company noting the uncertainty regarding trade policy continues to cause hesitancy in customer order patterns across its businesses. Company adding that the hesitancy combined with an inventory overhang of coated flat-rolled steel resulted in lower steel and steel fabrication shipments in the second quarter. Related Videos Coca-Cola & defense earnings, Powell remarks: What to Watch 'Magnificent 7' stocks, US dollar falls, ether nears $4k: Takeaways Nothing Broken With 'SPY' ETF: State Street's Paglia Stocks aren't moving much on tariff news: Chart of the Day Sign in to access your portfolio
Reuters
21-07-2025
- Business
- Reuters
NXP second-quarter revenue falls 6%
July 21 (Reuters) - Chipmaker NXP Semiconductors (NXPI.O), opens new tab posted a 6% drop in second-quarter revenue on Monday, led by weakness in communications and infrastructure segment amid broader market softness. NXP's revenue for the second quarter fell 6.4% to $2.93 billion, although it still narrowly beat analyst expectations of $2.90 billion, according to data compiled by LSEG. NXP's chips are used for high-speed digital processing utilized in sectors such as automotive, manufacturing, telecommunications and the Internet of Things (IoT). The shares of the company fell 5% in trading after the bell. Revenue from its communication and infrastructure segment fell 27% to $320 million in the quarter. Industrial and IoT revenue fell 11%, while the automotive segment was flat. For the third quarter, the company expects revenue to be between $3.05 billion and $3.25 billion, the midpoint of which is above analysts' estimates of $3.07 billion.
Yahoo
17-07-2025
- Business
- Yahoo
Jim Cramer Urges to 'Buy NXPI'
NXP Semiconductors N.V. (NASDAQ:NXPI) is one of the stocks in Jim Cramer's spotlight. A caller asked for Cramer's opinion of the company, and he replied: 'Oh my god. So you know… we got a Texas Instruments upgrade early today. We got an Analog Devices upgrade earlier this week. NXPI is the last of the Internet of Things semiconductor company, with a lot of auto, and auto looks good to me. I think you buy NXPI on Monday morning. I do not kid you, Monday morning, we're going to take a shot at that one.' A close-up of a semiconductor component, highlighting its complex design. NXP Semiconductors (NASDAQ:NXPI) designs and sells a broad range of semiconductor products used in automotive, industrial, IoT, mobile, and communication applications. The company's products include processors, wireless solutions, sensors, security controllers, and analog devices. While we acknowledge the potential of NXPI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
