NXP Semiconductors (NASDAQ:NXPI) Stock Price Expected to Rise, KeyCorp Analyst Says

NXP Semiconductors (NASDAQ:NXPI) had its target price raised by analysts at KeyCorp from $280.00 to $300.00 in a research note issued to investors on Wednesday,MarketScreener reports. The firm currently has an “overweight” rating on the semiconductor provider’s stock. KeyCorp’s price objective would indicate a potential upside of 35.06% from the company’s current price.

NXPI has been the subject of several other research reports. TD Cowen increased their target price on shares of NXP Semiconductors from $260.00 to $285.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. Evercore ISI increased their price objective on NXP Semiconductors from $289.00 to $292.00 in a research report on Wednesday, October 29th. Cantor Fitzgerald reissued an “overweight” rating on shares of NXP Semiconductors in a report on Tuesday. Truist Financial cut their price target on NXP Semiconductors from $265.00 to $255.00 and set a “buy” rating for the company in a research note on Tuesday. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of NXP Semiconductors in a research report on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $253.67.

NXP Semiconductors Price Performance

Shares of NASDAQ NXPI opened at $222.13 on Wednesday. The stock 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 twelve month low of $148.09 and a twelve month high of $255.45. The stock has a 50 day moving average of $228.20 and a two-hundred day moving average of $221.30. The company has a current ratio of 2.05, a quick ratio of 1.69 and a debt-to-equity ratio of 1.09.

NXP Semiconductors (NASDAQ:NXPI) last announced its 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. The business had revenue of $3.34 billion for the quarter, compared to analysts’ expectations of $3.30 billion. NXP Semiconductors had a net margin of 16.47% and a return on equity of 26.72%. The company’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period in the previous year, the company posted $3.18 EPS. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. On average, research analysts forecast that NXP Semiconductors will post 10.28 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Julie Southern bought 225 shares of the company’s stock in a transaction on Wednesday, December 3rd. The stock was bought at an average cost of $225.48 per share, with a total value of $50,733.00. Following the completion of the acquisition, the insider owned 11,937 shares in the company, valued at approximately $2,691,554.76. This represents a 1.92% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Jennifer Wuamett sold 12,425 shares of the business’s 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 sale, the executive vice president directly owned 11,811 shares in the company, valued at $2,609,522.34. This trade represents a 51.27% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.12% of the company’s stock.

Hedge Funds Weigh In On NXP Semiconductors

Several hedge funds and other institutional investors have recently bought and sold shares of NXPI. JPL Wealth Management LLC acquired a new stake in NXP Semiconductors in the third quarter valued at $26,000. CNB Bank acquired a new position in shares of NXP Semiconductors during the 3rd quarter worth $28,000. Wexford Capital LP purchased a new stake in shares of NXP Semiconductors in the 3rd quarter worth about $31,000. Kelleher Financial Advisors acquired a new stake in NXP Semiconductors in the 3rd quarter valued at about $31,000. Finally, Delos Wealth Advisors LLC purchased a new position in NXP Semiconductors during the 2nd quarter valued at about $35,000. 90.54% of the stock is owned by institutional investors and hedge funds.

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

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.