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NXNXPI

NXP Semiconductors N.V.

Strong FundamentalsStrong FundamentalsRevenue growing 12% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (55 mentions/wk)
$NXPI·$60B·Semiconductors·Technology
$224.64+0.5%YTD+7.7%1Y-3.4%
Mentions · last 7 days
2026-08-22: 4 posts2026-08-23: 3 posts55-7%
Price updated 7h ago·X counts updated 8d ago
NXNXPI
$NXPINXP Semiconductors N.V.
$224.64+0.47%55 posts-7%
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 numbersWinding up for a moveAI verdict · as of 2026-08-31

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

NXP Semi — reported deal to buy Ambarella for ~$3.3B in self-driving camera-chip consolidation, but stock is down 7% since earnings and sits at 26% of the 52w range.

NXP Semiconductors is a Dutch-headquartered semiconductor company focused on automotive processors and secure connectivity (auto MCUs and radar are the flagship business). The equity has been consolidating on macro auto-cycle concerns while a specific self-driving M&A story sets up as the catalyst.

  • Q2 2026 delivered $3.5B revenue with EPS $3.61 beating $3.52 consensus by 2.6%, but the stock is down 7.4% since that print — the print was fine, the reaction is that guidance and 2H outlook didn't clear the higher expectations the multiple was pricing.
  • The Ambarella acquisition report is the specific transformational catalyst: Financial Times reported advanced talks for a ~$3.3B deal for Ambarella's self-driving camera-chip technology, potentially announced imminently — grouping NXP with the ON/SYNA deal as auto-semi consolidation toward robotics leadership.
  • BMW deployment of NXP's Trimension UWB (ultra-wideband) chips across selected 2026 vehicle programs is a specific design-win signal that the secure-connectivity flywheel keeps turning even while auto MCU volumes cool.
  • Fundamentals are quality-compounder shape: 55% gross margin, 32% op margin, 26% ROE, quarterly dividend raised to $1.014, but P/E 28 and P/S 5.9 are premium multiples that require the AI-auto-robotics narrative to keep taking share.

What breaks the coil upward is an Ambarella deal announcement plus Q3 earnings showing auto-MCU volumes stabilizing — that ratifies the self-driving-plus-consolidation thesis. What extends the pullback is any auto-OEM demand cut or an Ambarella deal collapsing on price, either of which reopens the too-early-cyclical debate.

Agrees with X sentimentThe bullish X take — FT report of advanced NXP talks to acquire Ambarella for roughly $3.3B for self-driving camera-chip technology, grouping with ON/SYNA as auto-semi consolidation into robotics leadership, plus BMW Trimension UWB deployment — captures the self-driving-consolidation-catalyst setup exactly.

What to watch: Ambarella deal announcement plus Q3 earnings showing auto-MCU volumes stabilizing breaks the coil upward; any auto-OEM demand cut or Ambarella deal collapsing on price extends the pullback.

On the calendar: 2026-10-26 — Q3 2026 earnings

X sentiment

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

Bullish sentiment15 posts analyzed · as of 2026-08-07

The NXP thread is completely dominated by an FT report that NXP is in advanced talks to acquire Ambarella for roughly $3.3B for its self-driving camera-chip technology, potentially announced as soon as the coming weekend. Commenters group it with the recent ON/SYNA deal as auto-semi consolidation into robotics leadership, and note a separate BMW deployment of NXP's Trimension UWB chips across selected 2026 vehicle programs.

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

Hyperscaler AI capex keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $NXPI

Partial — semiconductor exposure exists but product mix may not fully align with the AI capex driver; NXP Semiconductors N.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.3%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
Q2 2026Jul 28, 2026$3.61$3.52+2.6%
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%
Next earningsMon, Oct 26·consensus EPS $4.13

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

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.3B$14.0B – $14.4B$15.11$14.67 – $15.6620
FY27$15.9B$14.7B – $16.4B$18.20$16.25 – $20.3521
FY28$17.3B$16.5B – $18.3B$21.07$18.62 – $22.9017
FY29$18.2B$17.5B – $18.9B$22.61$21.33 – $23.6514
FY30$18.6B$17.8B – $19.3B$22.29$21.03 – $23.328

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.0.7×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.27%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.-12.4%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.-7.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 251.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β1.825-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 23Andrew HardyEVP, Chief Sales Officer5.3K sh$1.2MSellApr 23Christopher L JensenEVP, Chief People Officer4.6K sh$1.1MSellMar 16Andrew MicallefEVP, Chief Operations Officer1.0K sh$195K
+ 30 other (10 awards · 10 inkinds · 10 exempts) 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.

+ 17 other (4 13Gs · 3 routine 8-Ks · 3 proxys · 2 10-Qs) in window

Recent news

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

Critical Review: HUHUTECH International Group (NASDAQ:HUHU) versus NXP Semiconductors (NASDAQ:NXPI)defenseworld.net·1d agoNXP Semiconductors Announces Quarterly Dividendglobenewswire.com·4d agoWhy Is NXP (NXPI) Down 7.4% Since Last Earnings Report?zacks.com·5d agoBarrow Hanley Mewhinney & Strauss LLC Purchases Shares of 1,411,034 NXP Semiconductors N.V. $NXPIdefenseworld.net·8d agoBank of Nova Scotia Invests $89.66 Million in NXP Semiconductors N.V. $NXPIdefenseworld.net·9d ago

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