On Nov 06, major Wall Street analysts update their ratings for $NXP Semiconductors (NXPI.US)$, with price targets ranging from $250 to $370.
J.P. Morgan analyst Harlan Sur maintains with a hold rating, and sets the target price at $260.
BofA Securities analyst Vivek Arya maintains with a buy rating, and adjusts the target price from $320 to $255.
Barclays analyst Thomas O'Malley maintains with a buy rating, and maintains the target price at $280.
Deutsche Bank analyst Ross Seymore maintains with a buy rating, and adjusts the target price from $255 to $285.
Jefferies analyst Blayne Curtis maintains with a buy rating, and adjusts the target price from $325 to $300.
Furthermore, according to the comprehensive report, the opinions of $NXP Semiconductors (NXPI.US)$'s main analysts recently are as follows:
NXP Semiconductors' forecast for the December quarter fell short of initial estimates, with expectations for the March-end quarter to decline by a seasonal high-single digit percentage. This is due to prevailing challenges across automotive, industrial, and IoT end markets. Despite these obstacles, the company continues to navigate through the auto industry's headwinds, leading to a revision of earlier projections subsequent to their recent quarterly financial disclosure.
Management has acknowledged China as the sole strong performer in the automotive sector, while noting a continuously sluggish industrial environment, and anticipates a weaker performance in the upcoming December and March quarters. The sustained softness in the industrial sector is suggested to be more favorable for NXP, given its comparatively minimal exposure among competitors. However, projections indicate that the automotive sector could see a mid-single-digit decline on a quarter-over-quarter basis for the next few quarters, leading to a significantly lower starting point for 2025 than initially anticipated.
NXP Semiconductors' Q3 results were consistent with expectations, but forecasts for Q4 and the early outlook for Q1 are on the weaker side, mirroring the trends observed across many auto/industrial peers outside of China. Despite the challenging economic environment, the company's projected sales growth for 2024 appears to be surpassing that of its competitors. Analysts suggest that the start of Q1 might represent the trough, and they anticipate that the inevitable rebound in auto production could spark a resurgence, particularly in a stock that is not overly saturated with AI speculation.
NXP Semiconductors fulfilled its projections, albeit forecasting a milder future for the second consecutive quarter. The current economic climate has led to cautious forecasts throughout the broad-based semiconductor sector this earnings season. There was an anticipation that NXP's previously cautious stance would offer more protection, which makes the fourth-quarter guidance and the implied first-quarter outlook less satisfactory. Nevertheless, it's believed that the company is addressing these challenges with appropriate and clear actions. The difficulties faced are considered to be systemic rather than specific to NXP, and it's expected that the company's financial results will improve as macro conditions do.
NXP Semiconductors' Q3 results aligned with expectations, yet the Q4 forecast for sales and EPS fell short of the Street consensus by 8% and 14%, respectively. With inventories nearing low points, there is anticipation for a significant recovery for NXP. The revised valuation accounts for a broader contraction in market multiples.
Here are the latest investment ratings and price targets for $NXP Semiconductors (NXPI.US)$ from 12 analysts:
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美東時間11月6日，多家華爾街大行更新了$恩智浦 (NXPI.US)$的評級，目標價介於250美元至370美元。
摩根大通分析師Harlan Sur維持持有評級，目標價260美元。
美銀證券分析師Vivek Arya維持買入評級，並將目標價從320美元下調至255美元。
巴克萊銀行分析師Thomas O'Malley維持買入評級，維持目標價280美元。
德意志銀行分析師Ross Seymore維持買入評級，並將目標價從255美元上調至285美元。
富瑞集團分析師Blayne Curtis維持買入評級，並將目標價從325美元下調至300美元。
此外，綜合報道，$恩智浦 (NXPI.US)$近期主要分析師觀點如下：
恩智浦12月季度的預期不及初步估計，預計到3月底季度下降幅度將達到季節性高位個位數百分比。這是由於汽車、工業和物聯網行業板塊面臨的挑戰。儘管遇到這些障礙，公司仍在應對汽車行業的逆風，導致在最近季度財務披露後修訂了早期的預測。
管理層認爲中國是汽車行業唯一表現強勁的市場，同時指出工業環境持續低迷，並預計12月和3月季度表現疲軟。工業板塊持續疲軟的情況被認爲對恩智浦更有利，因爲相比競爭對手，其受到的影響較小。然而，預測顯示，未來幾個季度汽車行業可能會出現季度環比中個位數的下降，導致2025年的起點顯著低於最初預期。
恩智浦第三季度的業績與預期一致，但第四季度和第一季度初期的前景較爲疲軟，反映了中國以外許多汽車/工業同行的趨勢。儘管經濟環境具有挑戰性，但公司對2024年銷售增長的預期似乎超過了競爭對手。分析師們認爲，第一季度的開始可能代表了谷底，並預計汽車產量的不可避免的反彈可能引發復甦，特別是對於那些並不被人工智能猜測過度飽和的股票。
恩智浦兌現了其預期，儘管連續第二個季度預測未來將較爲溫和。當前的經濟環境導致本季盈利中廣泛的半導體板塊謹慎預測。預計恩智浦此前的謹慎立場將提供更多保護，這使得第四季度的指導和暗示的第一季度展望不太令人滿意。然而，人們相信公司正在採取適當和明確的行動應對這些挑戰。所面臨的困難被認爲是系統性的，而非特定於恩智浦，預計隨着宏觀條件的改善，公司的財務業績將會提高。
恩智浦半導體的第三季度業績符合預期，但第四季度銷售和每股收益的預測均較街頭共識低8%和14%。隨着庫存接近低點，人們期待恩智浦將迎來顯著復甦。修訂後的估值考慮了市場倍數的更廣泛收縮。
以下爲今日12位分析師對$恩智浦 (NXPI.US)$的最新投資評級及目標價：
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