NXP Semiconductors (NASDAQ:NXPI) Updates Q3 2026 Earnings Guidance

NXP Semiconductors (NASDAQ:NXPI) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 3.890-4.320 for the period, compared to the consensus EPS estimate of 3.920. The company issued revenue guidance of $3.7 billion-$3.9 billion, compared to the consensus revenue estimate of $3.7 billion.

NXP Semiconductors Stock Performance

Shares of NASDAQ:NXPI traded up $5.11 during trading on Thursday, hitting $246.09. The company’s stock had a trading volume of 1,425,760 shares, compared to its average volume of 3,524,523. NXP Semiconductors has a 12 month low of $183.00 and a 12 month high of $339.95. The company has a 50-day moving average of $293.31 and a 200-day moving average of $252.87. The firm has a market cap of $62.13 billion, a price-to-earnings ratio of 20.94, a P/E/G ratio of 1.08 and a beta of 1.79. The company has a debt-to-equity ratio of 1.00, a current ratio of 2.24 and a quick ratio of 1.55.

NXP Semiconductors (NASDAQ:NXPI) last posted its quarterly earnings data on Tuesday, July 28th. The semiconductor provider reported $3.61 earnings per share for the quarter, beating analysts’ consensus estimates of $3.52 by $0.09. NXP Semiconductors had a return on equity of 28.54% and a net margin of 22.56%.The firm had revenue of $3.50 billion for the quarter, compared to analysts’ expectations of $3.47 billion. During the same period in the previous year, the firm earned $2.72 EPS. The business’s quarterly revenue was up 19.5% on a year-over-year basis. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. On average, sell-side analysts expect that NXP Semiconductors will post 13.46 earnings per share for the current year.

NXP Semiconductors Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Wednesday, June 24th were given a $1.014 dividend. This represents a $4.06 annualized dividend and a dividend yield of 1.6%. The ex-dividend date was Wednesday, June 24th. NXP Semiconductors’s payout ratio is presently 38.85%.

Wall Street Analyst Weigh In

A number of research firms recently commented on NXPI. Barclays boosted their price target on NXP Semiconductors from $295.00 to $340.00 and gave the stock an “overweight” rating in a report on Tuesday, May 5th. Susquehanna raised their price target on shares of NXP Semiconductors from $210.00 to $250.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 29th. Wells Fargo & Company dropped their price target on NXP Semiconductors from $290.00 to $280.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Citigroup reaffirmed a “neutral” rating on shares of NXP Semiconductors in a research report on Monday, July 13th. Finally, Raymond James Financial lifted their price objective on shares of NXP Semiconductors from $250.00 to $300.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Sixteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, NXP Semiconductors has a consensus rating of “Moderate Buy” and an average target price of $307.05.

Insider Transactions at NXP Semiconductors

In other NXP Semiconductors news, EVP Andrew Micallef sold 1,000 shares of NXP Semiconductors stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $315.57, for a total value of $315,570.00. Following the transaction, the executive vice president directly owned 8,942 shares in the company, valued at approximately $2,821,826.94. This trade represents a 10.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher L. Jensen sold 1,746 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $316.53, for a total value of $552,661.38. Following the transaction, the executive vice president directly owned 3,643 shares in the company, valued at $1,153,118.79. This represents a 32.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.05% of the company’s stock.

Key NXP Semiconductors News

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

• Positive Sentiment: NXP reported second-quarter revenue of $3.50 billion, up 19.5% year over year and 10% sequentially, while adjusted EPS of $3.61 exceeded the roughly $3.52 consensus. Growth extended across all end markets and regions, led by software-defined vehicles, physical AI and emerging data-center demand. NXP Semiconductors Reports Second Quarter 2026 Results
• Positive Sentiment: Third-quarter guidance calls for revenue of $3.7 billion to $3.9 billion and EPS of $3.89 to $4.32, with the revenue midpoint above analyst expectations. Management highlighted expanding design-win pipelines in physical AI, software-defined vehicles and data centers as longer-term growth drivers. NXP Semiconductor: A Solid Q2, And Improved Q3 Guidance Reiterates The Bull Case
• Positive Sentiment: Analyst support remains significant: Morgan Stanley raised its target to $338 and retained an Overweight rating, while Needham reaffirmed Buy with a $300 target. These targets imply substantial potential upside from the referenced share price. Morgan Stanley Price Target
• Neutral Sentiment: Analysts are divided on valuation and near-term momentum. TD Cowen lowered its target to $290 but kept Buy, while Wells Fargo cut its target to $280 and maintained Equal Weight. A separate valuation review described NXPI as reasonably priced on earnings multiples but closer to fair value on discounted cash flow. Conflicting Analyst Sentiments
• Negative Sentiment: The stock’s decline reflects a “sell-the-news” reaction: the earnings beat and guidance raise may have fallen short of elevated expectations. Investors also remain cautious about the timing of an automotive recovery, while the shares trade below their 50-day and 200-day moving averages after several sessions of weakness. NXP Declines Despite Results and Outlook

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in NXP Semiconductors by 34,719.4% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,680,395 shares of the semiconductor provider’s stock valued at $581,807,000 after acquiring an additional 2,672,697 shares in the last quarter. Amundi raised its position in shares of NXP Semiconductors by 46.6% during the 4th quarter. Amundi now owns 2,203,488 shares of the semiconductor provider’s stock worth $478,270,000 after purchasing an additional 700,753 shares during the last quarter. Rafferty Asset Management LLC raised its position in shares of NXP Semiconductors by 56.3% during the 2nd quarter. Rafferty Asset Management LLC now owns 1,916,922 shares of the semiconductor provider’s stock worth $418,828,000 after purchasing an additional 690,277 shares during the last quarter. Woodline Partners LP lifted its stake in NXP Semiconductors by 6,342.2% in the 3rd quarter. Woodline Partners LP now owns 673,403 shares of the semiconductor provider’s stock valued at $153,354,000 after buying an additional 662,950 shares in the last quarter. Finally, Bank of Nova Scotia grew its holdings in NXP Semiconductors by 1,561.4% during the 4th quarter. Bank of Nova Scotia now owns 495,988 shares of the semiconductor provider’s stock valued at $107,659,000 after buying an additional 466,134 shares during the last quarter. Hedge funds and other institutional investors own 90.54% of the company’s stock.

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.