NXP Semiconductors Gestione
Criteri Gestione verificati 3/4
NXP Semiconductors Il CEO è Rafael Sotomayor, nominato in Apr2025, e ha un mandato di 1.08 anni. la retribuzione annua totale è $ 18.31M, composta da 4.2% di stipendio e 95.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.004% delle azioni della società, per un valore di $ 3.48M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.9 anni e 6 anni.
Informazioni chiave
Rafael Sotomayor
Amministratore delegato
US$18.3m
Compenso totale
| Percentuale dello stipendio del CEO | 4.21% |
| Mandato del CEO | 1.1yrs |
| Proprietà del CEO | 0.004% |
| Durata media del management | 5.9yrs |
| Durata media del Consiglio di amministrazione | 6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 18
NXPI: Auto Headwinds And Emerging Edge AI Offer Balanced Future Setup
The analyst price target for NXP Semiconductors has moved higher to $298.29 from $260.84, with analysts tying this shift to updated assumptions for revenue growth of 10.36%, profit margins of 26.33% and a slightly adjusted discount rate of 11.21%, alongside broad-based target increases across the Street following signs of strength in industrial and data center end markets. Analyst Commentary Street research on NXP Semiconductors is split, with a cluster of higher price targets from bullish analysts and a series of recent downgrades from more cautious firms.
Aggiornamento della narrazione • Apr 30
NXPI: Future Edge AI Platforms Will Support Higher Long Term Earnings Power
Analysts have lifted the NXP Semiconductors fair value estimate from $305.82 to $345.00, reflecting a series of higher price targets and updated assumptions around revenue growth, discount rate and future P/E in recent research. Analyst Commentary Recent research on NXP Semiconductors shows a cluster of bullish analysts lifting price targets by a wide range of increments, from US$15 to US$60.Seeking Alpha • Apr 29
NXP Semiconductors: A Meteoric Rise
Summary NXP Semiconductors N.V. delivered strong Q1 results, with $3.18B revenue (+12% YoY) and broad-based growth across automotive, industrial, and communications segments. Automotive remains NXPI's largest segment, but industrial and IoT revenues surged 24% YoY, validating the strategic pivot toward high-margin processing and connectivity. Margins remain robust, with adjusted gross margin at 57.1% and operating margin at 33.1%; management guides for further margin expansion in Q2. Despite strong momentum and 25% projected EPS growth by 2026, at $290/share and 19.3x FWD P/E, NXPI now appears fairly valued after its meteoric rise. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 16
NXPI: Future Auto And Edge AI Execution Will Drive Upside Potential
Analysts have made a slight downward adjustment to the NXP Semiconductors fair value estimate, trimming the price target by about $0.49 as they weigh reduced enthusiasm for AI related upside against mixed revisions from recent research updates. Analyst Commentary Recent research on NXP Semiconductors points to a split view, with several firms trimming price targets and at least a few lifting them, as analysts reassess expectations for AI exposure and core execution.Aggiornamento della narrazione • Apr 02
NXPI: Future Edge AI And Auto Platforms Will Drive Upside Potential
Analysts have adjusted the average price target for NXP Semiconductors to $305.82, reflecting a mix of recent target cuts and raises across the Street as they factor in updated views on revenue growth, margins and future P/E assumptions. Analyst Commentary Street research on NXP Semiconductors has been active, with recent changes in price targets reflecting differing views on revenue trends, margin durability and how much investors are willing to pay on a P/E basis.Aggiornamento della narrazione • Mar 18
NXPI: Future Edge AI And Auto Platforms Will Support Bullish Upside
Analysts have reduced the overall price target on NXP Semiconductors by a few dollars to $305.82. This reflects a combination of recent target cuts and smaller upward revisions as they adjust assumptions on discount rates, profitability, growth, and future P/E levels.
Aggiornamento della narrazione • Mar 04
NXPI: Future Returns Will Depend On Edge AI And Auto Cycle Risks
Analysts have adjusted their price targets on NXP Semiconductors in both directions, and our updated fair value estimate edges up from $216.28 to $219.05 as they factor in slightly lower revenue growth and profit margins, along with a higher assumed future P/E multiple and discount rate. Analyst Commentary Street research on NXP Semiconductors has been active, with several firms adjusting price targets both higher and lower in a short window.Aggiornamento della narrazione • Feb 18
NXPI: Future Execution And Auto Exposure Will Shape Fairly Priced Outlook
The updated NXP Semiconductors analyst price target edges up by about $3 to $261, as analysts weigh a mix of recent target cuts and raises against revised assumptions on growth, profitability and future P/E multiples. Analyst Commentary Recent Street research on NXP Semiconductors reflects a split view, with several firms cutting targets by US$10 to US$35, while others lift targets by US$5 to US$35.Aggiornamento della narrazione • Feb 04
NXPI: Future Edge AI And Auto Platforms Will Drive Undervalued Upside
Analysts have made a modest upward adjustment to their price target for NXP Semiconductors, with the new fair value estimate rising from about US$307.80 to roughly US$312.68. This reflects updated views on profit margins, discount rate, revenue assumptions and a lower future P/E after a mix of recent target hikes and cuts across major firms.Aggiornamento della narrazione • Jan 20
NXPI: Future Returns Will Hinge On Edge AI Initiatives And Buybacks
Analysts have nudged their price targets for NXP Semiconductors higher, reflected in a fair value estimate moving from US$212.84 to US$216.28. They highlight updated expectations for margins, growth and valuation across the semiconductor group.Aggiornamento della narrazione • Jan 06
NXPI: Future Auto And Battery Technologies Will Drive Undervalued Upside
Analysts have raised their fair value estimate for NXP Semiconductors from US$294.09 to US$307.80, citing updated assumptions related to revenue growth, profit margins and future P/E expectations. What's in the News NXP unveiled its S32N7 super integration processor series on a 5 nm foundation to centralize core vehicle functions such as propulsion, vehicle dynamics, body, gateway and safety, with Bosch as the first deployment partner using the chip in its vehicle integration platform (Product-Related Announcement).Aggiornamento della narrazione • Dec 14
NXPI: Future Returns Will Depend On New Battery Management Chipset And Buybacks
Analysts have raised their price target on NXP Semiconductors from approximately $174 to about $213 per share, citing sharply higher expected revenue growth and slightly stronger profit margins that more than offset a modestly higher discount rate and a marginally lower assumed future P/E multiple. What's in the News Introduced a new Electrochemical Impedance Spectroscopy battery management chipset that embeds EIS directly in hardware to improve EV and energy storage safety, longevity, and performance, with full solution availability targeted for early 2026 (company announcement) New BMS chipset integrates three units: the BMA7418 cell sensing device, BMA6402 gateway, and BMA8420 battery junction box controller, enabling nanosecond-level synchronization and high-frequency battery monitoring without extra sensors (company announcement) Updated fourth quarter 2025 guidance, forecasting revenue of $3.2 billion to $3.4 billion, GAAP operating income of $878 million to $1.006 billion, and diluted GAAP EPS of $2.40 to $2.81 (company guidance) Completed a share repurchase tranche of 670,245 shares for $150 million, bringing total buybacks under the January 31, 2022 program to 10,645,664 shares, or 4.17 percent of shares, for $2.35 billion (company filing) Announced a multi-year collaboration with eInfochips, which will distribute software and provide support for NXP's S32 microcontroller and microprocessor families to help customers accelerate application development (company announcement) Valuation Changes Fair Value Estimate has risen significantly from approximately $174.04 to about $212.84 per share.Articolo di analisi • Nov 23
NXP Semiconductors (NASDAQ:NXPI) Will Pay A Dividend Of $1.01
NXP Semiconductors N.V.'s ( NASDAQ:NXPI ) investors are due to receive a payment of $1.01 per share on 7th of January...Articolo di analisi • Sep 23
The Return Trends At NXP Semiconductors (NASDAQ:NXPI) Look Promising
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Articolo di analisi • Jul 01
Is It Time To Consider Buying NXP Semiconductors N.V. (NASDAQ:NXPI)?
Let's talk about the popular NXP Semiconductors N.V. ( NASDAQ:NXPI ). The company's shares received a lot of attention...Articolo di analisi • Jun 16
NXP Semiconductors (NASDAQ:NXPI) Has Announced A Dividend Of $1.01
NXP Semiconductors N.V. ( NASDAQ:NXPI ) will pay a dividend of $1.01 on the 9th of July. Based on this payment, the...Articolo di analisi • May 27
NXP Semiconductors (NASDAQ:NXPI) Shareholders Will Want The ROCE Trajectory To Continue
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Seeking Alpha • Apr 24
NXP Semiconductors: Lower Rates Could Boost Auto-Focused IoT Names
Summary With short-term interest rates possibly headed downward, auto-focused chip names should benefit. NXP Semiconductors now trades at a 16.5x forward P/E, where it was 24x last time I covered it in 2024. The entire semiconductor industry is in a cyclical downturn, one of the best times traditionally to sink your teeth into stocks here. I am upgrading my rating to buy from a hold rating in 2024. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
NXP: Acquisition Of TTTech Auto Acquisition Boosts SDV Market Offering
Summary NXP's acquisition of TTTech Auto enhances its SDV offerings by integrating safety-critical software, reducing reliance on external partners, and strengthening its competitive position. The SDV market is rapidly growing, driven by demand for advanced autonomous features, predictive maintenance, and OTA updates, benefiting NXP's semiconductor solutions. NXP's strong ADAS application portfolio, high AI compute performance, and extensive software partner network position it well to capitalize on the expanding SDV market. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
NXP Semiconductors: I'm Staying On Hold Post Earnings
Summary NXP Semiconductors (NASDAQ: NXPI) remains a hold due to ongoing industry slump and failure to meet growth targets set in 2021. Q4 earnings slightly beat estimates, but revenue declined 9% year-on-year, with poor forward visibility and weak guidance for Q1 2025. Management's new 2024 targets are more achievable, but investor confidence remains low due to past underperformance and modest valuation. Risks include large revenue exposure to China and potential trade wars; early signs of a cyclical upswing could change the recommendation. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
NXP Semiconductors: Don't Get Fooled By The Low Multiple
Summary NXP Semiconductors N.V. poor share price performance and low multiples are drawing some attention from value-seeking investors. The stock has been performing roughly in line with other semiconductors companies once we adjust for the recent craze in generative AI. Although the company seems to be priced discounted, there are several good reasons for that, and 2025 is gearing to be a year with lots of uncertainty. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
NXP Semiconductors: Contrarian Play For 2025 Potential Rebound
Summary NXP Semiconductors' share price is down due to a cyclical downturn in the semiconductor market, presenting a potential buying opportunity before an anticipated 2025 rebound. Despite the downturn, NXPI remains profitable, with strong cost controls and a healthy cash position. NXPI is investing in growth through new product development (like the S32 microchip family) and strategic partnerships to expand its manufacturing capacity. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
NXP Semiconductors Q3: Weakness In Industrial And IoT Markets
Summary I reiterate a 'Buy' rating on NXP Semiconductors, emphasizing its potential recovery in the automotive industry and a fair value of $265 per share. Despite a 5% year-over-year revenue decline in Q3, NXP shows progress in global manufacturing expansions, including new semiconductor fabs in Germany and VisionPower JV. NXP's automotive segment, representing 56% of revenue, is poised for 12% annual growth, driven by electrification and increased chip content per vehicle. I project 10% organic revenue growth from FY25 onwards, with a fair value of $265 per share, despite potential pricing pressures and cyclical downturns. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$3b |
| Dec 31 2025 | US$18m | US$771k | US$2b |
Compensazione vs Mercato: La retribuzione totale di Rafael ($USD 18.31M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.80M ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Rafael con le performance aziendali.
AMMINISTRATORE DELEGATO
Rafael Sotomayor (56 yo)
1.1yrs
Mandato
US$18,309,425
Compensazione
Mr. Rafael Sotomayor is Chief Executive Officer and Executive Director of NXP Semiconductors N.V. from October 28, 2025 and serves as its President from April 28, 2025 and served as Executive Vice Presiden...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Executive Director | 1.1yrs | US$18.31m | 0.0044% $ 3.5m | |
| Executive VP & CFO | 4.6yrs | US$4.87m | 0.00075% $ 587.3k | |
| Executive VP & Chief Operations and Manufacturing Officer | 5yrs | US$4.29m | 0.0039% $ 3.1m | |
| Executive VP | 7.7yrs | US$3.98m | 0.0047% $ 3.7m | |
| Executive VP & Chief Human Resources Officer | 5.9yrs | US$4.24m | 0.0021% $ 1.7m | |
| Executive VP & CTO | 7.4yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Investor Relations | 15.3yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Sales Officer | 1.3yrs | Nessun dato | 0.0018% $ 1.4m | |
| Senior VP & Chief Corporate Counsel | no data | Nessun dato | Nessun dato | |
| Senior Vice President and Treasurer | 14.5yrs | Nessun dato | Nessun dato | |
| Executive VP and GM of Advanced Analog & Automotive Embedded Systems | no data | Nessun dato | Nessun dato | |
| Senior VP & Chief Corporate Counsel | no data | Nessun dato | Nessun dato |
5.9yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di NXPI è esperto e expertise (durata media dell'incarico 5.9 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Executive Director | less than a year | US$18.31m | 0.0044% $ 3.5m | |
| Independent Non-Executive Director | 3yrs | US$350.98k | 0.00047% $ 368.0k | |
| Independent Non-Executive Director | 10.4yrs | US$370.98k | 0.0032% $ 2.5m | |
| Independent Non-Executive Director | 5yrs | US$350.98k | 0.0012% $ 931.8k | |
| Independent Non-Executive Director | 6.9yrs | US$375.98k | 0.0016% $ 1.2m | |
| Independent Non-Executive Director | 6.9yrs | US$335.98k | 0.0016% $ 1.2m | |
| Independent Non-Executive Director | 6.9yrs | US$335.98k | 0.0026% $ 2.0m | |
| Independent Non-Executive Chairman | 12.6yrs | US$545.14k | 0.0047% $ 3.7m | |
| Independent Non-Executive Director | 3.9yrs | US$335.98k | 0.00091% $ 712.6k | |
| Independent Non-Executive Director | 5yrs | US$350.98k | 0.0012% $ 931.8k |
6.0yrs
Durata media
65.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NXPI sono considerati esperti (durata media dell'incarico 6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 14:38 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/29 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
NXP Semiconductors N.V. è coperta da 46 analisti. 29 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |