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NXNXPI

NXP Semiconductors N.V.

Trending onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$NXPI·$74B·Semiconductors·Technology
$292.26+0.6%YTD+32.5%1Y+25.3%
Mentions · last 7 days
2026-07-04: 7 posts2026-07-05: 13 posts2026-07-06: 39 posts2026-07-07: 83 posts2026-07-08: 182 posts2026-07-09: 211 posts2026-07-10: 212 posts752+105%
Price updated 15h ago·X counts updated 15h ago
NXNXPI
$NXPINXP Semiconductors N.V.
$292.26+0.59%752 posts+105%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NXPI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-10

The move is getting stronger, with heavier trading behind it.

NXP just broke out of a three-year base on strong automotive-semi trends — the July 28 print has to keep the beat streak going, with a small officer sale into the highs.

NXP Semiconductors is one of the largest automotive-and-industrial semiconductor companies, competing directly with Infineon and STMicroelectronics for the chips inside every EV, ADAS system, and factory automation controller. The stock just broke out of a three-year base on evidence the automotive semi cycle has turned.

Where the run is:

  • The breakout is real: contributors flag the stock as decisively clearing a three-weeks-tight consolidation and approaching a neckline coming from 2015 highs — a technical setup that traditionally attracts sustained institutional interest.
  • Growth is inflecting off a soft base: Q1 2026 revenue grew 12% YoY to $3.18B with 55% gross margin and 32% operating margin — auto-and-industrial semi is stabilizing, and the margin profile is elite for the sector.
  • Analyst 2027 EPS consensus of $18 implies durable growth as automotive electrification expands NXP's $/vehicle content — the sell-side is baking in a real cycle recovery rather than a one-quarter pop.
  • The Everspin MRAM stake is a hidden asset: NXP owns roughly 1.1M shares (~10%) of Everspin — a small but meaningful strategic position in emerging-memory technology relevant to embedded systems.
  • Insider tape is measured: officer Andrew Micallef sold $316K at $315.57 on June 17, plus director Foxx's routine M-Exempt exercise on June 12 — small routine activity, not a cluster.

July 28 Q2 earnings is the confirmation event — a beat with reiterated automotive-cycle recovery commentary and a raised 2H revenue guide extends the breakout; a soft industrial channel comment or cautious auto-inventory language pulls the multiple back below the $270s.

Agrees with X sentimentX is bullish citing the breakout above three-weeks-tight consolidation, the 259% Arora Report gain from $92 to $331, and the Everspin ~10% stake — I agree the technical setup is real, and both sides share the risk that a soft July 28 industrial comment pulls the multiple back below the $270s.

What to watch: July 28 Q2 earnings — a beat with reiterated automotive-cycle recovery commentary and a raised 2H revenue guide extends the breakout; a soft industrial channel comment or cautious auto-inventory language pulls the multiple back below the $270s.

On the calendar: 2026-07-28 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-05-30

NXP Semiconductors posted what traders called a real breakout on Friday after its post-earnings gap, with three-weeks-tight consolidation cleanly cleared and the stock approaching a neckline coming from 2015 highs. Arora Report members are sitting on a 259% gain ($92 to $331), the name remains a core model holding, and the disclosure that NXP owns roughly 1.1M shares (~10%) of Everspin's MRAM adds an incremental angle.

Read the AI verdict + X sentiment for $NXPI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes automotive-grade chips for ADAS, vehicle networking, and secure NFC payments; dominant in car semiconductors with high switching costs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $NXPI.

Semiconductors · Technology

SMH -4.5% today on profit rotation after a 60% YTD run — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $NXPI

Direct beneficiary — NXP Semiconductors N.

Top industry ETF

$SMHVanEck Semiconductor ETF
+65.6%YTD
+112.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
28.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
31.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
26.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 28, 2026$3.05$2.98+2.3%
Q4 2025Feb 2, 2026$3.35$3.31+1.2%
Q3 2025Oct 27, 2025$3.11$3.12-0.3%
Q2 2025Jul 21, 2025$2.72$2.68+1.5%
Next earningsTue, Jul 28·consensus EPS $3.54

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.2B+12.2%56.2%47.3%$4.44$714.0M
Q4 FY25$3.3B+7.2%53.6%27.9%$1.80$793.0M
Q3 FY25$3.2B-2.4%56.3%28.1%$2.50$508.0M
Q2 FY25$2.9B-6.4%53.4%23.5%$1.76$943.0M

Forward consensus

3-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.1B$13.8B – $14.2B$14.76$14.38 – $15.3920
FY27$15.6B$14.4B – $16.0B$17.72$15.97 – $20.0020
FY28$16.9B$16.8B – $16.9B$20.78$17.58 – $23.1914

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.70%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+22.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 252.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.805-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 15Andrew MicallefEVP, Chief Operations Officer1.0K sh$316KSellJun 1Christopher L JensenEVP, Chief People Officer1.7K sh$553KSellApr 23Christopher L JensenEVP, Chief People Officer4.6K sh$1.1MSellApr 23Andrew HardyEVP, Chief Sales Officer5.3K sh$1.2MSellMar 16Andrew MicallefEVP, Chief Operations Officer1.0K sh$195K
+ 31 other (11 exempts · 11 inkinds · 9 awards) in window

See when $NXPI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 23
AI summary

Michael Thomas Hoffmann, EVP and General Counsel of NXP Semiconductors, filed a Form 3 initial beneficial ownership statement as of June 30, 2026. Administrative initial ownership disclosure.

8-KShareholder voteJun 118-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

NXP Semiconductors N.V. held its 2026 Annual General Meeting on June 10, 2026, voting on twelve resolutions. All items passed: 2025 statutory accounts adopted (203.6M For), board discharge granted, CEO Rafael Sotomayor and all eight non-executive directors re-appointed (each receiving 192M-203.6M For votes), remuneration reports approved, and share repurchase/issuance authorities granted. No contested or failed proposals; the AGM represents routine governance confirmation for a large-cap semiconductor company.

8-KOfficer or director changeFeb 98-K — Item 5.02: Officer or director change
8-KMaterial agreementFeb 68-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 16 other (4 13Gs · 3 proxys · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

4 Semiconductor Stocks to Benefit as Cars Become AI-Poweredzacks.com·3d agoTop 50 High-Quality Dividend Growth Stocks For July 2026seekingalpha.com·3d agoNXP Semiconductors: Why I Think The Valuation Discount Is Too Harshseekingalpha.com·3d agoNXP Semiconductors Announces Conference Call to Review Second Quarter 2026 Financial Resultsglobenewswire.com·4d agoNXP Semiconductors: Too Cheap Ahead Of Earningsseekingalpha.com·5d ago

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