NXP Semiconductors N.V.

NasdaqGS:NXPI Stok Raporu

Piyasa değeri: US$76.0b

NXP Semiconductors Yönetim

Yönetim kriter kontrolleri 3/4

NXP Semiconductors CEO'su Rafael Sotomayor, Apr2025 tarihinde atandı, in görev süresi 1.17 yıldır. in toplam yıllık tazminatı $ 18.31M olup, şirket hissesi ve opsiyonları dahil olmak üzere 4.2% maaş ve 95.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.004% ine doğrudan sahiptir ve bu hisseler $ 3.38M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6 yıl ve 6 yıldır.

Anahtar bilgiler

Rafael Sotomayor

İcra Kurulu Başkanı

US$18.3m

Toplam tazminat

CEO maaş yüzdesi4.21%
CEO görev süresi1.2yrs
CEO sahipliği0.004%
Yönetim ortalama görev süresi6yrs
Yönetim Kurulu ortalama görev süresi6yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
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

CEO Tazminat Analizi

Rafael Sotomayor'un ücretlendirmesi NXP Semiconductors'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 29 2026n/an/a

US$3b

Dec 31 2025US$18mUS$771k

US$2b

Tazminat ve Piyasa: Rafael 'ın toplam tazminatı ($USD 18.31M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.81M ).

Tazminat ve Kazançlar: Rafael şirketinin tazminatını şirket performansıyla karşılaştırmak için yeterli veri yok.


CEO

Rafael Sotomayor (57 yo)

1.2yrs
Görev süresi
US$18,309,425
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Rafael Sotomayor
CEO, President & Executive Director1.2yrsUS$18.31m0.0044%
$ 3.4m
William Betz
Executive VP & CFO4.7yrsUS$4.87m0.00075%
$ 570.2k
Andrew Micallef
Executive VP & Chief Operations and Manufacturing Officer5.1yrsUS$4.29m0.0039%
$ 3.0m
Jennifer Wuamett
Executive VP7.8yrsUS$3.98m0.0047%
$ 3.6m
Christopher Jensen
Executive VP & Chief Human Resources Officer6yrsUS$4.24m0.0014%
$ 1.1m
Lars Reger
Executive VP & CTO7.5yrsVeri yokVeri yok
Jeff Palmer
Senior Vice President of Investor Relations15.4yrsVeri yokVeri yok
Andrew Hardy
Executive VP & Chief Sales Officer1.4yrsVeri yok0.0018%
$ 1.3m
Johannes Anetta Schreurs
Senior VP & Chief Corporate Counselno dataVeri yokVeri yok
Luc De Dobbeleer
Senior Vice President and Treasurer14.6yrsVeri yokVeri yok
Jens Hinrichsen
Executive VP and GM of Advanced Analog & Automotive Embedded Systemsno dataVeri yokVeri yok
Timothy Shelhamer
Senior VP & Chief Corporate Counselno dataVeri yokVeri yok
6.0yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim: NXPI 'un yönetim ekibi deneyimli ve deneyimlidir ( 6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Rafael Sotomayor
CEO, President & Executive Directorless than a yearUS$18.31m0.0044%
$ 3.4m
Moshe N. Gavrielov
Independent Non-Executive Director3.1yrsUS$350.98k0.00047%
$ 357.3k
Gregory Summe
Independent Non-Executive Director10.5yrsUS$370.98k0.0032%
$ 2.4m
Annette Clayton
Independent Non-Executive Director5.1yrsUS$350.98k0.0012%
$ 904.7k
Karl-Henrik Sundstrom
Independent Non-Executive Director7yrsUS$375.98k0.0016%
$ 1.2m
Lena Olving
Independent Non-Executive Director7yrsUS$335.98k0.0016%
$ 1.2m
Jasmin Staiblin
Independent Non-Executive Director7yrsUS$335.98k0.0026%
$ 2.0m
Julie Southern
Independent Non-Executive Chairman12.7yrsUS$545.14k0.0047%
$ 3.6m
Chunyuan Gu
Independent Non-Executive Director4yrsUS$335.98k0.00091%
$ 691.9k
Anthony Foxx
Independent Non-Executive Director5.1yrsUS$350.98k0.0012%
$ 904.7k
6.0yrs
Ortalama Görev Süresi
66.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: NXPI 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/09 18:09
Gün Sonu Hisse Fiyatı2026/06/09 00:00
Kazançlar2026/03/29
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

NXP Semiconductors N.V. 45 Bu analistlerden 29, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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