NXP Semiconductors (NASDAQ:NXPI) Updates Q1 2026 Earnings Guidance

NXP Semiconductors (NASDAQ:NXPI) updated its first quarter 2026 earnings guidance on Monday. The company provided EPS guidance of 2.770-3.170 for the period, compared to the consensus EPS estimate of 2.800. The company issued revenue guidance of $3.1 billion-$3.3 billion, compared to the consensus revenue estimate of $3.1 billion.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. TD Cowen lifted their price target on shares of NXP Semiconductors from $260.00 to $285.00 and gave the stock a “buy” rating in a research report on Friday, January 16th. Sanford C. Bernstein set a $220.00 target price on shares of NXP Semiconductors and gave the company a “market perform” rating in a research report on Wednesday, October 29th. Mizuho raised their price target on NXP Semiconductors from $265.00 to $285.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. Wells Fargo & Company increased their target price on NXP Semiconductors from $260.00 to $265.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Finally, Barclays restated an “overweight” rating and set a $255.00 target price on shares of NXP Semiconductors in a research report on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $259.29.

NXP Semiconductors Price Performance

NASDAQ NXPI opened at $231.08 on Tuesday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.69 and a current ratio of 2.37. The stock has a market cap of $58.16 billion, a price-to-earnings ratio of 28.60, a PEG ratio of 2.83 and a beta of 1.47. The business has a 50 day simple moving average of $226.37 and a 200 day simple moving average of $221.29. NXP Semiconductors has a 52-week low of $148.09 and a 52-week high of $255.45.

NXP Semiconductors (NASDAQ:NXPI) last announced its quarterly earnings data on Monday, February 2nd. The semiconductor provider reported $3.35 earnings per share for the quarter, beating the consensus estimate of $3.31 by $0.04. The company had revenue of $3.34 billion during the quarter, compared to analysts’ expectations of $3.30 billion. NXP Semiconductors had a return on equity of 26.92% and a net margin of 17.11%.NXP Semiconductors’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same quarter last year, the company earned $3.18 EPS. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. Analysts anticipate that NXP Semiconductors will post 10.28 earnings per share for the current fiscal year.

NXP Semiconductors Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 7th. Shareholders of record on Wednesday, December 10th were paid a $1.014 dividend. The ex-dividend date was Wednesday, December 10th. This represents a $4.06 annualized dividend and a yield of 1.8%. NXP Semiconductors’s payout ratio is 50.25%.

Insiders Place Their Bets

In other news, insider Julie Southern bought 225 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The shares were purchased at an average cost of $225.48 per share, with a total value of $50,733.00. Following the acquisition, the insider directly owned 11,937 shares in the company, valued at $2,691,554.76. This represents a 1.92% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Jennifer Wuamett sold 12,425 shares of the 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 sale, the executive vice president owned 11,811 shares in the company, valued at $2,609,522.34. This represents a 51.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.12% of the company’s stock.

Key Stories Impacting NXP Semiconductors

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

• Positive Sentiment: Quarterly beat — NXP reported EPS of $3.35 and revenue ~ $3.33–3.34B (up ~7.2% y/y), topping consensus on both EPS and sales; this reinforces the company’s revenue recovery narrative. Earnings Summary
• Positive Sentiment: Upbeat near-term outlook — management guided Q1 revenue roughly in line-to-above Street expectations and signaled automotive strength and an industrial-market bottom, which supports forecastable demand into 2026. Reuters: Upbeat Quarter
• Positive Sentiment: Inventory and sequential improvement — company commentary and coverage highlight improving inventories and sequential recovery across end markets, a positive for margin sustainability and working-capital trends. Yahoo Finance: Inventory Levels Improve
• Neutral Sentiment: Portfolio pruning — STMicro closed on acquiring NXP’s MEMS business; this is part of NXP’s portfolio optimization and could free capital and focus but trims product scope. Business Insider: MEMS Sale
• Neutral Sentiment: Guidance nuance — Q1 EPS was guided to a range (2.770–3.170) that sits around Street expectations but slightly under the midpoint, so investors will watch where management expects margins and product mix to land. GlobeNewswire: Q4 Results & Guidance
• Negative Sentiment: Mixed market reaction & short-term selloff — some outlets reported the stock dipped after the release despite the beat, indicating profit-taking and headline-driven volatility. Seeking Alpha: Stock Edges Down
• Negative Sentiment: Conflicting/complex headlines — some third‑party summaries (and Quiver) reported different EPS figures and flagged insider selling, which can amplify short-term uncertainty even if core results were solid. Watch for analyst note clarifications. Quiver Quant: Stock Reaction & Metrics

Hedge Funds Weigh In On NXP Semiconductors

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC raised its position in shares of NXP Semiconductors by 20.6% in the 4th quarter. Brighton Jones LLC now owns 1,276 shares of the semiconductor provider’s stock worth $265,000 after acquiring an additional 218 shares in the last quarter. NewEdge Advisors LLC increased its holdings in NXP Semiconductors by 3.4% in the first quarter. NewEdge Advisors LLC now owns 7,021 shares of the semiconductor provider’s stock worth $1,334,000 after purchasing an additional 234 shares in the last quarter. EverSource Wealth Advisors LLC lifted its stake in NXP Semiconductors by 31.7% in the second quarter. EverSource Wealth Advisors LLC now owns 777 shares of the semiconductor provider’s stock valued at $170,000 after buying an additional 187 shares during the period. Marshall Wace LLP lifted its stake in NXP Semiconductors by 887.0% in the second quarter. Marshall Wace LLP now owns 36,659 shares of the semiconductor provider’s stock valued at $8,010,000 after buying an additional 32,945 shares during the period. Finally, Gamco Investors INC. ET AL bought a new stake in shares of NXP Semiconductors in the 2nd quarter valued at $555,000. 90.54% of the stock is currently owned by institutional investors and hedge funds.

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.