NXP Semiconductors: Cycle Noise Fading, Earnings Story Takes The Wheel In FY26

NXP Semiconductors (NXPI) is structurally shifting toward higher-value automotive and industrial content, driving long-term compounding growth beyond cyclical unit volumes. NXPI exited FY25 with normalized inventory and a revenue base increasingly weighted toward automotive and industrial, positioning for high-single-digit growth from FY26 onward. Margin expansion is expected from operating leverage and mix improvement, not pricing, with gross margins rebuilding to 56.5–57% and operating margins toward the mid-30s by FY27.

Seeking Alpha • Dec 11, 2025

NXP Semiconductors N.V. (NXPI) Presents at Barclays 23rd Annual Global Technology Conference Transcript

NXP Semiconductors N.V. (NXPI) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Seeking Alpha • Dec 10, 2025

NXP Semiconductors (NXPI) Surpasses Market Returns: Some Facts Worth Knowing

NXP Semiconductors (NXPI) closed the most recent trading day at $230.78, moving +1.2% from the previous trading session.

Zacks Investment Research • Dec 11, 2025

NXP Semiconductors N.V. (NXPI) Presents at UBS Global Technology and AI Conference 2025 Transcript

NXP Semiconductors N.V. (NXPI) Presents at UBS Global Technology and AI Conference 2025 Transcript

Seeking Alpha • Dec 2, 2025

Top 15 High-Growth Dividend Stocks For December 2025

The Top 15 High-Growth Dividend Stocks for December 2025 offer a 1.58% yield and 20.97% five-year dividend growth, appearing 33% undervalued. The watchlist's goal is a 12% long-term CAGR, with November gains moving closer to this target despite trailing SPY and VIG year-to-date. Quality and Value tilts are tested for superior returns, with the Value portfolio showing higher yields and the Quality portfolio offering stronger growth trends.

Seeking Alpha • Dec 2, 2025

These 13 tech stocks have grown profits rapidly — and their stocks are still on sale

Meta, Nvidia and Microsoft shares trade at discounts to their historical valuations, along with other plays in the chip and software sectors.

Market Watch • Nov 15, 2025

NXP Semiconductors N.V. (NXPI) Presents at Morgan Stanley 25th European Technology, Media & Telecom Conference Transcript

NXP Semiconductors N.V. ( NXPI ) Morgan Stanley 25th European Technology, Media & Telecom Conference November 13, 2025 3:00 AM EST Company Participants Rafael Sotomayor - CEO, President & Executive Director Bill Betz - Executive VP & CFO Conference Call Participants Joseph Moore - Morgan Stanley, Research Division Presentation Joseph Moore Morgan Stanley, Research Division Okay.

Seeking Alpha • Nov 13, 2025

Top 15 High-Growth Dividend Stocks For November 2025

The Top 15 High-Growth Dividend Stock list for November 2025 offers a 1.39% yield and 19.88% five-year dividend growth. Despite underperforming SPY and VIG in October, the watchlist targets a long-term 12% annual return and remains a strong starting point for research. Stocks are selected using Quality and Value tilts, aiming for higher yields, growth, and undervaluation, with an average 31% discount to fair value.

Seeking Alpha • Nov 2, 2025

NXP Semiconductors Set to Break Out as AI and Analyst Support Surge

A convergence of tailwinds points to an inflection for NXP Semiconductors' NASDAQ: NXPI stock price. Not only are signs of end-market recovery present, but analysts and institutional trends have the stock on track to hit fresh long-term highs by year-end.

MarketBeat • Oct 29, 2025

NXP, Maker Of Chips For Your Car, Posts Strongest Growth In Years—But Wall Street Is Not Convinced

NXP Semiconductors NV (NASDAQ:NXPI) delivered its strongest quarterly growth since 2021, supported by improvements across all regions and end markets.

Benzinga • Oct 29, 2025