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

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

NXP Semiconductors Stock Down 3.2%

Shares of NXPI stock traded down $8.55 on Tuesday, reaching $259.12. 6,486,554 shares of the company’s stock traded hands, compared to its average volume of 3,512,525. The company has a market capitalization of $65.42 billion, a P/E ratio of 24.80, a price-to-earnings-growth ratio of 1.12 and a beta of 1.79. NXP Semiconductors has a 12-month low of $183.00 and a 12-month high of $339.95. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.55 and a current ratio of 2.24. The business’s 50 day moving average price is $295.40 and its two-hundred day moving average price is $252.71.

NXP Semiconductors (NASDAQ:NXPI) last announced its quarterly earnings data on Wednesday, April 29th. The semiconductor provider reported $3.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.98 by $0.07. The firm had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $3.14 billion. NXP Semiconductors had a return on equity of 26.75% and a net margin of 21.03%.The business’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period in the prior year, the business earned $2.64 EPS. On average, equities analysts forecast that NXP Semiconductors will post 13.46 earnings per share for the current 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 dividend of $1.014 per share. This represents a $4.06 annualized dividend and a dividend yield of 1.6%. The ex-dividend date was Wednesday, June 24th. NXP Semiconductors’s dividend payout ratio (DPR) is currently 38.76%.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Barclays increased their target price on shares of NXP Semiconductors from $295.00 to $340.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 5th. Needham & Company LLC boosted their price target on shares of NXP Semiconductors from $250.00 to $300.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Evercore upped their price target on shares of NXP Semiconductors from $260.00 to $320.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. JPMorgan Chase & Co. lifted their price objective on NXP Semiconductors from $250.00 to $295.00 and gave the company a “neutral” rating in a research report on Wednesday, April 29th. Finally, Oppenheimer boosted their target price on NXP Semiconductors from $300.00 to $325.00 and gave the company an “outperform” rating in a research note on Friday. Sixteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, NXP Semiconductors has a consensus rating of “Moderate Buy” and a consensus price target of $307.73.

Insider Activity at NXP Semiconductors

In other news, EVP Andrew Micallef sold 1,000 shares of the firm’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $315.57, for a total transaction of $315,570.00. Following the transaction, the executive vice president owned 8,942 shares in the company, valued at approximately $2,821,826.94. This trade represents a 10.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher L. Jensen sold 1,746 shares of NXP Semiconductors 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 directly owned 3,643 shares of the company’s stock, valued at approximately $1,153,118.79. The trade was a 32.40% decrease in their position. 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 own 0.05% of the company’s stock.

NXP Semiconductors News Roundup

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

• Positive Sentiment: Second-quarter revenue increased 19% year over year to approximately $3.5 billion, exceeding analysts’ expectations of $3.47 billion. Non-GAAP EPS of $3.61 also topped the consensus estimate of $3.52. NXP Semiconductors Q2 Results
• Positive Sentiment: Management forecast third-quarter revenue of $3.7 billion to $3.9 billion and EPS of $3.89 to $4.32. The revenue midpoint is above or broadly ahead of analyst expectations, while the EPS midpoint is also above consensus, supporting the company’s outlook. NXP Semiconductors Reports Second Quarter 2026 Results
• Positive Sentiment: Growth was reported across all end markets and regions, with particular momentum in software-defined vehicles and physical AI. NXP also identified data centers as an emerging growth engine, potentially broadening its long-term expansion opportunities. NXP Second-Quarter Profit and Revenue
• Neutral Sentiment: The company posted quarterly profit of $767 million and said strong first-half performance reinforces its confidence in its long-term financial commitments. However, the results did not materially change the broader investment narrative, which remains tied to automotive recovery, edge AI adoption and data-center growth. NXP Semiconductors Reports Q2 2026 Results
• Negative Sentiment: Despite beating estimates and raising guidance, NXPI fell in after-hours trading. The reaction suggests investors may have been expecting a larger upside surprise or stronger guidance, making the stock’s decline more about high expectations than weak reported fundamentals. NXP Semiconductors Fails to Impress

Institutional Trading of NXP Semiconductors

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. State Street Corp increased its holdings in shares of NXP Semiconductors by 0.5% during the 4th quarter. State Street Corp now owns 11,043,159 shares of the semiconductor provider’s stock valued at $2,407,382,000 after acquiring an additional 55,098 shares during the last quarter. Morgan Stanley lifted its holdings in NXP Semiconductors by 14.0% in the 4th quarter. Morgan Stanley now owns 2,750,729 shares of the semiconductor provider’s stock worth $597,074,000 after purchasing an additional 337,382 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in NXP Semiconductors by 34,719.4% in 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 purchasing an additional 2,672,697 shares during the last quarter. Boston Partners boosted its position in NXP Semiconductors by 16.9% during the third quarter. Boston Partners now owns 2,439,589 shares of the semiconductor provider’s stock worth $555,311,000 after purchasing an additional 352,820 shares during the period. Finally, Dimensional Fund Advisors LP grew its holdings in NXP Semiconductors by 3.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 2,295,908 shares of the semiconductor provider’s stock valued at $498,389,000 after purchasing an additional 68,392 shares during the last quarter. Institutional investors and hedge funds own 90.54% of the company’s stock.

NXP Semiconductors Company Profile

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

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