Análisis Argos
NXPI
NXPICara
NXP Semiconductors N.V. · Technology
US$ 259.12
precio al 2026-07-28
Valor justo Argos*
US$ 129–158
vs. su valor justo
82% por encima
Score Argos
58/100
LA RESPUESTA
El mercado le pide crezca 22.2% al año — más de lo que ha demostrado (5.1%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 21% por debajo de su valor justo.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO3/6PASADO4/6SALUD2/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO4/6SALUD2/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos58de 100Cara
Ingresos3%
US$ 12.3 B
Margen operativo0%
27%
Flujo de caja libre11%
US$ 2.3 B
Deuda neta
US$ 9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 65.4B
P/E32.4x
EV/EBITDA18x
FCF yield3.5%
ROIC13.9%
Margen operativo27%
Crecim. ingresos-2.7%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 8 jul
4 Semiconductor Stocks to Benefit as Cars Become AI-Powered
MU, ON, NXPI and NVDA stand to gain as AI-powered vehicles drive demand for memory, processors, sensors, networking and power chips.
seekingalpha.com · 8 jul
Top 50 High-Quality Dividend Growth Stocks For July 2026
I track a curated universe of 50 high-quality dividend growth stocks to identify opportune entry points based on valuation and future return potential. Year-to-date through June, the investable universe returned 8.69%, trailing SPY (10.10%) and SCHD (17.50%), but several individual stocks outperformed significantly. Currently, 39 out of 50 stocks offer a forward return estimate of at least 10%, with 22 appearing potentially undervalued by my free cash flow model.
seekingalpha.com · 8 jul
NXP Semiconductors: Why I Think The Valuation Discount Is Too Harsh
I rate NXP Semiconductors a buy with a $470 price target, implying 68% upside from current levels of $280. The biggest growth driver is automotive, where management expects revenue to grow from $7.2 billion in 2024 to about $9.5 billion by 2027. My model estimates that automotive content growth can contribute about $2.92 of incremental EPS, while industrial & IoT recovery can add another $0.76 of EPS.
globenewswire.com · 7 jul
NXP Semiconductors Announces Conference Call to Review Second Quarter 2026 Financial Results
EINDHOVEN, The Netherlands, July 07, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced it will release financial results for the second quarter 2026 after the close of normal trading on the NASDAQ Global Select Market on Tuesday, July 28, 2026.
seekingalpha.com · 6 jul
NXP Semiconductors: Too Cheap Ahead Of Earnings
NXP Semiconductors is rated a Buy ahead of Q2 earnings, with valuation looking attractive versus peers despite improved fundamentals. NXPI's Q1 delivered 12% revenue growth and margin expansion; Q2 guidance calls for $3.45B revenue (+18% y/y) and 58% gross margin. Automotive growth is driven by increased semiconductor content per vehicle, not just unit sales, with software-defined vehicles and connectivity as key drivers.
zacks.com · 29 jun
STM vs. NXPI: Which Automotive Chipmaker Is the Better Pick Now?
STMicroelectronics and NXP Semiconductors are expanding automotive chip portfolios as AI, EV and software-defined vehicle demand accelerates.
zacks.com · 26 jun
NXP Semiconductors (NXPI) Registers a Bigger Fall Than the Market: Important Facts to Note
In the closing of the recent trading day, NXP Semiconductors (NXPI) stood at $277.02, denoting a -7.24% move from the preceding trading day.
globenewswire.com · 24 jun
NXP Semiconductors' Jeff Palmer to Retire, Mike Lucarelli Named Senior Vice President of Investor Relations
EINDHOVEN, The Netherlands, June 24, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that Jeff Palmer, Senior Vice President of Investor Relations, has decided to retire following a distinguished 16-year career with the company. Following Jeff's retirement, Mike Lucarelli will serve as Senior Vice President of Investor Relations. Mike will report to Bill Betz, Chief Financial Officer, serving as a key liaison to the investment community.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.