NXP Semiconductors NV

NXPI: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	Tw^	LOCK\|$$	LOCK\|l#@K&h

NXP Semi Earnings: Maintain Fair Value Estimate as NXP Is Weathering the Current Cyclical Downturn

Brian Colello

Feb 4, 2025

Wide-moat NXP Semiconductors reported solid fourth-quarter results and provided investors with a first-quarter outlook that was mildly below FactSet consensus estimates but could have been much worse, given recent uncertainty around global tariffs and automotive production. We maintain our $300 fair value estimate and view NXP as one of our top picks within the semiconductor sector, especially for long-term investors with the patience to ride out economic uncertainty.

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NXP Semiconductors NV

NXP Semi Earnings: Maintain Fair Value Estimate as NXP Is Weathering the Current Cyclical Downturn

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