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Inspire Investing LLC purchased a new position in shares of NXP Semiconductors N.V. (NASDAQ: NXPI) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 14,734 shares of the semiconductor provider's stock, valued at approximately $3,500,000. Other hedge funds have

Wall Street analysts forecast that NXP Semiconductors (NXPI - Free Report) will report quarterly earnings of $4.14 per share in its upcoming release, pointing to a year-over-year increase of 33.1%. It is anticipated that revenues will amount to $3.77 billion, exhibiting an increase of 18.8% compared to the year-ago quarter.

Over the last 30 days, there has been an upward revision of 0.5% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.

Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

In light of this perspective, let's dive into the average estimates of certain NXP metrics that are commonly tracked and forecasted by Wall Street analysts.

The collective assessment of analysts points to an estimated 'Revenue- Automotive' of $2.06 billion. The estimate points to a change of +12% from the year-ago quarter.

Based on the collective assessment of analysts, 'Revenue- Communications Infrastructure & Other' should arrive at $490.59 million. The estimate suggests a change of +50% year over year.

Analysts expect 'Revenue- Industrial & IoT' to come in at $804.02 million. The estimate indicates a year-over-year change of +38.9%.

The combined assessment of analysts suggests that 'Revenue- Mobile' will likely reach $405.29 million. The estimate indicates a year-over-year change of -5.8%.

View all Key Company Metrics for NXP here>>>

Over the past month, NXP shares have recorded returns of +2.9% versus the Zacks S&P 500 composite's no change. Based on its Zacks Rank #2 (Buy), NXPI will likely outperform the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Net Worth Advisory Group acquired a new stake in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 2,497 shares of the semiconductor provider’s stock, valued at approximately $597,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. BlackRock Inc. bought a new stake in NXP Semiconductors during the second quarter valued at about $6,716,412,000. State Street Corp raised its holdings in shares of NXP Semiconductors by 6.4% during the 2nd quarter. State Street Corp now owns 11,699,143 shares of the semiconductor provider’s stock worth $3,298,932,000 after acquiring an additional 702,099 shares in the last quarter. Wellington Management Group LLP purchased a new stake in NXP Semiconductors during the second quarter valued at $21,099,000. Bank of America Corp DE purchased a new stake in shares of NXP Semiconductors during the 2nd quarter valued at about $1,169,846,000. Finally, Van ECK Associates Corp bought a new position in shares of NXP Semiconductors in the 2nd quarter valued at about $1,167,458,000. Hedge funds and other institutional investors own 90.54% of the company’s stock.

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

Positive Sentiment: TD Cowen maintained a Buy rating while lowering its price target from $290 to $275. The revised target still implies meaningful upside from the current trading level, signaling continued confidence in NXP’s longer-term prospects. Positive Sentiment: Frank Rimerman Advisors initiated a roughly $652,000 position in NXP during the third quarter. Although relatively small, the new institutional investment provides a modest positive sentiment signal. Frank Rimerman Advisors Investment Article Neutral Sentiment: GuruFocus estimated NXP’s GF Value at $250.62, above the referenced share price of $237.60, suggesting the stock may be modestly undervalued based on its valuation model. The measure is supportive but does not represent a change in company fundamentals. GuruFocus NXP Valuation Article Negative Sentiment: Wells Fargo cut its price target sharply from $280 to $235 and assigned an Equal Weight rating. The new target is slightly below the current price, reflecting a more cautious view. Wells Fargo NXP Price Target Article Negative Sentiment: NXP is scheduled to report earnings next week. While Wall Street expects earnings growth, Zacks said the company lacks the combination of factors that typically supports a likely earnings beat, increasing event risk ahead of the report. NXP Earnings Expectations Article Negative Sentiment: Exchange-traded funds were reported as net sellers of NXP, indicating some institutional selling pressure. ETF NXP Selling Article Insider Buying and Selling at NXP Semiconductors In related news, EVP Christopher L. Jensen sold 3,355 shares of NXP Semiconductors stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $240.00, for a total transaction of $805,200.00. Following the completion of the sale, the executive vice president owned 288 shares in the company, valued at approximately $69,120. This trade represents a 92.09% decrease in their position. The transaction was disclosed in a document filed 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 Andrew Micallef sold 1,000 shares of NXP Semiconductors stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $226.04, for a total value of $226,040.00. Following the completion of the transaction, the executive vice president directly owned 7,942 shares in the company, valued at $1,795,209.68. This represents a 11.18% 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. Insiders own 0.05% of the company’s stock. NXP Semiconductors Stock Up 3.2% Shares of NASDAQ NXPI opened at $237.60 on Wednesday. NXP Semiconductors N.V. has a 52-week low of $183.00 and a 52-week high of $339.95. The business’s 50 day moving average is $229.90 and its two-hundred day moving average is $256.98. The firm has a market cap of $59.91 billion, a price-to-earnings ratio of 20.27, a PEG ratio of 0.78 and a beta of 1.80. The company has a quick ratio of 1.36, a current ratio of 2.04 and a debt-to-equity ratio of 0.88.

NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last released its earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 EPS for the quarter, topping the consensus estimate of $3.52 by $0.09. The firm had revenue of $3.50 billion during the quarter, compared to analysts’ expectations of $3.47 billion. NXP Semiconductors had a return on equity of 27.83% and a net margin of 22.56%. NXP Semiconductors’s revenue for the quarter was up 19.5% on a year-over-year basis. During the same period in the previous year, the firm posted $2.72 EPS. Research analysts predict that NXP Semiconductors N.V. will post 13.75 EPS for the current year.

NXP Semiconductors Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th were issued a $1.0140 dividend. The ex-dividend date of this dividend was Wednesday, September 16th. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.7%. NXP Semiconductors’s payout ratio is presently 34.64%.

Wall Street Analyst Weigh In Several equities research analysts have recently issued reports on NXPI shares. Wells Fargo & Company lowered their target price on shares of NXP Semiconductors from $280.00 to $235.00 and set an “equal weight” rating for the company in a report on Tuesday. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $290.00 price objective (up from $270.00) on shares of NXP Semiconductors in a research note on Wednesday, July 29th. Wall Street Zen cut shares of NXP Semiconductors from a “buy” rating to a “hold” rating in a report on Saturday. JPMorgan Chase & Co. upped their price target on shares of NXP Semiconductors from $295.00 to $300.00 and gave the company a “neutral” rating in a research note on Wednesday, July 29th. Finally, Susquehanna increased their price objective on shares of NXP Semiconductors from $210.00 to $250.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 21st. Sixteen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $302.30.

Read Our Latest Report on NXP Semiconductors

(Free Report)

NXP Semiconductors N.V. is a global semiconductor company that develops technologies for automotive, industrial, communications infrastructure, mobile, and Internet of Things applications. The company provides processing, connectivity, security, sensing, and power-management solutions that help enable connected and automated systems.

Its product portfolio includes microcontrollers and application processors, automotive networking and radar solutions, secure identification and authentication technologies, near-field communication products, radio-frequency power amplifiers, analog and mixed-signal devices, and wireless connectivity solutions.

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NXP Semiconductors (NXPI - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on October 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis chipmaker is expected to post quarterly earnings of $4.14 per share in its upcoming report, which represents a year-over-year change of +33.1%.

Revenues are expected to be $3.77 billion, up 18.8% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.47% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for NXP?For NXP, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.27%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination makes it difficult to conclusively predict that NXP will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that NXP would post earnings of $3.54 per share when it actually produced earnings of $3.61, delivering a surprise of +1.98%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

NXP doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Frank Rimerman Advisors LLC bought a new stake in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 2,744 shares of the semiconductor provider’s stock, valued at approximately $652,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Fortitude Family Office LLC acquired a new stake in shares of NXP Semiconductors in the 3rd quarter worth about $26,000. SHP Wealth Management bought a new stake in NXP Semiconductors in the 4th quarter valued at about $27,000. Allied Private Wealth LLC bought a new stake in NXP Semiconductors in the 2nd quarter valued at about $28,000. Fiduciary Financial Advisors acquired a new position in NXP Semiconductors during the 2nd quarter valued at about $28,000. Finally, Bell Investment Advisors Inc acquired a new position in NXP Semiconductors during the 2nd quarter valued at about $29,000. Institutional investors and hedge funds own 90.54% of the company’s stock.

Insider Buying and Selling at NXP Semiconductors
In other news, EVP Christopher Jensen sold 3,355 shares of the stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $240.00, for a total transaction of $805,200.00. Following the completion of the sale, the executive vice president owned 288 shares in the company, valued at approximately $69,120. This represents a 92.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Andrew Micallef sold 1,000 shares of the stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $226.04, for a total value of $226,040.00. Following the sale, the executive vice president owned 7,942 shares of the company’s stock, valued at $1,795,209.68. This trade represents a 11.18% 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.

Wall Street Analyst Weigh In
Several research firms have commented on NXPI. UBS Group restated a “neutral” rating and issued a $270.00 target price (down from $305.00) on shares of NXP Semiconductors in a research report on Monday, August 3rd. Oppenheimer raised their price target on shares of NXP Semiconductors from $300.00 to $325.00 and gave the company an “outperform” rating in a research note on Friday, July 24th. Citigroup reaffirmed a “neutral” rating on shares of NXP Semiconductors in a report on Monday, July 13th. Wells Fargo & Company reduced their price objective on NXP Semiconductors from $290.00 to $280.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 29th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $290.00 price objective (up from $270.00) on shares of NXP Semiconductors in a report on Wednesday, July 29th. Sixteen equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $304.91.
Check Out Our Latest Stock Analysis on NXPI

NXP Semiconductors Stock Performance
Shares of NXPI opened at $229.33 on Monday. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.04 and a quick ratio of 1.36. The firm’s 50 day moving average is $229.94 and its 200-day moving average is $256.44. NXP Semiconductors N.V. has a 12-month low of $183.00 and a 12-month high of $339.95. The stock has a market capitalization of $57.83 billion, a P/E ratio of 19.57, a P/E/G ratio of 0.78 and a beta of 1.80.

NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last released its earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 EPS for the quarter, beating the consensus estimate of $3.52 by $0.09. The business had revenue of $3.50 billion during the quarter, compared to analyst estimates of $3.47 billion. NXP Semiconductors had a net margin of 22.56% and a return on equity of 27.83%. The business’s quarterly revenue was up 19.5% on a year-over-year basis. During the same period in the prior year, the business earned $2.72 earnings per share. Equities research analysts anticipate that NXP Semiconductors N.V. will post 13.75 EPS for the current fiscal year.

NXP Semiconductors Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th were issued a $1.0140 dividend. The ex-dividend date of this dividend was Wednesday, September 16th. This represents a $4.06 annualized dividend and a dividend yield of 1.8%. NXP Semiconductors’s dividend payout ratio is currently 34.56%.

NXP Semiconductors Company Profile
(Free Report)

NXP Semiconductors N.V. is a global semiconductor company that develops technologies for automotive, industrial, communications infrastructure, mobile, and Internet of Things applications. The company provides processing, connectivity, security, sensing, and power-management solutions that help enable connected and automated systems.

Its product portfolio includes microcontrollers and application processors, automotive networking and radar solutions, secure identification and authentication technologies, near-field communication products, radio-frequency power amplifiers, analog and mixed-signal devices, and wireless connectivity solutions.

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Want to see what other hedge funds are holding NXPI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report).

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B. Riley Wealth Advisors Inc. purchased a new position in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,355 shares of the semiconductor provider’s stock, valued at approximately $559,000.

Several other institutional investors have also added to or reduced their stakes in the business. Krilogy Financial LLC bought a new position in NXP Semiconductors in the third quarter worth about $1,471,000. NorthCrest Asset Manangement LLC purchased a new stake in shares of NXP Semiconductors in the 3rd quarter worth about $1,105,000. Avior Wealth Management LLC bought a new position in shares of NXP Semiconductors in the 3rd quarter worth about $779,000. Jacobs & Co. CA bought a new position in shares of NXP Semiconductors in the 3rd quarter worth about $5,965,000. Finally, Riversedge Advisors LLC purchased a new position in NXP Semiconductors during the 3rd quarter valued at about $499,000. 90.54% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In NXPI has been the topic of several research reports. Bank of America reissued a “neutral” rating on shares of NXP Semiconductors in a research note on Wednesday, July 29th. Needham & Company LLC reaffirmed a “buy” rating and set a $300.00 target price on shares of NXP Semiconductors in a research note on Wednesday, July 29th. Cantor Fitzgerald reiterated an “overweight” rating on shares of NXP Semiconductors in a report on Tuesday, September 8th. JPMorgan Chase & Co. boosted their price target on NXP Semiconductors from $295.00 to $300.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 29th. Finally, Citigroup restated a “neutral” rating on shares of NXP Semiconductors in a research note on Monday, July 13th. Sixteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $304.91.

Read Our Latest Stock Report on NXPI NXP Semiconductors Stock Performance Shares of NASDAQ NXPI opened at $229.33 on Friday. The firm’s 50-day moving average price is $229.94 and its 200-day moving average price is $255.96. NXP Semiconductors N.V. has a 52-week low of $183.00 and a 52-week high of $339.95. The company has a market cap of $57.83 billion, a PE ratio of 19.57, a PEG ratio of 0.78 and a beta of 1.80. The company has a quick ratio of 1.36, a current ratio of 2.04 and a debt-to-equity ratio of 0.88.

NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last announced its earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 earnings per share for the quarter, beating analysts’ consensus estimates of $3.52 by $0.09. The business had revenue of $3.50 billion during the quarter, compared to analyst estimates of $3.47 billion. NXP Semiconductors had a net margin of 22.56% and a return on equity of 27.83%. The company’s quarterly revenue was up 19.5% compared to the same quarter last year. During the same period in the previous year, the business earned $2.72 EPS. As a group, analysts anticipate that NXP Semiconductors N.V. will post 13.75 EPS for the current year.

NXP Semiconductors Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th were paid a $1.0140 dividend. The ex-dividend date of this dividend was Wednesday, September 16th. This represents a $4.06 annualized dividend and a dividend yield of 1.8%. NXP Semiconductors’s dividend payout ratio (DPR) is 34.64%.

Insider Transactions at NXP Semiconductors In other NXP Semiconductors news, EVP Andrew Micallef sold 1,000 shares of NXP Semiconductors stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $226.04, for a total value of $226,040.00. Following the sale, the executive vice president directly owned 7,942 shares in the company, valued at approximately $1,795,209.68. The trade was a 11.18% decrease in their position. The sale was disclosed in a legal filing with the SEC, 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 3,355 shares of the business’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $240.00, for a total transaction of $805,200.00. Following the completion of the sale, the executive vice president owned 288 shares in the company, valued at approximately $69,120. The trade was a 92.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.05% of the stock is owned by insiders.

(Free Report)

NXP Semiconductors N.V. is a global semiconductor company headquartered in Eindhoven, the Netherlands. The company develops and supplies secure connectivity and processing solutions for automotive, industrial and Internet of Things (IoT), mobile, and communication infrastructure applications.

Its product portfolio includes microcontrollers and application processors, automotive networking and processing chips, analog and power-management devices, radio-frequency and wireless connectivity products, sensors, and embedded security solutions.

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NXP Semiconductors (NXPI - Free Report) closed the last trading session at $231.09, gaining 1.4% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $303.67 indicates a 31.4% upside potential.

The mean estimate comprises 26 short-term price targets with a standard deviation of $43.2. While the lowest estimate of $190.00 indicates a 17.8% decline from the current price level, the most optimistic analyst expects the stock to surge 73.1% to reach $400.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.

However, an impressive consensus price target is not the only factor that indicates a potential upside in NXPI. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Why NXPI Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

The Zacks Consensus Estimate for the current year has increased 0.1% over the past month, as one estimate has gone higher compared to no negative revision.

Moreover, NXPI currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much NXPI could gain, the direction of price movement it implies does appear to be a good guide.

NXP Semiconductors (NXPI - Free Report) closed the most recent trading day at $227.52, moving -1.54% from the previous trading session. This move lagged the S&P 500's daily gain of 0.6%. At the same time, the Dow added 0.83%, and the tech-heavy Nasdaq gained 0.64%.

The chipmaker's shares have seen an increase of 2.03% over the last month, not keeping up with the Computer and Technology sector's gain of 4.03% and outstripping the S&P 500's gain of 1.34%.

Investors will be eagerly watching for the performance of NXP Semiconductors in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on October 27, 2026. The company is predicted to post an EPS of $4.13, indicating a 32.8% growth compared to the equivalent quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $3.76 billion, indicating a 18.47% increase compared to the same quarter of the previous year.

For the full year, the Zacks Consensus Estimates project earnings of $15.15 per share and a revenue of $14.24 billion, demonstrating changes of +28.28% and +16.04%, respectively, from the preceding year.

Investors should also pay attention to any latest changes in analyst estimates for NXP Semiconductors. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. NXP Semiconductors presently features a Zacks Rank of #3 (Hold).

Valuation is also important, so investors should note that NXP Semiconductors has a Forward P/E ratio of 15.25 right now. This signifies a discount in comparison to the average Forward P/E of 38.29 for its industry.

It's also important to note that NXPI currently trades at a PEG ratio of 0.71. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As of the close of trade yesterday, the Semiconductor - Analog and Mixed industry held an average PEG ratio of 0.71.

The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 43, positioning it in the top 18% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

NXP Semiconductors NV (NXPI) Shares Fall 3.8% -- What GF Score of 92 Tells Investors

On October 07, 2026, NXP Semiconductors NV NXPI shares fell 3.8% to a current price of $235.22, fluctuating within a 52-week range of $183.00 to $339.95. This recent decline comes amid a backdrop of a modest increase of 3.7% over the past month and a solid year-to-date gain of 9.8%.

GF Value™ verdict: Current price of $235.22 vs GF Value of $249.26, indicating a 5.6% undervaluation.GF Score™ of 92/100, signifying a strong overall evaluation of the company's fundamentals.Notable signal: Insiders sold $11.1M worth of shares over the past 12 months with no buying activity.Is NXPI Overvalued or Undervalued?NXP Semiconductors NV NXPI currently trades below its GF Value™ estimate of $249.26, suggesting that the stock is undervalued by approximately 5.6%. This margin of safety presents an attractive opportunity for potential investors, as it indicates a price that is lower than what the company's intrinsic value suggests it should be. GF Value™ is derived from a blend of historical trading multiples, past performance, and future growth projections, providing a comprehensive look at the company’s worth.

Despite the undervaluation indicated by GF Value™, it is essential to consider the wider context of market conditions and company performance. The GF Valuation label categorizes NXPI as fairly valued, which highlights that while there is a degree of undervaluation, investors should remain cautious, especially given the recent insider selling activity that could signal underlying concerns about the company's near-term prospects.

How Does NXPI's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)20.1x21.8xForward P/E13.1xN/AThe current P/E ratio of 20.1x is approximately 8% below its 5-year median of 21.8x, suggesting that NXPI is trading at a slightly lower valuation compared to its historical averages. This finding aligns with the GF Value™ assessment, reinforcing the view that the stock is undervalued relative to its past performance.

What Does NXPI's GF Score™ Tell Us?The GF Score™ evaluates a company's overall financial health and growth potential, synthesizing various factors into a single score. NXPI's GF Score™ of 92/100 highlights its robust fundamentals, particularly in profitability and growth, while indicating areas for improvement in financial strength and valuation.

MetricRatingGF Score™92Financial Strength6/10Profitability9/10Growth9/10Valuation7/10Momentum7/10The strongest areas for NXPI are its profitability and growth, both rated at 9/10, indicating a strong ability to generate earnings and expand. However, the financial strength score of 6/10 suggests potential vulnerabilities that investors should keep in mind, particularly in the context of recent insider selling.

What Are Gurus and Insiders Doing with NXPI?Currently, 10 gurus hold NXPI stock, with 6 increasing their positions and 4 trimming their holdings in recent quarters. This activity reflects a generally positive sentiment among institutional investors, although the mixed actions suggest some caution.

On the insider front, the fact that insiders sold $11.1 million worth of shares over the past 12 months without any buying activity raises red flags. This pattern could indicate a lack of confidence in the company's near-term outlook or potential challenges that insiders foresee, which investors should consider when evaluating the stock.

What This Means for InvestorsOverall, NXP Semiconductors NV NXPI appears undervalued based on the GF Value™ assessment, which presents an opportunity for investors, albeit with caution due to the recent insider selling and the company's financial strength metrics. The insights from guru and insider activity underscore the need for careful consideration of the potential risks involved. For further details, visit the NXP Semiconductors NV (NXPI) stock page for a comprehensive analysis.

Frequently Asked QuestionsWhat is NXPI's GF Score™?

NXPI has a GF Score™ of 92, indicating strong performance across various financial metrics and growth potential.

Is NXPI overvalued or undervalued?

NXPI is currently undervalued according to its GF Value™ of $249.26 compared to its price of $235.22, suggesting a potential buying opportunity.

What is NXPI's P/E ratio?

The current P/E ratio for NXPI is 20.1x, which is below its 5-year median of 21.8x, indicating the stock is trading at a lower valuation compared to its historical standards.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.

EINDHOVEN, The Netherlands, Oct. 06, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced it will release financial results for the third quarter 2026 after the close of normal trading on the NASDAQ Global Select Market on Tuesday, October 27, 2026. The company will host a conference call with the financial community at 4:30 p.m. U.S. Eastern Daylight Time (EDT) the same day.

Earnings Conference Call Details 
Interested parties may pre-register for the webcast or obtain a user-specific access code to join the live conference call.

A replay of the call will be available via webcast for on-demand listening shortly after the completion of the call.

About NXP Semiconductors 

NXP Semiconductors N.V. (NASDAQ: NXPI) is the trusted partner for innovative solutions in the automotive, industrial & IoT, mobile, and communications infrastructure markets. NXP's "Brighter Together" approach combines leading-edge technology with pioneering people to develop system solutions that make the connected world better, safer, and more secure. The company has operations in more than 30 countries and posted revenue of $12.27 billion in 2025. Find out more at www.nxp.com.

For further information, please contact: 

Investor:Media:Mike LucarelliPaige [email protected]@nxp.com+1 617 943 6892+1 817 975 0602   NXP-CORP

NXP Semiconductors (NXPI - Free Report) closed at $243.66 in the latest trading session, marking a +1.87% move from the prior day. The stock outpaced the S&P 500's daily gain of 0.73%. Elsewhere, the Dow saw an upswing of 0.49%, while the tech-heavy Nasdaq appreciated by 1.19%.

The chipmaker's shares have seen an increase of 6.31% over the last month, not keeping up with the Computer and Technology sector's gain of 6.36% and outstripping the S&P 500's gain of 0.55%.

Market participants will be closely following the financial results of NXP Semiconductors in its upcoming release. The company plans to announce its earnings on October 27, 2026. The company is forecasted to report an EPS of $4.13, showcasing a 32.8% upward movement from the corresponding quarter of the prior year. Our most recent consensus estimate is calling for quarterly revenue of $3.76 billion, up 18.47% from the year-ago period.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $15.15 per share and a revenue of $14.24 billion, indicating changes of +28.28% and +16.04%, respectively, from the former year.

It is also important to note the recent changes to analyst estimates for NXP Semiconductors. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. NXP Semiconductors is currently a Zacks Rank #3 (Hold).

In terms of valuation, NXP Semiconductors is presently being traded at a Forward P/E ratio of 15.78. This signifies a discount in comparison to the average Forward P/E of 36.84 for its industry.

Meanwhile, NXPI's PEG ratio is currently 0.74. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The average PEG ratio for the Semiconductor - Analog and Mixed industry stood at 0.74 at the close of the market yesterday.

The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 39, putting it in the top 16% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

Shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the twenty-six analysts that are presently covering the firm, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, nine have issued a hold recommendation and sixteen have assigned a buy recommendation to the company. The average 12 month price objective among brokerages that have issued a report on the stock in the last year is $305.65.

Several research analysts have recently issued reports on NXPI shares. Needham & Company LLC reaffirmed a “buy” rating and issued a $300.00 price objective on shares of NXP Semiconductors in a research note on Wednesday, July 29th. TD Cowen cut their target price on shares of NXP Semiconductors from $340.00 to $290.00 and set a “buy” rating on the stock in a research report on Wednesday, July 29th. UBS Group reissued a “neutral” rating and set a $270.00 target price (down from $305.00) on shares of NXP Semiconductors in a report on Monday, August 3rd. Oppenheimer upped their price target on shares of NXP Semiconductors from $300.00 to $325.00 and gave the company an “outperform” rating in a research report on Friday, July 24th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $290.00 price target (up from $270.00) on shares of NXP Semiconductors in a research note on Wednesday, July 29th.

Read Our Latest Stock Analysis on NXP Semiconductors

NXPI stock opened at $238.08 on Friday. The firm has a 50-day moving average price of $235.27 and a 200-day moving average price of $251.92. NXP Semiconductors has a 12 month low of $183.00 and a 12 month high of $339.95. The company has a current ratio of 2.04, a quick ratio of 1.36 and a debt-to-equity ratio of 0.88. The stock has a market capitalization of $60.03 billion, a P/E ratio of 20.31, a price-to-earnings-growth ratio of 0.78 and a beta of 1.81. NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last posted its earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 earnings per share for the quarter, topping analysts’ consensus estimates of $3.52 by $0.09. The firm had revenue of $3.50 billion for the quarter, compared to analysts’ expectations of $3.47 billion. NXP Semiconductors had a net margin of 22.56% and a return on equity of 27.83%. The company’s revenue was up 19.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.72 earnings per share. As a group, equities research analysts anticipate that NXP Semiconductors will post 13.73 EPS for the current fiscal year.

NXP Semiconductors Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a $1.0140 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $4.06 annualized dividend and a dividend yield of 1.7%. NXP Semiconductors’s dividend payout ratio (DPR) is currently 34.64%.

Insider Buying and Selling In related news, EVP Andrew Micallef sold 1,000 shares of the company’s stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $226.04, for a total transaction of $226,040.00. Following the completion of the sale, the executive vice president directly owned 7,942 shares in the company, valued at $1,795,209.68. This represents a 11.18% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.05% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On NXP Semiconductors Hedge funds and other institutional investors have recently made changes to their positions in the business. SHP Wealth Management purchased a new stake in NXP Semiconductors during the 4th quarter valued at approximately $27,000. Allied Private Wealth LLC purchased a new position in shares of NXP Semiconductors in the second quarter worth $28,000. Fiduciary Financial Advisors bought a new position in shares of NXP Semiconductors during the second quarter worth $28,000. Bell Investment Advisors Inc bought a new position in shares of NXP Semiconductors during the second quarter worth $29,000. Finally, Midwest Professional Planners LTD. purchased a new position in NXP Semiconductors during the second quarter valued at $29,000. Hedge funds and other institutional investors own 90.54% of the company’s stock.

NXP Semiconductors Company Profile (Get Free Report)

NXP Semiconductors N.V. (NASDAQ: NXPI) is a global semiconductor company headquartered in Eindhoven, the Netherlands. The company develops and sells high-performance mixed-signal and standard semiconductor products used in automotive, industrial, communications infrastructure, mobile, and consumer applications.

Its product portfolio includes microcontrollers and application processors, automotive networking and radar solutions, connectivity chips, analog and interface devices, radio-frequency power products, and security technologies.

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NXP Semiconductors N.V. (NASDAQ:NXPI – Get Free Report) EVP Andrew Micallef sold 1,000 shares of the business’s stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $226.04, for a total transaction of $226,040.00. Following the sale, the executive vice president owned 7,942 shares of the company’s stock, valued at $1,795,209.68. This trade represents a 11.18% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Shares of NXPI stock opened at $227.99 on Friday. The company has a current ratio of 2.04, a quick ratio of 1.36 and a debt-to-equity ratio of 0.88. NXP Semiconductors N.V. has a 12 month low of $183.00 and a 12 month high of $339.95. The stock has a market cap of $57.49 billion, a P/E ratio of 19.45, a P/E/G ratio of 0.78 and a beta of 1.81. The company has a 50 day simple moving average of $239.36 and a two-hundred day simple moving average of $251.19.

NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 earnings per share for the quarter, topping the consensus estimate of $3.52 by $0.09. The business had revenue of $3.50 billion for the quarter, compared to analysts’ expectations of $3.47 billion. NXP Semiconductors had a net margin of 22.56% and a return on equity of 27.83%. The company’s revenue was up 19.5% compared to the same quarter last year. During the same quarter last year, the company posted $2.72 EPS. On average, research analysts expect that NXP Semiconductors N.V. will post 13.73 earnings per share for the current year.

NXP Semiconductors Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.014 per share. This represents a $4.06 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend is Wednesday, September 16th. NXP Semiconductors’s payout ratio is currently 34.64%. Institutional Investors Weigh In On NXP Semiconductors Institutional investors and hedge funds have recently modified their holdings of the stock. Anchor Investment Management LLC purchased a new stake in NXP Semiconductors in the 2nd quarter worth $59,000. Integrated Wealth Concepts LLC grew its position in shares of NXP Semiconductors by 40.4% during the second quarter. Integrated Wealth Concepts LLC now owns 12,051 shares of the semiconductor provider’s stock valued at $3,387,000 after purchasing an additional 3,466 shares in the last quarter. Parkside Financial Bank & Trust increased its holdings in shares of NXP Semiconductors by 37.5% in the second quarter. Parkside Financial Bank & Trust now owns 682 shares of the semiconductor provider’s stock worth $192,000 after purchasing an additional 186 shares during the last quarter. Corient Private Wealth LP purchased a new stake in shares of NXP Semiconductors in the second quarter worth about $97,000. Finally, Amundi purchased a new stake in shares of NXP Semiconductors in the second quarter worth about $513,420,000. Institutional investors own 90.54% of the company’s stock.

Wall Street Analyst Weigh In NXPI has been the topic of a number of analyst reports. Bank of America reaffirmed a “neutral” rating on shares of NXP Semiconductors in a research report on Wednesday, July 29th. Morgan Stanley increased their target price on shares of NXP Semiconductors from $335.00 to $338.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Wall Street Zen upgraded shares of NXP Semiconductors from a “hold” rating to a “buy” rating in a research note on Sunday, September 6th. Needham & Company LLC reaffirmed a “buy” rating and set a $300.00 price target on shares of NXP Semiconductors in a report on Wednesday, July 29th. Finally, Susquehanna increased their price objective on shares of NXP Semiconductors from $210.00 to $250.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 21st. Sixteen equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $305.65.

View Our Latest Stock Report on NXP Semiconductors

NXP Semiconductors Company Profile (Get Free Report)

NXP Semiconductors N.V. (NASDAQ: NXPI) is a global semiconductor company headquartered in Eindhoven, the Netherlands. The company develops and sells high-performance mixed-signal and standard semiconductor products used in automotive, industrial, communications infrastructure, mobile, and consumer applications.

Its product portfolio includes microcontrollers and application processors, automotive networking and radar solutions, connectivity chips, analog and interface devices, radio-frequency power products, and security technologies.

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When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about NXP Semiconductors (NXPI - Free Report) .

NXP currently has an average brokerage recommendation (ABR) of 1.85, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 26 brokerage firms. An ABR of 1.85 approximates between Strong Buy and Buy.

Of the 26 recommendations that derive the current ABR, 15 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 57.7% and 7.7% of all recommendations.

Brokerage Recommendation Trends for NXPI

Check price target & stock forecast for NXP here>>>

The ABR suggests buying NXP, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.

This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.

The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Is NXPI Worth Investing In?Looking at the earnings estimate revisions for NXP, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $15.15.

Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for NXP. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for NXP.

NXP Semiconductors (NXPI - Free Report) ended the recent trading session at $224.23, demonstrating a -5.24% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.48%. Elsewhere, the Dow lost 0.29%, while the tech-heavy Nasdaq lost 0.56%.

The stock of chipmaker has risen by 0.81% in the past month, lagging the Computer and Technology sector's gain of 1.49% and overreaching the S&P 500's loss of 0.82%.

The investment community will be paying close attention to the earnings performance of NXP Semiconductors in its upcoming release. The company is slated to reveal its earnings on October 27, 2026. In that report, analysts expect NXP Semiconductors to post earnings of $4.13 per share. This would mark year-over-year growth of 32.8%. Meanwhile, our latest consensus estimate is calling for revenue of $3.76 billion, up 18.52% from the prior-year quarter.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $15.15 per share and revenue of $14.23 billion. These totals would mark changes of +28.28% and +15.98%, respectively, from last year.

Any recent changes to analyst estimates for NXP Semiconductors should also be noted by investors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Currently, NXP Semiconductors is carrying a Zacks Rank of #3 (Hold).

Valuation is also important, so investors should note that NXP Semiconductors has a Forward P/E ratio of 15.61 right now. This indicates a discount in contrast to its industry's Forward P/E of 42.77.

It is also worth noting that NXPI currently has a PEG ratio of 0.73. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The average PEG ratio for the Semiconductor - Analog and Mixed industry stood at 0.73 at the close of the market yesterday.

The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 31, finds itself in the top 13% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

Why NXP Semiconductors Could Be the AI Stock Everyone Is MissingNXP Semiconductors NASDAQ: NXPI is positioning its portfolio around “physical AI,” with Chief Executive Officer Rafael Sotomayor saying the company aims to apply its longstanding strengths in security, functional safety, real-time processing and reliability to increasingly intelligent edge devices.

Get NXP Semiconductors alerts:

Speaking at the Goldman Sachs Communacopia + Technology Conference, Sotomayor said artificial intelligence capabilities are moving from the cloud to edge devices that can perceive their surroundings, make decisions and act autonomously. Those applications, including vehicles, factories and infrastructure, require systems that operate deterministically and meet high standards for safety and security, he said.

These 3 AI Stocks Just Crushed Earnings: Still Time To Buy?“The market is coming to us,” Sotomayor said, adding that NXP’s objective is not only to participate in the shift but “to lead.”

Portfolio Focuses on Intelligent Edge Systems Sotomayor outlined three priorities for the company: focusing its portfolio on intelligent edge systems, developing system-level solutions rather than selling individual components, and increasing execution speed internally through greater reuse of intellectual property and deployment of AI tools.

Why NXP Semiconductors’ Post-Earnings Dip Could Be a Buying WindowHe said NXP is assessing its roadmap from a systems perspective because customers must combine compute, analog, sensors and other technologies in increasingly complex products. The company’s portfolio actions include divesting businesses that do not support the physical-AI direction while investing in relevant talent, intellectual property and technologies.

In automotive, which Goldman Sachs semiconductor analyst Jim Schneider said represents more than half of NXP’s business, Sotomayor described NXP’s offering as a comprehensive portfolio spanning processors, analog products, sensors and radar, wired and wireless connectivity, battery management and electrification.

The company sees software-defined vehicles as its largest automotive growth driver. Sotomayor said the industry is moving away from numerous isolated electronic control units toward common platforms built around higher-performance processors. Those systems also require networking capabilities to connect sensors and vehicle functions.

NXP’s accelerated automotive growth drivers were close to 50% of automotive revenue in the second quarter, according to Sotomayor. Those growth drivers, which include software-defined vehicles, autonomy-related radar, electrification and connectivity, grew by more than 20%, he said. Sotomayor said NXP expects both higher semiconductor content and potential share gains from its leadership in these products. He pushed back on the idea that vehicle electronics will consolidate into a single large processor, arguing that infotainment, autonomous-driving functions, power management, connectivity and vehicle actuation have different technical requirements. The greater risk, he said, would be approaching customers with a “bag of components” rather than a system solution for software-defined vehicle architectures.

China, Data Centers and Robotics Sotomayor called China an important market and said Chinese automotive original equipment manufacturers are increasingly relevant because they are expanding outside their home market. He acknowledged strong local competition in areas including infotainment, advanced driver-assistance systems, power discretes and lower-end microcontrollers.

However, he said NXP does not intend to compete primarily at the low end. Instead, the company is seeking to win customer architectures through differentiated products, including its S32K5 zonal processor family. Sotomayor said the 16-nanometer product includes embedded memory, networking performance and security capabilities, and that proof-of-concept activity in China has been encouraging.

Outside automotive, NXP views data centers as an infrastructure and control-plane opportunity. Sotomayor said the company’s products are used in top-of-rack applications to monitor and manage rack uptime, cooling and power. He said NXP expects data-center revenue of about $500 million this year, up from $200 million last year, and said the business could continue to grow at roughly 20% into next year based on current design wins and products.

As networking speeds rise from 400 gigabits to 800 gigabits and beyond, Sotomayor said data-center rack management will require additional innovation in areas including connectivity, cryptography, fan control and system monitoring.

On robotics, Sotomayor said humanoid robots represent the most complex expression of physical AI, but he characterized the opportunity as more of a 2032 market. He said NXP estimates that its current portfolio could address about half of a western robot’s bill of materials, which he estimated at $1,500 to $4,000.

He described robotics as a system problem requiring a hierarchy of computing and control functions: a reasoning layer, a coordination layer and a reflex layer for actuators and motor control. In the nearer term, NXP is targeting other robotic formats including drones, autonomous mobile robots and smart-factory applications.

Demand, Pricing and Manufacturing Strategy Sotomayor said NXP recorded a record second quarter overall, including record quarters in automotive and industrial. He characterized demand as healthy across industrial and Internet of Things, automotive, and portions of communications and infrastructure. He also said extended lead times have improved visibility into customer requirements for the coming quarters.

Inventory remained under control, according to Sotomayor. He said NXP’s inventory days declined sequentially to 156 days, while channel inventory was steady at 11 weeks. Customer inventories remain lean, he said, although customers have not broadly increased their component holdings.

On pricing, Sotomayor said the semiconductor industry is operating in a more favorable environment than in the prior five to 10 years because chips represent a larger portion of system value and innovation. He said price increases are being implemented gradually across selected products and customer contracts, with the effects expected to accumulate through the third and fourth quarters and into next year.

Regarding its 2027 financial targets, Sotomayor said the company remains on track from a revenue perspective and that current customer traction and design wins provide “very high conviction” in its ability to reach those growth objectives. He also said new software-defined vehicle and physical-AI platforms are not expected to begin ramping until late 2027.

NXP is also shifting to a more asset-light manufacturing model. Sotomayor said its current manufacturing mix is approximately 60% external and 40% internal, with a goal of moving toward 80% external and 20% internal as more products transition to advanced process nodes. The company retains approximately 80% internal backend manufacturing, he said, while joint ventures are intended to provide capacity access, cost benefits and supply resilience.

About NXP Semiconductors (NASDAQ:NXPI)NXP Semiconductors N.V. NASDAQ: NXPI is a global semiconductor company headquartered in Eindhoven, the Netherlands. The company develops and sells high-performance mixed-signal and standard semiconductor products used in automotive, industrial, communications infrastructure, mobile, and consumer applications.

Its product portfolio includes microcontrollers and application processors, automotive networking and radar solutions, connectivity chips, analog and interface devices, radio-frequency power products, and security technologies.

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California State Teachers Retirement System raised its stake in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 29,659.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 106,611,541 shares of the semiconductor provider’s stock after acquiring an additional 106,253,301 shares during the quarter. California State Teachers Retirement System owned approximately 42.28% of NXP Semiconductors worth $29,961,041,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in NXPI. JPL Wealth Management LLC bought a new position in NXP Semiconductors in the third quarter worth about $26,000. SHP Wealth Management bought a new stake in shares of NXP Semiconductors in the 4th quarter valued at about $27,000. Allied Private Wealth LLC purchased a new position in NXP Semiconductors in the second quarter worth $28,000. Fiduciary Financial Advisors acquired a new position in NXP Semiconductors during the 2nd quarter valued at about $28,000. Finally, Acumen Wealth Advisors LLC acquired a new position in NXP Semiconductors during the 4th quarter valued at approximately $28,000. 90.54% of the stock is currently owned by hedge funds and other institutional investors.

NXP Semiconductors Price Performance Shares of NASDAQ:NXPI opened at $227.84 on Tuesday. The company has a 50-day moving average price of $249.19 and a 200 day moving average price of $251.73. NXP Semiconductors N.V. has a 52 week low of $183.00 and a 52 week high of $339.95. The company has a market cap of $57.45 billion, a P/E ratio of 19.44, a PEG ratio of 0.77 and a beta of 1.81. The company has a quick ratio of 1.36, a current ratio of 2.04 and a debt-to-equity ratio of 0.88.

NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.52 by $0.09. NXP Semiconductors had a net margin of 22.56% and a return on equity of 27.83%. The business had revenue of $3.50 billion during the quarter, compared to the consensus estimate of $3.47 billion. During the same quarter last year, the firm posted $2.72 EPS. The business’s revenue was up 19.5% compared to the same quarter last year. Research analysts predict that NXP Semiconductors N.V. will post 13.73 earnings per share for the current year. NXP Semiconductors Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.014 per share. The ex-dividend date is Wednesday, September 16th. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.8%. NXP Semiconductors’s payout ratio is presently 34.64%.

Insider Buying and Selling In other NXP Semiconductors news, EVP Andrew Micallef sold 1,000 shares of NXP Semiconductors stock in a transaction that occurred 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 transaction, the executive vice president directly owned 8,942 shares of the company’s stock, valued at $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 SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.05% of the company’s stock.

Analysts Set New Price Targets Several research analysts recently issued reports on the stock. Wells Fargo & Company reduced their target price on shares of NXP Semiconductors from $290.00 to $280.00 and set an “equal weight” rating for the company in a report on Wednesday, July 29th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $400.00 target price on shares of NXP Semiconductors in a research report on Monday, August 17th. Sanford C. Bernstein reissued a “market perform” rating and set a $290.00 price objective on shares of NXP Semiconductors in a research note on Wednesday, July 29th. Needham & Company LLC reissued a “buy” rating and set a $300.00 target price on shares of NXP Semiconductors in a research note on Wednesday, July 29th. Finally, Wall Street Zen upgraded NXP Semiconductors from a “hold” rating to a “buy” rating in a report on Sunday. Sixteen equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $305.43.

View Our Latest Stock Analysis on NXP Semiconductors

NXP Semiconductors Company Profile (Free Report)

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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Investors in NXP Semiconductors N.V. (NXPI - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Sep 18, 2026 $130 Call had some of the highest implied volatility of all equity options today.

What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.

What do the Analysts Think?Clearly, options traders are pricing in a big move for NXP Semiconductors shares, but what is the fundamental picture for the company? Currently, NXP Semiconductors is a Zacks Rank #3 (Hold) in the Semiconductor - Analog and Mixed industry that ranks in the Top 9% of our Zacks Industry Rank. Over the last 60 days, seven analysts have increased their earnings estimates for the current quarter, while none have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from $3.99 per share to $1.14 in that period.

Given the way analysts feel about NXP Semiconductors right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.

It has been about a month since the last earnings report for NXP Semiconductors (NXPI - Free Report) . Shares have lost about 7.4% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is NXP due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for NXP Semiconductors N.V. before we dive into how investors and analysts have reacted as of late.

NXP Semiconductors Q2 Earnings Beat Estimates, Revenues Rise Y/YNXP Semiconductors N.V. reported better-than-expected second-quarter 2026 results, driven by broad-based strength across its end markets, accelerating adoption of software-defined vehicles, industrial processing solutions and growing demand from AI data center infrastructure.

The company’s second-quarter non-GAAP earnings of $3.61 per share increased 32.7% year over year and surpassed the Zacks Consensus Estimate of $3.54 by 1.98%.

Revenues increased 19.5% year over year to $3.50 billion, topping the consensus estimate by 0.8%.

NXPI's End Markets Deliver Broad-Based GrowthAutomotive remained NXPI's largest business, generating $1.94 billion in revenues, up 12% year over year. Growth was fueled by continued momentum in software-defined vehicles, electrification and connectivity, with accelerating design wins for the S32 processor family and next-generation Ethernet switches.

Industrial & IoT revenues rose 38% year over year to $755 million, benefiting from strong adoption of i.MX, RT and MCX processing platforms across factory automation and industrial applications.

Communication Infrastructure & Other revenues climbed 41% year over year to $452 million, supported by increasing data center networking demand and continued ramp-ups of UCODE RFID products.

Mobile revenues totaled $351 million, up 6% year over year, reflecting stable demand for secure mobile transaction solutions despite normal seasonal trends.

NXPI’s AI, Data Center Businesses Gain MomentumManagement highlighted AI as an increasingly important long-term growth driver, noting that AI workloads are moving beyond cloud infrastructure into vehicles, factories and robotics markets where NXP already maintains leadership positions.

The company reiterated that its 2026 data center revenues are expected to exceed $500 million compared with roughly $200 million in 2025. Growth is being driven by demand for control-plane processors, networking, rack management, cooling, power management and security applications used in hyperscale AI infrastructure.

NXPI’s Profitability ImprovesNon-GAAP gross profit increased to $2.03 billion, while non-GAAP gross margin expanded 150 basis points year over year to 58.0%. Non-GAAP operating income rose 31% year over year to $1.23 billion, with operating margin improving 310 basis points to 35.1%, reflecting favorable product mix and higher operating leverage.

NXPI’s Strong Cash Generation Supports Shareholder ReturnsNXP generated $860 million in operating cash flow during the quarter. Net capital expenditures totaled $69 million, resulting in non-GAAP free cash flow of $791 million, representing 22.6% of revenues.

The company returned $360 million to shareholders during the quarter through $256 million in dividends and $104 million in share repurchases. Following quarter-end, NXP repurchased an additional $32 million of shares under its 10b5-1 program. The company also repaid $750 million of senior unsecured notes using available cash.

NXPI Guides Strong Third QuarterFor the third quarter of 2026, NXP expects revenues between $3.65 billion and $3.85 billion. At the midpoint, revenues of $3.75 billion imply 7% sequential growth and 18% year-over-year growth.

The company projects non-GAAP gross margin of 58.5% at the midpoint, and non-GAAP earnings per share of $4.11, indicating continued operating leverage as demand strengthens across its key markets.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.

VGM ScoresAt this time, NXP has a subpar Growth Score of D, however its Momentum Score is doing a bit better with a C. Following the exact same course, the stock has a score of C on the value side, putting it in the middle 20% for this investment strategy.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Notably, NXP has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerNXP belongs to the Zacks Semiconductor - Analog and Mixed industry. Another stock from the same industry, MaxLinear (MXL - Free Report) , has gained 10% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026.

MaxLinear reported revenues of $168.85 million in the last reported quarter, representing a year-over-year change of +55.2%. EPS of $0.35 for the same period compares with $0.02 a year ago.

MaxLinear is expected to post earnings of $0.56 per share for the current quarter, representing a year-over-year change of +300%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for MaxLinear. Also, the stock has a VGM Score of C.

NXP Semiconductors (NASDAQ:NXPI – Get Free Report) and HUHUTECH International Group (NASDAQ:HUHU – Get Free Report) are both technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, valuation, dividends, profitability, institutional ownership, earnings and analyst recommendations.

Analyst Ratings This is a summary of recent recommendations and price targets for NXP Semiconductors and HUHUTECH International Group, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score NXP Semiconductors 1 9 16 0 2.58 HUHUTECH International Group 1 0 0 0 1.00 NXP Semiconductors currently has a consensus price target of $305.43, suggesting a potential upside of 36.61%. Given NXP Semiconductors’ stronger consensus rating and higher possible upside, equities research analysts clearly believe NXP Semiconductors is more favorable than HUHUTECH International Group.

Earnings and Valuation This table compares NXP Semiconductors and HUHUTECH International Group”s revenue, earnings per share (EPS) and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio NXP Semiconductors $13.19 billion 4.28 $2.02 billion $11.72 19.08 HUHUTECH International Group $21.43 million 4.95 -$17.34 million N/A N/A NXP Semiconductors has higher revenue and earnings than HUHUTECH International Group.

Volatility and Risk NXP Semiconductors has a beta of 1.81, suggesting that its stock price is 81% more volatile than the S&P 500. Comparatively, HUHUTECH International Group has a beta of -0.71, suggesting that its stock price is 171% less volatile than the S&P 500.

Profitability This table compares NXP Semiconductors and HUHUTECH International Group’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets NXP Semiconductors 22.56% 27.83% 11.07% HUHUTECH International Group N/A N/A N/A Insider & Institutional Ownership 90.5% of NXP Semiconductors shares are held by institutional investors. 0.1% of NXP Semiconductors shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary NXP Semiconductors beats HUHUTECH International Group on 11 of the 12 factors compared between the two stocks.

(Get Free Report)

NXP Semiconductors N.V. offers various semiconductor products. The company's product portfolio includes microcontrollers; application processors, including i.MX application processors, and i.MX 8 and 9 family of applications processors; communication processors; wireless connectivity solutions, such as near field communications, ultra-wideband, Bluetooth low-energy, Zigbee, and Wi-Fi and Wi-Fi/Bluetooth integrated SoCs; analog and interface devices; radio frequency power amplifiers; and security controllers, as well as semiconductor-based environmental and inertial sensors, including pressure, inertial, magnetic, and gyroscopic sensors. Its products are used in various applications, including automotive, industrial and Internet of Things, mobile, and communication infrastructure. The company markets its products to various original equipment manufacturers, contract manufacturers, and distributors. It operates in China, the Netherlands, the United States, Singapore, Germany, Japan, South Korea, Taiwan, and internationally. N.V. was incorporated in 2006 and is headquartered in Eindhoven, the Netherlands.

About HUHUTECH International Group (Get Free Report)

HUHUTECH International Group, Inc. designs and provides customized high-purity gas and chemical production system and equipment. The company was founded by Yu Jun Xiao on July 8, 2021 and is headquartered in Wuxi City, China.

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EP Wealth Advisors LLC bought a new stake in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 6,523 shares of the semiconductor provider’s stock, valued at approximately $1,833,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of NXPI. BlackRock Inc. acquired a new position in shares of NXP Semiconductors in the 2nd quarter valued at $6,716,412,000. Norges Bank acquired a new stake in shares of NXP Semiconductors during the 4th quarter worth $613,029,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of NXP Semiconductors by 34,719.4% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,680,395 shares of the semiconductor provider’s stock worth $581,807,000 after buying an additional 2,672,697 shares during the last quarter. Deutsche Bank AG acquired a new stake in shares of NXP Semiconductors during the 2nd quarter worth $570,925,000. Finally, Bank of New York Mellon Corp purchased a new position in shares of NXP Semiconductors in the 2nd quarter worth $337,167,000. Institutional investors and hedge funds own 90.54% of the company’s stock.

NXP Semiconductors Stock Performance NASDAQ:NXPI opened at $225.56 on Friday. The firm has a 50-day moving average of $265.95 and a two-hundred day moving average of $252.35. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.04 and a quick ratio of 1.36. The stock has a market cap of $56.88 billion, a P/E ratio of 19.25, a PEG ratio of 0.77 and a beta of 1.81. NXP Semiconductors N.V. has a 1-year low of $183.00 and a 1-year high of $339.95.

NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last announced its earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 earnings per share (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 business had revenue of $3.50 billion for the quarter, compared to analyst estimates of $3.47 billion. During the same period in the previous year, the company earned $2.72 earnings per share. The company’s revenue for the quarter was up 19.5% compared to the same quarter last year. On average, research analysts expect that NXP Semiconductors N.V. will post 13.73 earnings per share for the current fiscal year. NXP Semiconductors Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Investors of record on Wednesday, June 24th were issued a $1.014 dividend. The ex-dividend date of this dividend was Wednesday, June 24th. This represents a $4.06 annualized dividend and a yield of 1.8%. NXP Semiconductors’s dividend payout ratio is currently 34.64%.

Analyst Upgrades and Downgrades A number of equities research analysts have issued reports on NXPI shares. Wells Fargo & Company lowered their price target on NXP Semiconductors from $290.00 to $280.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 29th. KeyCorp upped their price target on NXP Semiconductors from $300.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. TD Cowen cut their price objective on NXP Semiconductors from $340.00 to $290.00 and set a “buy” rating on the stock in a report on Wednesday, July 29th. Morgan Stanley lifted their price objective on NXP Semiconductors from $335.00 to $338.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $300.00 target price on shares of NXP Semiconductors in a report on Wednesday, July 29th. Sixteen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $305.43.

Check Out Our Latest Report on NXP Semiconductors

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

NXP Semiconductors Profile (Free Report)

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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Bank of New York Mellon Corp bought a new position in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 1,199,755 shares of the semiconductor provider’s stock, valued at approximately $337,167,000. Bank of New York Mellon Corp owned 0.48% of NXP Semiconductors as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of NXPI. Norges Bank purchased a new position in NXP Semiconductors in the fourth quarter worth $613,029,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of NXP Semiconductors by 34,719.4% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,680,395 shares of the semiconductor provider’s stock worth $581,807,000 after acquiring an additional 2,672,697 shares during the last quarter. Soroban Capital Partners LP acquired a new stake in shares of NXP Semiconductors in the 1st quarter worth $169,943,000. Invesco Ltd. increased its position in shares of NXP Semiconductors by 17.2% during the 4th quarter. Invesco Ltd. now owns 5,574,672 shares of the semiconductor provider’s stock worth $1,210,038,000 after purchasing an additional 818,985 shares during the last quarter. Finally, Amundi boosted its position in shares of NXP Semiconductors by 46.6% during the fourth quarter. Amundi now owns 2,203,488 shares of the semiconductor provider’s stock worth $478,270,000 after buying an additional 700,753 shares during the period. Institutional investors own 90.54% of the company’s stock.

NXP Semiconductors Trading Up 1.2% Shares of NXPI stock opened at $225.56 on Friday. The company has a quick ratio of 1.36, a current ratio of 2.04 and a debt-to-equity ratio of 0.88. NXP Semiconductors N.V. has a fifty-two week low of $183.00 and a fifty-two week high of $339.95. The firm’s 50 day moving average price is $265.95 and its two-hundred day moving average price is $252.35. The stock has a market cap of $56.88 billion, a price-to-earnings ratio of 19.25, a price-to-earnings-growth ratio of 0.76 and a beta of 1.81.

NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The semiconductor provider reported $3.61 EPS for the quarter, topping analysts’ consensus estimates of $3.52 by $0.09. NXP Semiconductors had a net margin of 22.56% and a return on equity of 27.83%. The firm had revenue of $3.50 billion for the quarter, compared to analyst estimates of $3.47 billion. During the same quarter in the previous year, the business posted $2.72 EPS. The firm’s revenue was up 19.5% compared to the same quarter last year. On average, analysts anticipate that NXP Semiconductors N.V. will post 13.73 EPS for the current year. NXP Semiconductors Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Wednesday, June 24th were issued a dividend of $1.014 per share. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Wednesday, June 24th. NXP Semiconductors’s dividend payout ratio (DPR) is 34.56%.

Analyst Upgrades and Downgrades Several equities analysts recently commented on NXPI shares. The Goldman Sachs Group reissued a “buy” rating on shares of NXP Semiconductors in a report on Wednesday, April 29th. Stifel Nicolaus set a $282.00 target price on NXP Semiconductors in a research report on Wednesday, July 29th. JPMorgan Chase & Co. boosted their target price on NXP Semiconductors from $250.00 to $295.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 29th. Citigroup reaffirmed a “neutral” rating on shares of NXP Semiconductors in a report on Monday, July 13th. Finally, Deutsche Bank Aktiengesellschaft reissued 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, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $305.43.

Get Our Latest Research Report on NXP Semiconductors

Insider Transactions at NXP Semiconductors In related news, EVP Andrew Micallef sold 1,000 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 8,942 shares in the company, valued at $2,821,826.94. This trade represents a 10.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 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 stock was sold at an average price of $316.53, for a total value of $552,661.38. Following the transaction, the executive vice president directly 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. 0.05% of the stock is currently owned by insiders.

NXP Semiconductors Company Profile (Free Report)

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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Empowered Funds LLC grew its holdings in shares of NXP Semiconductors N.V. (NASDAQ: NXPI) by 23.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 35,748 shares of the semiconductor provider's stock after purchasing an additional 6,776 shares during the quarter. Empowered

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Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) has spent most of 2026 fighting a narrative that its handset business is a slow leak. The market is missing what is quietly building underneath: Automotive is compounding at a record pace, a hyperscaler data center engagement is about to ship, and the stock trades at a forward multiple that looks nothing like the growth profile management laid out at its Investor Day.

Qualcomm trades at $162.68 as of August 11, 2026. Our 24/7 Wall St. price target for Qualcomm is $226.08, implying 38.97% upside over the next 12 months. Our recommendation is buy with a 90% confidence level. 

24/7 Wall St. Price Target Summary Metric Value Current Price $162.68 24/7 Wall St. Price Target $226.08 Upside 38.97% Recommendation BUY Confidence Level 90% A Rough Month, a Better Setup QCOM is down 14% over the past month and off 3.91% year to date, though up 12.26% over the past year. Shares sit 25% below the 52-week high of $258.96.

Fiscal Q3 revenue of $9.947 billion beat estimates by 2.84%, but non-GAAP EPS of $2.21 missed by 0.49%, snapping a six-quarter beat streak. Handsets fell 20% YoY on China memory-driven inventory drawdowns, while Automotive grew 61% and IoT rose 9%. The Modular acquisition closed on August 7, adding an AI-native software foundation.

Why Bulls See a Breakout Ahead The bull case rests on the non-handset pivot. CEO Cristiano Amon told investors “total non-handset revenues growing to $40 billion by fiscal 2029, nearly double the target we shared in November 2024″, with growth accelerating from 24% in fiscal 2026 to greater than 60% in fiscal 2027.

Automotive has posted 23 consecutive quarters of double-digit growth, anchored by the new BMW long-term supply deal. The hyperscaler data center engagement, built on the Alphawave Semi and Modular acquisitions, is on track for initial shipments in December 2026. In a bull scenario, QCOM could reach $243.71 within 12 months, roughly 50% upside.

What Could Go Wrong Q3 operating income fell 41.13% YoY on rising wafer, packaging, and memory input costs. Apple continues insourcing modems, with Amon guiding to “greater than 70% share” for fall 2026 phones and no product relationship beyond that. Bearish analysts point to the Arm Holdings litigation and China concentration. Institutional filings show Generali Investments reduced its stake by 77%.

Bulls counter that margin compression reflects transient memory pricing that management expects pricing actions to offset, and that non-Apple QCT revenue grew 18% in fiscal 2025. A bear scenario puts QCOM at $191.07 over 12 months, still above today’s price.

How Qualcomm Compares to Broadcom and NXP Broadcom (NASDAQ:AVGO) is the direct AI data center comp given QCOM’s hyperscaler custom silicon push. AVGO trades at a forward P/E of 23 with quarterly revenue growth of 47.9%. QCOM at 16x forward earnings looks priced for zero data center success, which our target disputes.

NXP Semiconductors (NASDAQ:NXPI) is the automotive-semi peer. NXPI trades at a forward P/E of 16 with quarterly revenue growth of 19.5%, versus QCOM automotive segment growth of 61%. On the same multiple, QCOM’s faster auto growth argues our target is conservative.

Company Forward P/E Quarterly Rev Growth Qualcomm 16 -4% Broadcom 23 47.9% NXP Semi 16 19.5% The Setup From Here My verdict is buy, with the 24/7 Wall St. price target of $226.08 and 90% confidence. The tipping factor is the mismatch between a 16x forward multiple and the $40 billion non-handset revenue plan.

I’d be a buyer if December hyperscaler shipments confirm on schedule and automotive stays north of 40% growth. I’d stay on the sidelines if Apple accelerates its modem transition faster than the 70% share framework or memory input costs persist into fiscal 2027.

Year 24/7 Wall St. Price Target 2026 $226.08 2027 $226.84 2028 $290.52 2029 $327.17 2030 $383.50 These projections assume Qualcomm executes on Amon’s diversification roadmap. Significant upside or downside could result from the pace of hyperscaler adoption or an Apple modem transition ahead of the 2027 window.

Contact [email protected] for any questions or corrections.

NXP Semiconductors N.V. (NXPI) The KeyBanc Technology Leadership Forum 2026 August 11, 2026 11:00 AM EDT

Company Participants

Jeff Palmer - Advisor

Conference Call Participants

John Vinh - KeyBanc Capital Markets Inc., Research Division

Presentation

John Vinh
KeyBanc Capital Markets Inc., Research Division

Great. Good morning, everybody. My name is John Vinh. I cover semis here at KeyBanc Capital Markets. We're very fortunate this morning to have NXPI with us. We've got Jeff Palmer, Senior VP of Investor Relations. Congratulations on your retirement, Jeff. It's been great to work with you all these years. I'm very glad that you were able to include us in your farewell tour and...

Jeff Palmer
Advisor

I'm still here for a few more months, John.

Question-and-Answer Session

John Vinh
KeyBanc Capital Markets Inc., Research Division

And welcome Mike, back to the world of semis. I'm sure you're -- so anyways, why don't we just kick things off, and just talk about the cycle, right? Maybe, Jeff, can you just walk us through kind of what are the key trends that you're seeing right now?

Jeff Palmer
Advisor

Yes. So we reported earnings just a couple of weeks ago, so there's not a lot of new news. But what I would say is our view of the environment is considerably better now than it was 90 days ago and even 12 months ago, so things have clearly gotten better. Lead times are stretching out a little bit in certain areas, book-to-bill is solidly above 1 across all end markets, which is good. I would say distribution is in great shape. We're running at 11 weeks, which is our target. We have been running under that for a couple of years during the downturn, but we're back to 11 weeks in the channel.

We are seeing