NXP Semiconductors N.V. (NXPI) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 11:50 AM EDT
Company Participants
Michael Lucarelli - Senior Vice President of Investor Relations
Rafael Sotomayor - CEO, President & Executive Director
Conference Call Participants
James Schneider - Goldman Sachs Group, Inc., Research Division
Presentation
James Schneider
Goldman Sachs Group, Inc., Research Division
Good morning, everybody. Welcome to the Goldman Sachs Communacopia and Technology Conference. I'm Jim Schneider, semiconductor analyst here at Goldman Sachs. It's my pleasure to welcome NXP Semiconductors' CEO, Rafael Sotomayor; and Head of Investor Relations, Mike Lucarelli. Welcome, guys. Thanks for being here.
Michael Lucarelli
Senior Vice President of Investor Relations
Thank you.
Rafael Sotomayor
CEO, President & Executive Director
Thank you, Jim. Thank you for having us.
Question-and-Answer Session
James Schneider
Goldman Sachs Group, Inc., Research Division
Of course. Maybe starting with a high-level question for you, Rafael. You're just a little less than 1 year into the job thus far. I think as you -- it appears that you're, kind of, trying to transition the company and really pivot to this theme of physical AI to some extent. So tell us about your vision for the company, both in the short term and the longer term especially relative to that theme?
Rafael Sotomayor
CEO, President & Executive Director
Yes. Well, thank -- first of all, thank you for the question. It's good to be here. Yes, it's been almost a year now. I think what it was very apparent to me, I think the market is coming to us. Again, my job now as the CEO is to make sure that we go to the market at the same level of speed, right? Not just to participate in this new phase of what's happening with edge devices, but just to lead. And I think NXP has spent decades, right, earning credibility with edge devices.
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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In the latest close session, NXP Semiconductors (NXPI - Free Report) was down 1.74% at $223.87. This move lagged the S&P 500's daily loss of 0.58%. Meanwhile, the Dow experienced a drop of 1.18%, and the technology-dominated Nasdaq saw a decrease of 0.32%.
The stock of chipmaker has fallen by 2.4% in the past month, lagging the Computer and Technology sector's gain of 0.12% and the S&P 500's loss of 0.36%.
Market participants will be closely following the financial results of NXP Semiconductors in its upcoming release. It is anticipated that the company will report an EPS of $4.13, marking a 32.8% rise compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $3.76 billion, indicating a 18.52% growth compared to the corresponding quarter of the prior year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $15.15 per share and revenue of $14.23 billion, indicating changes of +28.28% and +15.98%, respectively, compared to the previous year.
Investors should also take note of any recent adjustments to analyst estimates for NXP Semiconductors. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, 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 past month, the Zacks Consensus EPS estimate remained stagnant. NXP Semiconductors is holding a Zacks Rank of #3 (Hold) right now.
Investors should also note NXP Semiconductors's current valuation metrics, including its Forward P/E ratio of 15.03. For comparison, its industry has an average Forward P/E of 35.99, which means NXP Semiconductors is trading at a discount to the group.
One should further note that NXPI currently holds a PEG ratio of 0.7. 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 the market closed yesterday, the Semiconductor - Analog and Mixed industry was having an average PEG ratio of 0.7.
The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 24, this industry ranks in the top 10% of all industries, numbering over 250.
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.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
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.
In the latest close session, NXP Semiconductors (NXPI - Free Report) was up +2.74% at $228.50. The stock exceeded the S&P 500, which registered a gain of 0.46% for the day. At the same time, the Dow added 0.56%, and the tech-heavy Nasdaq gained 0.45%.
Shares of the chipmaker witnessed a loss of 6.4% over the previous month, beating the performance of the Computer and Technology sector with its loss of 0%, and underperforming the S&P 500's gain of 2%.
Market participants will be closely following the financial results of NXP Semiconductors in its upcoming release. 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, the Zacks Consensus Estimate for revenue is projecting net sales of $3.76 billion, up 18.52% from the year-ago period.
NXPI's full-year Zacks Consensus Estimates are calling for earnings of $15.15 per share and revenue of $14.23 billion. These results would represent year-over-year changes of +28.28% and +15.98%, respectively.
Investors might also notice recent changes to analyst estimates for NXP Semiconductors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research shows that these estimate changes are directly correlated with near-term stock prices. 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 past month, the Zacks Consensus EPS estimate remained stagnant. Currently, NXP Semiconductors is carrying a Zacks Rank of #3 (Hold).
In terms of valuation, NXP Semiconductors is currently trading at a Forward P/E ratio of 14.68. This denotes a discount relative to the industry average Forward P/E of 33.03.
We can additionally observe that NXPI currently boasts a PEG ratio of 0.69. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. NXPI's industry had an average PEG ratio of 0.69 as of yesterday's close.
The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 24, which puts it in the top 10% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow NXPI in the coming trading sessions, be sure to utilize Zacks.com.
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.
EINDHOVEN, The Netherlands, Aug. 28, 2026 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow.
The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the third quarter of 2026. The interim dividend will be paid in cash on October 8, 2026, to shareholders of record as of September 16, 2026.
Taxation – Cash Dividends
Cash dividends will be subject to the deduction of Dutch dividend withholding tax at the rate of 15 percent, which may be reduced in certain circumstances. Non-Dutch resident shareholders, depending on their circumstances, may be entitled to a full or partial refund of Dutch dividend withholding tax. If you are uncertain as to the tax treatment of any dividends, consult your tax advisor.
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.
Forward-looking Statements
This document includes forward-looking statements which include statements regarding NXP’s business strategy, financial condition, results of operations, market data, as well as any other statements which are not historical facts. By their nature, forward-looking statements are subject to numerous factors, risks and uncertainties that could cause actual outcomes and results to be materially different from those projected. These factors, risks and uncertainties include the following: market demand and semiconductor industry conditions; our ability to successfully introduce new technologies and products; the demand for the goods into which NXP’s products are incorporated; global trade disputes, potential increase of barriers to international trade, including the imposition of new or increased tariffs, and resulting disruptions to our established supply chains; the impact of government actions and regulations, including as a result of executive orders, including restrictions on the export of products and technology; increasing and evolving cybersecurity threats and privacy risks; our ability to accurately estimate demand and match our production capacity accordingly or obtain supplies from third-party producers; our access to production capacity from third-party outsourcing partners, and any events that might affect their business or our relationship with them; our ability to secure adequate and timely supply of equipment and materials from suppliers; our ability to avoid operational problems and product defects and, if such issues were to arise, to correct them quickly; our ability to form strategic partnerships and joint ventures and to successfully cooperate with our strategic alliance partners; our ability to win competitive bid selection processes; our ability to develop products for use in customers’ equipment and products; our ability to successfully hire and retain key management and senior product engineers; global hostilities, including the invasion of Ukraine by Russia and resulting regional instability, sanctions and any other retaliatory measures taken against Russia and the continued hostilities and the armed conflict in the Middle East, which could adversely impact the global supply chain, disrupt our operations or negatively impact the demand for our products in our primary end markets; our ability to maintain good relationships with our suppliers; our ability to integrate acquired businesses in an efficient and effective manner; our ability to generate sufficient cash, raise sufficient capital or refinance corporate debt at or before maturity to meet both NXP's debt service and research and development and capital investment requirements; and a change in tax laws could have an effect on our estimated effective tax rates. In addition, this document contains information concerning the semiconductor industry, our end markets and business generally, which is forward-looking in nature and is based on a variety of assumptions regarding the ways in which the semiconductor industry, our end markets and business will develop. NXP has based these assumptions on information currently available, if any one or more of these assumptions turn out to be incorrect, actual results may differ from those predicted. While NXP does not know what impact any such differences may have on its business, if there are such differences, its future results of operations and its financial condition could be materially adversely affected. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak to results only as of the date the statements were made. Except for any ongoing obligation to disclose material information as required by the United States federal securities laws, NXP does not have any intention or obligation to publicly update or revise any forward-looking statements after we distribute this document, whether to reflect any future events or circumstances or otherwise. For a discussion of potential risks and uncertainties, please refer to the risk factors listed in our SEC filings. Copies of our SEC filings are available on our Investor Relations website, www.nxp.com/investor or from the SEC website, www.sec.gov.
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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Barrow Hanley Mewhinney & Strauss LLC acquired a new position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 1,411,034 shares of the semiconductor provider’s stock, valued at approximately $396,543,000. NXP Semiconductors accounts for 1.2% of Barrow Hanley Mewhinney & Strauss LLC’s investment portfolio, making the stock its 27th biggest holding. Barrow Hanley Mewhinney & Strauss LLC owned about 0.56% of NXP Semiconductors at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently modified their holdings of the company. MGO One Seven LLC grew its holdings in NXP Semiconductors by 63.0% in the 4th quarter. MGO One Seven LLC now owns 13,870 shares of the semiconductor provider’s stock valued at $3,011,000 after buying an additional 5,359 shares in the last quarter. Teacher Retirement System of Texas lifted its holdings in shares of NXP Semiconductors by 16.4% during the fourth quarter. Teacher Retirement System of Texas now owns 45,366 shares of the semiconductor provider’s stock worth $9,847,000 after buying an additional 6,379 shares in the last quarter. Deutsche Bank AG lifted its holdings in shares of NXP Semiconductors by 5.1% during the fourth quarter. Deutsche Bank AG now owns 1,928,214 shares of the semiconductor provider’s stock worth $418,538,000 after buying an additional 93,316 shares in the last quarter. Barclays PLC boosted its position in shares of NXP Semiconductors by 31.5% in the fourth quarter. Barclays PLC now owns 2,283,397 shares of the semiconductor provider’s stock valued at $495,634,000 after acquiring an additional 546,790 shares during the period. Finally, Principal Financial Group Inc. boosted its position in shares of NXP Semiconductors by 3.3% in the fourth quarter. Principal Financial Group Inc. now owns 274,099 shares of the semiconductor provider’s stock valued at $59,496,000 after acquiring an additional 8,676 shares during the period. 90.54% of the stock is currently owned by institutional investors and hedge funds.
NXP Semiconductors Price Performance Shares of NASDAQ NXPI opened at $225.56 on Monday. The stock has a market capitalization of $56.88 billion, a P/E ratio of 19.25, a PEG ratio of 0.77 and a beta of 1.82. The stock’s fifty day moving average is $265.95 and its 200 day moving average is $252.50. NXP Semiconductors N.V. has a 52 week low of $183.00 and a 52 week high of $339.95. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.36 and a current ratio of 2.04.
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last posted its quarterly earnings data 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 during 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%. NXP Semiconductors’s revenue was up 19.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.72 earnings per share. Sell-side analysts forecast that NXP Semiconductors N.V. will post 13.73 earnings per share for the current fiscal year. NXP Semiconductors Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 9th. Investors of record on Wednesday, June 24th were paid a $1.014 dividend. This represents a $4.06 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Wednesday, June 24th. NXP Semiconductors’s dividend payout ratio (DPR) is 34.64%.
Insider Buying and Selling In other NXP Semiconductors news, EVP Andrew Micallef sold 1,000 shares of the business’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 completion of the transaction, the executive vice president directly owned 8,942 shares in the company, 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 document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher L. Jensen sold 1,746 shares of the business’s stock in a transaction that occurred 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 owned 3,643 shares of the company’s stock, valued at approximately $1,153,118.79. This represents a 32.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.05% of the company’s stock.
Analyst Ratings Changes A number of equities analysts recently commented on NXPI shares. Wall Street Zen lowered shares of NXP Semiconductors from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 9th. JPMorgan Chase & Co. boosted their price objective on shares of NXP Semiconductors from $250.00 to $295.00 and gave the company a “neutral” rating in a report on Wednesday, April 29th. KeyCorp increased their target price on shares of NXP Semiconductors from $300.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 29th. Truist Financial raised their target price on shares of NXP Semiconductors from $255.00 to $310.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Finally, Evercore lifted their price target on shares of NXP Semiconductors from $260.00 to $320.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Sixteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $305.43.
Get Our Latest Stock Analysis on NXPI
(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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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 Nova Scotia bought a new stake in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 319,049 shares of the semiconductor provider’s stock, valued at approximately $89,662,000. Bank of Nova Scotia owned about 0.13% of NXP Semiconductors as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also recently made changes to their positions in NXPI. Elevation Point Wealth Partners LLC acquired a new stake in NXP Semiconductors during the 2nd quarter worth $5,408,000. Greenland Capital Management LP purchased a new position in NXP Semiconductors during the 2nd quarter worth $760,000. Alta Advisers Ltd acquired a new position in NXP Semiconductors in the second quarter valued at $293,000. Daiichi Life Insurance Co. Ltd. acquired a new stake in shares of NXP Semiconductors during the second quarter worth about $3,275,000. Finally, Commerce Bank acquired a new stake in shares of NXP Semiconductors during the second quarter worth about $7,952,000. 90.54% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets In related news, EVP Christopher L. Jensen sold 1,746 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $316.53, for a total value of $552,661.38. Following the completion of the sale, the executive vice president owned 3,643 shares in the company, valued at $1,153,118.79. This trade represents a 32.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 dated Monday, June 15th. The shares were sold at an average price of $315.57, for a total transaction of $315,570.00. Following the completion of the sale, the executive vice president owned 8,942 shares of the company’s stock, valued at $2,821,826.94. This trade represents a 10.06% 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 company insiders.
NXP Semiconductors Stock Performance Shares of NXPI stock opened at $225.56 on Friday. The company has a market cap of $56.88 billion, a price-to-earnings ratio of 19.25, a price-to-earnings-growth ratio of 0.77 and a beta of 1.81. The stock has a 50 day simple moving average of $265.95 and a 200-day simple moving average of $252.35. NXP Semiconductors N.V. 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. NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last posted its quarterly 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. 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 during the quarter, compared to analysts’ expectations of $3.47 billion. During the same period last year, the firm earned $2.72 EPS. The company’s quarterly revenue was up 19.5% compared to the same quarter last year. On average, equities analysts forecast that NXP Semiconductors N.V. will post 13.73 EPS for the current year.
NXP Semiconductors Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Thursday, July 9th. Shareholders 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 dividend on an annualized basis and a yield of 1.8%. NXP Semiconductors’s dividend payout ratio (DPR) is 34.64%.
Wall Street Analyst Weigh In Several analysts have commented on the company. UBS Group reaffirmed a “neutral” rating and set a $270.00 price objective (down from $305.00) on shares of NXP Semiconductors in a research note on Monday, August 3rd. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $400.00 price objective on shares of NXP Semiconductors in a research report on Monday, August 17th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of NXP Semiconductors in a research note on Wednesday, April 29th. KeyCorp increased their price target on NXP Semiconductors from $300.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Finally, Mizuho lowered their price objective on shares of NXP Semiconductors from $200.00 to $190.00 and set an “underperform” rating on the stock in a research report on Wednesday, July 29th. Sixteen 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 MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $305.43.
Check Out Our Latest Analysis on NXPI
(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.
See Also Five stocks we like better than NXP Semiconductors 2 Biotech Stocks Shaping Up for Major Breakouts 3 Stocks Came Roaring Back—Now They’re Flashing Warning Signs 3 Beaten-Down Stocks That Haven’t Gotten the Message About the S&P 500’s Record Run Darden Restaurants Just Hit a 52-Week High–Is the Olive Garden Comeback Story Legit? 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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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.
Further Reading Five stocks we like better than NXP Semiconductors Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?
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Advisors Capital Management LLC acquired 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 acquired 2,356 shares of the semiconductor provider’s stock, valued at approximately $662,000.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. BlackRock Inc. acquired a new position in NXP Semiconductors during the 2nd quarter worth about $6,716,412,000. Vanguard Group Inc. boosted its holdings in NXP Semiconductors by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 13,612,546 shares of the semiconductor provider’s stock valued at $2,954,739,000 after purchasing an additional 293,558 shares during the period. State Street Corp boosted its holdings in NXP Semiconductors by 0.5% in the fourth quarter. State Street Corp now owns 11,043,159 shares of the semiconductor provider’s stock valued at $2,407,382,000 after purchasing an additional 55,098 shares during the period. Invesco Ltd. grew its stake in 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 in the last quarter. Finally, Geode Capital Management LLC increased its holdings in NXP Semiconductors by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 5,463,756 shares of the semiconductor provider’s stock worth $1,180,572,000 after purchasing an additional 30,804 shares during the period. 90.54% of the stock is currently owned by institutional investors and hedge funds.
NXP Semiconductors Price Performance NASDAQ:NXPI opened at $225.56 on Friday. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.04 and a quick ratio of 1.36. NXP Semiconductors N.V. has a one year low of $183.00 and a one year high of $339.95. The company has a fifty day moving average price of $265.95 and a 200 day moving average price of $252.35. The stock has a market cap of $56.88 billion, a P/E ratio of 19.25, a PEG ratio of 0.76 and a beta of 1.81.
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.52 by $0.09. NXP Semiconductors had a net margin of 22.56% and a return on equity of 27.83%. The company had revenue of $3.50 billion for the quarter, compared to analyst estimates of $3.47 billion. During the same period last year, the business posted $2.72 EPS. The business’s quarterly revenue was up 19.5% on a year-over-year basis. Analysts anticipate that NXP Semiconductors N.V. will post 13.73 earnings per share for the current year. NXP Semiconductors Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Wednesday, June 24th were paid a $1.014 dividend. The ex-dividend date was Wednesday, June 24th. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.8%. NXP Semiconductors’s dividend payout ratio is currently 34.56%.
Wall Street Analysts Forecast Growth Several analysts have recently weighed in on NXPI shares. Loop Capital boosted their target price on NXP Semiconductors from $275.00 to $290.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Truist Financial lifted their price target on NXP Semiconductors from $255.00 to $310.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Oppenheimer upped their target price on shares of NXP Semiconductors from $300.00 to $325.00 and gave the company an “outperform” rating in a report on Friday, July 24th. Raymond James Financial lifted their target price on shares of NXP Semiconductors from $250.00 to $300.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Finally, Wolfe Research increased their price target on shares of NXP Semiconductors from $270.00 to $320.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Sixteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $305.43.
Check Out Our Latest Analysis on NXP Semiconductors
Insider Transactions at NXP Semiconductors In other news, EVP Christopher L. Jensen sold 1,746 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $316.53, for a total transaction of $552,661.38. Following the completion of the transaction, the executive vice president directly owned 3,643 shares of the company’s stock, valued at approximately $1,153,118.79. This trade represents a 32.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 dated 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 owned 8,942 shares of the company’s stock, valued at approximately $2,821,826.94. This represents a 10.06% 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 company insiders.
(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
Why NXP Semiconductors Could Be the AI Stock Everyone Is MissingNXP Semiconductors NASDAQ: NXPI sees a meaningfully improved business environment compared with 90 days ago and a year ago, with book-to-bill ratios solidly above one across its end markets, according to Senior Vice President of Investor Relations Jeff Palmer.
Speaking at a KeyBanc Capital Markets conference, Palmer said lead times have begun to extend in certain areas, distribution inventory has returned to the company’s 11-week target, and customer escalations—orders placed inside lead times—have increased. NXP has also implemented targeted price increases in response to inflation in certain input costs, though Palmer described the first-half impact as immaterial to overall financial results.
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These 3 AI Stocks Just Crushed Earnings: Still Time To Buy?“All in all, I’d say we feel very good about where things are at,” Palmer said.
Inventory and Automotive Supply Palmer said NXP is not planning to hold inventory on behalf of automotive Tier 1 suppliers, even as some suppliers maintain lower-than-desired levels of NXP components. The company’s preferred inventory level for these customers is roughly 10 to 12 weeks, but Palmer said a number of large Tier 1s currently hold only three to six weeks of inventory.
Why NXP Semiconductors’ Post-Earnings Dip Could Be a Buying WindowSome vehicle manufacturers are holding inventory in targeted situations for their suppliers, Palmer said, but he characterized that practice as limited rather than broad-based. He said Tier 1 suppliers may eventually face longer waits if NXP needs to start production from raw die rather than finished goods or available die inventory.
NXP currently has 156 days of inventory, versus a target of 110 days. Palmer said approximately 15 to 20 days of inventory by year-end will likely represent buffer stock related to the company’s ongoing fabrication-site rationalization efforts. He said the company would prefer to reduce overall inventory and emphasized that its model is fundamentally build-to-order.
Automotive conditions began improving for NXP in late 2025, Palmer said, and in the company’s most recently reported quarter, all automotive geographies and product categories grew. He described the automotive market as generally healthy despite low order rates from certain Tier 1 customers.
Palmer said NXP views the global auto market as a roughly 90-million-unit market over time. While Chinese automakers have “clearly” won the electric-vehicle battle from NXP’s perspective, he said weaker domestic Chinese sales have been partly offset by exports from larger manufacturers. European auto companies face challenges in determining their next phase, he added, though luxury brands should continue to benefit from customer loyalty.
Vehicle Technology and Physical AI NXP said its accelerated automotive growth drivers accounted for just under 50% of automotive revenue in the latest quarter and grew strongly year over year. Those drivers include software-defined vehicles, radar and battery-management systems. The company also cited longer-term customer programs that are expected to begin production between late 2027 and 2030.
Palmer highlighted NXP’s five-nanometer S32N automotive product, for which an initial customer is expected to begin taking product in late 2027 for a 2028 model year program. He also said customer engagement for the company’s 16-nanometer S32K5 zonal product has been particularly strong, although revenue from those programs remains several years away.
The company is also seeing early interest in automotive artificial-intelligence applications, including in-cabin systems that could use distilled large language models to interpret voice commands locally. Palmer said these opportunities could allow car manufacturers to maintain ownership of the model and voice interface, but stressed that they are not yet generating revenue.
In industrial markets, NXP’s smaller embedded neural processing units, or NPUs, accounted for about 6% of its industrial internet-of-things processor business in 2025 and are expected to represent about 15% in 2026, according to Palmer. The company’s Kinara NPU offers about 40 TOPS of performance and can be paired with NXP’s i.MX application processors.
Palmer said Kinara’s opportunity pipeline grew to approximately $1.5 billion from $1 billion last year, calling it the fastest-growing pipeline in the company’s history. He cautioned, however, that opportunities still must progress through proof-of-concept work, design wins and ultimately revenue.
Data Center, Manufacturing and Margins NXP expects its data-center business to double to $500 million this year, Palmer said. The company focuses on control-plane management rather than data-plane processing or power delivery. About half of its current data-center business comes from its Layerscape control-plane switch products, which have gained traction with a small number of hyperscale customers.
NXP is developing a next-generation, five-nanometer data-center product family that could sample in 2027 and begin production ramping in 2028 or later. Palmer said the company hopes the product will broaden its addressable market with additional hyperscalers. Its board-management control business, meanwhile, serves ecosystem participants, server original design manufacturers in Taiwan and other hyperscalers, with functions including security, power and cooling controls.
The company is seeing cost pressure primarily in packaging, testing, precious metals and substrates rather than wafer supply. Palmer said NXP’s major wafer partners, TSMC and GlobalFoundries, remain reliable suppliers. NXP produces about 40% of its wafers internally and sources about 60% externally.
Its Singapore joint venture, VSMC, is expected to have capacity of 55,000 wafers per month, with NXP receiving 40% of output. Once fully operational, Palmer said NXP’s wafer mix could shift toward 80% outsourced and 20% internally produced. The company is also rationalizing its three older internal eight-inch fabrication facilities.
On profitability, Palmer reiterated NXP’s rule of thumb that each additional $1 billion in revenue can generate roughly 100 basis points of gross-margin expansion. The company remains confident in its long-term target of approximately $16 billion in revenue and a 60% gross margin in 2027, plus or minus, he said.
About NXP Semiconductors (NASDAQ:NXPI)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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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.
New Petaling Jaya facility will increase internal A&T capacity, further diversify NXP's back-end manufacturing capabilities and strengthen its global supply chain Leveraging advanced automation technologies, the smart factory is expected to ramp production in the first quarter of 2028 and more than double the site's output at full capacity The expanded operations reinforce NXP's hybrid manufacturing strategy, which provides supply control and geographic resilience PETALING JAYA, Malaysia, Aug. 12, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today celebrated the groundbreaking of its new assembly and test (A&T) factory in Petaling Jaya, Malaysia, an expansion of the company's existing A&T site.
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.
NXP Semiconductors (NASDAQ:NXPI | NXPI Price Prediction) currently trades at $233.43, while Cantor Fitzgerald’s Street-high price target of $400 sits roughly 71% above that mark, one of the widest analyst-to-market dislocations in large-cap semiconductors.
The Dutch-domiciled chipmaker sells analog and embedded processors into automotive, industrial, IoT, mobile, and communications infrastructure. Wall Street watches NXP closely as a core bet on rising semiconductor content per car and early commercial deployments of edge AI outside the data center.
When a $60 billion market cap name gives back a fifth of its value in a month, the gap between price and target becomes the whole story.
A UBS Cut and Ambarella Rumors Blew Out the Chart NXPI fell 20.13% over the past month. Late July brought reports that NXP was in talks to acquire Ambarella, and the stock dropped 6.5% on the day as investors questioned capital allocation and integration risk. Days later, UBS moved from Buy to Neutral and cut its target from $305 to $270, citing Chinese automotive inventory correction and NXP’s limited AI data center exposure versus larger peers.
Broader semiconductor weakness compounded the damage. Shares now sit about 31% below the 52-week high of $338.80 and roughly 17% below the 50-day moving average of $282.48. Microchip fell 8.13% and Texas Instruments fell 9.50% over the same window, while the S&P 500 rose 2.39%. This was mostly a name-specific event on top of a mild tech pullback.
Why Cantor Fitzgerald Still Sees $400 Cantor Fitzgerald’s C.J. Muse maintains an Overweight rating and $400 target. The thesis rests on NXP’s dominance in microcontrollers and radar chips for ADAS and software-defined vehicles, edge AI deployment through crossover processors, cyclical bottoming in industrial and auto inventories, and free cash flow strong enough to defend the multiple. Muse argues NXP captures disproportionate revenue as automakers ramp 800V EV powertrains and zonal architectures.
Q2 results supported this view. Revenue hit $3.5 billion, up 19% year over year, with non-GAAP EPS of $3.61. Management guided Q3 revenue to $3.75 billion with non-GAAP EPS of $4.11 at the midpoint. CEO Rafael Sotomayor said the physical AI design win funnel exceeds $1.5 billion across 200 unique customers, and AI-enabled processors are on track to represent roughly 15% of industrial and IoT processor revenue in 2026.
Consensus rating is a Moderate Buy across 26 analysts with an average target of $305.43, and Wall Street Zen upgraded to Strong Buy earlier this month. UBS remains the loudest dissenter. Free cash flow at roughly 23% of revenue lets NXP buy back stock into the drawdown, which Cantor cites as downside protection.
The path to $400 requires China channel inventory to clear, the S32N 5-nanometer and S32K5 automotive processors to ramp on schedule into 2027, and physical AI wins to convert to revenue. If those milestones hit, $400 is defensible at roughly 16 times forward earnings extended out one more cycle.
The Analog Peer Group Fell Together, but NXP Fell Hardest Microchip Technology (NASDAQ:MCHP) fell only 8.13% over the past month and is up 29.12% year to date. At $81.39 versus an average target of $111.71, upside runs about 37%. Ratings skew Buy (17 Buy, 2 Strong Buy, 6 Hold, 0 Sell) as management’s recovery plan restores gross margin toward its long-term target.
ON Semiconductor (NASDAQ:ON) is down 16.86% over the past month but up 47.33% year to date on its AI data center power story. Shares at $79.78 against a $108.88 target imply roughly 36% upside, though the mix is cautious at 10 Buy, 1 Strong Buy, and 18 Hold.
Texas Instruments (NASDAQ:TXN) is up 64.38% year to date and down only 9.50% over the past month. At $280.44 versus a $324.45 target, upside is a modest 16%. Ratings are split (2 Strong Buy, 15 Buy, 17 Hold, 2 Sell).
NXPI has the largest analyst-implied upside in the group, roughly 33% on consensus and 71% on Cantor’s high mark. Both figures are more than double any close peer.
Numbers That Show a Real Gap NXPI trades at $233.43 against an average price target of $311.10 across 30 covering analysts, or roughly 33% implied upside. Forward P/E sits at 16.
The stock is up 8.47% year to date, trailing the S&P 500’s 13.36% gain. Over the past year, NXPI is up 14.67% against SPY at 21.32%. The ratings breakdown:
Strong Buy: 6 Buy: 17 Hold: 6 Sell: 1 What Would Have to Go Right The bull case strengthens if Q3 lands near $3.75 billion in revenue and management confirms the physical AI pipeline is converting to bookings by year-end. The path back to the $311 consensus runs through the auto content story and a forward multiple at 16 times earnings, which leaves little room for further compression.
The bear case gains traction if China auto inventories re-inflate, the Ambarella deal closes at a punishing premium, or the S32N and S32K ramps slip into late 2027. Any of those would validate the UBS downgrade and push the Cantor $400 target into aspirational territory.
On balance, the one-month drop looks like sentiment repricing rather than fundamental deterioration. A 16x forward earnings multiple during a downgrade-driven drawdown is the kind of setup investors will want to watch closely as the next quarter’s data lands.
Contact [email protected] for any questions or corrections.
Shares of NXP Semiconductors (NXPI -2.62%) fell 18.5% in July 2026, according to data from S&P Global Market Intelligence. The S&P 500 (^GSPC -0.06%) market index finished the month down 0.1%, so this was not one of those months where everything went sideways and the chipmaker went along for the ride. This one was personal, or at least sector-specific. Chiefly, NXP investors didn't like the Q2 2026 earnings report.
Image source: The Motley Fool.
Two ways to read the same forecast NXP reported Q2 results after the close on July 28. Revenue came in at $3.5 billion, up 19.5% year over year and 10% sequentially, against a consensus estimate of $3.45 billion. Adjusted earnings of $3.61 per share beat estimates by $0.11. Free cash flow was $791 million, or 22.6% of revenue. Every end market grew. Every region grew. Management used the word "record," and had earned it.
The stock promptly fell 7% the next day.
The culprit was almost certainly guidance, and specifically the width of NXP's forecast ranges. Management told investors to expect third-quarter revenue somewhere between $3.65 billion and $3.85 billion, with consensus sitting at $3.71 billion. Earnings guidance ran from $3.89 to $4.32 per share against a $4.01 estimate. Read the midpoints and it's a beat. Read the bottom of each range and it's a miss. Given the choice, Wall Street focused on the bottom.
That's not unreasonable. A company that's confident about the next 90 days usually says so with a narrower range.
July was also the worst month for semiconductors in more than a decade, as investors reconsidered how quickly AI infrastructure spending turns into profit. NXP's stock often gets lumped in with the broader semiconductor industry, rising or falling on news from memory chip makers or AI accelerator specialists. However, those panics have nothing to do with NXP's core business, which derives 58% of its revenue from the automotive sector. As a result, NXP's stock price doesn't always correlate closely with its underlying business prospects.
The long-term framing may not have helped either. Alongside the results, management laid out a roadmap to double non-GAAP earnings per share by 2030 or later, centered on software-defined vehicles, physical AI at the industrial edge, and a new data center business.
The data center piece is real and growing; communication infrastructure revenue rose 41% year over year to $452 million, and management expects the segment to clear $500 million in 2026. But "2030 or later" is a long horizon, and many investors don't have that kind of patience.
Today's Change
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The case for staying put The July drop wasn't entirely unfair. NXP jumped 25.6% on April 28 after its first-quarter report, its best single day in years, and kept going. July's drop essentially canceled April's market-beating jump. All things considered, the stock now trails the S&P 500 over 12 months, up 12.7% against 21.3% as of Aug. 10.
The honest caveat to NXP's potential upside: trailing 12-month revenue of $13.19 billion is roughly where NXP's sales sat two years ago. Semiconductors are cyclical, and this is a company climbing out of a trough rather than compounding through a challenging period.
NXP shares trade for just 20 times trailing earnings and 13 times forward estimates. The stock looks undervalued right now.
On August 05, 2026, we delve into a DCF analysis for NXP Semiconductors NV (NXPI), a company that has seen a price decline of 8.3% over the past week and 13.1%
NXP’s Trimension Ultra-Wideband (UWB) ranging and radar solutions will be deployed by the BMW Group across its fleet, starting with selected 2026 vehicle programsNXP’s Trimension NCJ29D6 family allows OEMs to use one UWB system for multiple use cases, from presence detection to hands-free car accessNXP’s single-chip secure UWB solution addresses both safety and convenience applications to maximize system value for OEMs
EINDHOVEN, The Netherlands, Aug. 04, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its Trimension NCJ29D6 family will be deployed in the BMW Group’s fleet, starting with selected 2026 vehicle programs. Part of the industry’s broadest UWB portfolio, the Trimension NCJ29D6 is the first monolithic automotive UWB solution to combine secure fine-ranging and robust short-range radar capabilities, enabling important safety applications such as presence detection.
Drivers benefit from a combination of enhanced safety features, such as presence detection, which provides continuous support during use. Despite this assistance, the driver retains full control of the vehicle and remains responsible at all times. Beyond a potential safety enhancement, UWB connectivity offers seamless convenience. For instance, BMW’s UWB-based Digital Key Plus replaces the traditional key fob with a smartphone or a smart watch. This allows drivers to securely unlock and lock the vehicle automatically and hands-free, even triggering personalized experiences like individual light conditions and welcome sequence upon approach.
Addressing potentially emerging regulatory requirements and supporting future NCAP protocols in Europe and China, presence detection technology helps reduce the risk of vulnerable passengers being left behind in a vehicle, where temperature levels can be unsafe. NXP’s Trimension NCJ29D6 utilizes UWB technology to detect a living being left behind in the car by identifying subtle motion patterns consistent with occupant presence. The in-cabin presence detection system indicates the possible presence of people or animals in the cabin when parked and sends a warning message to vehicle users.
“NXP’s proven Trimension UWB platform maximizes value for OEMs, using a single system to deliver multiple new and differentiating features for drivers,” said Markus Staeblein, Senior Vice President and General Manager, Secure Car Access, NXP Semiconductors. “Digital key and presence detection are just the beginning. OEMs will be able to deliver additional UWB-based features, such as kick sensing, intrusion alert or automatic charging, as they establish the secure hardware platform in their vehicles.”
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.
NXP Semiconductor NV (NASDAQ:NXPI) was downgraded by UBS as the investment bank warned that a potential automotive inventory correction in China and limited exposure to artificial intelligence data centres could constrain growth.
Its rating was cut to 'neutral' from 'buy', with the price target reduced to $270 from $305, implying upside of about 9% from the latest closing price of $246.59.
The Swiss bank said the recovery in demand for analogue chips was gaining traction across the industrial and automotive markets. However, Chinese passenger vehicle wholesale and retail sales had fallen 23% and 20% respectively so far this year.
That contrasted with a 25% increase in NXP's Chinese revenue during the second quarter, raising the risk that customers had accumulated excessive chip inventories ahead of a correction in 2027.
NXP generated 17% of its revenue from China and 55% from the automotive market, leaving it particularly exposed, UBS said.
The chipmaker's relatively limited position in AI infrastructure was another concern. NXP expected AI infrastructure revenue to exceed $500 million in 2026, equivalent to about 3% of group sales. Rivals including Infineon, Texas Instruments, Analog Devices and STMicroelectronics (NYSE:STM) were each expected to generate more than $1 billion.
UBS forecast NXP's earnings per share would grow at an annual rate of 18% between 2026 and 2029, against a peer average of 34%.
However, the shares traded at 13 times forecast 2027 earnings and at a 24% discount to close competitors, providing "meaningful downside protection".
UBS cut its earnings forecasts for 2026-2030 by between 5% and 9% to reflect the risk of a Chinese inventory correction.
NXP Semiconductor NV (NASDAQ:NXPI) was downgraded by UBS as the investment bank warned that a potential automotive inventory correction in China and limited exposure to artificial intelligence data centres could constrain growth.
Its rating was cut to 'neutral' from 'buy', with the price target reduced to $270 from $305, implying upside of about 9% from the latest closing price of $246.59.
The Swiss bank said the recovery in demand for analogue chips was gaining traction across the industrial and automotive markets. However, Chinese passenger vehicle wholesale and retail sales had fallen 23% and 20% respectively so far this year.
That contrasted with a 25% increase in NXP's Chinese revenue during the second quarter, raising the risk that customers had accumulated excessive chip inventories ahead of a correction in 2027.
NXP generated 17% of its revenue from China and 55% from the automotive market, leaving it particularly exposed, UBS said.
The chipmaker's relatively limited position in AI infrastructure was another concern. NXP expected AI infrastructure revenue to exceed $500 million in 2026, equivalent to about 3% of group sales. Rivals including Infineon, Texas Instruments, Analog Devices and STMicroelectronics (NYSE:STM) were each expected to generate more than $1 billion.
UBS forecast NXP's earnings per share would grow at an annual rate of 18% between 2026 and 2029, against a peer average of 34%.
However, the shares traded at 13 times forecast 2027 earnings and at a 24% discount to close competitors, providing "meaningful downside protection".
UBS cut its earnings forecasts for 2026-2030 by between 5% and 9% to reflect the risk of a Chinese inventory correction.
Amundi decreased its position in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 12.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,922,422 shares of the semiconductor provider’s stock after selling 281,066 shares during the quarter. Amundi owned 0.76% of NXP Semiconductors worth $378,448,000 at the end of the most recent quarter.
A number of other hedge funds also recently made changes to their positions in the company. Norges Bank purchased a new position in NXP Semiconductors in the 4th quarter valued at about $613,029,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of NXP Semiconductors by 34,719.4% during 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 purchased a new stake in shares of NXP Semiconductors during the first quarter worth about $169,943,000. Invesco Ltd. lifted its stake in shares of NXP Semiconductors by 17.2% in the fourth quarter. Invesco Ltd. now owns 5,574,672 shares of the semiconductor provider’s stock worth $1,210,038,000 after acquiring an additional 818,985 shares in the last quarter. Finally, Rafferty Asset Management LLC lifted its stake in shares of NXP Semiconductors by 56.3% in the second quarter. Rafferty Asset Management LLC now owns 1,916,922 shares of the semiconductor provider’s stock worth $418,828,000 after acquiring an additional 690,277 shares in the last quarter. Hedge funds and other institutional investors own 90.54% of the company’s stock.
NXP Semiconductors Stock Down 7.0% NASDAQ:NXPI opened at $240.98 on Thursday. The company has a market capitalization of $60.84 billion, a price-to-earnings ratio of 20.56, a price-to-earnings-growth ratio of 1.08 and a beta of 1.79. NXP Semiconductors N.V. has a one year low of $183.00 and a one year high of $339.95. The stock has a 50-day simple moving average of $293.31 and a 200 day simple moving average of $252.87. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.55 and a current ratio of 2.24.
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The semiconductor provider reported $3.61 earnings per share for the quarter, beating the consensus estimate of $3.52 by $0.09. NXP Semiconductors had a return on equity of 28.54% and a net margin of 22.56%.The firm had revenue of $3.50 billion during the quarter, compared to analyst estimates of $3.47 billion. During the same period in the previous year, the company earned $2.72 earnings per share. NXP Semiconductors’s quarterly revenue was up 19.5% on a year-over-year basis. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. Sell-side analysts predict that NXP Semiconductors N.V. will post 13.46 EPS for the current fiscal year.
NXP Semiconductors Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Wednesday, June 24th were issued a $1.014 dividend. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date was Wednesday, June 24th. NXP Semiconductors’s payout ratio is 38.85%.
Insider Buying and Selling In other NXP Semiconductors news, EVP Christopher L. Jensen sold 1,746 shares of the business’s 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 completion of the sale, the executive vice president owned 3,643 shares in the company, valued at $1,153,118.79. The trade was a 32.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 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 sale, the executive vice president directly 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 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 currently owned by insiders.
NXP Semiconductors News Summary Here are the key news stories impacting NXP Semiconductors this week:
Positive Sentiment: NXP reported second-quarter revenue of $3.50 billion, up 19.5% year over year and 10% sequentially, while adjusted earnings of $3.61 per share exceeded analysts’ expectations. Growth was broad-based across regions and end markets, led by software-defined vehicles and physical AI. NXP Semiconductors Reports Second Quarter 2026 Results Positive Sentiment: Third-quarter guidance calls for revenue of approximately $3.7 billion to $3.9 billion and EPS of $3.89 to $4.32. The revenue midpoint is above consensus, and management highlighted expanding design wins in physical AI, software-defined vehicles and data centers as longer-term growth drivers. NXPI Q2 Earnings Call Highlights Physical AI Growth Positive Sentiment: Analyst sentiment remains generally constructive. Morgan Stanley raised its price target to $338 and maintained an overweight rating, while Needham reaffirmed a buy rating with a $300 target. Morgan Stanley Analyst Comments Neutral Sentiment: TD Cowen lowered its target to $290 but retained a buy rating, and Wells Fargo reduced its target to $280 while keeping an equal-weight rating, reflecting differing views on the pace of recovery. Negative Sentiment: The stock has fallen even after the beat-and-raise report because investors may have expected a stronger outlook. Analysts continue to await a clearer rebound in automotive demand, while concerns about industry costs and cash-flow valuation add pressure. NXP Declines Despite Q2 Results and Outlook Surpassing Expectations Analyst Ratings Changes NXPI has been the subject of a number of recent analyst reports. Mizuho lowered their price objective on NXP Semiconductors from $200.00 to $190.00 and set an “underperform” rating for the company in a research note on Wednesday. BNP Paribas Exane upped their target price on NXP Semiconductors from $270.00 to $310.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Raymond James Financial increased their target price on NXP Semiconductors from $250.00 to $300.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Weiss Ratings raised shares of NXP Semiconductors from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, May 4th. Finally, Truist Financial raised their price target on shares of NXP Semiconductors from $255.00 to $310.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Sixteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $307.05.
Check Out 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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Key Takeaways NXP Semiconductors beat Q2 earnings and revenue estimates on broad-based growth across end markets.NXPI saw AI and data center momentum, expecting 2026 data center revenues to exceed $500 million.NXP Semiconductors forecast Q3 revenues of $3.65-$3.85B and non-GAAP EPS of $4.11 at midpoint. NXP Semiconductors N.V. (NXPI - Free Report) 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.
Zacks Rank & Other Stocks to ConsiderNXPI currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks in the broader Zacks Computer and Technology sector are Analog Devices (ADI - Free Report) , Applied Materials (AMAT - Free Report) and Cisco Systems (CSCO - Free Report) , each carrying a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of Analog Devices have rallied 37.1% year to date. The Zacks Consensus Estimate for ADI’s fiscal 2026 earnings is pegged at $12.42 per share, up by 10 cents over the past 30 days, indicating an increase of 59.4% year over year.
Shares of Applied Materials have skyrocketed 101.1% year to date. The Zacks Consensus Estimate for AMAT’s fiscal 2026 earnings is pegged at $12.14 per share, up by 4 cents over the past 30 days, indicating a rise of 28.9% year over year.
Cisco Systems shares have surged 48.7% year to date. The Zacks Consensus Estimate for CSCO’s fiscal 2026 earnings is pegged at $4.28 per share, unchanged over the past 30 days, indicating an increase of 12.3% year over year.
Key Takeaways NXP Semiconductors posted 19% revenue growth as automotive sales rose 12% on new vehicle architectures.NXPI's physical AI design-win funnel topped $1.5 billion across more than 200 customers.NXP Semiconductors expects 2026 data center revenues above $500 million, up from about $200 million. NXP Semiconductors N.V. (NXPI - Free Report) emphasized expanding demand across automotive, industrial and emerging artificial intelligence (AI) applications as management discussed a stronger second-half outlook following second-quarter 2026 results.
Executives highlighted software-defined vehicles, edge AI, data center opportunities and improving demand signals as key drivers shaping the company’s growth trajectory.
NXPI Advances Software-Defined Vehicle StrategyNXPI reported automotive revenues of $1.94 billion in the second quarter, up 12% year over year. Management said growth was driven by software-defined vehicles, electrification and connectivity rather than inventory restocking.
CEO Rafael Sotomayor said automotive growth was increasingly tied to higher content per vehicle as customers transition toward new architectures. He noted that software-defined vehicle design wins, including S32 and S32K platforms, continue to expand NXP’s role in future vehicle systems.
During Q&A, Sotomayor told a Morgan Stanley analyst that NXP Semiconductors was not seeing a broad restocking cycle among automotive customers. He emphasized that content growth from architecture changes remains the primary contributor to automotive momentum.
NXPI Builds Momentum in Physical AINXP Semiconductors highlighted physical AI as a major long-term opportunity as intelligence moves from cloud environments into vehicles, factories and robots. Management said the company’s combination of processing, connectivity and security capabilities positions it for edge AI applications.
Sotomayor said AI-enabled processors are expected to represent approximately 15% of industrial and IoT processor revenue in 2026, more than doubling from the prior year. He added that customer conversations increasingly include AI deployment strategies.
The company also discussed the expanding pipeline connected to its Kinara acquisition. CFO Bill Betz said the physical AI design win funnel increased to more than $1.5 billion and represented more than 200 distinct customers.
NXP Delivers Margin Expansion and Cash StrengthNXP Semiconductors reported second-quarter 2026 non-GAAP earnings per share of $3.61, which beat the Zacks Consensus Estimate of $3.54. NXPI’s revenues of $3.50 billion increased 19% year over year and surpassed the Zacks Consensus Estimate of $3.47 billion.
CFO Bill Betz said non-GAAP gross margin was 58%, supported by improved product mix, factory utilization and operating leverage. Non-GAAP operating margin reached 35.1%, expanding from the prior year period.
The company generated $860 million in operating cash flow and $791 million in non-GAAP free cash flow during the quarter. Management also noted $360 million in capital returns through dividends and share repurchases.
NXPI Expands Data Center OpportunityNXPI said data center exposure is becoming an additional growth engine, with management expecting revenues from the market to exceed $500 million in 2026 compared with approximately $200 million in 2025.
Management described NXPI’s role in data centers as focused on control-plane functions, including top-of-rack switching, SmartNIC control and infrastructure monitoring, where the company applies its industrial processing expertise.
The company linked data center growth with its broader edge intelligence strategy, noting that demand for real-time monitoring, security and low-power processing aligns with existing capabilities across automotive and industrial markets.
NXPI Signals Stronger Demand OutlookNXPI guided third-quarter revenues to $3.75 billion at the midpoint, representing 18% year-over-year growth and 7% sequential growth. Management expects non-GAAP gross margin of 58.5% and non-GAAP EPS of $4.11 at the midpoint.
Executives said internal demand indicators improved, with backlog continuing to build and visibility extending further into future quarters. Betz said book-to-bill remained above one and customer escalations increased.
During Q&A, analysts focused on inventory, pricing and future growth. Management said it had not seen automotive restocking among Western Tier 1 customers but continued to see late orders and stronger demand signals.
NXP Maintains Long-Term Growth FocusNXP maintained confidence in its long-term growth strategy, with management pointing to continued expansion in software-defined vehicles, industrial edge processing and physical AI applications. Executives said newer automotive products and AI deployments remain in early stages of adoption.
Management also reiterated confidence in its previously discussed 2027 outlook, citing improving business momentum, design-win ramps and opportunities from newer product platforms.
Zacks Rank and Style ScoresNXP carries a Zacks Rank #2 (Buy), which indicates favorable earnings estimate revision trends under the Zacks Rank methodology. The Zacks Rank can change as analysts update earnings estimates following new company information. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The stock has a Value Score of C, Growth Score of D, Momentum Score of F and VGM Score of D. Zacks Style Scores use grades from A to F to measure characteristics such as value, growth and momentum, with higher scores representing stronger attributes.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
NXPI stock is moving. Watch the price action here. NXP Semiconductors reported quarterly earnings of $3.61 per share, which beat the analyst consensus estimate of $3.51 by 2.85%, according to Benzinga Pro data.
Quarterly revenue of $3.5 billion came in just ahead of the Street estimate of $3.46 billion.
NXP reported the following second quarter highlights:
Non-GAAP gross margin was 58%, non-GAAP operating margin was 35.1% Cash flow from operations was $860 million, with net capex investments of $69 million, resulting in non-GAAP free cash flow of $791 million or 22.6% of revenue Capital return during the quarter was $360 million, representing 45.5% of second quarter non-GAAP free cash flow. “NXP delivered second-quarter revenue of $3.5 billion, up 19% year-on-year and 10% sequentially, with growth across all end markets and all regions. This performance reflects the strength of our company-specific growth drivers, particularly in Software-Defined Vehicles and Physical AI, with Data Center emerging as an additional growth engine,” said CEO Rafael Sotomayor.
NXP Stock Price Activity: According to data from Benzinga Pro, NXP stock was down 5.84% to $244 in Tuesday’s extended trading.
Photo: Shutterstock
Market News and Data brought to you by Benzinga APIs
These 3 AI Stocks Just Crushed Earnings: Still Time To Buy?NXP Semiconductors NASDAQ: NXPI reported second-quarter 2026 revenue and earnings above the midpoint of its guidance, citing broad-based growth across end markets and continued momentum in software-defined vehicles, industrial edge processing and data center infrastructure.
Revenue totaled a record $3.5 billion, up 19% from a year earlier and 10% sequentially. Non-GAAP operating margin was 35.1%, while non-GAAP earnings per share reached $3.61, exceeding the company’s guidance by $0.11.
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Why NXP Semiconductors’ Post-Earnings Dip Could Be a Buying Window“Demand improved across all end markets, highlighted by strength in both our company-specific growth drivers and core business,” President and CEO Rafael Sotomayor said. He said the company’s growth drivers rose in the mid-20% range year over year and accounted for roughly one-third of quarterly revenue, while core businesses grew in the high teens.
Automotive, Industrial and Infrastructure Growth Automotive revenue was $1.94 billion, up 12% year over year. Excluding the sale of NXP’s MEMS sensor business earlier in 2026, automotive revenue increased 17%. The company’s automotive growth drivers grew in the low-20% range and represented 47% of automotive revenue, supported by software-defined vehicle, electrification and connectivity products.
NXP Semiconductors Set to Break Out as AI and Analyst Support SurgeSotomayor said the company continued to win designs for its S32N and S32K vehicle-processing platforms and secured awards for next-generation multi-gigabit Ethernet switches used in in-vehicle network architectures. He characterized these programs as multiyear platform commitments that could raise NXP’s content per vehicle.
During the question-and-answer session, management said it had not seen a broad restocking effect among Western automotive Tier 1 customers. Instead, Sotomayor said automotive growth was being driven primarily by content gains associated with the shift toward software-defined vehicle architectures.
Industrial and IoT revenue rose 38% year over year to $755 million. Growth drivers in the segment, including the company’s i.MX, RT and MCX processing portfolios, increased 40% and represented 36% of industrial and IoT revenue. Communications infrastructure revenue increased 41% to $452 million, while mobile revenue grew 6% to $351 million, reflecting what management described as normal midyear seasonality in secure mobile transactions.
Physical AI and Data Center Exposure NXP highlighted its exposure to AI-related infrastructure and edge computing. The company said it generated approximately $200 million in data center revenue in 2025 and expects to exceed $500 million in 2026.
The company’s data center products include Layerscape processors used for top-of-rack switching and smart network interface card control, as well as processors that control, monitor, cool and secure data center rack components. Sotomayor said NXP is accelerating its Layerscape roadmap as higher-speed data plane switching requires greater control-plane performance.
Management also emphasized what it calls “physical AI,” or AI deployments in vehicles, factories and robotics. Sotomayor said edge AI systems require real-time performance, low power consumption, safety and security—areas where NXP has established products across automotive and industrial markets.
NXP estimates AI-enabled processors will account for about 15% of its industrial IoT processor revenue in 2026, more than double the prior year’s level. Chief Financial Officer Bill Betz said the company’s physical-AI design funnel, including the Kinara asset it acquired, exceeded $1.5 billion and involved more than 200 distinct customers. Management said the figure is a leading indicator and will need to convert into design wins.
Margins, Cash Flow and Capital Returns Non-GAAP gross margin was 58%, expanding approximately 150 basis points from a year earlier, while gross profit rose 23% to $2.03 billion. Betz attributed the improvement to product mix, factory utilization and operating leverage from higher revenue.
NXP generated $860 million of operating cash flow and $791 million of non-GAAP free cash flow during the quarter, equal to about 23% of revenue. The company ended the quarter with $10.98 billion in total debt, $3.2 billion in cash and net debt of $7.7 billion.
During the quarter, NXP retired $750 million of debt and returned $360 million to shareholders, including $256 million in dividends and $104 million in share repurchases. It also invested $174 million in VSMC and $12 million in ESMC, its manufacturing joint ventures.
Third-Quarter Outlook For the third quarter, NXP forecast revenue of $3.75 billion, plus or minus $100 million, representing 18% year-over-year growth and 7% sequential growth at the midpoint. The company expects non-GAAP gross margin of 58.5%, plus or minus 50 basis points, and non-GAAP operating margin of 36.9% at the midpoint.
NXP projected third-quarter non-GAAP earnings per share of $4.11 at the midpoint. The company expects automotive revenue to rise in the low-double-digit percentage range year over year, with growth in the high teens when adjusted for the MEMS sensor business sale. Industrial and IoT revenue is expected to increase in the high-30% range, while communications infrastructure and other revenue is projected to rise about 50%.
Management said order backlog, lead times, customer escalations and late-quarter orders have strengthened. Betz said the company’s book-to-bill ratio remained above one and that visibility had improved into the fourth quarter and first quarter of 2027. However, executives declined to provide formal guidance beyond the third quarter.
About NXP Semiconductors (NASDAQ:NXPI)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.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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NXP Semiconductors (NXPI - Free Report) came out with quarterly earnings of $3.61 per share, beating the Zacks Consensus Estimate of $3.54 per share. This compares to earnings of $2.72 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1.98%. A quarter ago, it was expected that this chipmaker would post earnings of $2.98 per share when it actually produced earnings of $3.05, delivering a surprise of +2.35%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
NXP, which belongs to the Zacks Semiconductor - Analog and Mixed industry, posted revenues of $3.5 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.78%. This compares to year-ago revenues of $2.93 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
NXP shares have added about 23.3% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for NXP?While NXP has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for NXP was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $4.02 on $3.68 billion in revenues for the coming quarter and $14.84 on $14.04 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Semiconductor - Analog and Mixed is currently in the top 11% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Analog Devices (ADI - Free Report) , is yet to report results for the quarter ended July 2026. The results are expected to be released on August 19.
This semiconductor maker is expected to post quarterly earnings of $3.33 per share in its upcoming report, which represents a year-over-year change of +62.4%. The consensus EPS estimate for the quarter has been revised 1.2% higher over the last 30 days to the current level.
Analog Devices' revenues are expected to be $3.92 billion, up 36.3% from the year-ago quarter.
NXP Semiconductors (NXPI - Free Report) reported $3.5 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 19.5%. EPS of $3.61 for the same period compares to $2.72 a year ago.
The reported revenue represents a surprise of +0.78% over the Zacks Consensus Estimate of $3.47 billion. With the consensus EPS estimate being $3.54, the EPS surprise was +1.98%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how NXP performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenue- Automotive: $1.94 billion versus $1.93 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +12.1% change.Revenue- Communications Infrastructure & Other: $452 million compared to the $436.98 million average estimate based on five analysts. The reported number represents a change of +41.3% year over year.Revenue- Industrial & IoT: $755 million versus the five-analyst average estimate of $742.34 million. The reported number represents a year-over-year change of +38.3%.Revenue- Mobile: $351 million compared to the $348.67 million average estimate based on five analysts. The reported number represents a change of +6% year over year.View all Key Company Metrics for NXP here>>>
Shares of NXP have returned -3.8% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
EINDHOVEN, The Netherlands, July 28, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the second quarter, which ended June 28, 2026. “NXP delivered second-quarter revenue of $3.5 billion, up 19 percent year-on-year and 10 percent sequentially, with growth across all end markets and all regions. This performance reflects the strength of our company-specific growth drivers, particularly in Software-Defined Vehicles and Physical AI, with Data Center emerging as an additional growth engine. Our strong first-half results and third-quarter guidance reinforce our confidence in achieving our financial commitments to drive long-term shareholder value. Underlying these results, AI is moving from the cloud into the physical world — into vehicles, factories, and robots — and it lands directly in the markets where NXP has leadership positions. NXP's portfolio of processing, connectivity, and security solutions, positions us to enable next-generation edge intelligence for our customers,” said Rafael Sotomayor, NXP President and Chief Executive Officer.
Key Highlights for the Second Quarter 2026:
Revenue was $3.50 billion, up 19 percent year-on-year;GAAP gross margin was 57.3 percent, GAAP operating margin was 30.6 percent and GAAP diluted Net Income per Share was $3.02;Non-GAAP gross margin was 58.0 percent, non-GAAP operating margin was 35.1 percent, and non-GAAP diluted Net Income per Share was $3.61;Cash flow from operations was $860 million, with net capex investments of $69 million, resulting in non-GAAP free cash flow of $791 million or 22.6 percent of revenue;Capital return during the quarter was $360 million, representing 45.5 percent of second quarter non-GAAP free cash flow. Dividends paid during the quarter were $256 million, and share buybacks were $104 million. After the end of the second quarter, between June 29, 2026, and July 24, 2026, NXP executed via a 10b5-1 program additional share repurchases totaling $32 million; andOn April 20, 2026, NXP repaid the $750 million aggregate principal amount of outstanding 3.875% senior unsecured notes due June 18, 2026, at par using available cash. Summary of Reported Second Quarter 2026 ($ millions, unaudited) (1)
Q2 2026Q1 2026Q2 2025Q - QY - YTotal Revenue$3,496 $3,181 $2,926 10%
19%GAAP Gross Profit$2,002 $1,788 $1,562 12%
28%Gross Profit Adjustments(i)$(26)$(27)$(90) Non-GAAP Gross Profit$2,028 $1,815 $1,652 12%23%GAAP Gross Margin 57.3% 56.2% 53.4% Non-GAAP Gross Margin 58.0% 57.1% 56.5% GAAP Operating Income (Loss)$1,071 $1,505 $687 -29%56%Operating Income Adjustments(i)$(157)$453 $(248) Non-GAAP Operating Income$1,228 $1,052 $935 17%31%GAAP Operating Margin 30.6% 47.3% 23.5% Non-GAAP Operating Margin 35.1% 33.1% 32.0% GAAP Net Income (Loss) attributable to Stockholders$767 $1,122 $445 -32%72%Net Income Adjustments(i)$(151)$348 $(245) Non-GAAP Net Income (Loss) Attributable to Stockholders$918 $774 $690 19%33%GAAP diluted Net Income (Loss) per Share(ii)$3.02 $4.43 $1.75 -32%72%Non-GAAP diluted Net Income (Loss) per Share(ii)$3.61 $3.05 $2.72 18%33% Additional information Q2 2026 Q1 2026 Q2 2025 Q - QY - YAutomotive$1,938 $1,782 $1,729 9%12%Industrial & IoT$755 $628 $546 20%38%Mobile$351 $391 $331 -10%6%Comm. Infra. & Other$452 $380 $320 19%41%DIO 156 165 158 DPO 60 59 60 DSO 33 34 33 Cash Conversion Cycle 129 140 131 Channel Inventory (weeks) 11 11 9 Gross Financial Leverage(iii)2.1x 2.4x 2.4x Net Financial Leverage(iv)1.5x 1.7x 1.8x Additional Information for the second quarter 2026: For an explanation of GAAP to non-GAAP adjustments, please see “Non-GAAP Financial Measures”.Refer to Table 1 below for the weighted average number of diluted shares for the presented periods.Gross financial leverage is defined as gross debt divided by trailing twelve months adjusted EBITDA.Net financial leverage is defined as net debt divided by trailing twelve months adjusted EBITDA. Guidance for the Third Quarter 2026: ($ millions, except Per Share data) (1)
GAAP Gross Profit is expected to include Purchase Price Accounting (“PPA”) effects, $(5) million; Share-based Compensation, $(14) million; Other Incidentals, $(5) million;GAAP Operating Income (loss) is expected to include PPA effects, $(36) million; Share-based Compensation, $(115) million; Restructuring and Other Incidentals, $(26) million;GAAP Financial Income (expense) is expected to include Other financial expense $(10) million;GAAP Results relating to equity-accounted investees is expected to include results relating to non-foundry equity-accounted investees $(1) million;GAAP diluted EPS is expected to include the adjustments noted above for PPA effects, Share-based Compensation, Restructuring and Other Incidentals in GAAP Operating Income (loss), the adjustment for Other financial expense, the adjustment for results relating to non-foundry equity-accounted investees and the adjustment on Tax due to the earlier mentioned adjustments.
NXP has based the guidance included in this release on judgments and estimates that management believes are reasonable given its assessment of historical trends and other information reasonably available as of the date of this release. Please note, the guidance included in this release consists of predictions only, and is subject to a wide range of known and unknown risks and uncertainties, many of which are beyond NXP's control. The guidance included in this release should not be regarded as representations by NXP that the estimated results will be achieved. Actual results may vary materially from the guidance we provide today. In relation to the use of non-GAAP financial information see the note regarding "Non-GAAP Financial Measures" below. For the factors, risks, and uncertainties to which judgments, estimates and forward-looking statements generally are subject see the note regarding "Forward-looking Statements." We undertake no obligation to publicly update or revise any forward-looking statements, including the guidance set forth herein, to reflect future events or circumstances.
Non-GAAP Financial Measures
In managing NXP's business on a consolidated basis, management develops an annual operating plan, which is approved by our Board of Directors, using non-GAAP financial measures, that are not in accordance with, nor an alternative to, U.S. generally accepted accounting principles (“GAAP”). In measuring performance against this plan, management considers the actual or potential impacts on these non-GAAP financial measures from actions taken to reduce costs with the goal of increasing our gross margin and operating margin and when assessing appropriate levels of research and development efforts. In addition, management relies upon these non-GAAP financial measures when making decisions about product spending, administrative budgets, and other operating expenses. We believe that these non-GAAP financial measures, when coupled with the GAAP results and the reconciliations to corresponding GAAP financial measures, provide a more complete understanding of the Company’s results of operations and the factors and trends affecting NXP’s business. We believe that they enable investors to perform additional comparisons of our operating results, to assess our liquidity and capital position and to analyze financial performance excluding the effect of expenses unrelated to core operating performance, certain non-cash expenses and share-based compensation expense, which may obscure trends in NXP's underlying performance. This information also enables investors to compare financial results between periods where certain items may vary independent of business performance, and allow for greater transparency with respect to key metrics used by management.
These non-GAAP financial measures are provided in addition to, and not as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP. The presentation of these and other similar items in NXP’s non-GAAP financial results should not be interpreted as implying that these items are non-recurring, infrequent, or unusual. Reconciliations of these non-GAAP measures to the most comparable measures calculated in accordance with GAAP are provided in the financial statements portion of this release in a schedule entitled “Financial Reconciliation of GAAP to non-GAAP Results (unaudited).” Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations section of our website at https://investors.nxp.com for additional information related to our rationale for using these non-GAAP financial measures, as well as the impact of these measures on the presentation of NXP's operations.
In addition to providing financial information on a basis consistent with GAAP, NXP also provides the following selected financial measures on a non-GAAP basis: (i) Gross profit, (ii) Gross margin, (iii) Research and development, (iv) Selling, general and administrative, (v) Other income, (vi) Operating income (loss), (vii) Operating margin, (viii) Financial Income (expense), (ix) Income tax benefit (provision), (x) Results relating to foundry equity-accounted investees, (xi) Net income (loss) attributable to stockholders, (xii) Earnings per Share - Diluted, (xiii) EBITDA, adjusted EBITDA and trailing 12 month adjusted EBITDA, and (xiv) free cash flow, trailing 12 month free cash flow and trailing 12 month free cash flow as a percent of Revenue. The non-GAAP information excludes, where applicable, the amortization of acquisition related intangible assets, the purchase accounting effect on inventory and property, plant and equipment, merger related costs (including integration costs), certain items related to divestitures, share-based compensation expense, restructuring and asset impairment charges, extinguishment of debt, foreign exchange gains and losses, income tax effect on adjustments described above and results from non-foundry equity-accounted investments.
The difference in the benefit (provision) for income taxes between our GAAP and non-GAAP results relates to the income tax effects of the GAAP to non-GAAP adjustments that we make and the income tax effect of any discrete items that occur in the interim period. Discrete items primarily relate to unexpected tax events that may occur as these amounts cannot be forecasted (e.g., the impact of changes in tax law and/or rates, changes in estimates or resolved tax audits relating to prior year tax provisions, the excess or deficit tax effects on share-based compensation, etc.).
Conference Call and Webcast Information
The company will host a conference call with the financial community on Tuesday, July 28, 2026 at 4:30 p.m. U.S. Eastern Daylight Time (EDT) to review the second quarter 2026 results in detail.
Interested parties may preregister to obtain a user-specific access code for the call here.
The call will be webcast and can be accessed from the NXP Investor Relations website at www.nxp.com. A replay of the call will be available on the NXP Investor Relations website within 24 hours of the actual 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.
Forward-looking Statements
This document includes forward-looking statements which include statements regarding NXP’s business strategy, financial condition, results of operations, market data, as well as any other statements which are not historical facts. By their nature, forward-looking statements are subject to numerous factors, risks and uncertainties that could cause actual outcomes and results to be materially different from those projected. These factors, risks and uncertainties include the following: market demand and semiconductor industry conditions; our ability to successfully introduce new technologies and products; the demand for the goods into which our products are incorporated; recent changes in global trade policy including tariffs and related trade actions announced by the U.S., China and other countries, potential increase of barriers to international trade, including the imposition of new or increased tariffs, and resulting disruptions to our established supply chains; the impact of government actions and regulations, including as a result of executive orders, including restrictions on the export of products and technology; increasing and evolving cybersecurity threats and privacy risks; our ability to accurately estimate demand and match our production capacity accordingly or obtain supplies from third-party producers; our access to production from third-party outsourcing partners, and any events that might affect their business or our relationship with them; our ability to secure adequate and timely supply of equipment and materials from suppliers; our ability to avoid operational problems and product defects and, if such issues were to arise, to correct them quickly; our ability to form strategic partnerships and joint ventures and successfully cooperate with our strategic alliance partners; our ability to win competitive bid selection processes; our ability to develop products for use in our customers’ equipment and products; our ability to successfully hire and retain key management and senior product engineers; global hostilities, including the invasion of Ukraine by Russia and resulting regional instability, sanctions and any other retaliatory measures taken against Russia, and the continued hostilities and armed conflict in the Middle East including the ongoing military conflict involving Iran and the resulting disruption to energy markets, industrial gas supplies and global logistical routes, which could adversely impact the global supply chain, disrupt our operations or negatively impact the demand for our products in our primary end markets; our ability to maintain good relationships with our suppliers; our ability to integrate acquired businesses in an efficient and effective manner; our ability to generate sufficient cash, raise sufficient capital or refinance our debt at or before maturity to meet our debt service, research and development and capital investment requirements; and a change in tax laws could have an effect on our estimated effective tax rates. In addition, this document contains information concerning the semiconductor industry, our end markets and business generally, which is forward-looking in nature and is based on a variety of assumptions regarding the ways in which the semiconductor industry, our end markets and business will develop. NXP has based these assumptions on information currently available, if any one or more of these assumptions turn out to be incorrect, actual results may differ from those predicted. While NXP does not know what impact any such differences may have on its business, if there are such differences, its future results of operations and its financial condition could be materially adversely affected. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak to results only as of the date the statements were made. Except for any ongoing obligation to disclose material information as required by the United States federal securities laws, NXP does not have any intention or obligation to publicly update or revise any forward-looking statements after we distribute this document, whether to reflect any future events or circumstances or otherwise. For a discussion of potential risks and uncertainties, please refer to the risk factors listed in our SEC filings. Copies of our SEC filings are available on our Investor Relations website, www.nxp.com/investor or from the SEC website, www.sec.gov.
NXP Semiconductors
Table 1: Condensed consolidated statement of operations (unaudited)
($ in millions except share data)Three months ended June 28,
2026 March 29,
2026 June 29,
2025 Revenue$3,496 $3,181 $2,926 Cost of revenue (1,494) (1,393) (1,364)Gross profit 2,002 1,788 1,562 Research and development (604) (588) (573)Selling, general and administrative (291) (284) (278)Amortization of acquisition-related intangible assets (31) (32) (25)Total operating expenses (926) (904) (876)Other income (expense) (5) 621 1 Operating income (loss) 1,071 1,505 687 Financial income (expense): Other financial income (expense) (97) (96) (86)Income (loss) before income taxes 974 1,409 601 Benefit (provision) for income taxes (189) (272) (116)Results relating to equity-accounted investees (3) (4) (28)Net income (loss) 782 1,133 457 Less: Net income (loss) attributable to non-controlling interests 15 11 12 Net income (loss) attributable to stockholders 767 1,122 445 Earnings per share data: Net income (loss) per common share attributable to stockholders in $Basic$3.04 $4.44 $1.76 Diluted$3.02 $4.43 $1.75 Weighted average number of shares of common stock outstanding during the period (in thousands):Basic 252,415 252,715 252,418 Diluted 254,021 253,525 253,844 NXP Semiconductors
Table 2: Condensed consolidated balance sheet (unaudited)
($ in millions)As of June 28,
2026 March 29,
2026 June 29,
2025ASSETS Current assets: Cash and cash equivalents$3,222 $3,708 $3,170 Accounts receivable, net 1,274 1,186 1,071 Assets held for sale 92 91 294 Inventories, net 2,557 2,523 2,361 Other current assets 539 644 790Total current assets 7,684 8,152 7,686 Non-current assets: Deferred tax assets 1,242 1,238 1,306 Other non-current assets 3,195 3,037 1,909 Property, plant and equipment, net 2,835 2,901 3,130 Identified intangible assets, net 1,441 1,505 1,121 Goodwill 10,268 10,280 10,098Total non-current assets 18,981 18,961 17,564 Total assets 26,665 27,113 25,250 LIABILITIES AND EQUITY Current liabilities: Accounts payable 984 904 892 Restructuring liabilities-current 111 133 65 Other current liabilities 1,672 1,851 1,471 Short-term debt 999 750 1,999Total current liabilities 3,766 3,638 4,427 Non-current liabilities: Long-term debt 9,977 10,974 9,479 Restructuring liabilities 65 76 60 Other non-current liabilities 1,096 1,151 1,348Total non-current liabilities 11,138 12,201 10,887 Non-controlling interests 362 347 367 Stockholders’ equity 11,399 10,927 9,569Total equity 11,761 11,274 9,936 Total liabilities and equity 26,665 27,113 25,250 NXP Semiconductors
Table 3: Condensed consolidated statement of cash flows (unaudited)
($ in millions)Three months ended June 28,
2026 March 29,
2026 June 29,
2025Cash flows from operating activities: Net income (loss)$782 $1,133 $457 Cash flows provided by (used for) operating activities: Depreciation and amortization 184 179 207 Share-based compensation 105 109 117 Amortization of discount (premium) on debt, net — 1 — Amortization of debt issuance costs 2 2 2 Net (gain) loss on sale of assets — (627) (6)Results relating to equity-accounted investees 3 4 28 (Gain) loss on equity securities, net 1 (1) (3)Deferred tax expense (benefit) (13) (28) 3 Changes in operating assets and liabilities: (Increase) decrease in receivables and other current assets 14 (115) (106)(Increase) decrease in inventories (34) 87 (90)Increase (decrease) in accounts payable and other liabilities (136) 231 33 (Increase) decrease in other non-current assets (48) (182) 131 Exchange differences 3 4 9 Other items (3) (4) (3)Net cash provided by (used for) operating activities 860 793 779 Cash flows from investing activities: Purchase of identified intangible assets (37) (42) (37)Capital expenditures on property, plant and equipment (69) (79) (83)Purchase of interests in businesses, net of cash acquired — — (679)Proceeds from sale of interests in businesses, net of cash divested — 878 — Purchase of investments (132) (249) (93)Proceeds from the sale of investments 1 — — Net cash provided by (used for) investing activities (237) 508 (892) Cash flows from financing activities: Repurchase of long-term debt (750) (501) (500)Cash paid for debt issuance costs — (3) — Proceeds from the issuance of commercial paper notes — — 1,565 Repayment of commercial paper notes — — (1,315)Dividends paid to non-controlling interests — (29) — Dividends paid to common stockholders (256) (256) (257)Proceeds from issuance of common stock through stock plans 1 36 2 Purchase of treasury shares and restricted stock unit withholdings (104) (102) (204)Other, net — (1) — Net cash provided by (used for) financing activities (1,109) (856) (709) Effect of changes in exchange rates on cash positions — (4) 4 Increase (decrease) in cash and cash equivalents (486) 441 (818)Cash and cash equivalents at beginning of period 3,708 3,267 3,988 Cash and cash equivalents at end of period 3,222 3,708 3,170 NXP Semiconductors
Table 4: Financial Reconciliation of GAAP to non-GAAP Results (unaudited)
($ in millions except share data)Three months ended June 28,
2026 March 29,
2026 June 29,
2025GAAP Gross Profit$2,002 $1,788 $1,562 PPA Effects (5) (6) (7)Restructuring — 1 (61)Share-based compensation (12) (13) (14)Other incidentals (9) (9) (8)Non-GAAP Gross Profit$2,028 $1,815 $1,652 GAAP Research and development$(604) $(588) $(573)Restructuring 4 (2) (3)Share-based compensation (54) (57) (58)Other incidentals (4) (11) (7)Non-GAAP Research and development$(550) $(518) $(505) GAAP Selling, general and administrative$(291) $(284) $(278)Restructuring 4 (1) (3)Share-based compensation (39) (39) (45)Other incidentals (12) (4) (15)Non-GAAP Selling, general and administrative$(244) $(240) $(215) GAAP Other income (expense)$(5) $621 $1 Other incidentals 1 626 (2)Non-GAAP Other income (expense)$(6) $(5) $3 GAAP Operating income (loss)$1,071 $1,505 $687 PPA effects (36) (38) (32)Restructuring 8 (2) (67)Share-based compensation (105) (109) (117)Other incidentals (24) 602 (32)Non-GAAP Operating income (loss)$1,228 $1,052 $935 GAAP Financial income (expense)$(97) $(96) $(86)Foreign exchange gain (loss) (5) (4) (7)Other financial income (expense) (5) (2) 6 Non-GAAP Financial income (expense)$(87) $(90) $(85) GAAP Income tax benefit (provision)$(189) $(272) $(116)Income tax effect 16 (99) 32 Non-GAAP Income tax benefit (provision)$(205) $(173) $(148) GAAP Results relating to equity-accounted investees$(3) $(4) $(28)Results relating to equity-accounted investees, excluding Foundry investees1 — — (28)Non-GAAP Results relating to equity-accounted investees$(3) $(4) $— GAAP Net income (loss)$782 $1,133 $457 Less: Net income (loss) attributable to non-controlling interest 15 11 12 GAAP Net income (loss) attributable to stockholders$767 $1,122 $445 GAAP Net income (loss) attributable to stockholders$767 $1,122 $445 PPA Effects (36) (38) (32)Restructuring 8 (2) (67)Share-based compensation (105) (109) (117)Other incidentals (24) 602 (32)Other adjustments: Adjustments to financial income (expense) (10) (6) (1)Income tax effect 16 (99) 32 Results relating to equity-accounted investees, excluding Foundry investees1 — — (28)Non-GAAP Net income (loss) attributable to stockholders$918 $774 $690 GAAP net income (loss) per common share attributable to stockholders - diluted$3.02 $4.43 $1.75 PPA Effects (0.14) (0.15) (0.12)Restructuring 0.03 (0.01) (0.27)Share-based compensation (0.41) (0.43) (0.46)Other incidentals (0.09) 2.38 (0.13)Other adjustments: Adjustments to financial income (expense) (0.04) (0.02) — Income tax effect 0.06 (0.39) 0.12 Results relating to equity-accounted investees, excluding Foundry investees1 — — (0.11)Non-GAAP net income (loss) per common share attributable to stockholders - diluted$3.61 $3.05 $2.72 Additional Information: We adjust our results relating to equity-accounted investees for those results from investments over which NXP has significant influence, but not control, and whose business activities are not related to the core operating performance of NXP. Our equity-investments in foundry partners are part of our long-term core operating performance and accordingly those results comprise the Non-GAAP Results relating to equity-accounted investees. NXP Semiconductors
Table 5: Adjusted EBITDA and Free Cash Flow (unaudited)
($ in millions)Three months ended June 28,
2026 March 29,
2026 June 29,
2025GAAP Net income (loss)$782 $1,133 $457 Reconciling items to EBITDA (Non-GAAP) Financial (income) expense 97 96 86 (Benefit) provision for income taxes 189 272 116 Depreciation and impairment 114 109 143 Amortization 70 70 64 EBITDA (Non-GAAP)$1,252 $1,680 $866 Reconciling items to adjusted EBITDA (Non-GAAP) Results of equity-accounted investees, excluding Foundry investees1 — — 28 Restructuring (8) 2 67 Share-based compensation 105 109 117 Other incidental items2 20 (605) 25 Adjusted EBITDA (Non-GAAP)$1,369 $1,186 $1,103 Trailing twelve month adjusted EBITDA (Non-GAAP)$5,106 $4,840 $4,745 Additional Information: Refer to Table 4 above for further information regarding the results relating to equity-accounted investees.Excluding depreciation and impairment or amortization relating to:
– other incidental items 4 3 7 ($ in millions)Three months ended June 28,
2026 March 29,
2026 June 29,
2025Net cash provided by (used for) operating activities$860 $793 $779 Net capital expenditures on property, plant and equipment (69) (79) (83)Non-GAAP free cash flow$791 $714 $696 Trailing twelve month non-GAAP free cash flow$2,807 $2,712 $2,008 Trailing twelve month non-GAAP free cash flow
as percent of Revenue 21% 21% 17%
The Dutch chip maker posted a profit of $767 million, driven by growth across all end markets and all regions, with particular strength among software-defined vehicle and physical AI customers.
Key Takeaways NXP Semiconductors expects revenues of $3.35-$3.55 billion in the second-quarter of 2026.NXPI is benefiting from demand in automotive, Industrial & IoT, mobile and communications markets.Higher input costs, supply chain constraints and China exposure remain key near-term risks. NXP Semiconductors (NXPI - Free Report) is scheduled to report second-quarter 2026 results on July 28, after market close.
NXPI expects second-quarter revenues between $3.35 billion and $3.55 billion. The Zacks Consensus Estimate for revenues is pegged at $3.47 billion, indicating an increase of 18.5% year over year.
For the second quarter, NXP Semiconductors anticipates non-GAAP earnings per share between $3.29 and $3.72. The consensus mark for earnings is pinned at $3.54 per share, unchanged over the past 60 days, suggesting an increase of 30.2% year over year.
In the trailing four quarters, NXPI’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while matching once, with the average surprise being 1.5%.
Let’s see how things are shaping up for the upcoming quarterly results.
Factors to Consider for NXPINXP Semiconductors' second-quarter performance is expected to have benefited from continued strength in its Automotive business. Growth is likely to have been driven by increasing adoption of software-defined vehicle platforms, supported by strong demand for NXPI's S32N and S32K5 processors, as well as continued momentum in vehicle electrification, imaging radar and 10-gigabit automotive Ethernet solutions.
The company expects revenues from the Automotive end market to be up in the low-double-digit percent range on a year-over-year basis. The Zacks Consensus Estimate for Automotive revenues is currently pegged at $1.93 billion, indicating an increase of 11.9% from the year-ago quarter.
Recovery in the Industrial & Internet of Things (IoT) market is expected to have remained a key growth driver during the second quarter. Demand is likely to have been supported by industrial processing solutions, including the i.MX, RT and MCX product families, along with strength in factory automation, energy storage and data center applications. The company expects revenues from Industrial & IoT end markets to be up in the high-30% range year over year. The Zacks Consensus Estimate for NXPI’s Industrial & IoT revenues is pegged at $742.3 million, indicating a year-over-year increase of 35.9%.
Continued strength in secure mobile transaction products is expected to have benefited NXPI’s performance in the second quarter. NXPI expects revenues from the Mobile end market to be up in the low single-digit percent range on a year-over-year basis. The Zacks Consensus Estimate of $348.7 million for the Mobile end market implies an increase of 5.4% from the year-ago quarter.
The Communications Infrastructure & Other segment’s second-quarter prospects are expected to have benefited from growing exposure to data center infrastructure, digital networking products and continued strength in RFID solutions. NXPI expects revenues from Communications Infrastructure & Other end markets to be up in the mid-30% range on a year-over-year basis. The Zacks Consensus Estimate for the Communications Infrastructure & Others segment revenues is pegged at $436.98 million, indicating an increase of 36.6% on a year-over-year basis.
However, NXPI's second-quarter performance is anticipated to have been hurt due to higher input costs and supply chain bottlenecks. Management noted that certain parts of the supply chain remain tight, leading to inflationary cost pressures. Further, NXPI’s prospects in the second quarter are anticipated to have been hurt by macroeconomic headwinds and escalating geopolitical tensions, as NXPI is a major player in China, accounting for 39% of its annual revenues in 2025.
What Our Proven Model Says for NXPI’s Q2 EarningsOur proven model does not conclusively predict an earnings beat for NXP Semiconductors this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
NXP Semiconductors has an Earnings ESP of 0.00% and carries a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Amphenol (APH - Free Report) has an Earnings ESP of +1.12% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Amphenol is set to report second-quarter 2026 results on July 29. The Zacks Consensus Estimate for Amphenol’s second-quarter 2026 earnings is pegged at $1.19 per share, up by 2 cents over the past seven days, indicating a rise of 46.9% from the year-ago quarter’s reported figure.
ASE Technology (ASX - Free Report) has an Earnings ESP of +21.21% and a Zacks Rank #2 at present.
ASE Technology is slated to report second-quarter 2026 results on July 30. The Zacks Consensus Estimate for ASE Technology’s second-quarter 2026 earnings is pegged at 17 cents per share, up by 5 cents over the past 30 days, indicating a rise of 54.6% from the year-ago quarter’s reported figure.
Advanced Micro Devices (AMD - Free Report) has an Earnings ESP of +1.49% and carries a Zacks Rank #2 at present.
Advanced Micro Devices is set to report second-quarter 2026 results on Aug. 4. The Zacks Consensus Estimate for Advanced Micro Devices’ second-quarter earnings is pegged at $1.60 per share, unchanged over the past 30 days, indicating a rise of 233.3% from the year-ago quarter’s reported figure.
The upcoming report from NXP Semiconductors (NXPI - Free Report) is expected to reveal quarterly earnings of $3.54 per share, indicating an increase of 30.2% compared to the year-ago period. Analysts forecast revenues of $3.47 billion, representing an increase of 18.6% year over year.
The consensus EPS estimate for the quarter has been revised 0.8% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during 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 usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
Bearing this in mind, let's now explore the average estimates of specific NXP metrics that are commonly monitored and projected by Wall Street analysts.
The collective assessment of analysts points to an estimated 'Revenue- Automotive' of $1.93 billion. The estimate indicates a change of +11.9% from the prior-year quarter.
The consensus estimate for 'Revenue- Communications Infrastructure & Other' stands at $436.98 million. The estimate suggests a change of +36.6% year over year.
The consensus among analysts is that 'Revenue- Industrial & IoT' will reach $742.34 million. The estimate indicates a change of +36% from the prior-year quarter.
Analysts forecast 'Revenue- Mobile' to reach $348.67 million. The estimate indicates a change of +5.3% from the prior-year quarter.
View all Key Company Metrics for NXP here>>>
NXP shares have witnessed a change of -5.2% in the past month, in contrast to the Zacks S&P 500 composite's +0.4% move. With a Zacks Rank #2 (Buy), NXPI is expected outperform the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
NXP Semiconductors (NXPI - Free Report) closed at $273.15 in the latest trading session, marking a +2.23% move from the prior day. The stock outpaced the S&P 500's daily gain of 0.89%. On the other hand, the Dow registered a gain of 0.74%, and the technology-centric Nasdaq increased by 1.29%.
Coming into today, shares of the chipmaker had lost 17.34% in the past month. In that same time, the Computer and Technology sector lost 6.6%, while the S&P 500 lost 0.63%.
Analysts and investors alike will be keeping a close eye on the performance of NXP Semiconductors in its upcoming earnings disclosure. The company's earnings report is set to go public on July 28, 2026. The company's upcoming EPS is projected at $3.54, signifying a 30.15% increase compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $3.47 billion, up 18.55% from the prior-year quarter.
NXPI's full-year Zacks Consensus Estimates are calling for earnings of $14.84 per share and revenue of $14.04 billion. These results would represent year-over-year changes of +25.66% and +14.47%, respectively.
It's also important for investors to be aware of any recent modifications to analyst estimates for NXP Semiconductors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. 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, 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. The Zacks Consensus EPS estimate has moved 0.44% higher within the past month. Right now, NXP Semiconductors possesses a Zacks Rank of #2 (Buy).
In terms of valuation, NXP Semiconductors is presently being traded at a Forward P/E ratio of 18.01. Its industry sports an average Forward P/E of 47.35, so one might conclude that NXP Semiconductors is trading at a discount comparatively.
Investors should also note that NXPI has a PEG ratio of 0.87 right now. 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. By the end of yesterday's trading, the Semiconductor - Analog and Mixed industry had an average PEG ratio of 0.96.
The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 17, placing it within the top 7% of over 250 industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Allspring Global Investments Holdings LLC reduced its position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 26.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 170,272 shares of the semiconductor provider’s stock after selling 62,637 shares during the period. Allspring Global Investments Holdings LLC owned 0.07% of NXP Semiconductors worth $33,302,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. JPL Wealth Management LLC purchased a new position in shares of NXP Semiconductors in the 3rd quarter worth about $26,000. SHP Wealth Management purchased a new position in shares of NXP Semiconductors during the 4th quarter valued at $27,000. Acumen Wealth Advisors LLC bought a new position in shares of NXP Semiconductors during the 4th quarter worth $28,000. Jessup Wealth Management Inc bought a new stake in shares of NXP Semiconductors in the fourth quarter valued at approximately $29,000. Finally, Quattro Advisors LLC bought a new position in shares of NXP Semiconductors in the fourth quarter worth $30,000. Hedge funds and other institutional investors own 90.54% of the company’s stock.
Wall Street Analysts Forecast Growth NXPI has been the topic of several analyst reports. Stifel Nicolaus upped their price target on NXP Semiconductors from $215.00 to $250.00 and gave the company a “hold” rating in a research report on Friday, April 24th. KeyCorp raised their price target on shares of NXP Semiconductors from $300.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Raymond James Financial boosted their price target on shares of NXP Semiconductors from $250.00 to $300.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Mizuho upped their price target on shares of NXP Semiconductors from $188.00 to $200.00 and gave the stock an “underperform” rating in a report on Wednesday, April 29th. Finally, Evercore increased their price objective on NXP Semiconductors from $260.00 to $320.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, NXP Semiconductors has a consensus rating of “Moderate Buy” and an average target price of $307.27.
Get Our Latest Research Report on NXP Semiconductors
NXP Semiconductors Price Performance Shares of NASDAQ:NXPI opened at $266.53 on Monday. The firm has a market capitalization of $67.29 billion, a PE ratio of 25.51, a price-to-earnings-growth ratio of 0.96 and a beta of 1.79. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.55 and a current ratio of 2.24. NXP Semiconductors N.V. has a 52-week low of $183.00 and a 52-week high of $339.95. The firm has a fifty day moving average of $298.25 and a 200 day moving average of $250.69.
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The semiconductor provider reported $3.05 earnings per share for the quarter, beating analysts’ consensus estimates of $2.98 by $0.07. NXP Semiconductors had a return on equity of 26.75% and a net margin of 21.03%.The business had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $3.14 billion. During the same quarter last year, the business posted $2.64 earnings per share. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. As a group, research analysts anticipate that NXP Semiconductors N.V. will post 13.49 EPS for the current fiscal year.
NXP Semiconductors Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Shareholders of record on Wednesday, June 24th were given a dividend of $1.014 per share. This represents a $4.06 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Wednesday, June 24th. NXP Semiconductors’s dividend payout ratio (DPR) is presently 38.85%.
Insider Buying and Selling at NXP Semiconductors In related news, EVP Christopher L. Jensen sold 4,576 shares of NXP Semiconductors stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $234.03, for a total value of $1,070,921.28. Following the transaction, the executive vice president owned 5,389 shares in the company, valued at $1,261,187.67. This trade represents a 45.92% decrease in their position. The sale was disclosed in a document filed 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 Andrew Hardy sold 5,289 shares of the business’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $235.00, for a total transaction of $1,242,915.00. Following the completion of the sale, the executive vice president directly owned 2,020 shares of the company’s stock, valued at $474,700. This represents a 72.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 12,611 shares of company stock worth $3,182,068 over the last ninety days. Insiders own 0.05% of the company’s stock.
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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In the latest close session, NXP Semiconductors (NXPI - Free Report) was up +1.97% at $283.87. The stock outpaced the S&P 500's daily gain of 0.38%. Elsewhere, the Dow gained 0.02%, while the tech-heavy Nasdaq added 0.9%.
Heading into today, shares of the chipmaker had lost 11.87% over the past month, lagging the Computer and Technology sector's loss of 1.5% and the S&P 500's gain of 1.27%.
Analysts and investors alike will be keeping a close eye on the performance of NXP Semiconductors in its upcoming earnings disclosure. The company's earnings report is set to go public on July 28, 2026. On that day, NXP Semiconductors is projected to report earnings of $3.54 per share, which would represent year-over-year growth of 30.15%. In the meantime, our current consensus estimate forecasts the revenue to be $3.47 billion, indicating a 18.48% growth compared to the corresponding quarter of the prior year.
For the full year, the Zacks Consensus Estimates project earnings of $14.79 per share and a revenue of $14.03 billion, demonstrating changes of +25.23% and +14.32%, respectively, from the preceding year.
Investors should also take note of any recent adjustments to analyst estimates for NXP Semiconductors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. NXP Semiconductors presently features a Zacks Rank of #3 (Hold).
Looking at its valuation, NXP Semiconductors is holding a Forward P/E ratio of 18.83. This indicates a discount in contrast to its industry's Forward P/E of 49.71.
We can also see that NXPI currently has a PEG ratio of 0.91. 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 the market closed yesterday, the Semiconductor - Analog and Mixed industry was having an average PEG ratio of 1.
The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 25, this industry ranks in the top 11% of all industries, numbering over 250.
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 follow all of these stock-moving metrics, and many more, on Zacks.com.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NXPI over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
EINDHOVEN, The Netherlands, July 07, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced it will release financial results for the second quarter 2026 after the close of normal trading on the NASDAQ Global Select Market on Tuesday, July 28, 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.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Key Takeaways STM is growing its automotive sensing business with new design wins and the NXP MEMS acquisition.NXPI is gaining traction in software-defined vehicles with processors, radar and automotive Ethernet products.Both companies are expanding AI and automotive offerings while expecting higher 2026 sales growth. The automotive semiconductor market is evolving rapidly as vehicles become more connected, software-driven and electrified. Growing adoption of advanced driver assistance systems, electric vehicles, smart sensors and in-vehicle connectivity is creating long-term growth opportunities for chipmakers with strong automotive businesses.
Against this backdrop, STMicroelectronics N.V. (STM - Free Report) and NXP Semiconductors N.V. (NXPI - Free Report) have established themselves as key suppliers to global automakers, providing a broad range of chips that power next-generation vehicles. While both companies are well positioned to benefit from these industry trends, differences in their product offerings, customer exposure, financial performance and growth strategies make the investment choice less straightforward. So, which stock stands out as the better pick now?
The Case for STMSTMicroelectronics is strengthening its position in the automotive semiconductor market through a combination of product innovation and strategic expansion. During the first quarter, the company reported a return to year-over-year growth in automotive revenues and highlighted strong design activity with global automakers and Tier 1 suppliers. New wins across electric vehicles, hybrid platforms and traditional internal combustion models covered onboard chargers, powertrain systems, active suspension, vehicle control electronics and automotive sensors. The acquisition of NXPI's MEMS sensor business further expands STMicroelectronics' automotive sensing capabilities by adding complementary technologies, broadening its product portfolio and deepening customer relationships.
Beyond automotive, STMicroelectronics is benefiting from several high-growth technology trends that can support long-term earnings expansion. Management pointed to strong booking momentum across all end markets, normalized channel inventories and rising demand tied to artificial intelligence infrastructure. The company expects AI-related revenues to exceed $500 million in 2026 and surpass $1 billion in 2027, supported by silicon photonics, power semiconductors, microcontrollers and optical connectivity solutions. A multiyear commercial engagement with Amazon Web Services and collaborations with NVIDIA further reinforce ST's growing role in next-generation AI data centers and intelligent robotics.
STMicroelectronics also appears well-positioned to improve profitability as demand recovers. Management expects double-digit revenue growth in 2026, backed by stronger bookings, expanding customer programs and increasing AI opportunities. Gross margin is projected to improve sequentially throughout the year as factory utilization rises, product mix becomes more favorable and manufacturing efficiency gradually improves. At the same time, the company continues to invest in advanced manufacturing, silicon carbide and next-generation technologies that should strengthen its competitive position and support sustainable growth over the coming years.
The Case for NXPINXP Semiconductors continues to strengthen its leadership in automotive chips by capitalizing on the industry's transition toward software-defined vehicles, advanced driver assistance systems and vehicle electrification. During the first quarter, the company delivered automotive revenue growth driven by rising demand for its processing platforms, radar solutions and automotive Ethernet products. Management highlighted strong customer adoption of its next-generation S32N and S32K5 processors, which are expected to become the foundation of future vehicle architectures. New design wins across radar, connectivity and zonal computing also expand semiconductor content per vehicle and reinforce NXP Semiconductors' long-term growth prospects in the automotive market.
Beyond automotive, NXP Semiconductors is benefiting from powerful secular trends in industrial automation, physical AI and data center infrastructure. The company reported robust growth in Industrial and IoT, supported by strong demand for its latest processing platforms and increasing customer commitments to AI-enabled edge computing. Management also expects its data center business to more than double this year as customers adopt NXPI solutions for power management, cooling, networking and secure control applications. These opportunities diversify the company's revenue base while creating additional avenues for sustained growth.
NXPI's financial outlook also reflects improving business momentum and disciplined execution. Management expects broad-based growth across all major end markets in the second quarter, supported by strengthening order visibility and expanding customer adoption of its differentiated products. At the same time, the company projects further gross margin expansion through higher factory utilization, a richer product mix and operational efficiencies while maintaining its long-term commitment to shareholder returns through dividends and share repurchases. These factors position NXP Semiconductors to deliver profitable growth while remaining focused on long-term value creation.
How Does the Zacks Consensus Estimate Compare for STM & NXPI?The Zacks Consensus Estimate for STM’s 2026 sales implies a 21.6% year-over-year increase. The consensus estimate for earnings per share for 2026 is $1.17, compared with 53 cents reported in 2025. Earnings estimates for the current year have increased in the past 30 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for NXPI’s 2026 sales and EPS implies year-over-year growth of 14.3% and 25.2%, respectively. Earnings estimates for 2026 have remained stable in the past 30 days.
Image Source: Zacks Investment Research
Price Performance & ValuationSTM stock has surged 134.8% in the past year compared with the S&P 500’s growth of 21.8%. Conversely, NXPI’s shares have risen 26.8% in the same time frame.
Price Performance
Image Source: Zacks Investment Research
STM is trading at a forward 12-month price-to-earnings ratio of 36.78X, above its median of 25.35X over the last year. NXPI’s forward earnings multiple sits at 18.71X, down from its median of 19.06X over the same time frame.
P/E (F12M)
Image Source: Zacks Investment Research
End NotesBoth STMicroelectronics and NXP Semiconductors are well positioned to benefit from the growing demand for automotive chips, backed by expanding product portfolios, strong design wins and exposure to long-term trends such as vehicle electrification and software-defined vehicles.
However, STMicroelectronics appears to hold a slight edge at present. The company is expected to deliver stronger revenue and earnings growth, supported by its expanding presence in automotive sensing, silicon carbide and AI infrastructure. The company has also seen upward revisions to earnings expectations, reflecting improving confidence in its near-term outlook. Although STM trades at a richer valuation following the strong share price rally, its superior growth profile and favorable earnings momentum justify the premium.
STMicroelectronics sports a Zacks Rank #1 (Strong Buy), while NXP Semiconductors has a Zacks Rank #2 (Buy), making the former a slightly more attractive choice for investors seeking exposure to the automotive semiconductor space. You can see the complete list of today’s Zacks #1 Rank stocks here.
In the latest trading session, NXP Semiconductors (NXPI - Free Report) closed at $277.02, marking a -7.24% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 0.05%. Meanwhile, the Dow experienced a drop of 0.09%, and the technology-dominated Nasdaq saw a decrease of 0.24%.
The chipmaker's stock has dropped by 9.58% in the past month, falling short of the Computer and Technology sector's loss of 2.81% and the S&P 500's loss of 1.42%.
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 July 28, 2026. The company's earnings per share (EPS) are projected to be $3.54, reflecting a 30.15% increase from the same quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $3.47 billion, indicating a 18.48% increase compared to the same quarter of the previous year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $14.79 per share and revenue of $14.03 billion. These totals would mark changes of +25.23% and +14.32%, respectively, from last year.
Any recent changes to analyst estimates for NXP Semiconductors should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. Right now, NXP Semiconductors possesses a Zacks Rank of #2 (Buy).
Looking at valuation, NXP Semiconductors is presently trading at a Forward P/E ratio of 20.2. This signifies a discount in comparison to the average Forward P/E of 59.79 for its industry.
It is also worth noting that NXPI currently has a PEG ratio of 0.98. 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. NXPI's industry had an average PEG ratio of 1.12 as of yesterday's close.
The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 4, positioning it in the top 2% 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 follow all of these stock-moving metrics, and many more, on Zacks.com.
EINDHOVEN, The Netherlands, June 24, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that Jeff Palmer, Senior Vice President of Investor Relations, has decided to retire following a distinguished 16-year career with the company. Following Jeff’s retirement, Mike Lucarelli will serve as Senior Vice President of Investor Relations. Mike will report to Bill Betz, Chief Financial Officer, serving as a key liaison to the investment community.
On behalf of NXP, Bill Betz and the NXP Management Team would like to thank Jeff for his 16 years of dedicated service and leadership where he played a critical role in strengthening NXP’s engagement with the investment community and shaping its strategic narrative. Jeff’s deep understanding of the business, ability to translate investor perspectives into actionable insights, and commitment to excellence have made a lasting impact on NXP, and the team wishes him all the best in his retirement.
NXP is delighted to welcome Mike, who brings deep industry expertise across the semiconductor and technology sectors. Most recently, Mike was the Global Head of FP&A and Corporate Finance at Uber. His extensive background includes a decade at Analog Devices—where he served as Head of Investor Relations and oversaw the FP&A organization—along with seven years as a sell-side analyst covering semiconductors.
Mike will formally step into the Investor Relations role as of the third quarter 2026 earnings cycle. Jeff will continue as an advisor to the company through the fourth quarter 2026 earnings cycle in early 2027.
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.
Forward-looking Statements
This document includes forward-looking statements which include statements regarding NXP’s business strategy, financial condition, results of operations, market data, as well as any other statements which are not historical facts. By their nature, forward-looking statements are subject to numerous factors, risks and uncertainties that could cause actual outcomes and results to be materially different from those projected. These factors, risks and uncertainties include the following: market demand and semiconductor industry conditions; our ability to successfully introduce new technologies and products; the demand for the goods into which NXP’s products are incorporated; global trade disputes, potential increase of barriers to international trade, including the imposition of new or increased tariffs, and resulting disruptions to our established supply chains; the impact of government actions and regulations, including as a result of executive orders, including restrictions on the export of products and technology; increasing and evolving cybersecurity threats and privacy risks; our ability to accurately estimate demand and match our production capacity accordingly or obtain supplies from third-party producers; our access to production capacity from third-party outsourcing partners, and any events that might affect their business or our relationship with them; our ability to secure adequate and timely supply of equipment and materials from suppliers; our ability to avoid operational problems and product defects and, if such issues were to arise, to correct them quickly; our ability to form strategic partnerships and joint ventures and to successfully cooperate with our strategic alliance partners; our ability to win competitive bid selection processes; our ability to develop products for use in customers’ equipment and products; our ability to successfully hire and retain key management and senior product engineers; global hostilities, including the invasion of Ukraine by Russia and resulting regional instability, sanctions and any other retaliatory measures taken against Russia and the continued hostilities and the armed conflict in the Middle East, which could adversely impact the global supply chain, disrupt our operations or negatively impact the demand for our products in our primary end markets; our ability to maintain good relationships with our suppliers; our ability to integrate acquired businesses in an efficient and effective manner; our ability to generate sufficient cash, raise sufficient capital or refinance corporate debt at or before maturity to meet both NXP's debt service and research and development and capital investment requirements; and a change in tax laws could have an effect on our estimated effective tax rates. In addition, this document contains information concerning the semiconductor industry, our end markets and business generally, which is forward-looking in nature and is based on a variety of assumptions regarding the ways in which the semiconductor industry, our end markets and business will develop. NXP has based these assumptions on information currently available, if any one or more of these assumptions turn out to be incorrect, actual results may differ from those predicted. While NXP does not know what impact any such differences may have on its business, if there are such differences, its future results of operations and its financial condition could be materially adversely affected. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak to results only as of the date the statements were made. Except for any ongoing obligation to disclose material information as required by the United States federal securities laws, NXP does not have any intention or obligation to publicly update or revise any forward-looking statements after we distribute this document, whether to reflect any future events or circumstances or otherwise. For a discussion of potential risks and uncertainties, please refer to the risk factors listed in our SEC filings. Copies of our SEC filings are available on our Investor Relations website, www.nxp.com/investor or from the SEC website, www.sec.gov.
NXP (NXPI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
NXP Semiconductors (NXPI - Free Report) ended the recent trading session at $302.89, demonstrating a -4.11% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.57%. At the same time, the Dow added 0.64%, and the tech-heavy Nasdaq lost 1.15%.
Shares of the chipmaker witnessed a gain of 8.3% over the previous month, beating the performance of the Computer and Technology sector with its gain of 2.85%, and the S&P 500's gain of 2.14%.
The investment community will be closely monitoring the performance of NXP Semiconductors in its forthcoming earnings report. The company is scheduled to release its earnings on July 28, 2026. The company is expected to report EPS of $3.52, up 29.41% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $3.47 billion, indicating a 18.48% growth compared to the corresponding quarter of the prior year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $14.77 per share and a revenue of $14.03 billion, signifying shifts of +25.06% and +14.32%, respectively, from the last year.
Any recent changes to analyst estimates for NXP Semiconductors should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering 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 #2 (Buy).
With respect to valuation, NXP Semiconductors is currently being traded at a Forward P/E ratio of 21.39. This signifies a discount in comparison to the average Forward P/E of 65.57 for its industry.
We can also see that NXPI currently has a PEG ratio of 1.03. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Semiconductor - Analog and Mixed industry had an average PEG ratio of 1.16 as trading concluded yesterday.
The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 5, this industry ranks in the top 3% of all industries, numbering over 250.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at NXP Semiconductors (NXPI - Free Report) , a company that currently holds a Momentum Style Score of B. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. NXP Semiconductors currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market? In order to see if NXPI is a promising momentum pick, let's examine some Momentum Style elements to see if this chipmaker holds up.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For NXPI, shares are up 3.01% over the past week while the Zacks Semiconductor - Analog and Mixed industry is up 4.23% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 4.58% compares favorably with the industry's 1.62% performance as well.
While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Shares of NXP Semiconductors have increased 59.3% over the past quarter, and have gained 44.55% in the last year. On the other hand, the S&P 500 has only moved 11.66% and 24.19%, respectively.
Investors should also take note of NXPI's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now NXPI is averaging 3,802,106 shares for the last 20 days..
Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with NXPI.
Over the past two months, 11 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost NXPI's consensus estimate, increasing from $13.97 to $14.77 in the past 60 days. Looking at the next fiscal year, 9 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom LineGiven these factors, it shouldn't be surprising that NXPI is a #2 (Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep NXP Semiconductors on your short list.
NXP Semiconductors (NXPI - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
As such, the Zacks rating upgrade for NXP is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for NXP imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for NXPFor the fiscal year ending December 2026, this chipmaker is expected to earn $14.71 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for NXP. Over the past three months, the Zacks Consensus Estimate for the company has increased 9.6%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of NXP to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
