Evercore analyst Mark Lipacis maintains $NXP Semiconductors (NXPI.US)$ with a buy rating, and adjusts the target price from $370 to $315.
According to TipRanks data, the analyst has a success rate of 69.6% and a total average return of 31.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $NXP Semiconductors (NXPI.US)$'s main analysts recently are as follows:
NXP Semiconductors' guidance for the December quarter came in under expectations, with projections for the March-end quarter suggesting a significant seasonal decline. The company is encountering challenges in the automotive, industrial, and IoT sectors. Despite widespread difficulties in the auto industry, NXP's recent performance adjustments reflect these ongoing sector challenges.
Management's commentary echoed that of another industry player, highlighting China as the sole area of strength within the automotive sector, while noting the ongoing weakness in the industrial segment. They also indicated expectations for a softer performance in the subsequent quarters. It was noted that this continued industrial softness might comparatively benefit the company, given its lower relative exposure in this area. However, forecasts suggest that the automotive sector may see a mid-single-digit decrease quarter-on-quarter for the upcoming periods, marking the commencement of 2025 with a significantly lower foundation than anticipated.
The company's Q3 results were reported to be consistent with expectations, with projections for a weaker Q4 and a subdued Q1 outlook. This is seen as congruent with the trends outside of China that have been observed across the auto and industrial sectors. It is suggested that, despite a challenging macroeconomic environment, the company's anticipated sales growth for 2024 appears to surpass that of its peers. Additionally, there is an expectation that Q1 may represent a low point and that the downturn in auto production is not permanent. A resurgence in growth could potentially spark a recovery in a stock that is currently not crowded and has limited exposure to the artificial intelligence theme.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析師Mark Lipacis維持$恩智浦 (NXPI.US)$買入評級，並將目標價從370美元下調至315美元。
根據TipRanks數據顯示，該分析師近一年總勝率為69.6%，總平均回報率為31.1%。
此外，綜合報道，$恩智浦 (NXPI.US)$近期主要分析師觀點如下：
恩智浦在12月季度的指引低於預期，而3月底季度的預測顯示出了明顯的季節性下滑。該公司在汽車、工業和物聯網板塊遇到了挑戰。儘管汽車行業普遍面臨困難，恩智浦最近的績效調整反映了這些持續的板塊挑戰。
管理層的評論與另一家行業參與者的看法相似，強調中國作爲汽車板塊唯一的強勢地區，同時指出工業領域持續疲軟。他們還表示對隨後幾個季度的表現預期較爲謹慎。有指出工業持續疲軟可能相對有利於公司，因爲其在該領域的相對暴露較低。然而，預測顯示汽車板塊可能在未來幾個季度出現逐季中單位數的下降，標誌着2025年的開始比預期低得多。
該公司第三季度的業績符合預期，而第四季度和第一季度的預測則較爲疲軟。這與中國以外，汽車和工業板塊觀察到的趨勢一致。雖然面臨挑戰的宏觀經濟環境，但該公司預期2024年的銷售增長似乎將超過同行。此外，預計第一季度可能代表一個低谷，並且汽車生產的下降並非永久性。增長的復甦可能激發對目前不擁擠且對人工智能主題暴露有限的股票的復甦。
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