NXP Semiconductors (NASDAQ:NXPI) Upgraded by Wall Street Zen to “Strong-Buy” Rating

Wall Street Zen upgraded shares of NXP Semiconductors (NASDAQ:NXPI) from a buy rating to a strong-buy rating in a research note released on Saturday morning.

Several other research firms have also commented on NXPI. Barclays boosted their price objective on shares of NXP Semiconductors from $295.00 to $340.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 5th. KeyCorp raised their target price on shares of NXP Semiconductors from $300.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Jefferies Financial Group lifted their target price on shares of NXP Semiconductors from $265.00 to $300.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Truist Financial increased their price target on shares of NXP Semiconductors from $255.00 to $310.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of NXP Semiconductors in a research note on Wednesday, April 29th. Sixteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $307.05.

NXP Semiconductors Stock Performance

NASDAQ NXPI opened at $229.16 on Friday. The business has a 50 day moving average price of $290.48 and a 200 day moving average price of $252.74. The company has a market capitalization of $57.78 billion, a P/E ratio of 19.55, a PEG ratio of 0.79 and a beta of 1.79. NXP Semiconductors has a 1-year low of $183.00 and a 1-year high of $339.95. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.04 and a quick ratio of 1.55.

NXP Semiconductors (NASDAQ:NXPI) last posted its earnings results on Tuesday, July 28th. The semiconductor provider reported $3.61 EPS for the quarter, topping analysts’ consensus estimates of $3.52 by $0.09. The company had revenue of $3.50 billion for the quarter, compared to the consensus estimate of $3.47 billion. NXP Semiconductors had a return on equity of 27.83% and a net margin of 22.56%.NXP Semiconductors’s quarterly revenue was up 19.5% compared to the same quarter last year. During the same period in the previous year, the business earned $2.72 earnings per share. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. Sell-side analysts expect that NXP Semiconductors will post 13.73 EPS for the current fiscal year.

NXP Semiconductors Dividend Announcement

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

Insider Activity at NXP Semiconductors

In related news, EVP Christopher L. Jensen sold 1,746 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were 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 of the company’s stock, valued at approximately $1,153,118.79. This trade represents a 32.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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 the business’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $315.57, for a total transaction of $315,570.00. Following the completion of the sale, the executive vice president owned 8,942 shares of the company’s stock, valued at approximately $2,821,826.94. The trade was a 10.06% decrease in their ownership of the stock. 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. 0.05% of the stock is currently owned by company insiders.

Institutional Trading of NXP Semiconductors

Several institutional investors have recently made changes to their positions in NXPI. Cardinal Capital Management Inc. raised its position in shares of NXP Semiconductors by 2.2% in the 2nd quarter. Cardinal Capital Management Inc. now owns 159,579 shares of the semiconductor provider’s stock worth $44,846,000 after buying an additional 3,470 shares during the period. Fulton Bank N.A. grew its position in NXP Semiconductors by 12.1% during the second quarter. Fulton Bank N.A. now owns 4,839 shares of the semiconductor provider’s stock valued at $1,360,000 after acquiring an additional 522 shares during the period. Veery Capital LLC purchased a new stake in NXP Semiconductors during the second quarter valued at about $244,000. Sapient Capital LLC acquired a new stake in NXP Semiconductors during the second quarter worth about $265,000. Finally, Allied Private Wealth LLC acquired a new stake in NXP Semiconductors during the second quarter worth about $28,000. 90.54% of the stock is owned by hedge funds and other institutional investors.

More NXP Semiconductors News

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.