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

NXP Semiconductors (NASDAQ:NXPI) had its target price decreased by research analysts at Mizuho from $285.00 to $255.00 in a research report issued to clients and investors on Wednesday, Marketbeat.com reports. The brokerage presently has an “outperform” rating on the semiconductor provider’s stock. Mizuho’s price target suggests a potential upside of 14.80% from the company’s current price.

A number of other research firms have also weighed in on NXPI. Weiss Ratings reissued a “hold (c)” rating on shares of NXP Semiconductors in a research note on Thursday, January 22nd. TD Cowen raised their target price on NXP Semiconductors from $260.00 to $285.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of NXP Semiconductors in a research report on Tuesday. Truist Financial reduced their target price on NXP Semiconductors from $265.00 to $255.00 and set a “buy” rating on the stock in a research note on Tuesday. Finally, Barclays reaffirmed an “overweight” rating and issued a $255.00 price target on shares of NXP Semiconductors in a research note on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, NXP Semiconductors has an average rating of “Moderate Buy” and an average price target of $253.67.

NXP Semiconductors Stock Performance

NASDAQ:NXPI opened at $222.13 on Wednesday. The company has a market capitalization of $55.90 billion, a price-to-earnings ratio of 27.98, a PEG ratio of 2.84 and a beta of 1.47. The business has a 50 day moving average of $228.20 and a 200 day moving average of $221.30. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.05 and a quick ratio of 1.69. NXP Semiconductors has a 1-year low of $148.09 and a 1-year high of $255.45.

NXP Semiconductors (NASDAQ:NXPI) last posted its quarterly earnings results on Monday, February 2nd. The semiconductor provider reported $3.35 EPS for the quarter, topping the consensus estimate 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 the consensus estimate of $3.30 billion. During the same period last year, the firm posted $3.18 earnings per share. The business’s revenue was up 7.2% compared to the same quarter last year. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. On average, sell-side analysts predict that NXP Semiconductors will post 10.28 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Jennifer Wuamett sold 12,425 shares of the firm’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 transaction 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. This trade represents a 51.27% decrease in their position. The transaction 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 business’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 completion of the sale, the executive vice president directly owned 9,965 shares in the company, valued at $2,273,714.05. This trade represents a 18.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. JPL Wealth Management LLC purchased a new stake in shares of NXP Semiconductors during the 3rd quarter valued at about $26,000. CNB Bank purchased a new stake in NXP Semiconductors during the third quarter valued at approximately $28,000. Wexford Capital LP purchased a new position in shares of NXP Semiconductors during the 3rd quarter worth $31,000. Kelleher Financial Advisors bought a new position in NXP Semiconductors in the 3rd quarter worth $31,000. Finally, Delos Wealth Advisors LLC bought a new stake in NXP Semiconductors during the second quarter valued at about $35,000. 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.