NXP Semiconductors (NASDAQ:NXPI – Free Report) had its price target lifted by Evercore from $260.00 to $320.00 in a report published on Wednesday, Marketbeat.com reports. Evercore currently has an outperform rating on the semiconductor provider’s stock.
NXPI has been the subject of several other research reports. Bank of America reissued a “neutral” rating and set a $230.00 price target (down from $245.00) on shares of NXP Semiconductors in a research report on Monday, April 13th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of NXP Semiconductors in a research report on Wednesday. Stifel Nicolaus lifted their target price on shares of NXP Semiconductors from $215.00 to $250.00 and gave the stock a “hold” rating in a research report on Friday, April 24th. Needham & Company LLC lifted their target price on shares of NXP Semiconductors from $250.00 to $300.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Truist Financial lifted their target price on shares of NXP Semiconductors from $255.00 to $310.00 and gave the stock a “buy” rating in a research report on Wednesday. One equities research 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 given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $287.91.
View Our Latest Analysis on NXP Semiconductors
NXP Semiconductors Price Performance
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The semiconductor provider reported $3.05 earnings per share for the quarter, beating 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 net margin of 16.47% and a return on equity of 26.72%. The firm’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same quarter last year, the firm 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 anticipate that NXP Semiconductors will post 12.51 earnings per share for the current fiscal 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 given a $1.014 dividend. This represents a $4.06 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, March 25th. NXP Semiconductors’s payout ratio is 51.13%.
Insiders Place Their Bets
In other NXP Semiconductors news, EVP Andrew Hardy sold 5,289 shares of NXP Semiconductors stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $235.00, for a total value of $1,242,915.00. Following the completion of the sale, the executive vice president owned 2,020 shares of the company’s stock, valued at approximately $474,700. The trade was a 72.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher L. Jensen sold 4,576 shares of the business’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $234.03, for a total transaction of $1,070,921.28. Following 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. In the last quarter, insiders sold 10,865 shares of company stock valued at $2,508,416. Company insiders own 0.12% of the company’s stock.
Institutional Investors Weigh In On NXP Semiconductors
A number of hedge funds have recently modified their holdings of the business. Vanguard Group Inc. grew its position in shares of NXP Semiconductors by 2.2% during the 4th quarter. Vanguard Group Inc. now owns 13,612,546 shares of the semiconductor provider’s stock valued at $2,954,739,000 after acquiring an additional 293,558 shares during the period. Wellington Management Group LLP grew its position in shares of NXP Semiconductors by 11.9% during the 3rd quarter. Wellington Management Group LLP now owns 12,583,718 shares of the semiconductor provider’s stock valued at $2,865,690,000 after acquiring an additional 1,333,920 shares during the period. State Street Corp grew its position 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 period. Massachusetts Financial Services Co. MA grew its position in shares of NXP Semiconductors by 1.6% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 7,849,741 shares of the semiconductor provider’s stock valued at $1,703,865,000 after acquiring an additional 121,419 shares during the period. Finally, Invesco Ltd. grew its position in shares of NXP Semiconductors by 17.2% during the 4th quarter. Invesco Ltd. now owns 5,574,672 shares of the semiconductor provider’s stock valued at $1,210,038,000 after acquiring an additional 818,985 shares during the period. Institutional investors own 90.54% of the company’s stock.
Key Stories Impacting NXP Semiconductors
Here are the key news stories impacting NXP Semiconductors this week:
- Positive Sentiment: Q1 beat and raised Q2 guidance — NXP reported Q1 revenue of $3.18B (+12% YoY) and EPS above estimates, then issued Q2 revenue guidance that topped Street forecasts, driving the immediate post-earnings rally. Article Title
- Positive Sentiment: Analysts lift targets and ratings — Several brokerages raised price targets and kept/added outperform/buy calls after the quarter (examples include Evercore, Truist, BNP Paribas, Raymond James and Needham), supporting further upside. Article Title
- Positive Sentiment: Longer-term growth catalysts: data-center pivot and regulatory tailwinds — Analysis highlights NXP’s push for up to $500M in data-center revenue and potential automotive mandates (driver-monitoring) in 2027 that could expand its TAM beyond automotive/industrial. Article Title
- Positive Sentiment: Intraday order-flow bullish signal — A Power Inflow alert (order-flow/institutional demand indicator) triggered during the session, which can attract momentum traders and amplify price moves. Article Title
- Neutral Sentiment: Broader market backdrop mixed after Fed pause — Equities were mixed following the Fed’s decision to hold rates, a macro factor that can moderate tech and chip moves even amid company-specific strength. Article Title
- Negative Sentiment: Insider selling disclosed — Recent Form 4 filings show an EVP sale executed under a 10b5‑1 plan; while routine, insider selling can trigger short‑term caution for some investors. Article Title
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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