TD Cowen Cuts NXP Semiconductors (NASDAQ:NXPI) Price Target to $290.00

NXP Semiconductors (NASDAQ:NXPI) had its price objective lowered by TD Cowen from $340.00 to $290.00 in a research report sent to investors on Wednesday morning,Benzinga reports. The brokerage currently has a buy rating on the semiconductor provider’s stock.

Several other equities research analysts also recently commented on NXPI. Cantor Fitzgerald reissued an “overweight” rating and set a $400.00 target price on shares of NXP Semiconductors in a research report on Monday. Citigroup reiterated a “neutral” rating on shares of NXP Semiconductors in a research note on Monday, July 13th. Loop Capital boosted their price objective on NXP Semiconductors from $275.00 to $290.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Oppenheimer increased their price objective on NXP Semiconductors from $300.00 to $325.00 and gave the stock an “outperform” rating in a research note on Friday, July 24th. Finally, Needham & Company LLC restated a “buy” rating and issued a $300.00 target price on shares of NXP Semiconductors in a report on Wednesday. Sixteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, NXP Semiconductors has a consensus rating of “Moderate Buy” and an average price target of $307.05.

NXP Semiconductors Trading Down 6.5%

NXPI opened at $229.16 on Wednesday. NXP Semiconductors has a twelve month low of $183.00 and a twelve month high of $339.95. The company has a quick ratio of 1.55, a current ratio of 2.04 and a debt-to-equity ratio of 0.88. The company has a fifty day moving average of $290.48 and a 200-day moving average of $252.74. The stock has a market cap of $57.78 billion, a PE ratio of 19.55, a price-to-earnings-growth ratio of 0.85 and a beta of 1.79.

NXP Semiconductors (NASDAQ:NXPI) last issued its quarterly earnings results on Tuesday, July 28th. The semiconductor provider reported $3.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.52 by $0.09. The firm 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 27.83% and a net margin of 22.56%.The company’s revenue was up 19.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.72 earnings per share. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. On average, sell-side analysts predict that NXP Semiconductors will post 13.5 EPS for the current year.

NXP Semiconductors Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Wednesday, June 24th were paid a dividend of $1.014 per share. The ex-dividend date was Wednesday, June 24th. This represents a $4.06 annualized dividend and a dividend yield of 1.8%. NXP Semiconductors’s dividend payout ratio is presently 34.64%.

Insider Transactions at NXP Semiconductors

In related news, EVP Andrew Micallef sold 1,000 shares of NXP Semiconductors stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 8,942 shares in the company, valued at approximately $2,821,826.94. The trade was a 10.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, 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 1,746 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $316.53, for a total value of $552,661.38. Following the sale, the executive vice president directly owned 3,643 shares in the company, valued at $1,153,118.79. This trade represents a 32.40% decrease in their position. 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 owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Brighton Jones LLC raised its position in NXP Semiconductors by 20.6% during the 4th quarter. Brighton Jones LLC now owns 1,276 shares of the semiconductor provider’s stock valued at $265,000 after purchasing an additional 218 shares during the last quarter. NewEdge Advisors LLC raised its holdings in shares of NXP Semiconductors by 3.4% during the first quarter. NewEdge Advisors LLC now owns 7,021 shares of the semiconductor provider’s stock valued at $1,334,000 after acquiring an additional 234 shares in the last quarter. EverSource Wealth Advisors LLC lifted its stake in NXP Semiconductors by 31.7% in the second 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 boosted its holdings in NXP Semiconductors by 887.0% in the second 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 in the last quarter. Finally, Gamco Investors INC. ET AL purchased a new position in NXP Semiconductors during the 2nd quarter valued at $555,000. Institutional investors own 90.54% of the company’s stock.

NXP Semiconductors News Roundup

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

• Positive Sentiment: Strong quarterly performance and guidance: NXP reported second-quarter revenue of $3.50 billion, up 19.5% year over year and ahead of expectations. Adjusted EPS of $3.61 also exceeded consensus, while next-quarter guidance was better than analysts’ forecasts. NXPI Q2 Deep Dive: Broad-Based Revenue Growth and Strong Guidance Across All End Markets
• Positive Sentiment: Analyst support remains favorable: Oppenheimer and Needham reaffirmed Buy ratings, while Morgan Stanley maintained its Buy rating and raised its price target to $338. These actions reinforce the view that NXP’s growth and automotive semiconductor exposure remain attractive. Morgan Stanley Keeps Their Buy Rating on NXP Semiconductors
• Neutral Sentiment: Price-target views are mixed: TD Cowen lowered its target to $290, contrasting with Morgan Stanley’s increase. The differing outlooks suggest analysts remain divided over valuation and the durability of NXP’s recovery. TD Cowen Lowers NXP Semiconductors Price Target
• Negative Sentiment: Potential Ambarella acquisition pressures shares: NXP is reportedly in talks to acquire Ambarella, a developer of low-power AI chips and software for cameras, vehicles and robotics. The deal could improve NXP’s capabilities in software-defined vehicles, radar, electrification and edge AI, but investors may be discounting the financial and integration risks because no transaction has been announced or agreed. NXP in Talks to Buy Chip Developer Ambarella, FT Reports

About NXP Semiconductors

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.