NXP Semiconductors’ (NXPI) “Buy” Rating Reiterated at Needham & Company LLC

Needham & Company LLC reaffirmed their buy rating on shares of NXP Semiconductors (NASDAQ:NXPI) in a report issued on Tuesday,Benzinga reports. They currently have a $250.00 target price on the semiconductor provider’s stock.

Other research analysts also recently issued reports about the company. Barclays reaffirmed an “overweight” rating and set a $255.00 price target on shares of NXP Semiconductors in a report on Thursday, January 15th. TD Cowen raised their price target on shares of NXP Semiconductors from $260.00 to $285.00 and gave the company a “buy” rating in a report on Friday, January 16th. Morgan Stanley reissued an “overweight” rating on shares of NXP Semiconductors in a report on Friday, January 16th. Cantor Fitzgerald restated an “overweight” rating on shares of NXP Semiconductors in a report on Tuesday. Finally, Truist Financial cut their target price on shares of NXP Semiconductors from $265.00 to $255.00 and set a “buy” rating for the company in a research report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have given a Hold rating to the company. According to MarketBeat, NXP Semiconductors has a consensus rating of “Moderate Buy” and a consensus price target of $253.67.

NXP Semiconductors Stock Down 2.1%

NASDAQ:NXPI opened at $222.13 on Tuesday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.69 and a current ratio of 2.05. The firm has a market cap of $55.90 billion, a P/E ratio of 27.98, a P/E/G ratio of 2.84 and a beta of 1.47. NXP Semiconductors has a fifty-two week low of $148.09 and a fifty-two week high of $255.45. The firm has a 50-day simple moving average of $228.20 and a two-hundred day simple moving average of $221.30.

NXP Semiconductors (NASDAQ:NXPI) last posted its quarterly earnings results on Monday, February 2nd. The semiconductor provider reported $3.35 EPS for the quarter, beating analysts’ consensus estimates of $3.31 by $0.04. NXP Semiconductors had a net margin of 16.47% and a return on equity of 26.72%. The firm had revenue of $3.34 billion for the quarter, compared to analysts’ expectations of $3.30 billion. During the same quarter in the prior year, the company posted $3.18 earnings per share. The business’s revenue for the quarter was up 7.2% on a year-over-year basis. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. Analysts predict that NXP Semiconductors will post 10.28 earnings per share for the current fiscal year.

NXP Semiconductors Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Wednesday, December 10th were given a dividend of $1.014 per share. The ex-dividend date was Wednesday, December 10th. This represents a $4.06 annualized dividend and a yield of 1.8%. NXP Semiconductors’s payout ratio is 51.13%.

Insider Buying and Selling at NXP Semiconductors

In related news, EVP Jennifer Wuamett sold 12,425 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $220.94, for a total value of $2,745,179.50. Following the completion of the sale, the executive vice president directly owned 11,811 shares of the company’s stock, valued at approximately $2,609,522.34. This represents a 51.27% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Julie Southern purchased 225 shares of the stock in a transaction on Wednesday, December 3rd. The shares were purchased at an average cost of $225.48 per share, for a total transaction of $50,733.00. Following the acquisition, the insider directly owned 11,937 shares of the company’s stock, valued at approximately $2,691,554.76. This represents a 1.92% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.12% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of NXPI. Transcend Capital Advisors LLC raised its holdings in NXP Semiconductors by 2.8% during the second quarter. Transcend Capital Advisors LLC now owns 1,824 shares of the semiconductor provider’s stock valued at $399,000 after acquiring an additional 50 shares during the period. Tokio Marine Asset Management Co. Ltd. grew its position in shares of NXP Semiconductors by 0.6% during the fourth quarter. Tokio Marine Asset Management Co. Ltd. now owns 8,426 shares of the semiconductor provider’s stock worth $1,829,000 after purchasing an additional 50 shares in the last quarter. Rovin Capital UT ADV raised its stake in NXP Semiconductors by 1.5% during the 3rd quarter. Rovin Capital UT ADV now owns 3,573 shares of the semiconductor provider’s stock valued at $814,000 after purchasing an additional 52 shares during the period. IHT Wealth Management LLC raised its stake in NXP Semiconductors by 4.6% during the 2nd quarter. IHT Wealth Management LLC now owns 1,193 shares of the semiconductor provider’s stock valued at $261,000 after purchasing an additional 52 shares during the period. Finally, Washington Capital Management Inc. lifted its holdings in NXP Semiconductors by 1.8% in the 4th quarter. Washington Capital Management Inc. now owns 3,035 shares of the semiconductor provider’s stock worth $659,000 after purchasing an additional 55 shares in the last quarter. Hedge funds and other 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: Q4 beat and Edge AI roadmap could support upside — NXP beat EPS/revenue, provided upbeat near‑term guidance, and highlighted its eIQ Agentic framework and S32N7 processor as catalysts for automotive/industrial growth, arguments bulls point to as a buying opportunity. Why NXP Semiconductors’ Post-Earnings Dip Could Be a Buying Window
• Positive Sentiment: High conviction from some brokers — KeyCorp raised its price target to $300 (overweight), signaling a sizeable upside case that can attract buyers if macro/auto demand improves. KeyCorp price target raise
• Neutral Sentiment: Earnings‑call strategic shift noted — Management’s call emphasized a strategic shift toward edge/physical AI, which is longer‑term positive but does not immediately resolve near‑term margin/inventory questions. Earnings Call Highlights Strategic Shift
• Neutral Sentiment: Analysts conflicted — several firms maintained buy/outperform ratings but adjusted targets both up and down, producing mixed signals rather than a clear consensus. Analysts Have Conflicting Sentiments
• Negative Sentiment: Multiple price‑target cuts are weighing on sentiment — firms including Citigroup, Bank of America, Mizuho, Evercore and TD Cowen trimmed targets (many still keep buy/outperform stances), which likely contributed to near‑term selling pressure. TD Cowen price target adjustment Citigroup price target cut
• Negative Sentiment: Margin and inventory concerns — management reported a slower margin improvement and days‑of‑inventory (~154 days) that are above recent norms; these operational metrics raise the risk of further margin pressure if sales don’t pick up. Margin and inventory analysis

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.