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

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...

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

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...

Seth Sherwood

Morningstar | NXP Stands to Gain From Broad Secular Growth; Initiating With $115 FVE, Narrow Moat Rating. See Updated Analyst Note from 13 Mar 2019

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...

Seth Sherwood

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 de...

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...

Seth Sherwood

Morningstar | NXP Stands to Gain From Broad Secular Growth; Initiating With $115 FVE, Narrow Moat Rating. See Updated Analyst Note from 13 Mar 2019

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...

Seth Sherwood

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 de...

Valens Research

Valens Equity Insights and Inflections - 2019 01 09

EBAY currently trades well below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 10.5x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to continue to decline from 16% in 2017 to 7% in 2022, accompanied by 5% Uniform Asset growth going forward. However, analysts have less bearish expectations, projecting Uniform ROA to only fall to 14% through 2019, accompanied by 14% Uniform Asset growth. Moreover, management is confident about various tailwinds, suggesting upside the market is failing to price in. Should EBAY just sustain profitability...

Valens Research

Valens Equity Insights and Inflections - 2018 11 07

NXPI currently trades well below corporate averages relative to Uniform Earnings, with a 10.6x Uniform P/E. At these valuations, the market is pricing in expectations for Uniform ROA to fall from current 24% levels in 2017 to just 9% in 2022, accompanied by 14% Uniform Asset growth going forward. However, analysts have far less bearish expectations, projecting Uniform ROA to compress only slightly, to 23% levels in 2019, accompanied by 4% Uniform Asset growth. In addition, analyst projections have grown consistently over the last year, indicating growing bullishness that the market has yet to ...

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

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

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.

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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