10 Companies That Analysts Just Upgraded

7. NXP Semiconductors (NASDAQ:NXPI)

NXP Semiconductors is a semiconductor company that has been out of favor among investors for the last two quarters. The chipmaker is not only exposed to China but it is also heavily reliant on Apple, a company that has been moving its chip-making requirements in-house and may eventually stop using NXPI’s services too.

That negativity may soon be a thing of the past. Goldman Sachs has just upgraded the firm from its Neutral rating to Buy. The firm believes NXPI will be one of the strongest semi-stocks in 2025. The upgrade has a lot to do with the firm’s conviction in AI spending. Even though the spending may slow down, a cyclical stock like NXPI will eventually reap the benefits of changing market dynamics.

Sometime in 2025, the cyclicality of the stock is likely to bottom out. Analysts believe the automotive market is in the final stages of its downturn and investors will realize that soon enough. This means the stock could start pricing in a cyclical recovery by the second half of the year. 2025 will therefore be a defining year for investors who want to achieve gains in semi-stocks in the next 3 years.