NXP Semiconductors NV

NXPI: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$451.00	Rfwy	Yhbtnkvz

NXP Earnings: Maintaining $240 Fair Value Estimate as Revenue Is Holding Up Relatively Well

Brian Colello

Feb 6, 2024

Narrow-moat NXP Semiconductors reported solid fourth-quarter results and provided investors with a relatively upbeat first-quarter forecast. The firm’s prudent inventory management appears to be paying off as NXP may face a less severe inventory correction than some of its peers. We maintain our $240 fair value estimate and view shares as modestly undervalued.

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