NXP Semiconductors NV

NXPI · NASDAQ

$237.60+$7.41 (+3.22%)TodayMarket closed · Oct 20, 7:59 PM ET

Prev close $230.19

NXPI analyst rating

BuyConsensus of 21 analysts over the last 12 months. 57% rate it a buy.

Strong buy0
Buy12
Hold8
Underperform1
Sell0

12-month price target · 31 analysts

Average $317.74 (+33.7% upside)

Low: $191.90
Now: $237.60
High: $420.00

Upgrades and downgrades

The latest rating actions, newest first

NXPI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wells Fargo	Oct 20, 2026	Maintains	Equal-Weight	$280.00 → $235.00	54%
TD Cowen	Oct 19, 2026	Maintains	Buy	$290.00 → $275.00	39%
Citigroup	Oct 8, 2026	Downgrade	Buy → Neutral	$370.00 → $260.00	71%
Stifel	Oct 5, 2026	Maintains	Hold	$282.00 → $265.00	62%
Cantor Fitzgerald	Aug 17, 2026	Maintains	Overweight	$400.00	77%
UBS	Aug 3, 2026	Downgrade	Buy → Neutral	$305.00 → $270.00	60%
TD Cowen	Jul 29, 2026	Maintains	Buy	$340.00 → $290.00	39%
Wells Fargo	Jul 29, 2026	Maintains	Equal-Weight	$290.00 → $280.00	54%
Mizuho	Jul 29, 2026	Maintains	Underperform	$200.00 → $190.00	59%
Cantor Fitzgerald	Jul 29, 2026	Maintains	Overweight	$400.00	77%

The case for and against

Updated Oct 16, 2026

Bull case

NXP Semiconductors is benefiting from broad-based demand re-acceleration across automotive, industrial IoT, and communications infrastructure, with backlog and direct order trends supporting more than 10% growth ex-Mobile and a Q2 sales guide of $3,450 million at the midpoint, above consensus. Its profitability also appears to be improving, as Q2 gross margin guidance of 58.0% and the company’s >30% operating margin and >20% free cash flow margin profile suggest stronger mix, higher utilization, and operating leverage. The outlook is further strengthened by secular content growth in software-defined vehicles, ADAS, electrification, and datacenter exposure rising from about $200 million in 2025 to more than $500 million in 2026, while management reiterated confidence in its CY27 target model.

Bear case

NXP Semiconductors is pressured by a highly cyclical semiconductor market, where weaker global GDP growth, inventory corrections, and severe pricing pressure could quickly dent demand and margins. About 50% of revenue comes from automotive, so any prolonged downturn in global vehicle production would leave financials and sentiment exposed, even as mobile is guided to decline low-double digits quarter over quarter and cash generation disappointed. Although demand is strengthening in about 90% of the business, operating cash flow and free cash flow were about 25% below consensus in CQ1, while inventory days rose to 165 and channel inventory reached 11 weeks, signaling only gradual balance-sheet relief.

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