{"id":473,"date":"2026-04-11T20:51:35","date_gmt":"2026-04-11T20:51:35","guid":{"rendered":"https:\/\/www.europesays.com\/netherlands\/473\/"},"modified":"2026-04-11T20:51:35","modified_gmt":"2026-04-11T20:51:35","slug":"winners-and-losers-of-q4-nxp-semiconductors-nasdaqnxpi-vs-the-rest-of-the-analog-semiconductors-stocks","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/netherlands\/473\/","title":{"rendered":"Winners And Losers Of Q4: NXP Semiconductors (NASDAQ:NXPI) Vs The Rest Of The Analog Semiconductors Stocks"},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\">Wrapping up Q4 earnings, we look at the numbers and key takeaways for the analog semiconductors stocks, including NXP Semiconductors (NASDAQ:NXPI) and its peers.<\/p>\n<p class=\"yf-1fy9kyt\">Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years.<\/p>\n<p class=\"yf-1fy9kyt\">The 15 analog semiconductors stocks we track reported a satisfactory Q4. As a group, revenues beat analysts\u2019 consensus estimates by 0.7% while next quarter\u2019s revenue guidance was above.<\/p>\n<p class=\"yf-1fy9kyt\">Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 7.8% since the latest earnings results.<\/p>\n<p class=\"yf-1fy9kyt\">Spun off from Dutch electronics giant Philips in 2006, NXP Semiconductors (NASDAQ: NXPI) is a designer and manufacturer of chips used in autos, industrial manufacturing, mobile devices, and communications infrastructure.<\/p>\n<p class=\"yf-1fy9kyt\">NXP Semiconductors reported revenues of $3.34 billion, up 7.2% year on year. This print exceeded analysts\u2019 expectations by 0.7%. Overall, it was a satisfactory quarter for the company with a meaningful improvement in its inventory levels. <\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.europesays.com\/netherlands\/wp-content\/uploads\/2026\/04\/888c627f81610c1ea4880855b9fc588d.png\" alt=\"NXP Semiconductors Total Revenue\" loading=\"eager\" height=\"540\" width=\"960\" class=\"yf-lglytj  loaded\"\/> NXP Semiconductors Total Revenue      <\/p>\n<p class=\"yf-1fy9kyt\">Unsurprisingly, the stock is down 15.9% since reporting and currently trades at $194.29.<\/p>\n<p class=\"yf-1fy9kyt\">Is now the time to buy NXP Semiconductors? <a href=\"https:\/\/stockstory.org\/us\/stocks\/nasdaq\/nxpi?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=primary&amp;utm_article=C19xY28HYUY%3D&amp;utm_ticker=NXPI\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Access our full analysis of the earnings results here, it\u2019s free;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Access our full analysis of the earnings results here, it\u2019s free&quot;}\" class=\"link \">Access our full analysis of the earnings results here, it\u2019s free<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\">Result of a merger of Alpha Industries and the wireless communications division of Conexant, Skyworks Solutions (NASDAQ: SWKS) is a designer and manufacturer of chips used in smartphones, autos, and industrial applications to amplify, filter, and process wireless signals.<\/p>\n<p class=\"yf-1fy9kyt\">Skyworks Solutions reported revenues of $1.04 billion, down 3.1% year on year, outperforming analysts\u2019 expectations by 3.4%. The business had an exceptional quarter with a beat of analysts\u2019 EPS estimates and an impressive beat of analysts\u2019 adjusted operating income estimates.<\/p>\n<p>    <img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Skyworks Solutions Total Revenue\" loading=\"lazy\" height=\"540\" width=\"960\" class=\"yf-lglytj loader\"\/> Skyworks Solutions Total Revenue      <\/p>\n<p class=\"yf-1fy9kyt\">Skyworks Solutions achieved the biggest analyst estimates beat among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 2.9% since reporting. It currently trades at $54.30.<\/p>\n<p class=\"yf-1fy9kyt\">Is now the time to buy Skyworks Solutions? <a href=\"https:\/\/stockstory.org\/us\/stocks\/nasdaq\/swks?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=best&amp;utm_article=C19xY28HYUY%3D&amp;utm_ticker=NXPI\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Access our full analysis of the earnings results here, it\u2019s free;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Access our full analysis of the earnings results here, it\u2019s free&quot;}\" class=\"link \">Access our full analysis of the earnings results here, it\u2019s free<\/a>.<\/p>\n<p>    Story Continues  <\/p>\n<p class=\"yf-1fy9kyt\">Named after the founder&#8217;s ancestral village in present-day Lithuania, Vishay Intertechnology (NYSE:VSH) manufactures simple chips and electronic components that are building blocks of virtually all types of electronic devices.<\/p>\n<p class=\"yf-1fy9kyt\">Vishay Intertechnology reported revenues of $800.9 million, up 12.1% year on year, exceeding analysts\u2019 expectations by 0.7%. Still, it was a slower quarter as it posted a significant miss of analysts\u2019 adjusted operating income estimates and EPS in line with analysts\u2019 estimates.<\/p>\n<p class=\"yf-1fy9kyt\">As expected, the stock is down 15.8% since the results and currently trades at $17.46.<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/stockstory.org\/us\/stocks\/nyse\/vsh?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=worst&amp;utm_article=C19xY28HYUY%3D&amp;utm_ticker=NXPI\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Read our full analysis of Vishay Intertechnology\u2019s results here.;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Read our full analysis of Vishay Intertechnology\u2019s results here.&quot;}\" class=\"link \">Read our full analysis of Vishay Intertechnology\u2019s results here. <\/a><\/p>\n<p class=\"yf-1fy9kyt\">Founded in the 1950s as Microwave Associates, a communications supplier to the US Army Signal Corp, today MACOM Technology Solutions (NASDAQ: MTSI) is a provider of analog chips used in optical, wireless, and satellite networks.<\/p>\n<p class=\"yf-1fy9kyt\">MACOM reported revenues of $271.6 million, up 24.5% year on year. This print beat analysts\u2019 expectations by 1%. Overall, it was a strong quarter as it also logged revenue guidance for next quarter topping analysts\u2019 expectations and an impressive beat of analysts\u2019 adjusted operating income estimates.<\/p>\n<p class=\"yf-1fy9kyt\">The stock is up 6.7% since reporting and currently trades at $229.54.<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/stockstory.org\/us\/stocks\/nasdaq\/mtsi?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=peer1&amp;utm_article=C19xY28HYUY%3D&amp;utm_ticker=NXPI\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Read our full, actionable report on MACOM here, it\u2019s free.;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Read our full, actionable report on MACOM here, it\u2019s free.&quot;}\" class=\"link \">Read our full, actionable report on MACOM here, it\u2019s free.<\/a><\/p>\n<p class=\"yf-1fy9kyt\">Headquartered in Dallas, Texas since the 1950s, Texas Instruments (NASDAQ:TXN) is the world\u2019s largest producer of analog semiconductors.<\/p>\n<p class=\"yf-1fy9kyt\">Texas Instruments reported revenues of $4.42 billion, up 10.4% year on year. This result lagged analysts&#8217; expectations by 0.8%. Overall, it was a slower quarter as it also logged a significant miss of analysts\u2019 EPS estimates and a slight miss of analysts\u2019 revenue estimates.<\/p>\n<p class=\"yf-1fy9kyt\">Texas Instruments had the weakest performance against analyst estimates among its peers. The stock is down 4.1% since reporting and currently trades at $188.53.<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/stockstory.org\/us\/stocks\/nasdaq\/txn?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=peer1&amp;utm_article=C19xY28HYUY%3D&amp;utm_ticker=NXPI\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Read our full, actionable report on Texas Instruments here, it\u2019s free.;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Read our full, actionable report on Texas Instruments here, it\u2019s free.&quot;}\" class=\"link \">Read our full, actionable report on Texas Instruments here, it\u2019s free.<\/a><\/p>\n<p class=\"yf-1fy9kyt\">Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today\u2019s crypto infrastructure?<\/p>\n<p class=\"yf-1fy9kyt\">These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US\u2019 conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.<\/p>\n<p class=\"yf-1fy9kyt\">Want to invest in winners with rock-solid fundamentals? Check out our <a href=\"https:\/\/stockstory.org\/high-quality\/strong-momentum?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=end&amp;utm_article=C19xY28HYUY%3D&amp;utm_ticker=NXPI\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Strong Momentum Stocks;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Strong Momentum Stocks&quot;}\" class=\"link \">Strong Momentum Stocks<\/a> and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.<\/p>\n<p class=\"yf-1fy9kyt\">StockStory\u2019s analyst team \u2014 all seasoned professional investors \u2014 uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.<\/p>\n","protected":false},"excerpt":{"rendered":"Wrapping up Q4 earnings, we look at the numbers and key takeaways for the analog semiconductors stocks, including&hellip;\n","protected":false},"author":2,"featured_media":474,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[62],"tags":[620,617,618,616,619,621,571,166,203,615,622],"class_list":{"0":"post-473","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-nxp","8":"tag-analog-chip","9":"tag-analog-chips","10":"tag-earnings-results","11":"tag-eps-estimates","12":"tag-expectations","13":"tag-macom","14":"tag-nasdaq","15":"tag-nxp","16":"tag-nxp-semiconductors","17":"tag-skyworks-solutions","18":"tag-vishay-intertechnology"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/473","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/comments?post=473"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/473\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/474"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=473"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=473"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=473"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}