NXP Semiconductors (NASDAQ:NXPI) Earns Buy Rating from Needham & Company LLC

NXP Semiconductors (NASDAQ:NXPI)‘s stock had its “buy” rating reiterated by investment analysts at Needham & Company LLC in a research report issued on Tuesday,Benzinga reports. They currently have a $250.00 price target on the semiconductor provider’s stock. Needham & Company LLC’s target price would indicate a potential upside of 10.20% from the company’s previous close.

Other analysts also recently issued research reports about the company. Truist Financial reduced their price objective on NXP Semiconductors from $265.00 to $255.00 and set a “buy” rating on the stock in a research note on Tuesday. Sanford C. Bernstein reissued a “market perform” rating and issued a $240.00 target price on shares of NXP Semiconductors in a report on Wednesday. Evercore ISI boosted their price target on shares of NXP Semiconductors from $289.00 to $292.00 in a research report on Wednesday, October 29th. JPMorgan Chase & Co. increased their price objective on shares of NXP Semiconductors from $240.00 to $245.00 and gave the company a “neutral” rating in a research report on Wednesday, October 29th. Finally, Wells Fargo & Company lifted their price objective on shares of NXP Semiconductors from $260.00 to $265.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $255.61.

NXP Semiconductors Trading Up 2.8%

Shares of NXPI stock opened at $226.86 on Tuesday. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.05 and a quick ratio of 1.69. The company has a market cap of $57.09 billion, a price-to-earnings ratio of 28.57, a PEG ratio of 2.76 and a beta of 1.47. NXP Semiconductors has a 1 year low of $148.09 and a 1 year high of $255.45. The firm has a fifty day moving average price of $227.63 and a 200-day moving average price of $221.30.

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

Insider Activity at NXP Semiconductors

In other NXP Semiconductors news, insider Julie Southern bought 225 shares of the company’s stock in a transaction on Wednesday, December 3rd. The stock was acquired at an average price of $225.48 per share, for a total transaction of $50,733.00. Following the completion of the transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Jennifer Wuamett sold 12,425 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was 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 owned 11,811 shares in the company, valued at approximately $2,609,522.34. The trade was a 51.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by insiders.

Hedge Funds Weigh In On NXP Semiconductors

A number of large investors have recently bought and sold shares of NXPI. Brighton Jones LLC boosted its stake in shares of NXP Semiconductors by 20.6% during the fourth 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 period. NewEdge Advisors LLC increased its stake in NXP Semiconductors by 3.4% in the 1st quarter. NewEdge Advisors LLC now owns 7,021 shares of the semiconductor provider’s stock worth $1,334,000 after buying an additional 234 shares during the period. Ameritas Advisory Services LLC bought a new stake in NXP Semiconductors during the 2nd quarter valued at about $76,000. OLD National Bancorp IN bought a new stake in NXP Semiconductors during the 2nd quarter valued at about $426,000. Finally, KLP Kapitalforvaltning AS boosted its position in NXP Semiconductors by 2.6% in the 2nd quarter. KLP Kapitalforvaltning AS now owns 91,914 shares of the semiconductor provider’s stock valued at $20,162,000 after buying an additional 2,300 shares during the period. Hedge funds and other institutional investors own 90.54% of the company’s stock.

NXP Semiconductors News Summary

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

• Positive Sentiment: NXPI reported Q4 2025 results that beat expectations on both EPS and revenue (EPS $3.35 vs. $3.31 est.; revenue $3.34B vs. $3.30B est.), with Automotive, Industrial & IoT driving growth — a core fundamental reason for buyer interest. Read More.
• Positive Sentiment: NXP is pitching “Physical/Edge AI” (eIQ Agentic framework + S32N7 processor) as a structural growth catalyst for automotive and industrial markets — a narrative that supports upside if adoption accelerates. Read More.
• Positive Sentiment: Several analysts raised or reaffirmed upside targets (KeyCorp to $300/overweight; Needham reaffirmed buy at $250), providing fresh buy-side ammunition and validating the recovery story for some investors. Read More.
• Neutral Sentiment: Sale of NXP’s MEMS business to STMicroelectronics has closed — reduces NXP’s sensor footprint but also simplifies the business and raises cash; neutral-to-moderate strategic impact depending on reuse of proceeds. Read More.
• Neutral Sentiment: Analyst commentary is mixed overall — some firms trimmed targets while others raised them, leaving consensus views divergent and adding to short-term volatility. Read More.
• Negative Sentiment: Inventory and margin signals worried investors: Days of inventory rose to ~154 days and gross-margin expansion slowed, which prompted several firms to trim near-term outlooks — the inventory overhang is the main fundamental risk cited by bears. Read More.
• Negative Sentiment: Widespread analyst target cuts (examples: Evercore, Mizuho, BofA trimmed targets) and strong immediate post-earnings selling put pressure on the stock earlier in the week — driving the earlier large decline that some traders are now looking to fade. Read More.
• Negative Sentiment: Coverage headlines describing the post-earnings drop as severe amplified seller momentum; that forced a technical test of long-term support levels and increased short-term volatility. Read More.

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.