NXP Semiconductors (NASDAQ:NXPI) Price Target Raised to $335.00 at Morgan Stanley

NXP Semiconductors (NASDAQ:NXPI) had its target price boosted by Morgan Stanley from $299.00 to $335.00 in a research note published on Wednesday morning,MarketScreener reports. They currently have an overweight rating on the semiconductor provider’s stock.

A number of other research analysts have also weighed in on the stock. Bank of America reissued a “neutral” rating and set a $230.00 target price (down from $245.00) on shares of NXP Semiconductors in a research report on Monday, April 13th. Weiss Ratings restated a “hold (c)” rating on shares of NXP Semiconductors in a report on Tuesday, April 21st. BNP Paribas Exane boosted their price objective on shares of NXP Semiconductors from $270.00 to $310.00 and gave the stock an “outperform” rating in a report on Wednesday. Mizuho boosted their price objective on shares of NXP Semiconductors from $188.00 to $200.00 and gave the stock an “underperform” rating in a report on Wednesday. Finally, Stifel Nicolaus lifted their target price on shares of NXP Semiconductors from $215.00 to $250.00 and gave the company a “hold” rating in a research note on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $289.88.

NXP Semiconductors Trading Down 0.9%

NASDAQ NXPI traded down $2.73 on Wednesday, hitting $286.52. 1,427,076 shares of the stock were exchanged, compared to its average volume of 3,026,064. The company’s 50-day moving average price is $211.36 and its two-hundred day moving average price is $217.68. The company has a market capitalization of $72.36 billion, a price-to-earnings ratio of 36.12, a P/E/G ratio of 1.08 and a beta of 1.46. NXP Semiconductors has a 52-week low of $180.63 and a 52-week high of $292.85. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.05 and a quick ratio of 1.38.

NXP Semiconductors (NASDAQ:NXPI) last released its earnings results on Tuesday, April 28th. The semiconductor provider reported $3.05 earnings per share for the quarter, topping analysts’ consensus estimates of $2.98 by $0.07. The firm had revenue of $3.18 billion during the quarter, compared to analyst estimates of $3.14 billion. NXP Semiconductors had a net margin of 16.47% and a return on equity of 26.72%. The business’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.64 EPS. NXP Semiconductors has set its Q2 2026 guidance at 3.290-3.720 EPS. Research analysts predict that NXP Semiconductors will post 12.51 EPS for the current year.

NXP Semiconductors Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, April 9th. Investors of record on Wednesday, March 25th were paid a $1.014 dividend. The ex-dividend date of this dividend was Wednesday, March 25th. This represents a $4.06 annualized dividend and a yield of 1.4%. NXP Semiconductors’s dividend payout ratio is presently 51.13%.

Insiders Place Their Bets

In related news, EVP Andrew Micallef sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $194.58, for a total transaction of $194,580.00. Following the completion of the transaction, the executive vice president owned 9,942 shares of the company’s stock, valued at approximately $1,934,514.36. The trade was a 9.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Andrew Hardy sold 5,289 shares of the company’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $235.00, for a total transaction of $1,242,915.00. Following the sale, the executive vice president owned 2,020 shares of the company’s stock, valued at $474,700. This represents a 72.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 10,865 shares of company stock worth $2,508,416. 0.12% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On NXP Semiconductors

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. MCF Advisors LLC raised its holdings in NXP Semiconductors by 25.3% in the 4th quarter. MCF Advisors LLC now owns 213 shares of the semiconductor provider’s stock worth $46,000 after purchasing an additional 43 shares in the last quarter. Aptus Capital Advisors LLC raised its stake in NXP Semiconductors by 1.3% during the 4th quarter. Aptus Capital Advisors LLC now owns 3,464 shares of the semiconductor provider’s stock worth $752,000 after acquiring an additional 43 shares during the period. Tokio Marine Asset Management Co. Ltd. grew its holdings in NXP Semiconductors by 0.6% during the 4th quarter. Tokio Marine Asset Management Co. Ltd. now owns 8,426 shares of the semiconductor provider’s stock valued at $1,829,000 after buying an additional 50 shares in the last quarter. Rovin Capital UT ADV grew its holdings in shares of NXP Semiconductors by 1.5% in the third quarter. Rovin Capital UT ADV now owns 3,573 shares of the semiconductor provider’s stock valued at $814,000 after purchasing an additional 52 shares in the last quarter. Finally, IHT Wealth Management LLC boosted its stake in NXP Semiconductors by 4.6% during the second quarter. IHT Wealth Management LLC now owns 1,193 shares of the semiconductor provider’s stock worth $261,000 after buying an additional 52 shares during the period. 90.54% of the stock is currently owned by institutional investors.

Trending Headlines about NXP Semiconductors

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

• Positive Sentiment: Q1 beat and raised Q2 guidance: NXPI reported revenue up ~12% and EPS above estimates, then guided Q2 revenue and EPS above consensus — the core reason for the recent rally. NXP Q1 Results (GlobeNewswire)
• Positive Sentiment: Broad analyst upgrades and higher price targets (including Morgan Stanley to $335) reinforced the bullish case and likely attracted fresh buying. Morgan Stanley raises PT to $335
• Positive Sentiment: Secular catalysts: management and analysts point to growing demand from automotive recovery, AI/data?center edge/security opportunities and regulatory tailwinds for vehicle monitoring — themes that support higher multi?year revenue potential. Seeking Alpha: Data center & auto catalysts
• Neutral Sentiment: Technical/trading signals and momentum amplified the move (Power Inflow alert and coverage noting an all?time high), which can accelerate moves but also increase short?term volatility. Yahoo: All?time high coverage Benzinga: Power Inflow signal
• Neutral Sentiment: Broader market context: mixed market breadth and macro headlines (Fed pause/interest?rate focus) can mute otherwise strong stock?specific moves. Yahoo: Equities mixed after Fed pause
• Negative Sentiment: Some analysts remain cautious and a few price targets stayed low (Mizuho underperform and other conservative targets), creating a minority of sell/neutral research that can cap upside if investors focus on those views. Mizuho keeps underperform
• Negative Sentiment: Insider selling and mixed institutional positioning were reported post?quarter; heavy run?ups often trigger profit?taking by insiders and funds, which can pressure the stock short term. Quiver/analysis: insider & institutional activity

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.