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NXNXPI

NXP Semiconductors N.V.

Strong FundamentalsStrong FundamentalsRevenue growing 12% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (156/wk), no spike
$NXPI·$57B·Semiconductors·Technology
$226.32+0.5%YTD+2.6%1Y+4.4%
Price updated 14h ago·X counts updated 3d ago
NXNXPI
$NXPINXP Semiconductors N.V.
$226.32+0.49%156 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $NXPI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

156X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $NXPI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 71% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

NXP Semiconductors is discussed as a forgotten-and-unloved name mixing auto, industrial, mobile, and comms/DC exposure with data-center growing over 100% year-over-year and total Q2 revenue up 23%. Posters also cite a partnership with SIVE Wireless flowing through the Apple iPhone 17 Pro supply chain.

Read what X is saying about $NXPI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NXPI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

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

NXP is a forgotten mixed auto / industrial / data-center chip name — Q2 total revenue was +23% with data center over 100%.

NXP Semiconductors is one of the big auto / industrial / mobile mixed-signal chip companies — the quiet one in the SMA sector that gets less tape than the pure AI names.

  • The business is reaccelerating: Q1 revenue +12.2% YoY at a 31.8% operating margin and ROIC of 13.2% — the data-center segment is reportedly growing over 100% YoY, which is the hidden AI-exposure story.
  • The strategic angle is specific: a partnership with SIVE Wireless flowing through the Apple iPhone 17 Pro supply chain — a tangible content-win disclosure that pulls NXP back into mobile-adjacent AI flow.
  • At 28x PE and 5.9x sales the valuation is fair for a cyclical semi with real auto cycle leverage — not extended, not depressed, consolidating around Oct 27 earnings.

Oct 27 Q3 is the gate — any continued data-center acceleration plus auto-end-market stability extends the move. A soft auto print or data-center deceleration and the stock stays range-bound.

Agrees with X sentimentThe thread has substantive drivers — Q2 total revenue up 23%, data center growing over 100% YoY, SIVE Wireless partnership flowing through the Apple iPhone 17 Pro supply chain — all specific operational signals, with the 'forgotten-and-unloved' framing accurate.

What to watch: Oct 27 Q3 — data-center revenue growth, auto-end-market trajectory, operating-margin direction, and FY27 guide. A soft auto print or data-center deceleration is the clear invalidator.

On the calendar: 2026-10-27 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $NXPI

Direct beneficiary — Makes automotive-grade chips for ADAS, vehicle networking, and secure NFC payments; dominant in car semiconductors with high switching costs.; wafer fabrication capacity is the upstream constraint for all AI chip supply.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+73.1%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 earningsTue, Oct 27·consensus EPS $4.11

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$14.2B – $14.4B$15.08$14.93 – $15.5820
FY27$15.9B$15.3B – $16.3B$18.18$15.96 – $20.3221
FY28$17.3B$16.5B – $18.4B$20.96$18.74 – $22.6517
FY29$18.2B$17.6B – $18.9B$22.61$21.56 – $23.6113
FY30$18.6B$18.0B – $19.3B$22.29$21.26 – $23.288

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.0.9×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.28%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.-1.8%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.-8.0%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 today1.2% 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.β1.815-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

SellOct 1Christopher L JensenEVP, Chief People Officer3.4K sh$805KSellSep 15Andrew MicallefEVP, Chief Operations Officer1.0K sh$226KSellJun 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$1.1M
+ 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

8-KMaterial agreementSep 28-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

NXP Semiconductors N.V., through its subsidiary NXP B.V., entered into a $250 million unsecured senior loan facility with the European Investment Bank (EIB) on September 1, 2026. The proceeds are designated to fund expansion of NXP's semiconductor assembly and test facility in Kuala Lumpur, Malaysia, supporting the company's manufacturing capacity growth in Southeast Asia. NXP Semiconductors N.V. has provided a full guarantee of NXP B.V.'s obligations under the facility. This represents a material new debt obligation (Item 2.03) and a material definitive agreement (Item 1.01).

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.

+ 16 other (4 13Gs · 3 proxys · 2 routine 8-Ks · 2 10-Qs) in window

Recent news

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

Top 50 High-Quality Dividend Growth Stocks For October 2026seekingalpha.com·3d agoNXP Semiconductors (NXPI) Stock Sinks As Market Gains: What You Should Knowzacks.com·5d ago3 Chip and Software Giants Paid Dividends on the Same Day. 1 Hasn't Raised Its Payout Since 2023.247wallst.com·5d agoHere Are Thursday’s Top Wall Street Analyst Research Calls: CAVA Group, Constellation Brands, Goldman Sachs Group, Hub Spot, Hut 8, Paladin Technologies, NXP Semiconductor, Spotify Technology, Tyler Technologies, and More247wallst.com·6d agoNXP Semiconductors NV (NXPI) Shares Fall 3.8% -- What GF Score of 92 Tells Investorsgurufocus.com·7d ago

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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