NXPI
NASDAQ · Technology · Semiconductors · NL
Research · Oct 29, 2026
NXP (NXPI) Q3 2026 Earnings: Gross Margin Hits 58.6%, Data Center Goal Raised
NXP Q3 2026 revenue rose 19.3% to $3.786 billion with a record 58.6% non-GAAP gross margin; Q4 margin guidance rose to 59% and the data center goal to about $1 billion by 2028.
Research · Oct 16, 2026
[NXPI] NXP: Q3 2026 earnings preview on auto chip content vs. restocking
NXP posted record Q2 2026 revenue of $3.50 billion, up 19%, with a 58.0% non-GAAP gross margin; Q3 tests whether 12% auto growth reflects chip content or customer restocking.
Research · Sep 3, 2026
[NXPI] NXP Semiconductors Thesis 2026: Auto Cycle Weakness Masks Underlying Free Cash Strength
NXP Semiconductors FY25 (Dec 31, 2025) at $12.27B revenue (-2.7%). OpInc $3.31B; Net income $2.02B (-19%); Diluted EPS $7.95. FCF $2.42B (+18%); Buyback $899M (-35%); Div $1.03B. Total debt $12.2B (+$1.4B). Auto ~55%, Industrial+IoT ~17%, Mobile ~10%, Comm Infra ~18%. Three downgrades April 13-20: Wells Fargo OW→EW ($265→$235), Mizuho OP→Underperform ($255→$188 -$67 largest), B of A Buy→Neutral ($245→$230). Auto cycle + China exposure structural concerns.
Research · Aug 25, 2026
Chip Security Faces Mandatory Key Injection
Data I/O (DAIO) and SEALSQ (LAES) say the EU Cyber Resilience Act's 11 September 2026 and 11 December 2027 deadlines turn per-device key injection into a condition of selling into the EU.
Research · Apr 30, 2026
NXPI FY25: Auto Revenue -0.5% Tests EV Tailwind Thesis
NXPI's automotive segment, ~55% of revenue, ended FY25 with $7.116B sales, down 0.5% YoY due to processor weakness despite mixed-signal gains and Q4 acceleration. This tempers growth expectations from the parent thesis amid stabilizing demand. Watch Q1 FY26 for sustained expansion confirming the trajectory.
Research · Apr 23, 2026
Can Texas Instruments' $5.2B Guidance Lift Analog Peers Trading at 2023 Trough Multiples?
Texas Instruments' Q2 guidance of $5.2B (11% above consensus) confirms industrial demand recovery, but Analog Devices and ON Semiconductor trade at 18-19x forward—400-500bp below TXN—despite identical end-market exposure. Long ADI and ON over 90 days targets 5-8% outperformance as Q2 results validate the turn.
Research · Apr 10, 2026
QCOM Drops 25.5% as Mobile Chips Stall — While NVDA, AMD and MU Pull Ahead
Qualcomm's 25.5% plunge underscores mobile and auto chip slowdown, hurting QCOM, NXPI, and TXN, while AI tailwinds propel NVDA, AMD, and MU. The article analyzes exposure, financials, and ranks conviction plays amid the sector divide.