NXP Semiconductors (NASDAQ:NXPI) Price Target Raised to $338.00

NXP Semiconductors (NASDAQ:NXPI) had its target price increased by stock analysts at Morgan Stanley from $335.00 to $338.00 in a note issued to investors on Wednesday, MarketBeat reports. The brokerage presently has an “overweight” rating on the semiconductor provider’s stock. Morgan Stanley’s target price indicates a potential upside of 40.85% from the stock’s current price.

Other analysts also recently issued reports about the stock. Wells Fargo & Company reduced their target price on shares of NXP Semiconductors from $305.00 to $290.00 and set an “equal weight” rating on the stock in a research report on Monday, July 20th. Mizuho lifted their price target on shares of NXP Semiconductors from $188.00 to $200.00 and gave the company an “underperform” rating in a research report on Wednesday, April 29th. Bank of America boosted their price objective on shares of NXP Semiconductors from $275.00 to $310.00 and gave the stock a “neutral” rating in a research note on Monday, July 13th. Jefferies Financial Group upped their price objective on shares of NXP Semiconductors from $265.00 to $300.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Finally, JPMorgan Chase & Co. lifted their target price 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. Sixteen research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $307.86.

NXP Semiconductors Stock Down 7.4%

Shares of NASDAQ:NXPI traded down $19.14 during trading on Wednesday, hitting $239.98. The stock had a trading volume of 1,827,848 shares, compared to its average volume of 3,498,805. The company has a market capitalization of $60.59 billion, a PE ratio of 22.94, a PEG ratio of 1.11 and a beta of 1.79. The company has a quick ratio of 1.55, a current ratio of 2.24 and a debt-to-equity ratio of 1.00. The firm’s fifty day moving average is $294.70 and its 200 day moving average is $252.85. NXP Semiconductors has a 12 month low of $183.00 and a 12 month high of $339.95.

NXP Semiconductors (NASDAQ:NXPI) last released its quarterly earnings results 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. The company had revenue of $3.50 billion for the quarter, compared to analyst estimates of $3.47 billion. NXP Semiconductors had a return on equity of 26.75% and a net margin of 21.03%.The firm’s revenue was up 19.5% on a year-over-year basis. During the same period in the previous year, the company posted $2.72 earnings per share. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. Analysts anticipate that NXP Semiconductors will post 13.46 EPS for the current fiscal year.

Insider Activity

In other NXP Semiconductors news, EVP Christopher L. Jensen sold 1,746 shares of NXP Semiconductors stock in a transaction on Monday, June 1st. The stock was 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 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 document filed with the Securities & Exchange Commission, which is accessible 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 stock in a transaction on Monday, June 15th. The shares were sold at an average price of $315.57, for a total value 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 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.

Hedge Funds Weigh In On NXP Semiconductors

Hedge funds and other institutional investors have recently modified their holdings of the company. Brighton Jones LLC lifted its position in shares of NXP Semiconductors by 20.6% in the fourth quarter. Brighton Jones LLC now owns 1,276 shares of the semiconductor provider’s stock valued at $265,000 after acquiring an additional 218 shares in the last quarter. NewEdge Advisors LLC lifted its stake in shares of NXP Semiconductors by 3.4% in the 1st quarter. NewEdge Advisors LLC now owns 7,021 shares of the semiconductor provider’s stock valued at $1,334,000 after purchasing an additional 234 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of NXP Semiconductors by 31.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 777 shares of the semiconductor provider’s stock worth $170,000 after acquiring an additional 187 shares during the last quarter. Marshall Wace LLP boosted its holdings in NXP Semiconductors by 887.0% during the 2nd quarter. Marshall Wace LLP now owns 36,659 shares of the semiconductor provider’s stock valued at $8,010,000 after acquiring an additional 32,945 shares during the period. Finally, Gamco Investors INC. ET AL purchased a new position in shares of NXP Semiconductors during the second quarter worth approximately $555,000. 90.54% of the stock is owned by institutional investors.

Key Stories Impacting NXP Semiconductors

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

• Positive Sentiment: Strong second-quarter performance: NXP reported revenue of $3.50 billion, up 19.5% year over year and 10% sequentially, while adjusted EPS of $3.61 exceeded analysts’ $3.52 estimate. Growth was broad-based across end markets and regions. NXP Semiconductors Reports Second Quarter 2026 Results
• Positive Sentiment: Growth drivers remain attractive: Management highlighted software-defined vehicles and physical AI as key sources of momentum, with data centers emerging as an additional growth engine. Expanding design-win pipelines and the shift of AI into vehicles, factories and robots could support longer-term growth. NXPI Q2 Earnings Call Highlights Physical AI Growth
• Positive Sentiment: Analyst support remains: Needham reaffirmed its “buy” rating and assigned a $300 price target, implying substantial upside from recent trading levels.
• Neutral Sentiment: Third-quarter guidance was broadly constructive: NXP forecast revenue of $3.7 billion to $3.9 billion and EPS of $3.89 to $4.32. The revenue midpoint was above consensus, while the EPS range straddled expectations. NXP Semiconductors Reports Second Quarter 2026 Results
• Negative Sentiment: Expectations and valuation are weighing on NXPI: Despite the earnings beat and improved outlook, investors appear concerned that the guidance was not sufficiently strong relative to the stock’s prior valuation and growth expectations. A valuation review found NXPI near fair value on a discounted-cash-flow basis, while also flagging potential pressure from rising industry costs. NXP Semiconductors Stock Looks Stretched on Cash Flow

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.