PR n°C3384C STMicroelectronics expands sensors capabilities with closing of acquisition of NXP’s MEMS business Acquisition boosts ST’s position in automotive safety and expands leadership in sensors across automotive and industrial end markets Geneva, February 2, 2026 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, today completed the acquisition of NXP Semiconductors’ (NASDAQ: NXPI) MEMS sensors business. Announced in July 2 ...

NXP Semiconductors (NASDAQ: NXPI) reports Q4 2025 earnings today after market close at 4:10 PM ET. ...

Quick Read NXP Semiconductors (NXPI) reports Q4 2025 earnings today. Wall Street expects $3.31 EPS on $3.30B revenue. NXP’s automotive segment represents 58% of revenue. Analysts watch whether results exceed $1.90B. NXP shares gained 6.1% over three months versus the semiconductor sector’s 17.6% return. Investors rethink 'hands off' investing and decide to start making real money NXP Semiconductors (NASDAQ: NXPI) reports Q4 2025 earnings today after market close at 4:10 PM ET. Wall Street expects ...

Market Overview - U.S. stock futures declined on Monday following a sell-off on Friday, with major benchmark indices showing lower futures [1] - The Dow Jones fell by 0.29%, S&P 500 by 0.58%, Nasdaq 100 by 0.88%, and Russell 2000 by 0.55% [3] Company Performance - NXP Semiconductors NV (NASDAQ:NXPI) dropped 1.14% as analysts anticipate quarterly earnings of $1.67 per share on revenue of $81.47 billion [5] - Walt Disney Co. (NYSE:DIS) was down 0.23% ahead of its earnings report, with expectations of earnings at $1.56 per share on revenue of $25.68 billion [6] - AZZ Inc. (NYSE:AZZ) shares increased by 0.96% after announcing a $100 million share repurchase program, maintaining a strong price trend [7] - GameStop Corp. (NYSE:GME) rose by 2.97% as CEO Ryan Cohen aims to transform the company into a $100 billion powerhouse through major acquisitions [7] Sector Insights - The materials, tech, and financial sectors led the decline in the S&P 500 on Friday, while consumer staples and energy stocks finished higher [9] Economic Insights - Mohamed El-Erian, Chief Economic Advisor at Allianz, discusses a "tense tug-of-war" in economic forecasting, highlighting a shift towards volatility and policy divergence [10][12] - El-Erian notes the potential for AI-driven growth but warns of a stagnant labor market impacting lower-income households [11]

Group 1: Market Reaction - The prices of gold and silver experienced significant declines, with gold dropping over 12% to a low of $4682 per ounce, marking the largest single-day drop in 40 years, and closing down 9.25% at $4880 per ounce [2] - Silver saw an unprecedented drop of over 36%, reaching a low of $74.28 per ounce, and closing down 26.42% at $85.259 per ounce [2] - The U.S. stock market indices collectively fell, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94%, reflecting increased market concerns [3] Group 2: Influencing Factors - The sell-off in gold and silver was triggered by a rebound in the U.S. dollar, following reports of President Trump's nomination of Kevin Warsh as the new Federal Reserve Chairman, which was later confirmed [2][4] - Standard Chartered's global head of commodity research noted that the market was already due for a correction, and the announcement of the Fed Chair nominee, along with broader macroeconomic factors, acted as catalysts for profit-taking [2] - The U.S. dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [2] Group 3: Sector Performance - The gold sector faced substantial losses, with major companies like Newmont down 11.52%, Barrick Gold down 12.09%, and AngloGold down 13.28% [3] - The technology sector also experienced declines, with major tech stocks like Meta and TSMC dropping nearly 3%, while Amazon fell by 1% [3] - Chinese concept stocks saw a downturn, with the Nasdaq Golden Dragon China Index closing down 2.36%, and individual stocks like Bilibili and Li Auto dropping over 3% [3]

Company Performance - NXP Semiconductors (NXPI) closed at $233.50, reflecting a -2.72% change from the previous day's closing price, underperforming the S&P 500 which had a daily loss of 0.13% [1] - Over the past month, shares of NXP Semiconductors have increased by 10.58%, significantly outperforming the Computer and Technology sector's gain of 1.88% and the S&P 500's gain of 0.78% [1] Upcoming Earnings - NXP Semiconductors is set to release its earnings report on February 2, 2026, with analysts expecting earnings of $3.3 per share, indicating a year-over-year growth of 3.77% [2] - The consensus estimate for revenue is projected at $3.3 billion, which represents a 6.18% increase from the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, the Zacks Consensus Estimates predict earnings of $11.77 per share and revenue of $12.23 billion, reflecting changes of -10.08% and 0% respectively from the prior year [3] Analyst Estimates - Recent modifications to analyst estimates for NXP Semiconductors indicate changing near-term business trends, with positive revisions suggesting analyst optimism regarding the company's profitability [4] Zacks Rank and Valuation - NXP Semiconductors currently holds a Zacks Rank of 2 (Buy), with a Forward P/E ratio of 17.48, which is a discount compared to its industry's Forward P/E of 48.1 [6] - The consensus EPS projection has increased by 0.46% in the past 30 days, indicating positive sentiment among analysts [6] Industry Metrics - NXP Semiconductors has a PEG ratio of 2.65, compared to the average PEG ratio of 2.58 in the Semiconductor - Analog and Mixed industry [7] - The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector, which has a Zacks Industry Rank of 24, placing it in the top 10% of over 250 industries [7][8]

Core Insights - NXP Semiconductors (NXPI) is set to report its fourth-quarter 2025 results on February 2, with expected revenues between $3.2 billion and $3.4 billion, reflecting a year-over-year increase of 6.2% [1] - The anticipated non-GAAP earnings per share (EPS) for the fourth quarter is projected to be between $3.07 and $3.49, with a consensus estimate of $3.30 per share, indicating a 3.8% year-over-year increase [2] Revenue Expectations - Automotive revenues are expected to grow in the mid-single digits year-over-year, with a Zacks Consensus Estimate of $1.88 billion, representing a 5.3% increase from the previous year [3] - Industrial and Internet of Things (IoT) revenues are projected to rise in the mid-20% range year-over-year, with a consensus estimate of $637.6 million, indicating a 25.5% increase [4] - Mobile end market revenues are anticipated to increase in the mid-teens percent range year-over-year, with a consensus estimate of $452.1 million, reflecting a 14.2% increase [5] - Communication Infrastructure & Other end markets are expected to see a revenue decline of around 20% year-over-year, with a consensus estimate of $327 million [6] Earnings Prediction - The company's earnings model suggests a strong likelihood of an earnings beat, supported by a positive Earnings ESP of +0.19% and a Zacks Rank of 2 (Buy) [7]

Core Viewpoint - NXP Semiconductors (NXPI) shows potential as a stock pick due to its recent technical performance and positive earnings revisions Group 1: Technical Analysis - NXPI has surpassed resistance at the 20-day moving average, indicating a short-term bullish trend [1] - The 20-day simple moving average is a key trading tool that helps smooth out price fluctuations and provides trend reversal signals [2] Group 2: Stock Performance - NXPI shares have increased by 10.6% over the past four weeks, suggesting positive momentum [4] - The company holds a Zacks Rank 2 (Buy), indicating potential for continued gains [4] Group 3: Earnings Estimates - There have been three upward revisions for NXPI's earnings estimates for the current fiscal year, with no downward revisions, leading to an improved consensus estimate [4] - Positive earnings estimate revisions strengthen the bullish outlook for NXPI [5]

Group 1 - NXP Semiconductors N.V. (NASDAQ:NXPI) is recognized as a leader in analog and embedded semiconductors, with over 50% of its revenue linked to the automotive sector and a strong presence in industrial markets [2] - The company is well-positioned to benefit from increasing semiconductor content per vehicle and the growth of industrial automation, supported by a robust design pipeline and strong customer relationships [2] - NXP's competitive advantage is bolstered by high switching costs due to long design cycles and deep customer integration, along with a high level of customization that has allowed for margin expansion [2] Group 2 - Jim Cramer categorized NXP Semiconductors as a cyclical stock, contrasting it with other semiconductor stocks that are considered secular [1] - Parnassus Investments added NXP Semiconductors to its portfolio, indicating confidence in the company's future growth prospects [2] - There is a belief that certain AI stocks may offer greater upside potential compared to NXP, suggesting a competitive landscape in the investment space [3]

Wall Street expects a year-over-year increase in earnings on higher revenues when NXP Semiconductors (NXPI) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 2, might help the stock move higher if these key numbers are better than ...