NXP Semiconductors (NASDAQ:NXPI – Get Free Report) was upgraded by research analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a report released on Saturday.
Other equities analysts have also recently issued research reports about the company. TD Cowen reduced their target price on NXP Semiconductors from $340.00 to $290.00 and set a “buy” rating on the stock in a report on Wednesday, July 29th. BNP Paribas Exane increased their price target on shares of NXP Semiconductors from $270.00 to $310.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Weiss Ratings upgraded shares of NXP Semiconductors from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, May 4th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of NXP Semiconductors in a research note on Wednesday, April 29th. Finally, Citigroup reissued a “neutral” rating on shares of NXP Semiconductors in a report on Monday, July 13th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $307.05.
Check Out Our Latest Report on NXPI
NXP Semiconductors Price Performance
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The semiconductor provider reported $3.61 EPS for the quarter, topping analysts’ consensus estimates of $3.52 by $0.09. NXP Semiconductors had a return on equity of 27.83% and a net margin of 22.56%.The firm had revenue of $3.50 billion during the quarter, compared to analyst estimates of $3.47 billion. During the same period last year, the company earned $2.72 earnings per share. The company’s revenue was up 19.5% on a year-over-year basis. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. On average, analysts anticipate that NXP Semiconductors will post 13.73 EPS for the current year.
Insider Activity at NXP Semiconductors
In other news, EVP Andrew Micallef sold 1,000 shares of the stock in a transaction on Monday, June 15th. The shares were sold at an average price of $315.57, for a total transaction of $315,570.00. Following the completion of the sale, the executive vice president owned 8,942 shares of the company’s stock, valued at $2,821,826.94. This represents a 10.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 the firm’s stock in a transaction 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 sale, the executive vice president owned 3,643 shares in the company, valued at approximately $1,153,118.79. The trade was a 32.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.05% of the company’s stock.
Hedge Funds Weigh In On NXP Semiconductors
Large investors have recently added to or reduced their stakes in the company. JPL Wealth Management LLC bought a new stake in shares of NXP Semiconductors in the third quarter valued at about $26,000. SHP Wealth Management acquired a new position in shares of NXP Semiconductors during the fourth quarter worth about $27,000. Allied Private Wealth LLC bought a new position in shares of NXP Semiconductors during the second quarter worth about $28,000. Acumen Wealth Advisors LLC acquired a new stake in NXP Semiconductors in the 4th quarter valued at approximately $28,000. Finally, Jessup Wealth Management Inc acquired a new stake in NXP Semiconductors in the 4th quarter valued at approximately $29,000. Institutional investors own 90.54% of the company’s stock.
Key Headlines Impacting NXP Semiconductors
Here are the key news stories impacting NXP Semiconductors this week:
- Positive Sentiment: Strong quarterly performance and guidance: NXP reported second-quarter revenue of $3.50 billion, up 19.5% year over year and ahead of expectations. Adjusted EPS of $3.61 also exceeded consensus, while next-quarter guidance was better than analysts’ forecasts. NXPI Q2 Deep Dive: Broad-Based Revenue Growth and Strong Guidance Across All End Markets
- Positive Sentiment: Analyst support remains favorable: Oppenheimer and Needham reaffirmed Buy ratings, while Morgan Stanley maintained its Buy rating and raised its price target to $338. These actions reinforce the view that NXP’s growth and automotive semiconductor exposure remain attractive. Morgan Stanley Keeps Their Buy Rating on NXP Semiconductors
- Neutral Sentiment: Price-target views are mixed: TD Cowen lowered its target to $290, contrasting with Morgan Stanley’s increase. The differing outlooks suggest analysts remain divided over valuation and the durability of NXP’s recovery. TD Cowen Lowers NXP Semiconductors Price Target
- Negative Sentiment: Potential Ambarella acquisition pressures shares: NXP is reportedly in talks to acquire Ambarella, a developer of low-power AI chips and software for cameras, vehicles and robotics. The deal could improve NXP’s capabilities in software-defined vehicles, radar, electrification and edge AI, but investors may be discounting the financial and integration risks because no transaction has been announced or agreed. NXP in Talks to Buy Chip Developer Ambarella, FT Reports
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.
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