Latest news with #NXPSemiconductors
Time of India
4 days ago
- Business
- Time of India
Wolfspeed stock skyrockets over 20% — what's driving the move? Is this the start of a bigger breakout?
Wolfspeed stock surge took the spotlight in premarket trading as shares soared over 24% to $2.92, following the appointment of Gregor van Issum as CFO. Investors are hopeful as van Issum brings 20+ years of turnaround experience from companies like ams-OSRAM and NXP Semiconductors. Wolfspeed, known for its silicon carbide technology, aims to rebuild under a new leadership team, including recently appointed COO Dr. David Emerson and CEO Robert Feurle. With trading volume spiking past 434 million shares, and the stock coming off a 95% gain in the prior session, this leadership shift signals a possible major turnaround. Wolfspeed shares surged 24% in premarket after naming Gregor van Issum as CFO. The move follows major leadership changes and rising investor hopes as the silicon carbide company pushes toward recovery with strong trading volume and renewed financial strategy. Tired of too many ads? Remove Ads How much did Wolfspeed stock rise today? Pre-market gains : Up between +24.8% to +38.5% , hitting around $2.92 per share : Up between , hitting around Mid-day action: At one point, the stock had more than doubled from its previous close, building on a 96%–98% gain from Monday Wolfspeed stock skyrockets today, July 8: What's driving the massive surge? 1. A new CFO joins the turnaround mission Tired of too many ads? Remove Ads 2. Bold bankruptcy restructuring is underway Wiping out $4.6 billion in debt (about 70% of total liabilities) (about 70% of total liabilities) Reducing interest costs by around 60% Strengthening its long-term financial foundation What's happening with trading volume and volatility? Pre-market trading volume surged to nearly 434 million shares, compared to the usual daily average of 56 million shares The stock has a 52-week trading range of just $0.39 to $25.49, making it one of the more volatile names in the market Tired of too many ads? Remove Ads Can Gregor van Issum help Wolfspeed turn things around? Is Wolfspeed's leadership overhaul restoring investor confidence? How are market metrics reflecting Wolfspeed's shift? What should investors expect next? Next earnings report : Expected between August 19–25, 2025 , which could provide insight into early restructuring impacts : Expected between , which could provide insight into early restructuring impacts Execution of restructuring : Investors will want updates on how debt reduction and cash flow improvements are progressing : Investors will want updates on how debt reduction and cash flow improvements are progressing Analyst outlook: Price targets are floating around $4.20, with most analysts maintaining a 'hold' rating and a cautious outlook Is Wolfspeed a comeback story in the making? Could WOLF stock keep climbing from here? FAQs: Wolfspeed Inc (NYSE: WOLF) saw a massive surge in premarket trading on July 8, 2025, jumping 24.79% to $2.92 at 7:55 AM EDT, following the appointment of Gregor van Issum as the company's new Chief Financial Officer. This rally comes just after the stock closed the previous session at $2.31, already up 95.76%, marking one of the most significant two-day gains in recent memory. The renewed investor interest comes at a critical moment for the silicon carbide semiconductor manufacturer, which has been facing mounting challenges but now appears to be pivoting toward stock saw massive gains in both pre-market and early regular trading hours:This kind of back-to-back surge is rare and reflects extremely bullish sentiment — or speculative frenzy — around the powerful announcements are behind Wolfspeed's stock rally, pushing investor enthusiasm through the roof:Wolfspeed appointedas its new Chief Financial Officer, effective. Van Issum is well known in the semiconductor industry for steering companies through complex turnarounds, having held leadership roles atandInvestors are hopeful that his financial expertise and transparency-focused leadership will help Wolfspeed move closer to profitability and regain investor company'sis not a collapse but a calculated move to restructure its debt. Key highlights of the plan include:This restructuring plan appears to be giving investors hope for a leaner, more viable company going clear catalyst behind Wolfspeed's premarket rally is the announcement of Gregor van Issum as CFO, set to take effect on September 1, 2025. Van Issum isn't just any finance executive—he brings more than two decades of experience leading financial transformations at major semiconductor companies like ams-OSRAM AG and NXP Semiconductors seem to be betting on his proven ability to cut costs, manage restructuring, and enhance financial stability. His arrival follows the appointment of CEO Robert Feurle, with whom he previously worked at ams-OSRAM, signaling a coordinated effort to overhaul Wolfspeed's leadership and financial rally didn't just show up in price — the volume was massive too:The extreme volatility shows that while there's excitement, investors should be company is in need of strong leadership. Wolfspeed has a negative EPS of -$8.26 and is still working its way out of a tough financial position. But van Issum's experience handling multi-billion euro portfolios, M&A, and manufacturing turnarounds suggests he's the kind of leader who could push Wolfspeed back toward fact, van Issum has already emphasized transparency and transformation as key priorities—a move that's resonating well with both retail and institutional investors. His familiarity with Wolfspeed's new CEO is also seen as a strategic advantage, potentially allowing the leadership team to act quickly and cohesively during this high-stakes point to yes. The CFO appointment comes just two months after Dr. David Emerson joined as Chief Operating Officer, underscoring the company's push to build a high-caliber executive team. This strategy appears to be paying off: the surge in stock price reflects investor confidence not just in the new team, but in the broader transformation strategy Wolfspeed is rolling changes aim to capitalize on Wolfspeed's 200mm silicon carbide platform, strengthen the balance sheet, and leverage the company's intellectual property and manufacturing facilities. By putting experienced hands at the helm, Wolfspeed is signaling to the market that it's serious about becoming a stronger player in the silicon carbide technology numbers tell a compelling story. As of now, Wolfspeed holds a market cap of $359.498 million with a beta of 1.29, indicating relatively high volatility. But what's even more noteworthy is the explosive trading volume—434.45 million shares traded in premarket alone, far above the average volume of 56.52 surge suggests heightened institutional interest and possibly speculative repositioning around the new leadership. The sharp rise from its 52-week low of $0.39 to $2.92 shows that the market is beginning to reassess the company's value, particularly in light of its cutting-edge technology and strategic coming weeks will be critical in determining whether Wolfspeed's turnaround sticks or fizzles out. Here's what to watch:Wolfspeed's stunning surge today is no accident — it's being powered by strong signals of change. With a turnaround expert CFO and a major debt reduction in play, the company is sending a message: it's serious about it's early days. The market loves a good comeback story, but with high volatility and restructuring risks, investors should keep a close eye on how Wolfspeed handles the next few tuned — this one could be a wild to analysts, there might still be room to run. The analyst target estimate sits at $4.20, suggesting a potential upside of over 43% from current levels. While past performance is no guarantee of future returns, the latest rally hints at a possible turnaround story in real test will come during the next earnings release scheduled between August 19–25, 2025. If Wolfspeed can show even modest improvements in margins or cost controls under the new leadership, the momentum could recent stock movement is a clear sign that the market is watching the company closely. After months of struggle and a dramatic decline in stock value, the back-to-back leadership appointments—culminating in the hiring of Gregor van Issum as CFO—appear to be giving investors renewed spike in trading volume, price action, and institutional chatter all suggest that Wolfspeed is no longer being dismissed as just another struggling chipmaker. Instead, it's being viewed as a company in the middle of a transformation—one that might just be getting Wolfspeed can deliver on operational improvements and financial discipline under its new leadership team, we may look back at this week's surge as the moment when things started to turn around.A: Wolfspeed stock surged after appointing transformation expert Gregor van Issum as CFO.A: He is a seasoned finance leader with experience at ams-OSRAM and NXP Semiconductors.
CNBC
04-07-2025
- Business
- CNBC
This semiconductor stock could have more room to run after a strong first half, says UBS
Rosy second-quarter earnings could give NXP Semiconductors more room to rally, according to UBS. The firm stood by its previous buy rating on the Dutch chip designer and manufacturer in a Wednesday note, but raised its price target to $276 per share from $250. UBS' forecast calls for about 19% upside from Thursday's $232.10 close. Analyst Francois-Xavier Bouvignies said that he expects NXP to report solid second-quarter results and issue an upbeat third-quarter forecast, which will result in consensus earnings estimates rising by 5% to 10% for the full year. "We expect this to be largely driven by the cyclical turn in the auto and industrial end-markets, which we both expect to by up 5% y-o-y," Bouvignies said. "This is consistent with feedback that we have heard through Q1 results and during May conferences." NXPI YTD mountain NXP Semiconductor stock in 2025. And even as shares have outperformed the broader market over the past month, the analyst said that NXP's rally looks to have more life left, Bouvignies said. Shares have gained nearly 17% over the past month as of Thursday, compared with a climb of 5.2% for the S & P 500. Bouvignies admits the stock's run means some of the company's potential is priced into its valuation. However, he said, "other analog peers have rallied up to 20% on similar hopes of a cyclical bounce. As the cycle turns we also believe the duration of the rally is likely to continue."
Channel Post MEA
18-06-2025
- Automotive
- Channel Post MEA
NXP Completes TTTech Auto Acquisition
NXP Semiconductors has announced the completion of the acquisition of TTTech Auto, a leader in innovating unique safety-critical systems and middleware for software-defined vehicles (SDVs), pursuant to the terms of the previously announced agreement from January 2025. The open and modular offering of the NXP CoreRide platform and TTTech Auto's MotionWise safety middleware helps automakers overcome software and hardware integration barriers, while reducing complexity and development efforts and increasing scalability and cost-efficiency required for next-generation vehicles. To continue operating within an open industry ecosystem, TTTech Auto's services will remain with neutral position, supporting various System-on-Chips manufacturers, OEMs and 3rd party software partners. This will advance SDV capabilities while maintaining stringent safety and performance standards and ensuring data protection.
Yahoo
16-06-2025
- Business
- Yahoo
NXP Semiconductors' (NASDAQ:NXPI) Dividend Will Be $1.01
NXP Semiconductors N.V. (NASDAQ:NXPI) will pay a dividend of $1.01 on the 9th of July. The dividend yield will be 1.9% based on this payment which is still above the industry average. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. If the payments aren't sustainable, a high yield for a few years won't matter that much. Based on the last payment, NXP Semiconductors was quite comfortably earning enough to cover the dividend. This indicates that a lot of the earnings are being reinvested into the business, with the aim of fueling growth. The next year is set to see EPS grow by 53.2%. If the dividend continues on this path, the payout ratio could be 36% by next year, which we think can be pretty sustainable going forward. Check out our latest analysis for NXP Semiconductors It is great to see that NXP Semiconductors has been paying a stable dividend for a number of years now, however we want to be a bit cautious about whether this will remain true through a full economic cycle. The dividend has gone from an annual total of $1.00 in 2018 to the most recent total annual payment of $4.06. This means that it has been growing its distributions at 22% per annum over that time. NXP Semiconductors has been growing its dividend quite rapidly, which is exciting. However, the short payment history makes us question whether this performance will persist across a full market cycle. The company's investors will be pleased to have been receiving dividend income for some time. NXP Semiconductors has seen EPS rising for the last five years, at 61% per annum. The company's earnings per share has grown rapidly in recent years, and it has a good balance between reinvesting and paying dividends to shareholders, so we think that NXP Semiconductors could prove to be a strong dividend payer. Overall, we like to see the dividend staying consistent, and we think NXP Semiconductors might even raise payments in the future. Earnings are easily covering distributions, and the company is generating plenty of cash. All in all, this checks a lot of the boxes we look for when choosing an income stock. Companies possessing a stable dividend policy will likely enjoy greater investor interest than those suffering from a more inconsistent approach. At the same time, there are other factors our readers should be conscious of before pouring capital into a stock. For example, we've picked out 1 warning sign for NXP Semiconductors that investors should know about before committing capital to this stock. Looking for more high-yielding dividend ideas? Try our collection of strong dividend payers. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
14-06-2025
- Business
- Yahoo
Estimating The Intrinsic Value Of NXP Semiconductors N.V. (NASDAQ:NXPI)
Using the 2 Stage Free Cash Flow to Equity, NXP Semiconductors fair value estimate is US$208 With US$211 share price, NXP Semiconductors appears to be trading close to its estimated fair value Our fair value estimate is 11% lower than NXP Semiconductors' analyst price target of US$235 Does the June share price for NXP Semiconductors N.V. (NASDAQ:NXPI) reflect what it's really worth? Today, we will estimate the stock's intrinsic value by estimating the company's future cash flows and discounting them to their present value. The Discounted Cash Flow (DCF) model is the tool we will apply to do this. Before you think you won't be able to understand it, just read on! It's actually much less complex than you'd imagine. Companies can be valued in a lot of ways, so we would point out that a DCF is not perfect for every situation. If you want to learn more about discounted cash flow, the rationale behind this calculation can be read in detail in the Simply Wall St analysis model. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. We use what is known as a 2-stage model, which simply means we have two different periods of growth rates for the company's cash flows. Generally the first stage is higher growth, and the second stage is a lower growth phase. To begin with, we have to get estimates of the next ten years of cash flows. Where possible we use analyst estimates, but when these aren't available we extrapolate the previous free cash flow (FCF) from the last estimate or reported value. We assume companies with shrinking free cash flow will slow their rate of shrinkage, and that companies with growing free cash flow will see their growth rate slow, over this period. We do this to reflect that growth tends to slow more in the early years than it does in later years. Generally we assume that a dollar today is more valuable than a dollar in the future, so we discount the value of these future cash flows to their estimated value in today's dollars: 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 Levered FCF ($, Millions) US$2.49b US$3.07b US$3.46b US$4.52b US$4.59b US$4.67b US$4.77b US$4.89b US$5.01b US$5.15b Growth Rate Estimate Source Analyst x12 Analyst x13 Analyst x8 Analyst x2 Analyst x1 Est @ 1.84% Est @ 2.17% Est @ 2.40% Est @ 2.56% Est @ 2.68% Present Value ($, Millions) Discounted @ 10% US$2.3k US$2.5k US$2.6k US$3.1k US$2.8k US$2.6k US$2.4k US$2.3k US$2.1k US$2.0k ("Est" = FCF growth rate estimated by Simply Wall St)Present Value of 10-year Cash Flow (PVCF) = US$25b After calculating the present value of future cash flows in the initial 10-year period, we need to calculate the Terminal Value, which accounts for all future cash flows beyond the first stage. The Gordon Growth formula is used to calculate Terminal Value at a future annual growth rate equal to the 5-year average of the 10-year government bond yield of 2.9%. We discount the terminal cash flows to today's value at a cost of equity of 10%. Terminal Value (TV)= FCF2034 × (1 + g) ÷ (r – g) = US$5.1b× (1 + 2.9%) ÷ (10%– 2.9%) = US$74b Present Value of Terminal Value (PVTV)= TV / (1 + r)10= US$74b÷ ( 1 + 10%)10= US$28b The total value is the sum of cash flows for the next ten years plus the discounted terminal value, which results in the Total Equity Value, which in this case is US$53b. To get the intrinsic value per share, we divide this by the total number of shares outstanding. Compared to the current share price of US$211, the company appears around fair value at the time of writing. Remember though, that this is just an approximate valuation, and like any complex formula - garbage in, garbage out. The calculation above is very dependent on two assumptions. The first is the discount rate and the other is the cash flows. If you don't agree with these result, have a go at the calculation yourself and play with the assumptions. The DCF also does not consider the possible cyclicality of an industry, or a company's future capital requirements, so it does not give a full picture of a company's potential performance. Given that we are looking at NXP Semiconductors as potential shareholders, the cost of equity is used as the discount rate, rather than the cost of capital (or weighted average cost of capital, WACC) which accounts for debt. In this calculation we've used 10%, which is based on a levered beta of 1.664. Beta is a measure of a stock's volatility, compared to the market as a whole. We get our beta from the industry average beta of globally comparable companies, with an imposed limit between 0.8 and 2.0, which is a reasonable range for a stable business. View our latest analysis for NXP Semiconductors Strength Debt is well covered by earnings and cashflows. Dividends are covered by earnings and cash flows. Weakness Earnings declined over the past year. Dividend is low compared to the top 25% of dividend payers in the Semiconductor market. Opportunity Annual earnings are forecast to grow for the next 3 years. Good value based on P/E ratio compared to estimated Fair P/E ratio. Threat Annual earnings are forecast to grow slower than the American market. Although the valuation of a company is important, it is only one of many factors that you need to assess for a company. It's not possible to obtain a foolproof valuation with a DCF model. Preferably you'd apply different cases and assumptions and see how they would impact the company's valuation. For example, changes in the company's cost of equity or the risk free rate can significantly impact the valuation. For NXP Semiconductors, we've compiled three fundamental elements you should look at: Risks: We feel that you should assess the 1 warning sign for NXP Semiconductors we've flagged before making an investment in the company. Future Earnings: How does NXPI's growth rate compare to its peers and the wider market? Dig deeper into the analyst consensus number for the upcoming years by interacting with our free analyst growth expectation chart. Other High Quality Alternatives: Do you like a good all-rounder? Explore our interactive list of high quality stocks to get an idea of what else is out there you may be missing! PS. The Simply Wall St app conducts a discounted cash flow valuation for every stock on the NASDAQGS every day. If you want to find the calculation for other stocks just search here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
