NXP Semiconductors Förvaltning
Förvaltning kriterier kontrolleras 3/4
NXP Semiconductors VD är Rafael Sotomayor, utsedd i Apr 2025, har en mandatperiod på 1.33 år. totala årliga ersättningen är $ 14.74M, bestående av 5.2% lön 94.8% bonusar, inklusive företagsaktier och optioner. äger direkt 0.004% av företagets aktier, värda $ 2.60M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.3 år respektive 6.2 år.
Viktig information
Rafael Sotomayor
Verkställande direktör
US$14.7m
Total ersättning
| VD-lön i procent | 5.23% |
| Anställning som VD | 1.3yrs |
| Ägande av VD | 0.004% |
| Ledningens genomsnittliga anställningstid | 4.3yrs |
| Styrelsens genomsnittliga mandatperiod | 6.2yrs |
Senaste uppdateringar av ledningen
Recent updates
Seeking Alpha • Jul 29
NXP Semiconductor: A Solid Q2, And Improved Q3 Guidance Reiterates The Bull Case
Summary NXP Semiconductor (NXPI) which is up by 20% YTD, but still underperformed other semiconductor stocks by a large margin, reported Q2 results on the 28th of July post market hours. Q2 results beat on both revenue and EPS, although the cadence of the beat was in line with historical standards. NXP's guidance for Q3 was better than the street estimates, while the auto sector continues to recover, and other key segments are receiving an uplift from the data center opportunity. FCF generation was quite resilient with improvements in working capital management, lower CAPEX, higher debt paydowns, and operating margin improvement serving as other highlights. NXPI trades at a compelling 17x forward P/E versus peers at 40x, with consensus expecting 24% annual EPS growth through FY27, making this a sub 1x PEG stock. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jul 29
NXPI: Auto And Edge AI Cycle Upswing Will Drive Bullish Repricing
The updated analyst price target narrative for NXP Semiconductors reflects a move from $303.68 to $314.10. Analysts point to a broadly improving cyclical backdrop across analog and mixed signal peers, firm specific auto and AI opportunities, and ongoing target hikes from major research houses as key supports for the shift.
Uppdatering av berättelse • Jul 15
NXPI: Auto And Edge AI Cycle Will Support Future Earnings Power
Analysts have lifted the NXP Semiconductors fair value estimate by about $15 to roughly $386, reflecting updated assumptions for slightly higher revenue growth, profit margins, and future P/E multiples in the context of a broad wave of upward price target revisions tied to improving industrial, data center, and auto demand, as well as AI related opportunities. Analyst Commentary Recent Street research around NXP Semiconductors points to a broadly constructive tone, with many bullish analysts lifting price targets and highlighting improving demand signals in key end markets such as autos, industrial, and data center, along with AI related opportunities across microcontrollers and processors.
Uppdatering av berättelse • Jul 01
NXPI: Future Returns Will Hinge On Edge AI Execution Risk
The analyst fair value estimate for NXP Semiconductors has shifted from $219.05 to $232.66, as analysts factor in higher projected revenue growth and profit margins, along with a lower future P/E assumption supported by a series of recent price target increases tied to AI driven demand for analog and data center related semiconductors. Analyst Commentary Recent Street research on NXP Semiconductors reflects a mix of optimism around AI driven demand and caution around the company’s execution and end market exposure.Analysartikel • Jun 18
NXP Semiconductors (NXPI) Stock Could Be 2% Undervalued After Dividend News
NXP Semiconductors (NXPI) recently affirmed its shareholder return approach, with the Board approving a second quarter 2026 interim cash dividend of $1.014 per ordinary share, payable on July 9 to holders of record on June 24. See our latest analysis for NXP Semiconductors. NXP Semiconductors shares recently pulled back, with a 1-day share price return of a 1.55% decline, but momentum over longer periods remains strong, including a 90-day share price return of 55.03% and a 1-year total...Uppdatering av berättelse • Jun 17
NXPI: Auto Headwinds And Physical AI Upside Shape Fairly Valued Shares
Analysts have modestly lifted the fair value estimate for NXP Semiconductors stock to about $304 from roughly $298, citing higher Street price targets and expectations for slightly stronger revenue growth and sector trends that are reflected in recent research updates. Analyst Commentary Recent Street research on NXP Semiconductors highlights a wide range of price target revisions, with many bullish analysts lifting their targets while a smaller group has turned more cautious on the stock.Uppdatering av berättelse • Jun 02
NXPI: Turned Analog Cycle And Edge AI Platforms Will Support Earnings Power
Narrative Update: NXP Semiconductors The analyst price target for NXP Semiconductors has been revised from $345.00 to about $371.24. Analysts cite a turned analog semiconductor cycle, broad-based beats and raises in Q1, and improving indicators such as pricing, lead times, and order strength across industrial and data center markets.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 28 2026 | n/a | n/a | US$3b |
| Mar 29 2026 | n/a | n/a | US$3b |
| Dec 31 2025 | US$15m | US$771k | US$2b |
Ersättning vs marknad: Rafael s total kompensation ($USD 14.74M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.47M ).
Ersättning vs inkomst: Otillräcklig data för att jämföra Rafael s ersättning med företagets resultat.
VD OCH KONCERNCHEF
Rafael Sotomayor (57 yo)
1.3yrs
Anställning
US$14,736,019
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Executive Director | 1.3yrs | US$14.74m | 0.0045% $ 2.6m | |
| Executive VP & CFO | 4.8yrs | US$4.87m | 0.00075% $ 437.2k | |
| Executive VP & Chief Operations and Manufacturing Officer | 5.3yrs | US$4.29m | 0.0036% $ 2.1m | |
| Executive VP & Chief Human Resources Officer | 6.2yrs | US$4.24m | 0.0014% $ 839.3k | |
| Executive VP & Chief Sustainability Officer | 4.3yrs | US$3.98m | 0.0047% $ 2.7m | |
| Executive VP & CTO | 7.7yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Investor Relations | less than a year | inga uppgifter | inga uppgifter | |
| Senior VP | less than a year | inga uppgifter | 0.00047% $ 274.0k | |
| Executive VP & Chief Sales Officer | 1.6yrs | inga uppgifter | 0.0018% $ 1.0m | |
| Advisor | less than a year | inga uppgifter | inga uppgifter | |
| Senior VP & Chief Corporate Counsel | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President and Treasurer | 14.8yrs | inga uppgifter | inga uppgifter |
4.3yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder
Erfaren ledning: NXPI s ledningsgrupp anses vara erfaren ( 4.3 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Executive Director | less than a year | US$14.74m | 0.0045% $ 2.6m | |
| Independent Non-Executive Director | 3.3yrs | US$350.98k | 0.00072% $ 419.7k | |
| Independent Non-Executive Director | 10.7yrs | US$370.98k | 0.0034% $ 2.0m | |
| Independent Non-Executive Director | 5.3yrs | US$350.98k | 0.0014% $ 816.0k | |
| Independent Non-Executive Director | 7.2yrs | US$375.98k | 0.0018% $ 1.0m | |
| Independent Non-Executive Director | 7.2yrs | US$335.98k | 0.0018% $ 1.0m | |
| Independent Non-Executive Director | 7.2yrs | US$335.98k | 0.0028% $ 1.6m | |
| Independent Non-Executive Chairman | 12.8yrs | US$545.14k | 0.0049% $ 2.9m | |
| Independent Non-Executive Director | 4.2yrs | US$335.98k | 0.0012% $ 676.1k | |
| Independent Non-Executive Director | 5.3yrs | US$350.98k | 0.0014% $ 816.0k |
6.2yrs
Genomsnittlig anställningstid
66.5yo
Genomsnittlig ålder
Erfaren styrelse: NXPI s styrelse anses vara erfaren ( 6.2 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/06 22:23 |
| Aktiekurs vid dagens slut | 2026/08/06 00:00 |
| Intäkter | 2026/06/28 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
NXP Semiconductors N.V. bevakas av 44 analytiker. 28 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |