NXP Semiconductors (NASDAQ:NXPI) Updates Q3 2026 Earnings Guidance

NXP Semiconductors (NASDAQ:NXPI) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 3.890-4.320 for the period, compared to the consensus EPS estimate of 3.920. The company issued revenue guidance of $3.7 billion-$3.9 billion, compared to the consensus revenue estimate of $3.7 billion.

NXP Semiconductors Stock Down 7.4%

NXPI traded down $19.14 on Wednesday, hitting $239.98. The company had a trading volume of 1,563,285 shares, compared to its average volume of 3,498,277. The company has a debt-to-equity ratio of 1.00, a current ratio of 2.24 and a quick ratio of 1.55. NXP Semiconductors has a 52-week low of $183.00 and a 52-week high of $339.95. The stock has a fifty day simple moving average of $294.70 and a 200-day simple moving average of $252.85. The firm has a market capitalization of $60.59 billion, a P/E ratio of 23.06, a P/E/G ratio of 1.11 and a beta of 1.79.

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

NXP Semiconductors Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Investors of record on Wednesday, June 24th were paid a $1.014 dividend. This represents a $4.06 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend was Wednesday, June 24th. NXP Semiconductors’s dividend payout ratio is presently 38.85%.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. KeyCorp increased their price objective on NXP Semiconductors from $300.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Citigroup restated a “neutral” rating on shares of NXP Semiconductors in a report on Monday, July 13th. Weiss Ratings raised shares of NXP Semiconductors from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, May 4th. Wall Street Zen upgraded shares of NXP Semiconductors from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of NXP Semiconductors in a research report on Wednesday, April 29th. Sixteen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, NXP Semiconductors currently has a consensus rating of “Moderate Buy” and a consensus price target of $308.32.

Insider Activity

In other NXP Semiconductors news, EVP Andrew Micallef sold 1,000 shares of NXP Semiconductors stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $315.57, for a total value of $315,570.00. Following the completion of the transaction, the executive vice president directly owned 8,942 shares of the company’s stock, valued at approximately $2,821,826.94. The trade was a 10.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher L. Jensen sold 1,746 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $316.53, for a total transaction of $552,661.38. Following the completion of the transaction, the executive vice president owned 3,643 shares in the company, valued at approximately $1,153,118.79. This 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 insiders.

NXP Semiconductors News Summary

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

• Positive Sentiment: Strong second-quarter performance: NXP reported revenue of $3.50 billion, up 19.5% year over year and 10% sequentially, while adjusted EPS of $3.61 exceeded analysts’ $3.52 estimate. Growth was broad-based across end markets and regions. NXP Semiconductors Reports Second Quarter 2026 Results
• Positive Sentiment: Growth drivers remain attractive: Management highlighted software-defined vehicles and physical AI as key sources of momentum, with data centers emerging as an additional growth engine. Expanding design-win pipelines and the shift of AI into vehicles, factories and robots could support longer-term growth. NXPI Q2 Earnings Call Highlights Physical AI Growth
• Positive Sentiment: Analyst support remains: Needham reaffirmed its “buy” rating and assigned a $300 price target, implying substantial upside from recent trading levels.
• Neutral Sentiment: Third-quarter guidance was broadly constructive: NXP forecast revenue of $3.7 billion to $3.9 billion and EPS of $3.89 to $4.32. The revenue midpoint was above consensus, while the EPS range straddled expectations. NXP Semiconductors Reports Second Quarter 2026 Results
• Negative Sentiment: Expectations and valuation are weighing on NXPI: Despite the earnings beat and improved outlook, investors appear concerned that the guidance was not sufficiently strong relative to the stock’s prior valuation and growth expectations. A valuation review found NXPI near fair value on a discounted-cash-flow basis, while also flagging potential pressure from rising industry costs. NXP Semiconductors Stock Looks Stretched on Cash Flow

Institutional Trading of NXP Semiconductors

A number of institutional investors and hedge funds have recently modified their holdings of NXPI. JPL Wealth Management LLC purchased a new position in shares of NXP Semiconductors in the third quarter worth $26,000. Acumen Wealth Advisors LLC purchased a new stake in shares of NXP Semiconductors during the fourth quarter valued at $28,000. Jessup Wealth Management Inc purchased a new stake in shares of NXP Semiconductors during the fourth quarter valued at $29,000. Quattro Advisors LLC bought a new stake in NXP Semiconductors in the 4th quarter worth about $30,000. Finally, Prosperity Bancshares Inc bought a new stake in NXP Semiconductors in the 4th quarter worth about $31,000. Institutional investors own 90.54% of the company’s stock.

About NXP Semiconductors

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.