NXP Semiconductors (NASDAQ:NXPI) Updates Q2 2026 Earnings Guidance

NXP Semiconductors (NASDAQ:NXPI) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 3.290-3.720 for the period, compared to the consensus estimate of 3.130. The company issued revenue guidance of $3.4 billion-$3.6 billion, compared to the consensus revenue estimate of $3.3 billion.

NXP Semiconductors Stock Up 0.3%

NXPI stock traded up $0.84 during trading on Thursday, hitting $290.09. 2,099,720 shares of the company’s stock were exchanged, compared to its average volume of 3,033,431. The company has a current ratio of 2.05, a quick ratio of 1.38 and a debt-to-equity ratio of 1.09. NXP Semiconductors has a 52-week low of $180.63 and a 52-week high of $292.85. The stock has a market capitalization of $73.26 billion, a price-to-earnings ratio of 36.52, a PEG ratio of 1.08 and a beta of 1.46. The business has a 50-day moving average price of $211.36 and a two-hundred day moving average price of $217.68.

NXP Semiconductors (NASDAQ:NXPI) last issued its earnings results on Tuesday, April 28th. The semiconductor provider reported $3.05 earnings per share for the quarter, topping the consensus estimate of $2.98 by $0.07. The company 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 26.72% and a net margin of 16.47%.The company’s revenue was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.64 earnings per share. NXP Semiconductors has set its Q2 2026 guidance at 3.290-3.720 EPS. As a group, equities research analysts expect that NXP Semiconductors will post 12.51 EPS for the current year.

NXP Semiconductors Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, April 9th. Shareholders of record on Wednesday, March 25th were paid a $1.014 dividend. This represents a $4.06 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Wednesday, March 25th. NXP Semiconductors’s payout ratio is presently 51.13%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Jefferies Financial Group boosted their price objective on shares of NXP Semiconductors from $265.00 to $300.00 and gave the stock a “buy” rating in a research note on Wednesday. Barclays upped their target price on shares of NXP Semiconductors from $255.00 to $295.00 and gave the company an “overweight” rating in a report on Wednesday. Loop Capital increased their price objective on shares of NXP Semiconductors from $275.00 to $290.00 and gave the company a “buy” rating in a research report on Wednesday. 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 note on Wednesday. Finally, Wells Fargo & Company lifted their price objective on shares of NXP Semiconductors from $235.00 to $265.00 and gave the stock an “equal weight” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $289.88.

Insider Buying and Selling

In other NXP Semiconductors news, EVP Andrew Hardy sold 5,289 shares of the company’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 in the company, valued at $474,700. This represents a 72.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 NXP Semiconductors stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $194.58, for a total value of $194,580.00. Following the transaction, the executive vice president owned 9,942 shares of the company’s stock, valued at $1,934,514.36. This trade represents a 9.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 10,865 shares of company stock valued at $2,508,416. Corporate insiders own 0.12% of the company’s stock.

NXP Semiconductors News Summary

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

• Positive Sentiment: Q1 results beat and raised Q2 outlook — NXP reported +12% revenue (Q1 $3.18B), EPS above consensus and guided Q2 revenue and EPS above Street expectations, which is the core reason for the recent rally. NXP Q1 Results
• Positive Sentiment: Analysts lifting targets — Multiple firms raised price targets and ratings after the print, including Morgan Stanley (to $335, overweight), Evercore ($320), Truist and BNP Paribas (to $310), supporting further upside sentiment. Morgan Stanley PT Raise
• Positive Sentiment: Shares hit all?time highs on the Q1 beat — Momentum trading and coverage stories pushed NXPI to fresh highs as investors priced in stronger auto/industrial demand and AI-related opportunities. All?Time High Coverage
• Positive Sentiment: New growth narratives — Analysts and commentary highlight a $500M data?center pivot and regulatory tailwinds for automotive driver?monitoring (2027 mandates), which could materially expand addressable markets beyond NXPI’s core automotive/industrial base. Catalysts Article
• Positive Sentiment: Technical/order?flow bullish signal — A Power Inflow alert (institutional/retail order?flow metric) flagged strong buying during the run, attracting short?term traders. Power Inflow Signal
• Neutral Sentiment: Broader market context — Equities were mixed after the Fed pause, which likely contributed to intraday weakness in momentum names including NXPI. Market Mixed Story
• Negative Sentiment: Contrasting analyst views and downside targets — while many firms raised targets, a few (e.g., Mizuho) still carry low/underperform targets, leaving room for volatility if momentum fades. Mizuho PT
• Negative Sentiment: Insider/positioning signals — recent reporting shows notable insider sales and mixed institutional moves, which can amplify short?term profit?taking after a rapid rally. QuiverQuant Data

Hedge Funds Weigh In On NXP Semiconductors

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. JPL Wealth Management LLC acquired a new position in shares of NXP Semiconductors in the third quarter valued at approximately $26,000. Acumen Wealth Advisors LLC acquired a new stake in NXP Semiconductors during the 4th quarter worth about $28,000. Jessup Wealth Management Inc purchased a new position in NXP Semiconductors during the 4th quarter valued at about $29,000. Quattro Advisors LLC bought a new stake in shares of NXP Semiconductors in the 4th quarter valued at approximately $30,000. Finally, Prosperity Bancshares Inc bought a new stake in shares of NXP Semiconductors in the 4th quarter valued at approximately $31,000. 90.54% of the stock is owned by hedge funds and other institutional investors.

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.