Morgan Stanley analyst Joseph Moore maintains $NXP Semiconductors (NXPI.US)$ with a hold rating, and adjusts the target price from $250 to $235.
According to TipRanks data, the analyst has a success rate of 55.9% and a total average return of 12.4% 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 fell short of expectations, with projections for the March-end quarter anticipating a decline in the high-single digit percentage range. The company is currently navigating challenges within the automotive and industrial and IoT sectors. Despite these hurdles, it's evident that the semiconductor industry, including NXP, is not insulated from the broader automotive challenges, prompting a revision of estimates subsequent to the company's earnings release.
Management's comments echoed those of other industry players, highlighting China as the main area of strength within the automotive sector, while noting ongoing weakness in the industrial sector. The expectation is for a consistent yet more subdued performance in the upcoming December and March quarters. The relatively lower exposure of the industrial sector could be advantageous for the company, despite indications that the automotive sector may experience a mid-single-digit decline quarter-over-quarter in the near term, leading to a more modest commencement of 2025 than previously anticipated.
NXP Semiconductors delivered Q3 results that aligned with expectations but projected a subdued outlook for Q4 and a softer view for Q1, reflecting the trends observed outside of China within the auto and industrial sectors. Analysts maintain a positive stance, suggesting that despite the challenging economic environment, NXP's anticipated sales growth for 2024 appears to outpace its peers. They also speculate that Q1 may represent a low point and forecast that the auto production sector is likely to recover, potentially sparking a resurgence in the stock's value, which currently lacks heavy AI speculation.
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摩根士丹利分析師Joseph Moore維持$恩智浦 (NXPI.US)$持有評級，並將目標價從250美元下調至235美元。
根據TipRanks數據顯示，該分析師近一年總勝率為55.9%，總平均回報率為12.4%。
此外，綜合報道，$恩智浦 (NXPI.US)$近期主要分析師觀點如下：
恩智浦半導體對12月季度的指引不及預期，預計3月底季度的預測將在高一位數的區間內下降。公司目前在汽車、工業和物聯網板塊中面臨挑戰。儘管存在這些障礙，但半導體行業，包括恩智浦，在更廣泛的汽車挑戰中並不處於隔離狀態，促使在公司發佈業績後修訂估計。
管理層的評論與其他行業參與者的觀點一致，強調中國作爲汽車板塊的主要增長地區，同時指出工業板塊持續疲軟。預期12月和3月季度的業績將保持穩定，但更爲溫和。儘管有跡象表明汽車板塊可能在短期內經歷中一位數的季度內降幅，導致2025年初的表現較之前預期更爲溫和，但工業板塊的相對較低暴露度可能對公司有利。
恩智浦半導體發佈的第三季度結果符合預期，但對第四季度和第一季度的前景持保守態度，反映出中國以外汽車和工業板塊觀察到的趨勢。分析師持積極態度，表示儘管面臨挑戰的經濟環境，恩智浦預期的2024年銷售增長似乎超過同行。他們還推測第一季度可能代表低點，並預測汽車生產板塊可能會復甦，可能引發市場對該股的重磅人工智能推測。
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