Evercore ISI Has Lowered Expectations for NXP Semiconductors (NASDAQ:NXPI) Stock Price

NXP Semiconductors (NASDAQ:NXPI) had its price objective decreased by research analysts at Evercore ISI from $292.00 to $260.00 in a research note issued on Wednesday, MarketBeat Ratings reports. The firm presently has an “outperform” rating on the semiconductor provider’s stock. Evercore ISI’s target price would suggest a potential upside of 17.05% from the stock’s previous close.

Several other equities research analysts have also recently commented on NXPI. Morgan Stanley reissued an “overweight” rating on shares of NXP Semiconductors in a research note on Friday, January 16th. Bank of America lowered their price objective on NXP Semiconductors from $265.00 to $245.00 and set a “buy” rating for the company in a research report on Wednesday. Stifel Nicolaus set a $215.00 target price on shares of NXP Semiconductors in a research report on Tuesday, October 28th. Wells Fargo & Company boosted their price target 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. Finally, TD Cowen raised their price objective on shares of NXP Semiconductors from $260.00 to $285.00 and gave the company a “buy” rating in a research note on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $253.67.

NXP Semiconductors Stock Down 2.1%

Shares of NASDAQ NXPI opened at $222.13 on Wednesday. The company has a quick ratio of 1.69, a current ratio of 2.05 and a debt-to-equity ratio of 1.09. The company has a market cap of $55.90 billion, a price-to-earnings ratio of 27.98, a price-to-earnings-growth ratio of 2.84 and a beta of 1.47. NXP Semiconductors has a 12-month low of $148.09 and a 12-month high of $255.45. The firm’s 50-day simple moving average is $228.20 and its 200 day simple moving average is $221.30.

NXP Semiconductors (NASDAQ:NXPI) last announced its earnings results on Monday, February 2nd. The semiconductor provider reported $3.35 earnings per share for the quarter, topping 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 company had revenue of $3.34 billion during the quarter, compared to the consensus estimate of $3.30 billion. During the same period in the previous year, the firm posted $3.18 earnings per share. The company’s 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. On average, research analysts expect that NXP Semiconductors will post 10.28 earnings per share for the current fiscal year.

Insider Activity

In other news, EVP Jennifer Wuamett sold 12,425 shares of the business’s stock in a transaction 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 transaction, the executive vice president owned 11,811 shares of the company’s stock, valued at $2,609,522.34. The trade was a 51.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Christopher L. Jensen sold 2,300 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $228.17, for a total value of $524,791.00. Following the sale, the executive vice president directly owned 9,965 shares in the company, valued at $2,273,714.05. The trade was a 18.75% decrease in their position. The SEC filing for this sale provides additional information. 0.12% of the stock is owned by company insiders.

Institutional Trading of NXP Semiconductors

Institutional investors have recently modified their holdings of the company. JPL Wealth Management LLC bought a new stake in shares of NXP Semiconductors in the third quarter worth $26,000. CNB Bank acquired a new stake in NXP Semiconductors in the 3rd quarter valued at $28,000. Wexford Capital LP bought a new stake in NXP Semiconductors during the 3rd quarter worth about $31,000. Kelleher Financial Advisors acquired a new position in shares of NXP Semiconductors during the 3rd quarter worth about $31,000. Finally, Delos Wealth Advisors LLC acquired a new position in shares of NXP Semiconductors during the 2nd quarter worth about $35,000. 90.54% of the stock is currently owned by institutional investors.

More NXP Semiconductors News

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.