NXP Semiconductors (NASDAQ:NXPI) Updates Q1 2026 Earnings Guidance

NXP Semiconductors (NASDAQ:NXPI) updated its first quarter 2026 earnings guidance on Monday. The company provided earnings per share guidance of 2.770-3.170 for the period, compared to the consensus earnings per share estimate of 2.800. The company issued revenue guidance of $3.1 billion-$3.3 billion, compared to the consensus revenue estimate of $3.1 billion.

Analyst Ratings Changes

A number of brokerages have weighed in on NXPI. Truist Financial set a $255.00 price target on shares of NXP Semiconductors in a research report on Tuesday. Barclays restated an “overweight” rating and set a $255.00 target price on shares of NXP Semiconductors in a report on Thursday, January 15th. Evercore ISI increased their price target on NXP Semiconductors from $289.00 to $292.00 in a report on Wednesday, October 29th. Morgan Stanley restated an “overweight” rating on shares of NXP Semiconductors in a research note on Friday, January 16th. Finally, JPMorgan Chase & Co. boosted their price target on NXP Semiconductors from $240.00 to $245.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $258.71.

NXP Semiconductors Trading Down 4.5%

NXPI opened at $220.66 on Wednesday. NXP Semiconductors has a 12-month low of $148.09 and a 12-month high of $255.45. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.37 and a quick ratio of 1.69. The stock has a market capitalization of $55.53 billion, a PE ratio of 27.79, a P/E/G ratio of 2.89 and a beta of 1.47. The firm’s fifty day moving average price is $226.97 and its 200 day moving average price is $221.26.

NXP Semiconductors (NASDAQ:NXPI) last released its earnings results on Monday, February 2nd. The semiconductor provider reported $3.35 earnings per share for the quarter, topping the consensus estimate of $3.31 by $0.04. The company had revenue of $3.34 billion during the quarter, compared to the consensus estimate of $3.30 billion. NXP Semiconductors had a net margin of 16.47% and a return on equity of 27.00%. The company’s revenue was up 7.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.18 EPS. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. As a group, research analysts expect that NXP Semiconductors will post 10.28 EPS for the current fiscal year.

NXP Semiconductors Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 7th. Shareholders of record on Wednesday, December 10th were paid a dividend of $1.014 per share. The ex-dividend date was Wednesday, December 10th. This represents a $4.06 annualized dividend and a yield of 1.8%. NXP Semiconductors’s payout ratio is presently 50.25%.

Insiders Place Their Bets

In other news, EVP Christopher L. Jensen sold 2,300 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $228.17, for a total transaction of $524,791.00. Following the completion of the transaction, the executive vice president owned 9,965 shares in the company, valued at approximately $2,273,714.05. This trade represents a 18.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Jennifer Wuamett sold 12,425 shares of the company’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $220.94, for a total transaction of $2,745,179.50. Following the completion of the transaction, the executive vice president directly owned 11,811 shares in the company, valued at $2,609,522.34. This trade represents a 51.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is owned by corporate insiders.

Key NXP Semiconductors News

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

• Positive Sentiment: Q4 top?line and EPS beat — NXP reported roughly $3.34B in revenue and $3.35 EPS, beating consensus and showing year?over?year revenue growth driven by Automotive, Industrial & IoT and Mobile. NXP Semiconductors’ Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Upbeat near?term outlook — management guided Q1 revenue above Street expectations and said cyclicality in industrial is bottoming, which supports a recovery narrative for automotive and edge?AI opportunities. NXP Semiconductors forecasts upbeat quarter, signaling industrial market bottom
• Neutral Sentiment: Inventory trends improving but still elevated — NXP says inventory dynamics are normalizing (helpful for margins ahead), a detail that investors will watch as sales cadence and DIO normalize. NXP Q4 Sales Top Estimates, Inventory Levels Improve
• Neutral Sentiment: Corporate portfolio change — STMicroelectronics closed its acquisition of NXP’s MEMS business, which shifts certain sensor assets off NXP’s balance sheet; consequences depend on how NXP redeploys proceeds and strategic focus. STMicroelectronics expands sensors capabilities with closing of acquisition of NXP’s MEMS business
• Negative Sentiment: Post?earnings sell?off driven by margin and inventory worries — articles highlight a longer-than?normal days?of?inventory metric (~154 days) and only modest margin expansion, prompting analyst price?target cuts and technical breaches that amplified the drop. Why NXP Semiconductors (NXPI) Shares Are Getting Obliterated Today
• Negative Sentiment: Mixed GAAP metrics and market reaction — some summaries show declines in GAAP net income and insider/institutional selling notes, which, combined with any EPS/guidance nuances, contributed to investor caution and short?term volatility. NXP Semiconductors N.V. (NXPI) Stock Falls on Q4 2025 Earnings

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. IHT Wealth Management LLC increased its holdings in NXP Semiconductors by 4.6% during the 2nd quarter. IHT Wealth Management LLC now owns 1,193 shares of the semiconductor provider’s stock valued at $261,000 after purchasing an additional 52 shares in the last quarter. Larson Financial Group LLC raised its position in shares of NXP Semiconductors by 1.7% during the third quarter. Larson Financial Group LLC now owns 4,112 shares of the semiconductor provider’s stock worth $936,000 after acquiring an additional 67 shares during the last quarter. Geneos Wealth Management Inc. increased its position in NXP Semiconductors by 2.7% in the second quarter. Geneos Wealth Management Inc. now owns 2,757 shares of the semiconductor provider’s stock worth $602,000 after purchasing an additional 73 shares during the period. Zacks Investment Management grew its position in shares of NXP Semiconductors by 7.6% during the 3rd quarter. Zacks Investment Management now owns 1,101 shares of the semiconductor provider’s stock worth $251,000 after buying an additional 78 shares during the period. Finally, Ossiam lifted its holdings in NXP Semiconductors by 1.7% in the third quarter. Ossiam now owns 4,863 shares of the semiconductor provider’s stock valued at $1,107,000 after buying an additional 82 shares during the period. 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.