Posts on NXPI

Latest ideas and analyses related to NXP Semiconductors N.V. Common Stock

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NXPI

+34 pts



$NXPI Stay OW after results as Autos semis keep rolling

By josiebe on July 26, 2022, 2:10 p.m.
Tagged topics: credit research

Views: 15, Votes: 4, Responses: 0, Attachments: 1
NXPI

+37 pts



$NXPI 2Q Preview

By josiebe on July 22, 2022, 3:03 p.m.
Tagged topics: earnings preview

Views: 17, Votes: 6, Responses: 0, Attachments: 1
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 28, Votes: 4, Responses: 0, Attachments: 1
NXPI , ON , REE , CRNC , TSP , VLDR , OTMO , WEJO

+34 pts



6th Annual Auto Tech Day - Electrification and Advanced Safety Go Hand In Hand

By labjordan on June 13, 2022, 1:11 p.m.
Tagged topics: electric vehicles

Views: 16, Votes: 2, Responses: 0, Attachments: 1
ADI , NXPI , ON , TXN , ST , TEL , APH , MCHP , MRVL

+38 pts



Mid-year outlook: expect solid numbers to continue near term but adding 2023 headwinds to the models

By bbern3 on June 10, 2022, 12:08 p.m.
Tagged topics: macro pressures

Views: 119, Votes: 5, Responses: 0, Attachments: 1
AVGO , MRVL , MXL , NXPI , ON , QCOM

+48 pts



Checks indicate semiconductor supplies normalizing for the first time since pandemic

By cassie on June 6, 2022, 12:57 p.m.
Tagged topics: semiconductors , easing supply

Views: 162, Votes: 10, Responses: 1, Attachments: 1
NXPI , ADI , MCHP , LRCX , QRVO , GFS , SWKS , WDC

+38 pts



TMC Conference Summary: Strong Demand Trends In Cloud Datacenter/5G/Auto/Industrial; Tight Supply Into CY23

By scorpioduck on May 26, 2022, 1:26 p.m.
Tagged topics: non deal roadshow

Views: 21, Votes: 4, Responses: 1, Attachments: 1
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 40, Votes: 4, Responses: 0, Attachments: 1
NXPI

+32 pts



$NXPI preview

By cassie on April 28, 2022, 5:48 p.m.
Tagged topics: earnings preview

Views: 16, Votes: 2, Responses: 0, Attachments: 1
AVGO , MRVL , ON , QCOM , AMBA , AMD , GFS , INDI , MPWR , MXL , NVTS , NXPI

+46 pts



Semiconductors - waiting for the world to change, which appears unlikely near term

By junkfoodlover on April 20, 2022, 11:40 a.m.
Tagged topics: earnings preview

Views: 176, Votes: 5, Responses: 0, Attachments: 1
AJG , BRO , DUK , EVGR , JNJ , LNT , PG , WMT , UNH , XEL , ADI , AMAT , CCL , LEN , LRCX , MCHP , MU , NXPI , PHM , QRVO , TXN , UAL

+34 pts



Technical Analysis: Inflection Points Risk-Off Rate Rise Remains Relevant

By rIsILAwr on April 11, 2022, 9:04 a.m.
Tagged topics: technical analysis

Views: 41, Votes: 3, Responses: 0, Attachments: 1
QCOM , ADI , QRVO , SWKS , AMD , NVDA , MRVL , MPWR , INTC , MCHP , NXPI , ON , AVGO , TXN

+60 pts



Semiconductors - current valuations imply investors are expecting downside to consensus estimates

By bbern3 on March 22, 2022, 10:42 a.m.
Tagged topics: analyst checks

Views: 217, Votes: 9, Responses: 2, Attachments: 1
NVDA , AMD , MCHP , MRVL , LRCX , NXPI , ON

+46 pts



Semis have entered the peaking process, which analysts expect to have wild swings

By bbern3 on Jan. 31, 2022, 4:14 p.m.
Tagged topics: semiconductors

Views: 205, Votes: 4, Responses: 1, Attachments: 1
NXPI

+35 pts



$NXPI - analysts see a beat/raise setup

By bbern3 on Jan. 27, 2022, 12:22 p.m.
Tagged topics: earnings preview

Views: 140, Votes: 4, Responses: 0, Attachments: 1
NVDA , MRVL , AVGO , MPWR , INTC , AMD , NXPI , ADI , QRVO

+49 pts



2022 Semiconductor Preview

By junkfoodlover on Jan. 13, 2022, 2:14 p.m.
Tagged topics: 2022 outlook

Views: 85, Votes: 4, Responses: 0, Attachments: 1
AMD , AKTS , ADI , AAPL , AVGO , DGII , IIVI , PI , KN , MTSI , MRVL , MCHP , MU , NPTN , NVDA , NXPI , ON , QRVO , QCOM , SMTC , SKYT , SWKS , WOLF

+67 pts



2022 to favor larger more profitable cash generating names in semi

By bbern3 on Jan. 4, 2022, 10:17 a.m.
Tagged topics: semiconductors

Views: 79, Votes: 4, Responses: 0, Attachments: 1
AMBA , ADI , ARBE , ALGM , CDNS , DIOD , MRVL , MXL , MCHP , NXPI , QCOM , QRVO , RMBS , SMTC , SLAB , SWKS , SNPS , WOLF , ON

+64 pts



2022 Automotive, Mobile & IoT Semiconductor/EDA Outlook

By JH on Dec. 28, 2021, 11:08 a.m.
Tagged topics: analyst checks , semiconductors , IoT , mobile , 2022 outlook , wells-fargo

Views: 270, Votes: 10, Responses: 1, Attachments: 1
ADI , GFS , MCHP , NXPI , ON , TXN , INTC , AAPL , DELL , HPE , HPQ , ANET , CASA , CIEN , CSCO , INFN , JNPR , PLTR , COMM , GLW , IIVI , LITE

+52 pts



Acute semis shortfalls are easing, but inventory channel checks point to weaker end-demand affecting tech hardware

By bbern3 on Dec. 21, 2021, 11:32 a.m.
Tagged topics: deep dive , supply constrained , semiconductors

Views: 112, Votes: 10, Responses: 0, Attachments: 1
APH , NXPI , ON , SLAB , ST , TEL , QCOM , LRCX , KLAC , TER , AMAT

+101 pts



2022 global semis outlook - fundamental recovery appears fully discounted but should still be a solid growth year

By bbern3 on Dec. 15, 2021, 11:44 a.m.
Tagged topics: deep dive , semiconductors , 2022 outlook

Views: 104, Votes: 9, Responses: 1, Attachments: 1
AVGO , MRVL , KLAC , ADI , ON , NXPI , AMD , MCHP , NVDA

+56 pts



Semiconductors - inventory levels likely lower than reported numbers suggest, strong cyclical momentum into 2022

By bbern3 on Nov. 22, 2021, 10:38 a.m.
Tagged topics: semiconductors

Views: 273, Votes: 10, Responses: 2, Attachments: 1