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NXP Semiconductors N.V.NasdaqGS:NXPI 주식 보고서

시가총액 US$74.3b
주가
US$310.15
US$298.29
4.0% 고평가 내재 할인율
1Y51.0%
7D3.9%
포트폴리오 가치
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NXP Semiconductors N.V.

NasdaqGS:NXPI 주식 리포트

시가총액: US$74.3b

NXP Semiconductors (NXPI) 주식 개요

NXP Semiconductors N.V.는 미국, 독일, 일본, 한국, 대만, 싱가포르, 네덜란드, 중국 본토, 홍콩 및 전 세계에 반도체 제품을 공급합니다. 자세히 보기

NXPI 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장2/6
과거 실적4/6
재무 건전성3/6
배당2/6

NXPI Community Fair Values

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NXP Semiconductors N.V. 경쟁사

가격 이력 및 성과

NXP Semiconductors 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$310.15
52주 최고가US$311.04
52주 최저가US$183.00
베타1.78
1개월 변동40.12%
3개월 변동33.62%
1년 변동51.03%
3년 변동86.25%
5년 변동50.46%
IPO 이후 변동2,115.36%

최근 뉴스 및 업데이트

내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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 Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

주주 수익률

NXPIUS SemiconductorUS 시장
7D3.9%-1.1%-0.3%
1Y51.0%106.0%26.7%

수익률 대 산업: NXPI은 지난 1년 동안 106%의 수익을 기록한 US Semiconductor 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: NXPI은 지난 1년 동안 26.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is NXPI's price volatile compared to industry and market?
NXPI volatility
NXPI Average Weekly Movement8.9%
Semiconductor Industry Average Movement10.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: NXPI는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: NXPI의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
200632,169Rafael Sotomayorwww.nxp.com

NXP Semiconductors N.V.는 미국, 독일, 일본, 한국, 대만, 싱가포르, 네덜란드, 중국 본토, 홍콩 및 전 세계에 반도체 제품을 제공합니다. 이 회사의 제품 포트폴리오에는 마이크로컨트롤러, 애플리케이션 프로세서, 통신 프로세서, 근거리 무선 통신, 초광대역, 블루투스 저에너지, 지그비, 스레드, 와이파이 및 와이파이/블루투스 통합 SoC 등의 무선 연결 솔루션, 아날로그 및 인터페이스 제품, 무선 주파수 장치, 보안 컨트롤러, 그리고 압력, 관성, 자기, 자이로스코프 센서를 포함한 반도체 기반 환경 및 관성 센서가 포함됩니다. 이 회사의 제품은 자동차, 산업 및 사물 인터넷, 모바일, 통신 인프라 등 다양한 애플리케이션에 사용됩니다.

NXP Semiconductors N.V. 기초 지표 요약

NXP Semiconductors의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
NXPI 기초 통계
시가총액US$74.30b
순이익 (TTM)US$2.65b
매출 (TTM)US$12.62b
29.5x
주가수익비율(P/E)
6.2x
주가매출비율(P/S)

NXPI는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
NXPI 손익계산서 (TTM)
매출US$12.62b
매출원가US$5.60b
총이익US$7.02b
기타 비용US$4.37b
순이익US$2.65b

최근 보고된 실적

Mar 29, 2026

다음 실적 발표일

Jul 28, 2026

주당순이익(EPS)10.51
총이익률55.63%
순이익률21.03%
부채/자본 비율104.0%

NXPI의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.3%
현재 배당 수익률
39%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 12:19
종가2026/05/20 00:00
수익2026/03/29
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

NXP Semiconductors N.V.는 46명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
Brett SimpsonArete Research Services LLP