TD Cowen Issues Pessimistic Forecast for NXP Semiconductors (NASDAQ:NXPI) Stock Price

NXP Semiconductors (NASDAQ:NXPI) had its price objective cut by equities research analysts at TD Cowen from $285.00 to $250.00 in a research report issued to clients and investors on Wednesday,MarketScreener reports. The firm presently has a “buy” rating on the semiconductor provider’s stock. TD Cowen’s price target would suggest a potential upside of 12.55% from the stock’s previous close.

Several other equities analysts have also weighed in on NXPI. Sanford C. Bernstein restated a “market perform” rating and issued a $240.00 price target on shares of NXP Semiconductors in a research note on Wednesday. Morgan Stanley restated an “overweight” rating on shares of NXP Semiconductors in a research report on Friday, January 16th. Evercore ISI reduced their target price on NXP Semiconductors from $292.00 to $260.00 and set an “outperform” rating for the company in a research note on Wednesday. Stifel Nicolaus set a $215.00 price target on shares of NXP Semiconductors in a research note on Tuesday, October 28th. Finally, JPMorgan Chase & Co. boosted their price target on shares of NXP Semiconductors from $245.00 to $250.00 and gave the stock a “neutral” rating in a report on Wednesday. Two 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.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $253.67.

NXP Semiconductors Price Performance

NASDAQ:NXPI opened at $222.13 on Wednesday. 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 50 day moving average price of $228.20 and a 200-day moving average price of $221.30. NXP Semiconductors has a 1-year low of $148.09 and a 1-year high of $255.45. The firm 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 (NASDAQ:NXPI) last released its quarterly earnings results on Monday, February 2nd. The semiconductor provider reported $3.35 EPS for the quarter, beating 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 company had revenue of $3.34 billion for the quarter, compared to analyst estimates of $3.30 billion. During the same quarter last year, the business earned $3.18 earnings per share. The firm’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. Equities research analysts forecast that NXP Semiconductors will post 10.28 EPS for the current year.

Insider Activity

In other NXP Semiconductors news, insider Julie Southern bought 225 shares of NXP Semiconductors stock in a transaction on Wednesday, December 3rd. The shares were bought 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 $2,691,554.76. This trade represents a 1.92% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Jennifer Wuamett sold 12,425 shares of NXP Semiconductors 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 sale, the executive vice president directly owned 11,811 shares of the company’s stock, valued at $2,609,522.34. The trade was a 51.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.12% of the company’s stock.

Institutional Investors Weigh In On NXP Semiconductors

A number of hedge funds and other institutional investors have recently modified their holdings of NXPI. JPL Wealth Management LLC acquired a new position in shares of NXP Semiconductors in the 3rd 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 position in NXP Semiconductors during the third quarter worth $31,000. Kelleher Financial Advisors acquired a new position in NXP Semiconductors in the 3rd quarter valued at about $31,000. Finally, Delos Wealth Advisors LLC acquired a new position in NXP Semiconductors in the 2nd quarter valued at $35,000. 90.54% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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.