NXP Semiconductors (NASDAQ:NXPI) Azioni

NXP Semiconductors

NXP Semiconductors is a leading supplier of high-performance mixed-signal products. The firm acquired Freescale Semiconductor in 2015 and now has significant market share in the automotive market, where it supplies microcontrollers and analog chips into automotive clusters, powertrains, infotainment systems, and radars. NXP Semiconductors also serves industrial and Internet of Things, mobile, and communications infrastructure.

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NXPI

Wall Street riparte dopo le perdite. Tra trimestrali in arrivo e nuove strategie, ecco le aziende che potrebbero sorprendere.

Dopo il crollo di lunedì, ecco i titoli da monitorare (e quelli da evitare)

TBNK

Wall Street si prepara ad una nuova giornata di trading. Ecco i titoli azionari sotto i riflettori degli analisti per guadagni e perdite.

Borse USA: Tyson, Clorox e altre 3 azioni nel mirino degli investitori

CALM

I futures azionari in rialzo spingono gli investitori a osservare attentamente i movimenti di mercato. Le previsioni e gli utili attesi oggi.

RPM International e Cal-Maine Foods tra le azioni da monitorare oggi

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iShares PHLX SOX Semiconductor Sector Index Fund

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Shares of chip stocks are trading lower as global markets continue to decline following President Trump's announcement of sweeping tariffs.

Shares of chip stocks are trading lower as markets react to President Trump's announcement of sweeping tariffs.

Following his industry update report, BofA Securities analyst Vivek Arya spotlighted his three diversified <a href="https://www.benzinga.com/topic/semiconductors" target="_blank" rel="noopener">semiconductor top picks </a>on Friday.
Recovery processes will be staggered and related to company-specific exposures. Still, the bottom seems to be near for most, with industrial semiconductors leading the way (improving PMIs, Europe re-industrialization) and auto semiconductors following in the second half of 2025 if/when OEM/EV production data points improve.
Also Read: <a href="https://www.benzinga.com/markets/emerging-markets/25/03/44535967/tariff-fears-and-ease-in-demand-hype-slows-semiconductor-expansion" target="_blank" rel="noreferrer noopener">Tariff Fears And Ease In Demand Hype Slows Semiconductor Expansion</a>
Arya acknowledged lingering risks around tariffs and economic contraction but noted that diversified stocks are defensive and tend to outperform when SOX declines &gt;10%.
In order from &#8220;lower beta&#8221; in recovery to &#8220;higher beta,&#8221; Arya&#8217;s top picks are Analog Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>) ($280 price target), NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) ($235 price target), and ON Semiconductor Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) $60 price target.
The top analog/industrial-semi pick is ideal for defensive exposure as Analog Devices has outperformed the PHLX Semiconductor Sector 23 out of the last 29 times the index declined +10% since 2010. Higher confidence in the second half of 2025 recovery supported by the analog semiconductor market returning to growth (according to SIA data) and sequential KPI improvement. FIFO recovery &#8211; consensus expects Analog Devices to rebound fastest in calendar 2025 at +13% sales growth (peers -15% to +10%).
Using the fiscal 2018 and 2019 baselines, Analog Devices&#8217; industrial sales are still 15-20% below the trend, leaving upside headroom. The superior free cash flow generation with a line of sight to 37% margins in fiscal 2025, well above peers&#8217; average of 17%, while buybacks may double with $10 billion new authorization.
Arya liked the relatively benign sales peak-to-trough correction to date at -18%, tied with Infineon for the shallowest downcycle thus far among peers, indicating prudent execution. The multiple NXP Semiconductors-specific product cycles make up ~40% of auto sales and accelerate growth in recovery, including software-defined vehicle products. The recent acquisitions of Kinara, TTTech, and Aviva Links enhance the total portfolio value proposition.
ON Semiconductor has weathered a -30% drawdown year-to-date, but as per Arya, the stock setup is compelling, given high leverage to any improvement in Auto/EV sentiment. Estimates reset hard post-fourth-quarter earnings, now show calendar 2025 sales down -15%, below peers ranging from -13% to +13%. 
Even with tariff and demand uncertainty, much seems baked in. The steady Silicon carbide share gains at Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and intense exposure at China EVs where 800v demand reflecting.
Allegro MicroSystems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALGM#NASDAQ">ALGM</a>) deal, if secured, may deliver 4%-7% accretion by calendar 2027 while augmenting the sensor portfolio. Despite the downturn, free cash flow % could improve to mid-20% from calendar 2024&#8217;s 17%. On the calendar 2026 EV/FCF basis, 11 times multiple is 50% below the 5-year median of ~20 times.
Price Actions: ADI stock is down 3.52% at $201.58 at last check Friday. NXPI is down 4.79%, and ON is down 6.03%.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/25/03/44524590/in-geopolitical-chess-chinas-latest-energy-norms-block-nvidias-chip-strategy-amid-us-sanctions" target="_blank" rel="noreferrer noopener">In Geopolitical Chess, China&#8217;s Latest Energy Norms Block Nvidia&#8217;s Chip Strategy Amid US Sanctions</a></li>
</ul>
Photo: Shutterstock

Price Target

Analyst Ratings

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TSLA

ON Semi Joins Top Chip Picks As Tesla Gains And Allegro Deal Signal Upside

Shares of chip stocks are trading higher amid market strength on reports suggesting the US could narrow upcoming tariffs, which are expected to take effect Apr. 2.

- Reuters Citing Industry Groups&nbsp;

Macro Economic Events

Global

Economics

Semiconductor Firms Renew Call For Second European Chip Act; Euro MPs Say New European Chips Act Should Address AI Chip Gap; European Policy Should Support Chip Design, Materials

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Shares of semiconductor and chip stocks are trading higher. The sector may be gaining amid an overall market rebound after experiencing recent weakness due to tariff uncertainty.

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Shares of semiconductor stocks are trading lower. The sector has been under pressure amid tariff uncertainty.

NXP Semiconductors N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) has <a href="https://www.benzinga.com/pressreleases/25/03/g44241271/new-s32k5-microcontroller-family-advances-zonal-sdv-architectures-and-extends-the-nxp-coreride-pla">launched its new S32K5 series </a>of automotive microcontrollers (MCU). 
This MCU lineup is the first in the automotive sector to incorporate 16nm FinFET technology along with built-in magnetic RAM (MRAM). 
The S32K5 is crafted to enhance the NXP CoreRide platform, enabling scalable software-defined vehicle (SDV) designs and offering integrated zonal and electrification system solutions. 
The NXP CoreRide platform, which is a key component of the MCU, facilitates easier integration of both software and hardware, addressing the challenges in SDV development. 
The S32K5 series is specifically designed to accommodate the needs of future automotive architectures, especially those utilizing zonal frameworks. 
&#8220;The new S32K5 family pushes the boundaries of MCU performance without sacrificing the safety, efficiency and isolation that are essential for zonal solutions,&#8221; said SVP and GM, automotive microcontrollers at NXP, Manuel Alves. 
Also Read: <a href="https://www.benzinga.com/25/03/44161744/why-nauticus-robotics-stocks-are-soaring-today">Nauticus Robotics Acquires SeaTrepid</a>
&#8220;The NXP CoreRide platform featuring S32K5 will help automakers and Tier-1s accelerate the development of zonal architectures, providing a scalable foundation for software-driven innovation.&#8221;
It offers automakers a real-time, low-latency communication system, while integrating sophisticated isolation features to guarantee secure and dependable performance. 
Equipped with Arm Cortex cores capable of reaching up to 800 MHz, the S32K5 MCU delivers efficient power usage, boosted by optimized accelerators that enhance security, networking, and digital signal processing tasks.
Notable features of the S32K5 series include an integrated Ethernet switch core, shared with NXP's S32N processors, and a hardware-enforced isolation architecture that meets ASIL-D safety standards. 
The MCU also incorporates an eIQ Neutron neural processing unit (NPU) for machine learning at the vehicle&#8217;s edge, along with high-performance MRAM to speed up ECU programming and reduce over-the-air (OTA) update times. 
The S32K5 series is set to begin sampling with select customers in the third-quarter of 2025. 
Price Action: NXPI shares closed lower by 6.165 at $208.84 on Monday.
Read Next: 
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<li><a href="https://www.benzinga.com/25/03/44189744/retailer-wayfair-restructures-technology-team-cuts-340-jobs">Retailer Wayfair Restructures Technology Team, Cuts 340 Jobs</a></li>
</ul>
Image via NXP Semiconductors

General

NXP Semiconductors Unveils Advanced Automotive MCU Family

Tech

NXP Semiconductors Launches New S32K5 Family Of Automotive Microcontrollers

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Shares of semiconductor stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition."

Shares of semiconductor stocks are trading higher following strong guidance from Broadcom.

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Shares of semiconductor stocks are trading higher as investors assess US trade and investment policy. Stocks across sectors rose on reports President Trump will delay auto tariffs.

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Shares of companies in the broader technology sector are trading lower amid overall market weakness on US consumer and economic concerns.

Shares of semiconductor companies are trading lower amid overall market weakness on US consumer and economic concerns.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Jefferies analyst James Heaney upgraded the rating for Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) from Underperform to Hold and raised the price target from $55 to $100. Roku shares closed at $92.41 on Wednesday. <a href="https://www.benzinga.com/quote/ROKU/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Matthew Lofting upgraded the rating for BP p.l.c. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BP#NYSE">BP</a>) from Underweight to Neutral. BP shares closed at $34.54 on Wednesday. <a href="https://www.benzinga.com/quote/BP/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Christopher Danely upgraded NXP Semiconductors N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) from Neutral to Buy and raised the price target from $210 to $290. NXP Semiconductors shares closed at $245.58 on Wednesday. <a href="https://www.benzinga.com/quote/NXPI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS analyst Graham Doyle upgraded Koninklijke Philips N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHG#NYSE">PHG</a>) from Neutral to Buy. Philips shares closed at $25.05 on Wednesday. <a href="https://www.benzinga.com/quote/PHG/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Susquehanna analyst Mehdi Hosseini upgraded Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) from Neutral to Positive and raised the price target from $75 to $125. Lam Research shares closed at $87.66 on Wednesday. <a href="https://www.benzinga.com/quote/LRCX/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying BP stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="524" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/20144731/image-172-1024x524.png" alt="" class="wp-image-791761" style="width:587px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/20144731/image-172-1024x524.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/20144731/image-172-300x153.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/20144731/image-172-768x393.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/20144731/image-172.png 1285w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>

Upgrades

ROKU

This BP Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Thursday

Mizuho analyst Vijay Rakesh maintains NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) with a Outperform and raises the price target from $240 to $255.

Mizuho Maintains Outperform on NXP Semiconductors, Raises Price Target to $255

NXP Semiconductors shares are trading higher after Citigroup upgraded the stock from Neutral to Buy and raised its price target from $210 to $290.

Citigroup analyst Christopher Danely upgrades NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) from Neutral to Buy and raises the price target from $210 to $290.

Citigroup Upgrades NXP Semiconductors to Buy, Raises Price Target to $290

NXP Semiconductors shares are trading higher after Truist Securities raised its price target on the stock from $245 to $258.

Truist Securities analyst William Stein maintains NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) with a Buy and raises the price target from $245 to $258.

Truist Securities Maintains Buy on NXP Semiconductors, Raises Price Target to $258

Press Releases

NXP to Acquire Automotive Networking Pioneer Aviva Links, Accelerating Asymmetrical ASA Multi-Gigabit Connectivity in Software Defined Vehicles

NXP Accelerates the Transformation to Software-Defined Vehicles (SDV) with Agreement to Acquire TTTech Auto

HONEYWELL AND NXP EXPAND PARTNERSHIP TO ACCELERATE NEXT-GENERATION AVIATION TECHNOLOGY

NXP Semiconductors Dives into Auto Connectivity with $242.5 Million Aviva Links Acquisition

Financing

NXP Secures €1 Billion EIB Loan to Advance Semiconductor Innovation in Europe

NXP Semiconductors Announces Conference Call to Review Fourth Quarter and Full Year 2024 Financial Results

NXP Semiconductors Reports Fourth Quarter and Full-Year 2024 Results

NXP Agrees to Acquire Edge AI Pioneer Kinara to Redefine the Intelligent Edge

Dividends

NXP Semiconductors Announces Quarterly Dividend

New S32K5 microcontroller family advances zonal SDV architectures and extends the NXP CoreRide platform

Comments

NXP Semiconductors

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