Shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Get Free Report) have earned an average rating of “Moderate Buy” from the twenty-seven research firms that are presently covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, seven have assigned a hold recommendation, eighteen have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12 month price target among brokers that have issued a report on the stock in the last year is $291.75.
Several research firms recently issued reports on NXPI. Cantor Fitzgerald boosted their target price on shares of NXP Semiconductors from $280.00 to $340.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Wolfe Research boosted their target price on shares of NXP Semiconductors from $270.00 to $320.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Wells Fargo & Company boosted their target price on shares of NXP Semiconductors from $235.00 to $265.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 29th. KeyCorp boosted their target price on shares of NXP Semiconductors from $300.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Finally, JPMorgan Chase & Co. boosted their target price on shares of NXP Semiconductors from $250.00 to $295.00 and gave the company a “neutral” rating in a research note on Wednesday, April 29th.
Check Out Our Latest Analysis on NXPI
NXP Semiconductors Stock Performance
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last posted its earnings results on Tuesday, April 28th. The semiconductor provider reported $3.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.98 by $0.07. NXP Semiconductors had a net margin of 21.03% and a return on equity of 26.75%. The firm had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $3.14 billion. During the same period in the previous year, the business posted $2.64 EPS. The business’s revenue was up 12.2% compared to the same quarter last year. NXP Semiconductors has set its Q2 2026 guidance at 3.290-3.720 EPS. On average, analysts anticipate that NXP Semiconductors will post 13.32 EPS for the current year.
NXP Semiconductors Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Thursday, April 9th. Investors of record on Wednesday, March 25th were paid a $1.014 dividend. This represents a $4.06 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, March 25th. NXP Semiconductors’s payout ratio is currently 38.85%.
Key Stories Impacting NXP Semiconductors
Here are the key news stories impacting NXP Semiconductors this week:
- Positive Sentiment: Strong Q1 results, confident Q2 outlook and completed buyback — NXP reported better-than-expected Q1 sales and EPS, provided upbeat Q2 revenue and EPS guidance, highlighted AI/data-center opportunities, and said it completed a $2.55B multi-year repurchase (11.58M shares). These operational beats and capital return actions are the main drivers lifting the stock. NXP Semiconductors (NXPI) Is Up 22.8% After Strong Q1 Results And Upbeat Q2 Outlook
- Positive Sentiment: Barclays hikes target to $340 and keeps overweight — Barclays raised its price target substantially to $340 (overweight), signaling analyst conviction that upside remains from demand recovery and AI tailwinds. Benzinga coverage of Barclays upgrade
- Positive Sentiment: Needham raises target to $300 and stays Buy — Needham lifted its target after the Q1 beat and stronger Q2 guide, supporting the view that NXPI’s growth profile (including AI exposures) merits higher valuation. Needham Raises its Price Target on NXP Semiconductors (NXPI) to $300
- Positive Sentiment: Analyst upgrades and consensus sentiment improving — Zacks moved NXPI to a Rank #2 (Buy) and aggregate analyst coverage is now skewing towards “moderate buy,” which can attract momentum and institutional flows. NXP (NXPI) Upgraded to Buy: What Does It Mean for the Stock? NXP Receives Average Recommendation of “Moderate Buy”
- Neutral Sentiment: Momentum and price-action context — Coverage pieces explain that NXPI surged ~49% month-over-month on these developments and broader semiconductor momentum; helpful context for sentiment-driven trading but less about new fundamentals. How NXP Semiconductors Stock Soared 49% Last Month NXP (NXPI) Upgraded to Buy: What Does It Mean for the Stock?
Insider Activity at NXP Semiconductors
In related news, EVP Andrew Micallef sold 1,000 shares of the business’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $194.58, for a total value of $194,580.00. Following the completion of the sale, the executive vice president owned 9,942 shares of the company’s stock, valued at approximately $1,934,514.36. The trade was a 9.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Christopher L. Jensen sold 4,576 shares of the business’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $234.03, for a total transaction of $1,070,921.28. Following the completion of the sale, the executive vice president directly owned 5,389 shares of the company’s stock, valued at approximately $1,261,187.67. The trade was a 45.92% 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 sold a total of 10,865 shares of company stock worth $2,508,416 in the last three months. Company insiders own 0.12% of the company’s stock.
Institutional Investors Weigh In On NXP Semiconductors
Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. JPL Wealth Management LLC purchased a new stake in NXP Semiconductors in the 3rd quarter worth $26,000. SHP Wealth Management purchased a new stake in NXP Semiconductors in the 4th quarter worth $27,000. CNB Bank purchased a new stake in NXP Semiconductors in the 3rd quarter worth $28,000. Acumen Wealth Advisors LLC purchased a new stake in NXP Semiconductors in the 4th quarter worth $28,000. Finally, Jessup Wealth Management Inc purchased a new stake in NXP Semiconductors in the 4th quarter worth $29,000. Hedge funds and other institutional investors 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.
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