NXP SEMICONDUCTORS NV

NXP Semiconductors is a holding company. Through its subsidiaries, Co. is engaged as a global semiconductor company and a long-standing supplier in the industry. Co. provides High-Performance Mixed-Signal and Standard Product solutions. Co.'s product solutions are used in automotive, identification, wireless infrastructure, lighting, industrial, mobile, consumer and computing applications. Co. engages with original equipment manufacturers (OEM) and sell products in all major geographic regions.
  • TickerNXPIN
  • ISINNL0009538784
  • ExchangeMexican Stock Exchange
  • SectorTechnology Hardware & Equipment
  • CountryNetherlands

Analysts

Seth Sherwood

Morningstar | We're Maintaining Our Chipmaker FVEs, as We Don't Yet Foresee a Tech Cold War Despite the Huawei Ban

We are maintaining our fair value estimates for the U.S.- and European-based chipmakers across our coverage despite reports from Bloomberg and elsewhere that leading U.S. tech and semiconductor firms, such as Google, Qualcomm, Broadcom, Intel, and Xilinx, have cut off supplying Huawei until further notice. Our valuations imply that the Huawei ban will be used as short-term leverage by the U.S. in ongoing negotiations with China involving tariffs and other trade negotiations. However, our models still assume that the ban won't last in the long term, as it would be highly destructive to technolo...

Seth Sherwood

We're Maintaining Our Chipmaker FVEs, as We Don't Yet Foresee a Tech Cold War Despite the Huawei Ban

We are maintaining our fair value estimates for the U.S.- and European-based chipmakers across our coverage despite reports from Bloomberg and elsewhere that leading U.S. tech and semiconductor firms, such as Google, Qualcomm, Broadcom, Intel, and Xilinx, have cut off supplying Huawei until further notice. Our valuations imply that the Huawei ban will be used as short-term leverage by the U.S. in ongoing negotiations with China involving tariffs and other trade negotiations. However, our models ...

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

Seth Sherwood

Morningstar | We're Maintaining Our Chipmaker FVEs, as We Don't Yet Foresee a Tech Cold War Despite the Huawei Ban

We are maintaining our fair value estimates for the U.S.- and European-based chipmakers across our coverage despite reports from Bloomberg and elsewhere that leading U.S. tech and semiconductor firms, such as Google, Qualcomm, Broadcom, Intel, and Xilinx, have cut off supplying Huawei until further notice. Our valuations imply that the Huawei ban will be used as short-term leverage by the U.S. in ongoing negotiations with China involving tariffs and other trade negotiations. However, our models still assume that the ban won't last in the long term, as it would be highly destructive to technolo...

Seth Sherwood

We're Maintaining Our Chipmaker FVEs, as We Don't Yet Foresee a Tech Cold War Despite the Huawei Ban

We are maintaining our fair value estimates for the U.S.- and European-based chipmakers across our coverage despite reports from Bloomberg and elsewhere that leading U.S. tech and semiconductor firms, such as Google, Qualcomm, Broadcom, Intel, and Xilinx, have cut off supplying Huawei until further notice. Our valuations imply that the Huawei ban will be used as short-term leverage by the U.S. in ongoing negotiations with China involving tariffs and other trade negotiations. However, our models ...

Seth Sherwood

Morningstar | Design Activity and Content Growth Keep NXP On Track; Maintaining $115 FVE

NXP Semiconductors highlighted the strength of its design wins in the first quarter as revenue and profitability were in line with guidance. While global conditions are uncertain, we believe management's commentary and outlook suggest an improving environment. More important, we think they support our long-term thesis on NXP; thus we will maintain our $115 fair value estimate and narrow moat rating for the semiconductor giant. NXP’s first-quarter sales totaled $2.1 billion, above the midpoint of previous guidance. Sales by end market were largely in line with our forecast as automotive and co...

Seth Sherwood

Design Activity and Content Growth Keep NXP On Track; Maintaining $115 FVE

NXP Semiconductors highlighted the strength of its design wins in the first quarter as revenue and profitability were in line with guidance. While global conditions are uncertain, we believe management's commentary and outlook suggest an improving environment. More important, we think they support our long-term thesis on NXP; thus we will maintain our $115 fair value estimate and narrow moat rating for the semiconductor giant. NXP’s first-quarter sales totaled $2.1 billion, above the midpoint of...

Seth Sherwood

Morningstar | NXP Stands to Gain From Broad Secular Growth; Initiating With $115 FVE, Narrow Moat Rating

NXP Semiconductors is the largest supplier of semiconductors for the automotive market and a significant force within the analog and microcomponents markets generally. We believe the firm has a durable position within the automotive, industrial, and communications infrastructure markets due to a combination of switching costs and intangible assets. The strength of these competitive advantages gives us confidence that the firm will generate excess returns over the cost of capital over the next decade and thus warrants a narrow economic moat rating. While we expect 2019 may be a bumpy ride for t...

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

MarketLine Department

Analog Devices, Inc. - Strategy, SWOT and Corporate Finance Report

Analog Devices, Inc. - Strategy, SWOT and Corporate Finance Report Summary Analog Devices, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Analog Devices, Inc. (Analog Devices or 'the company') is engaged in the design, manufacture and marketing of high-performance analog, mixed-signal and digital signal processing integrated circuits (ICs), algorithms, so...

MarketLine Department

Infineon Technologies AG - Strategy, SWOT and Corporate Finance Report

Infineon Technologies AG - Strategy, SWOT and Corporate Finance Report Summary Infineon Technologies AG - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Infineon Technologies AG (Infineon) is a provider of semiconductor and system solutions. The company offers products, including automotive system integrated circuits (ICs), microcontrollers (MCUs), and smart car...

MarketLine Department

ON Semiconductor Corporation - Strategy, SWOT and Corporate Finance Report

ON Semiconductor Corporation - Strategy, SWOT and Corporate Finance Report Summary ON Semiconductor Corporation - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights ON Semiconductor Corporation (ON Semiconductor or ‘the company’) is a supplier of semiconductor-based solutions. It offers a broad portfolio of connectivity, sensors, power management, analog, logic, tim...

MarketLine Department

Microchip Technology Incorporated - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Microchip Technology Incorporated Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Microchip Technology Incorporated since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain...

MarketLine Department

Gemalto N.V. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Gemalto N.V. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Gemalto N.V. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlight...

Expert Corporate Governance Service (ECGS)

Proxy Report 22/06/2018

On 27 October 2016, Qualcomm Incorporated and NXP Semiconductors N.V. announced a definitive agreement, unanimously approved by the boards of directors of both companies, under which Qualcomm will acquire NXP. Pursuant to the agreement, a subsidiary of Qualcomm will commence a tender offer to acquire all of the issued and outstanding shares of NXP for USD 110.00 per share in cash, representing a transactionagreement value of approximately USD 38,5bn. At the EGM of 27 January 2017, shareholders of NXP approved the purchase plans. Pending the receipt of certain regulatory approvals, most notably...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upgrading equal-weight Energy Of the ten items highlighted in last week's Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted Energy and UK/European Financials are breaking out. Just as important, the other eight items have not deteriorated significantly. This only serves to add to our already positive outlook as equities are poised to test all-time highs. • Upgrading equal-weight Energy to market weight. Energy equities are waking up and beginning to respond to higher crude oil prices. We are upgrading equal-weight Energy to market weight as ...

Dave Nicoski ...
  • Ross LaDuke

Insights: Bullish Stocks

Semiconductors breaking out -- add exposure/overweight Relative strength for the PHLX Semiconductor index began a bottoming process in November of 2018. In mid-December, we pointed out that RS for the index was bottoming and making a bullish inflection, recommending XLNX and INTC. Since then we have expanded our recommendations substantially and upgraded Technology to overweight in late-January. Despite four months of outperformance, we believe the move for semis is just beginning. Below we lay out what we believe is a compelling case to add exposure at current levels. • Tech is our favorite...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Macro Vision: Bullish trends intact; Technology Leading

STRATEGY: UP AND AWAY The market's bounce off of the December, 2018 low was a swift “V” reversal. While we often see a retest of such events, our outlook since that time has repeatedly suggested that a retest may not occur. The reason has to do with the percentage of stocks trading above their 200-day moving average. We have only reached oversold extremes similar to what we saw in Q4, 2018 once since the 2009 low. At that time, which was 2011, and on the back of perceived, further, economic weakness (remember Operation Twist and QE#), the market sold off and reached similarly oversold extreme...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

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