KeyCorp Increases NXP Semiconductors (NASDAQ:NXPI) Price Target to $300.00

NXP Semiconductors (NASDAQ:NXPI) had its target price boosted by investment analysts at KeyCorp from $280.00 to $300.00 in a note issued to investors on Wednesday,MarketScreener reports. The firm currently has an “overweight” rating on the semiconductor provider’s stock. KeyCorp’s target price would suggest a potential upside of 37.43% from the company’s current price.

Several other brokerages have also recently commented on NXPI. Morgan Stanley reiterated an “overweight” rating on shares of NXP Semiconductors in a research report on Friday, January 16th. TD Cowen upped their price objective on shares of NXP Semiconductors from $260.00 to $285.00 and gave the company a “buy” rating in a research note on Friday, January 16th. Cantor Fitzgerald reissued an “overweight” rating on shares of NXP Semiconductors in a research note on Tuesday. Citigroup lowered their target price on NXP Semiconductors from $285.00 to $255.00 and set a “buy” rating on the stock in a report on Wednesday. Finally, Mizuho lowered their price objective on NXP Semiconductors from $285.00 to $255.00 and set an “outperform” rating on the stock in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $255.61.

NXP Semiconductors Stock Performance

Shares of NASDAQ NXPI opened at $218.29 on Wednesday. The company’s fifty day moving average price is $226.97 and its 200 day moving average price is $221.26. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.69 and a current ratio of 2.37. NXP Semiconductors has a 1 year low of $148.09 and a 1 year high of $255.45. The company has a market capitalization of $54.94 billion, a PE ratio of 27.49, a price-to-earnings-growth ratio of 2.89 and a beta of 1.47.

NXP Semiconductors (NASDAQ:NXPI) last posted its quarterly earnings data on Monday, February 2nd. The semiconductor provider reported $3.35 earnings per share for the quarter, topping analysts’ consensus estimates of $3.31 by $0.04. NXP Semiconductors had a net margin of 16.47% and a return on equity of 27.00%. The company had revenue of $3.34 billion during the quarter, compared to analysts’ expectations of $3.30 billion. During the same period in the prior year, the business posted $3.18 earnings per share. The firm’s revenue for the quarter was up 7.2% on a year-over-year basis. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. On average, research analysts predict that NXP Semiconductors will post 10.28 earnings per share for the current year.

Insider Buying and Selling at NXP Semiconductors

In other news, EVP Jennifer Wuamett sold 12,425 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at approximately $2,609,522.34. This trade represents a 51.27% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Christopher L. Jensen sold 2,300 shares of NXP Semiconductors stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $228.17, for a total transaction of $524,791.00. Following the sale, the executive vice president owned 9,965 shares in the company, valued at $2,273,714.05. This represents a 18.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by insiders.

Hedge Funds Weigh In On NXP Semiconductors

Several institutional investors and hedge funds have recently added to or reduced their stakes in NXPI. Shelton Capital Management lifted its stake in shares of NXP Semiconductors by 16.1% in the 2nd quarter. Shelton Capital Management now owns 83,378 shares of the semiconductor provider’s stock valued at $18,217,000 after purchasing an additional 11,577 shares during the last quarter. Alberta Investment Management Corp bought a new stake in shares of NXP Semiconductors during the 2nd quarter worth about $3,540,000. CCLA Investment Management lifted its holdings in NXP Semiconductors by 6.5% in the 2nd quarter. CCLA Investment Management now owns 545,580 shares of the semiconductor provider’s stock worth $119,121,000 after purchasing an additional 33,112 shares during the last quarter. OMERS ADMINISTRATION Corp grew its holdings in NXP Semiconductors by 13.6% during the second quarter. OMERS ADMINISTRATION Corp now owns 58,645 shares of the semiconductor provider’s stock valued at $12,813,000 after purchasing an additional 7,034 shares during the last quarter. Finally, Bourgeon Capital Management LLC acquired a new stake in shares of NXP Semiconductors in the third quarter worth $1,310,000. Institutional investors and hedge funds own 90.54% of the company’s stock.

NXP Semiconductors News Roundup

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

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.