NXP Semiconductors (NASDAQ:NXPI) Given New $290.00 Price Target at TD Cowen

NXP Semiconductors (NASDAQ:NXPI) had its price target decreased by equities research analysts at TD Cowen from $340.00 to $290.00 in a report issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the semiconductor provider’s stock. TD Cowen’s price target suggests a potential upside of 17.60% from the stock’s current price.

A number of other research firms have also recently commented on NXPI. Wells Fargo & Company cut their target price on NXP Semiconductors from $290.00 to $280.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of NXP Semiconductors in a research note on Wednesday, April 29th. Weiss Ratings raised NXP Semiconductors from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, May 4th. Bank of America reaffirmed a “neutral” rating on shares of NXP Semiconductors in a research report on Wednesday. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of NXP Semiconductors in a research report on Wednesday, April 29th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $307.05.

NXP Semiconductors Trading Down 4.8%

Shares of NASDAQ NXPI traded down $12.51 during trading hours on Wednesday, hitting $246.61. 2,643,434 shares of the company traded hands, compared to its average volume of 3,505,110. The company’s 50 day moving average price is $294.70 and its 200 day moving average price is $252.85. NXP Semiconductors has a 12 month low of $183.00 and a 12 month high of $339.95. The stock has a market capitalization of $62.26 billion, a price-to-earnings ratio of 23.73, a price-to-earnings-growth ratio of 1.11 and a beta of 1.79. The company has a current ratio of 2.24, a quick ratio of 1.55 and a debt-to-equity ratio of 1.00.

NXP Semiconductors (NASDAQ:NXPI) last posted its quarterly earnings data on Tuesday, July 28th. The semiconductor provider reported $3.61 EPS for the quarter, topping the consensus estimate of $3.52 by $0.09. The company had revenue of $3.50 billion during the quarter, compared to analyst estimates of $3.47 billion. NXP Semiconductors had a net margin of 21.03% and a return on equity of 26.75%. NXP Semiconductors’s quarterly revenue was up 19.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.72 earnings per share. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. On average, equities research analysts anticipate that NXP Semiconductors will post 13.46 earnings per share for the current fiscal year.

Insider Activity at NXP Semiconductors

In other news, EVP Andrew Micallef sold 1,000 shares of NXP Semiconductors stock in a transaction on Monday, June 15th. The stock was sold at an average price of $315.57, for a total value of $315,570.00. Following the transaction, the executive vice president directly owned 8,942 shares in the company, valued at approximately $2,821,826.94. This trade represents a 10.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher L. Jensen sold 1,746 shares of NXP Semiconductors stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $316.53, for a total value of $552,661.38. Following the completion of the transaction, the executive vice president owned 3,643 shares in the company, valued at $1,153,118.79. This trade represents a 32.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.05% of the stock is currently owned by corporate insiders.

Institutional Trading of NXP Semiconductors

Several hedge funds and other institutional investors have recently made changes to their positions in the business. MCF Advisors LLC raised its position in shares of NXP Semiconductors by 25.3% in the 4th quarter. MCF Advisors LLC now owns 213 shares of the semiconductor provider’s stock valued at $46,000 after purchasing an additional 43 shares during the last quarter. Aptus Capital Advisors LLC grew its position in NXP Semiconductors by 1.3% during the 4th quarter. Aptus Capital Advisors LLC now owns 3,464 shares of the semiconductor provider’s stock worth $752,000 after purchasing an additional 43 shares during the last quarter. Gamco Investors INC. ET AL grew its position in NXP Semiconductors by 2.0% during the 1st quarter. Gamco Investors INC. ET AL now owns 2,305 shares of the semiconductor provider’s stock worth $454,000 after purchasing an additional 45 shares during the last quarter. Tokio Marine Asset Management Co. Ltd. increased its stake in NXP Semiconductors by 0.6% during the 4th quarter. Tokio Marine Asset Management Co. Ltd. now owns 8,426 shares of the semiconductor provider’s stock valued at $1,829,000 after purchasing an additional 50 shares in the last quarter. Finally, IHT Wealth Management LLC raised its holdings in shares of NXP Semiconductors by 4.6% in the second quarter. IHT Wealth Management LLC now owns 1,193 shares of the semiconductor provider’s stock worth $261,000 after buying an additional 52 shares during the last quarter. Hedge funds and other institutional investors own 90.54% of the company’s stock.

Key NXP Semiconductors News

Here are the key news stories impacting NXP Semiconductors this week:

• Positive Sentiment: NXP reported second-quarter revenue of approximately $3.5 billion, up 19.5% year over year and 10% sequentially, while adjusted EPS of $3.61 exceeded consensus estimates near $3.52. Growth was broad-based across regions and end markets, led by software-defined vehicles, physical AI and improving data-center demand. NXP Semiconductors Reports Second Quarter 2026 Results
• Positive Sentiment: Third-quarter guidance calls for revenue of $3.7 billion to $3.9 billion and EPS of $3.89 to $4.32. The revenue midpoint is above analyst expectations, and management cited expanding design-win pipelines and stronger demand for physical AI, software-defined vehicles and data-center products. NXPI Q2 Earnings Call Highlights Physical AI Growth
• Positive Sentiment: Morgan Stanley raised its price target to $338 and maintained an “overweight” rating, while Needham reaffirmed its “buy” rating with a $300 target, signaling continued confidence in NXP’s long-term growth drivers. Morgan Stanley Price Target
• Neutral Sentiment: Wells Fargo lowered its price target to $280 and kept an “equal weight” rating, highlighting a more cautious view even though it still sees upside potential.
• Negative Sentiment: The earnings beat and raised outlook failed to impress near-term traders, with reports indicating that NXPI was heading for a fifth consecutive declining session. Investors may be concerned that the guidance was not sufficiently above expectations, while sector weakness, rising industry costs and a relatively full valuation are limiting enthusiasm. NXPI Stock Falls as Outlook Fails to Impress

NXP Semiconductors Company Profile

NXP Semiconductors N.V. is a global semiconductor company headquartered in Eindhoven, the Netherlands, that designs and supplies mixed-signal and standard product solutions for a broad range of end markets. The company focuses on enabling secure connections and infrastructure for embedded applications, developing technologies used across automotive, industrial and Internet of Things (IoT), mobile, and communication infrastructure segments. NXP’s offerings target customers that require reliable, secure, and high-performance semiconductor components for connected devices and systems.

Product lines include microcontrollers and application processors, secure elements and authentication technologies, RF and high-power analog components, connectivity solutions, and vehicle networking and infotainment systems.