NXP Semiconductors N.V. (NASDAQ:NXPI) Receives Average Rating of "Moderate Buy" from Analysts

Key Points

• Analyst consensus: "Moderate Buy" — 21 firms cover NXP (1 sell, 7 hold, 12 buy, 1 strong buy) with an average 1‑year price target of $250.59.
• NXP beat Q1 expectations (revenue $3.18B, non‑GAAP EPS $3.05) and management raised Q2 guidance to revenue $3.35–3.55B and EPS $3.29–3.72, citing improving automotive/industrial demand and adoption of on‑device AI.
• Insider selling was reported (10,865 shares worth about $2.5M in the past 90 days, some under Rule 10b5‑1), while institutional investors hold roughly 90.5% of the stock, which could prompt short‑term profit‑taking despite strong institutional support.

NXP Semiconductors N.V. (NASDAQ:NXPI - Get Free Report) has been given a consensus rating of "Moderate Buy" by the twenty-one research firms that are covering the company, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell rating, seven have issued a hold rating, twelve have issued a buy rating and one has assigned a strong buy rating to the company. The average 1 year price objective among analysts that have issued ratings on the stock in the last year is $250.5882.

A number of analysts recently weighed in on the stock. KeyCorp raised their price target on shares of NXP Semiconductors from $280.00 to $300.00 and gave the company an "overweight" rating in a report on Wednesday, February 4th. Sanford C. Bernstein reissued a "market perform" rating and issued a $240.00 price target on shares of NXP Semiconductors in a report on Wednesday, February 4th. JPMorgan Chase & Co. raised their price target on shares of NXP Semiconductors from $245.00 to $250.00 and gave the company a "neutral" rating in a report on Wednesday, February 4th. TD Cowen lowered their price target on shares of NXP Semiconductors from $285.00 to $250.00 and set a "buy" rating for the company in a report on Wednesday, February 4th. Finally, Morgan Stanley reissued an "overweight" rating on shares of NXP Semiconductors in a report on Friday, January 16th.

Insiders Place Their Bets

In other NXP Semiconductors news, EVP Andrew Micallef sold 1,000 shares of NXP Semiconductors stock in a transaction on Monday, March 16th. The shares were sold at an average price of $194.58, for a total transaction 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Andrew Hardy sold 5,289 shares of NXP Semiconductors 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 sale, the executive vice president directly owned 2,020 shares of the company's stock, valued at $474,700. This represents a 72.36% 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 90 days, insiders sold 10,865 shares of company stock valued at $2,508,416. Company insiders own 0.12% of the company's stock.

Institutional Trading of NXP Semiconductors

A number of institutional investors have recently bought and sold shares of NXPI. Brighton Jones LLC grew its holdings in NXP Semiconductors by 20.6% during the 4th quarter. Brighton Jones LLC now owns 1,276 shares of the semiconductor provider's stock worth $265,000 after acquiring an additional 218 shares during the period. NewEdge Advisors LLC grew its holdings in NXP Semiconductors by 3.4% during the 1st quarter. NewEdge Advisors LLC now owns 7,021 shares of the semiconductor provider's stock worth $1,334,000 after acquiring an additional 234 shares during the period. EverSource Wealth Advisors LLC grew its holdings in NXP Semiconductors by 31.7% during 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 period. Marshall Wace LLP grew 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 worth $8,010,000 after acquiring an additional 32,945 shares during the period. Finally, Gamco Investors INC. ET AL acquired a new stake in NXP Semiconductors during the 2nd quarter worth $555,000. Institutional investors and hedge funds own 90.54% of the company's stock.

NXP Semiconductors Stock Performance

Shares of NXP Semiconductors stock opened at $230.65 on Wednesday. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.05 and a quick ratio of 1.38. The firm has a market cap of $58.25 billion, a P/E ratio of 29.05, a P/E/G ratio of 1.08 and a beta of 1.46. The firm has a 50 day simple moving average of $210.32 and a 200 day simple moving average of $217.17. NXP Semiconductors has a fifty-two week low of $176.26 and a fifty-two week high of $256.36.

NXP Semiconductors (NASDAQ:NXPI - Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The semiconductor provider reported $3.05 earnings per share for the quarter, beating analysts' consensus estimates of $2.98 by $0.07. The business had revenue of $3.18 billion during the quarter, compared to analyst estimates of $3.14 billion. NXP Semiconductors had a net margin of 16.47% and a return on equity of 26.72%. NXP Semiconductors's revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the business posted $2.64 earnings per share. NXP Semiconductors has set its Q2 2026 guidance at 3.290-3.720 EPS. Sell-side analysts predict that NXP Semiconductors will post 12.51 earnings per share for the current fiscal year.

NXP Semiconductors Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, April 9th. Shareholders of record on Wednesday, March 25th were issued a dividend of $1.014 per share. This represents a $4.06 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Wednesday, March 25th. NXP Semiconductors's payout ratio is currently 51.13%.

NXP Semiconductors News Summary

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

• Positive Sentiment: NXP beat Q1 expectations: revenue of $3.18B (+12% YoY) and non‑GAAP EPS of $3.05 topped consensus, driven by broad improvement across automotive and industrial end markets. NXP Semiconductors NASDAQ: NXPI Beats Q1 Sales Targets, Stock Jumps 11.4%
• Positive Sentiment: Management raised Q2 guidance well above Street expectations (revenue $3.35–3.55B; EPS $3.29–3.72), citing recovering industrial and automotive demand and adoption of products for software‑defined vehicles and on‑device AI — the raise is the primary driver of the after‑hours rally. NXP Semiconductors forecasts strong quarterly results, shares jump
• Positive Sentiment: Press release and CEO commentary underscore momentum and margin focus; company expects acceleration through 2026, supporting longer‑term revenue and profitability outlook. NXP Semiconductors Reports First Quarter 2026 Results
• Neutral Sentiment: Analyst community remains mostly constructive (consensus “Moderate Buy”; median targets near $250) but with some dispersion in price targets — watch revisions following the new guidance. NXP Semiconductors Stock Profile & Analyst Coverage
• Neutral Sentiment: Full earnings call transcript and slide deck are available for details on product cadence and margin outlook — useful for assessing sustainability of the beat. NXP (NXPI) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Insider selling by several executives (executed under Rule 10b5‑1 plans) was reported this week — not uncommon after run‑ups, but could contribute to short‑term profit‑taking. NXP Semiconductors NASDAQ: NXPI EVP Sells $1,070,921.28 in 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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