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

Posted by Kyle Jackson on Feb 4th, 2026

Needham & Company LLC reiterated their buy rating on shares of NXP Semiconductors (NASDAQ:NXPI – Free Report) in a research report released on Tuesday,Benzinga reports. They currently have a $250.00 target price on the semiconductor provider’s stock.

A number of other research analysts have also recently commented on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of NXP Semiconductors in a research report on Thursday, January 22nd. TD Cowen increased their target price on shares of NXP Semiconductors from $260.00 to $285.00 and gave the company a “buy” rating in a report on Friday, January 16th. Barclays reaffirmed an “overweight” rating and issued a $255.00 target price on shares of NXP Semiconductors in a research note on Thursday, January 15th. Evercore ISI lifted their price objective on NXP Semiconductors from $289.00 to $292.00 in a research report on Wednesday, October 29th. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of NXP Semiconductors in a report on Tuesday. 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 company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $255.61.

View Our Latest Report on NXP Semiconductors

NXP Semiconductors Stock Up 0.1%

Shares of NASDAQ NXPI traded up $0.30 during mid-day trading on Tuesday, reaching $220.96. 319,934 shares of the company were exchanged, compared to its average volume of 2,922,175. The stock has a market cap of $55.61 billion, a price-to-earnings ratio of 27.83, a P/E/G ratio of 2.89 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 company has a quick ratio of 1.69, a current ratio of 2.37 and a debt-to-equity ratio of 1.09. The firm has a 50-day moving average of $226.97 and a 200 day moving average of $221.26.

NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last announced its quarterly earnings data on Monday, February 2nd. The semiconductor provider reported $3.35 EPS for the quarter, beating the consensus estimate of $3.31 by $0.04. The business had revenue of $3.34 billion during 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 27.00%. The business’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same period in the previous year, the business posted $3.18 EPS. 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 year.

NXP Semiconductors Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Wednesday, December 10th were paid a $1.014 dividend. The ex-dividend date of this dividend was Wednesday, December 10th. This represents a $4.06 dividend on an annualized basis and a yield of 1.8%. NXP Semiconductors’s dividend payout ratio (DPR) is currently 50.25%.

Insider Activity

In other NXP Semiconductors news, EVP Christopher L. Jensen sold 2,300 shares of the business’s stock in a transaction dated 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 owned 9,965 shares of the company’s stock, valued at $2,273,714.05. The trade was a 18.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Jennifer Wuamett sold 12,425 shares of the firm’s stock in a transaction 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 transaction, the executive vice president directly owned 11,811 shares of the company’s stock, valued at approximately $2,609,522.34. This trade represents a 51.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by corporate insiders.

Institutional Trading of NXP Semiconductors

Large investors have recently added to or reduced their stakes in the company. Kepler Cheuvreux Suisse SA increased its holdings in NXP Semiconductors by 91.0% during the 4th quarter. Kepler Cheuvreux Suisse SA now owns 42,879 shares of the semiconductor provider’s stock valued at $9,307,000 after purchasing an additional 20,435 shares in the last quarter. Colonial River Investments LLC raised its position in shares of NXP Semiconductors by 6.6% during the fourth quarter. Colonial River Investments LLC now owns 2,479 shares of the semiconductor provider’s stock worth $538,000 after purchasing an additional 153 shares during the period. Marco Investment Management LLC raised its position in shares of NXP Semiconductors by 0.4% during the fourth quarter. Marco Investment Management LLC now owns 78,714 shares of the semiconductor provider’s stock worth $17,086,000 after purchasing an additional 290 shares during the period. Apeiron RIA LLC lifted its holdings in shares of NXP Semiconductors by 15.8% during the 4th quarter. Apeiron RIA LLC now owns 1,285 shares of the semiconductor provider’s stock valued at $297,000 after purchasing an additional 175 shares in the last quarter. Finally, NewEdge Wealth LLC raised its holdings in NXP Semiconductors by 26.7% during the 4th quarter. NewEdge Wealth LLC now owns 4,599 shares of the semiconductor provider’s stock worth $998,000 after buying an additional 968 shares during the period. 90.54% of the stock is owned by institutional investors.

Trending Headlines about NXP Semiconductors

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

Positive Sentiment: Q4 results beat consensus: revenue rose ~7% YoY and EPS topped estimates, with strong growth in Automotive, Industrial & IoT that management flagged as drivers for 2026. NXP Semiconductors’ Q4 Earnings and Revenues Beat Estimates
Positive Sentiment: Broker support: Needham reaffirmed a “buy” rating with a $250 price target, signaling continued analyst conviction in NXPI’s medium-term outlook. Needham Reaffirms Buy on NXPI
Neutral Sentiment: Company guidance: NXP gave Q1 FY2026 EPS guidance of $2.77–$3.17 and revenue roughly in line with consensus ($3.1–$3.3B), so top-line visibility is improved but EPS guidance sits near the street midpoint. NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results
Neutral Sentiment: Portfolio pruning: STMicroelectronics closed the acquisition of NXP’s MEMS business — a structural change that trims NXP’s product scope but can free resources/cash for core priorities. STMicroelectronics Closes Acquisition of NXP’s MEMS Business
Negative Sentiment: Analyst price-target downgrades: Bank of America cut its target from $265 to $245 (still a buy) and Mizuho trimmed its target from $285 to $255 — moves that signal some analysts see less near-term upside. Bank of America Lowers NXP Price Target
Negative Sentiment: Inventory and margin worries: management reported elevated days-of-inventory and modest margin improvement, prompting concern that inventories could pressure gross margins if demand softens. This was a key reason the stock sold off after the print. MarketBeat: Why NXP Post-Earnings Dip Could Be a Buying Window
Negative Sentiment: Market reaction & flow: multiple headlines call out a sharp post-earnings decline and increased selling pressure (including notable insider sales disclosed in trading data), which amplified the downward move. Why NXP Semiconductors (NXPI) Shares Are Getting Obliterated Today

About NXP Semiconductors

(Get Free Report)

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.