Analyst Consensus ?
ConsensusBuy44 ratings
Bullish3068.2%
Neutral1227.3%
Bearish24.5%
1 unmapped firm rating excluded from the percentages.
NXP Semiconductors N.V. · NXPI · FY2025 Q4 · Calendar Q1 2026
NXP beats Q4 guidance while reshaping its portfolio for growth
The current analysis supports a constructive but conditional view: NXP's raised outlook, software-defined vehicle wins, physical-AI opportunities, and portfolio reshaping could support growth, but the thesis depends on adoption, channel discipline, pricing, and execution of the divestitures and exits.
Reported After market closeNASDAQTechnology
$59.59B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$3.35
Consensus $3.31
EPS surprise
+1.2%
Reported versus consensus
Reported revenue
$3.33B
Consensus $3.31B
Revenue surprise
+0.8%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-4.5%
Event window
SPY move
-0.8%
Same window
Abnormal move
-3.7%
Stock minus SPY
Volume
3.1×
Versus trailing sessions
Subsequent drift
-1.9%
Up to 20 sessions
NXPISPY benchmark
Ask FN2 about NXPI FY2025 Q4
Transcript, numbers and history already loaded
Why did NXPI fall 4.5% after beating EPS estimates in FY2025 Q4?What changed in NXPI's guidance and outlook in FY2025 Q4?Give me the bull and bear case for NXPI after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, the current analysis adds Q4 results that beat guidance, a raised Q1 2026 outlook, and more detail on portfolio reshaping through the MEMS sensor divestiture and RF Power exit. The growth narrative also shifts toward software-defined vehicles and physical AI, while inventory and pricing remain active concerns.
Guidance delta
Management raised its Q1 2026 outlook to $3.15 billion, up 11% year over year, after Q4 results beat guidance. The prior analysis had described Q4 guidance as raised, so the direction of guidance remains constructive.
Key takeaways
- The current analysis describes Q4 revenue of $3.34 billion, up 7% year over year, with a 35% non-GAAP operating margin.
- Software-defined vehicle adoption and physical-AI opportunities are the main growth themes in the current analysis.
- NXP is exiting RF Power and divesting MEMS sensors while continuing hybrid-fab investment and capital returns.
- Channel inventory, pricing, seasonality, and the revenue effects of portfolio exits remain the main offsets.
Management priorities
- Accelerate software-defined vehicle rollouts, including new S32K designs
- Scale physical-AI offerings using Kinara and i.MX processors
- Complete VSMC and ESMC hybrid-fab investments by end-2026
- Integrate TTTech Auto, Aviva Links, and Kinara into product roadmaps
- Maintain dividend growth and share buybacks
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Beat
Miss
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Analyst 52W Price Targets
$236.32Current
$150Low
$254.53Average
$370High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 29, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Aug 17, 2026 |
| UBS | Neutral | Buy | Downgrade | Aug 3, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Jul 29, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 29, 2026 |
| Needham | Buy | Buy | Maintain | Jul 29, 2026 |
| Mizuho | Underperform | Underperform | Maintain | Jul 29, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jul 24, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Jul 13, 2026 |
| Citigroup | Buy | Buy | Maintain | Jun 23, 2026 |
| Barclays | Overweight | Overweight | Maintain | May 5, 2026 |
| Wolfe Research | Outperform | Outperform | Maintain | Apr 29, 2026 |
| Truist Securities | Buy | Buy | Maintain | Apr 29, 2026 |
| Susquehanna | Neutral | Neutral | Maintain | Apr 29, 2026 |
| Stifel | Hold | Hold | Maintain | Apr 29, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Apr 29, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Apr 29, 2026 |
| Jefferies | Buy | Buy | Maintain | Apr 29, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Apr 29, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Apr 29, 2026 |
| Morgan Stanley | Overweight | Equal Weight | Upgrade | Feb 12, 2025 |
| Goldman Sachs | Buy | Neutral | Upgrade | Jan 10, 2025 |
| Argus Research | Buy | Buy | Maintain | May 1, 2024 |
| Raymond James | Outperform | Outperform | Maintain | Jul 26, 2023 |
| Deutsche Bank | Buy | Buy | Maintain | Jul 17, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Feb 1, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 1, 2023 |
| BMO Capital | Market Perform | Market Perform | Maintain | Feb 1, 2023 |
| Piper Sandler | Neutral | Overweight | Downgrade | Jan 20, 2022 |
| Loop Capital | Buy | Buy | Maintain | Feb 3, 2021 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Feb 10, 2020 |
| Bank of America | Buy | Buy | Maintain | Dec 10, 2019 |
| Stifel Nicolaus | Hold | Sell | Upgrade | Jun 5, 2019 |
| PiperJaffray | Overweight | Overweight | Maintain | Apr 9, 2019 |
| Nomura | Buy | Neutral | Upgrade | Jan 18, 2019 |
| Drexel Hamilton | Buy | Hold | Upgrade | May 3, 2018 |
| Pacific Crest | Overweight | Downgrade | Nov 1, 2016 | |
| CLSA | Underperform | Outperform | Downgrade | Oct 27, 2016 |
| Baird | Neutral | Outperform | Downgrade | Oct 27, 2016 |
| Summit Redstone | Buy | Buy | Maintain | Jul 20, 2016 |
| Canaccord Genuity | Buy | Buy | Maintain | Mar 3, 2015 |
| FBR Capital | Outperform | Outperform | Maintain | Jun 12, 2014 |
| ISI Group | Buy | Strong Buy | Downgrade | Apr 10, 2014 |
| Topeka | Buy | Buy | Maintain | Jun 6, 2013 |
| Blaylock Robert Van | Buy | Buy | Maintain | Dec 21, 2012 |
| Sterne Agee | Buy | Buy | Maintain | Sep 14, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $236.32. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $270 | $229.16 | +14.3% | Aug 3, 2026 |
| Stifel Nicolaus | Tore Svanberg | $282 | $240.58 | +19.3% | Jul 29, 2026 |
| Mizuho Securities | Analyst unavailable | $190 | $259.12 | -19.6% | Jul 29, 2026 |
| Bernstein | Stacy Rasgon | $290 | $259.12 | +22.7% | Jul 29, 2026 |
| Morgan Stanley | Joseph Moore | $338 | $259.12 | +43.0% | Jul 29, 2026 |
| Oppenheimer | Richard Schafer | $325 | $270.96 | +37.5% | Jul 24, 2026 |
| Wells Fargo | Analyst unavailable | $290 | $266.53 | +22.7% | Jul 20, 2026 |
| Barclays | Tom O'Malley | $295 | $230.39 | +24.8% | Apr 29, 2026 |
| Wells Fargo | Analyst unavailable | $235 | $216.03 | -0.6% | Apr 20, 2026 |
| Mizuho Securities | Analyst unavailable | $188 | $213.73 | -20.4% | Apr 16, 2026 |
| Mizuho Securities | Analyst unavailable | $255 | $220.66 | +7.9% | Feb 4, 2026 |
| Bernstein | Stacy Rasgon | $240 | $220.66 | +1.6% | Feb 4, 2026 |
| Truist Financial | William Stein | $255 | $214.79 | +7.9% | Feb 3, 2026 |
| Barclays | Tom O'Malley | $255 | $241.07 | +7.9% | Jan 15, 2026 |
| Bernstein | Stacy Rasgon | $220 | $211.54 | -6.9% | Oct 29, 2025 |
| Stifel Nicolaus | Tore Svanberg | $215 | $219.11 | -9.0% | Oct 28, 2025 |
| Stifel Nicolaus | Tore Svanberg | $210 | $214.24 | -11.1% | Oct 28, 2025 |
| Cantor Fitzgerald | Matthew Prisco | $280 | $212.89 | +18.5% | Oct 28, 2025 |
| Goldman Sachs | James Schneider | $276 | $233.19 | +16.8% | Jul 10, 2025 |
| Morgan Stanley | Analyst unavailable | $229 | $171.5 | -3.1% | Apr 21, 2025 |
| Loop Capital Markets | Gary Mobley | $300 | $227.04 | +26.9% | Nov 11, 2024 |
| Morgan Stanley | Joseph Moore | $235 | $224.65 | -0.6% | Nov 5, 2024 |
| Wolfe Research | Chris Caso | $290 | $224.65 | +22.7% | Nov 5, 2024 |
| Stifel Nicolaus | Tore Svanberg | $231 | $224.65 | -2.3% | Nov 5, 2024 |
| Jefferies | Blayne Curtis | $300 | $224.65 | +26.9% | Nov 5, 2024 |
| Deutsche Bank | Ross Seymore | $285 | $224.65 | +20.6% | Nov 5, 2024 |
| Mizuho Securities | Vijay Rakesh | $290 | $232.28 | +22.7% | Oct 18, 2024 |
| Bank of America Securities | Vivek Arya | $320 | $253.62 | +35.4% | Jul 26, 2024 |
| Cantor Fitzgerald | C J Muse | $350 | $262.3 | +48.1% | Jul 23, 2024 |
| Barclays | Tom O'Malley | $330 | $276.29 | +39.6% | Jul 18, 2024 |
| Mizuho Securities | Vijay Rakesh | $325 | $272.72 | +37.5% | May 23, 2024 |
| Jefferies | Blayne Curtis | $325 | $261.73 | +37.5% | May 13, 2024 |
| Argus Research | Jim Kelleher | $300 | $249.16 | +26.9% | May 1, 2024 |
| Needham | Rajvindra Gill | $280 | $249.3 | +18.5% | May 1, 2024 |
| Mizuho Securities | Vijay Rakesh | $265 | $249.54 | +12.1% | May 1, 2024 |
| Barclays | Tom O'Malley | $280 | $256.19 | +18.5% | May 1, 2024 |
| Stifel Nicolaus | Tore Svanberg | $240 | $256.19 | +1.6% | Apr 30, 2024 |
| Evercore ISI | Mark Lipacis | $370 | $256.19 | +56.6% | Apr 30, 2024 |
| Deutsche Bank | Ross Seymore | $300 | $256.19 | +26.9% | Apr 30, 2024 |
| Evercore ISI | Mark Lipacis | $300 | $230.11 | +26.9% | Apr 15, 2024 |
| Wolfe Research | Chris Caso | $255 | $205.48 | +7.9% | Jan 17, 2024 |
| Barclays | Blayne Curtis | $260 | $208.99 | +10.0% | Jan 16, 2024 |
| Mizuho Securities | Vijay Rakesh | $210 | $183.35 | -11.1% | Nov 8, 2023 |
| Mizuho Securities | Vijay Rakesh | $225 | $186.3 | -4.8% | Nov 7, 2023 |
| Needham | Quinn Bolton | $250 | $182.3 | +5.8% | Nov 6, 2023 |
| Truist Financial | William Stein | $217 | $219.89 | -8.2% | Jul 25, 2023 |
| Morgan Stanley | Analyst unavailable | $177 | $189.52 | -25.1% | Feb 1, 2023 |
| Susquehanna | Analyst unavailable | $170 | $185.46 | -28.1% | Feb 1, 2023 |
| Cowen & Co. | Analyst unavailable | $210 | $184.26 | -11.1% | Feb 1, 2023 |
| Truist Financial | Analyst unavailable | $210 | $184.31 | -11.1% | Feb 1, 2023 |
| BMO Capital | Analyst unavailable | $180 | $184.31 | -23.8% | Feb 1, 2023 |
| Needham | Analyst unavailable | $235 | $184.31 | -0.6% | Feb 1, 2023 |
| Citigroup | Analyst unavailable | $180 | $184.31 | -23.8% | Feb 1, 2023 |
| Oppenheimer | Rick Schafer | $205 | $184.31 | -13.3% | Jan 31, 2023 |
| Bernstein | Stacy Rasgon | $175 | $184.31 | -25.9% | Jan 31, 2023 |
| UBS | Analyst unavailable | $167 | $160.97 | -29.3% | Jan 10, 2023 |
| Credit Suisse | Analyst unavailable | $195 | $174.81 | -17.5% | Nov 16, 2022 |
| Mizuho Securities | Vijay Rakesh | $200 | $151.56 | -15.4% | Nov 1, 2022 |
| KGI Securities | Christine Wang | $155 | $141.27 | -34.4% | Oct 18, 2022 |
| Deutsche Bank | Ross Seymore | $195 | $183.88 | -17.5% | Jul 30, 2022 |
| Goldman Sachs | Toshiya Hari | $150 | $178.98 | -36.5% | Jul 27, 2022 |
| Morgan Stanley | Analyst unavailable | $183 | $179.36 | -22.6% | Jul 27, 2022 |
| Needham | Analyst unavailable | $225 | $174.46 | -4.8% | Jul 27, 2022 |
| Raymond James | Analyst unavailable | $215 | $174.46 | -9.0% | Jul 27, 2022 |
| Morgan Stanley | Analyst unavailable | $180 | $178.96 | -23.8% | Jun 10, 2022 |
| Morgan Stanley | Analyst unavailable | $194 | $176.61 | -17.9% | May 4, 2022 |
| Susquehanna | Analyst unavailable | $200 | $176.52 | -15.4% | May 4, 2022 |
| UBS | Analyst unavailable | $160 | $177.9 | -32.3% | May 4, 2022 |
| Morgan Stanley | Analyst unavailable | $188 | $173.3 | -20.4% | May 2, 2022 |
| Barclays | Blayne Curtis | $220 | $177.25 | -6.9% | Apr 29, 2022 |
| Deutsche Bank | Ross Seymore | $225 | $170.75 | -4.8% | Apr 25, 2022 |
| Citigroup | Analyst unavailable | $190 | $177.86 | -19.6% | Apr 19, 2022 |
| Truist Financial | William Stein | $211 | $165.52 | -10.7% | Apr 11, 2022 |
| Cowen & Co. | Matthew Ramsay | $275 | $198.12 | +16.4% | Feb 6, 2022 |
| Evercore ISI | C J Muse | $260 | $207.21 | +10.0% | Feb 1, 2022 |
| Susquehanna | Christopher Rolland | $225 | $207.21 | -4.8% | Feb 1, 2022 |
| Jefferies | Mark Lipacis | $278 | $207.21 | +17.6% | Feb 1, 2022 |
| Raymond James | Chris Caso | $260 | $207.21 | +10.0% | Feb 1, 2022 |
| Oppenheimer | Rick Schafer | $235 | $187.07 | -0.6% | Jan 27, 2022 |
| Piper Sandler | Harsh Kumar | $210 | $198.66 | -11.1% | Jan 20, 2022 |
| Barclays | Blayne Curtis | $250 | $217.42 | +5.8% | Jan 18, 2022 |
| Wells Fargo | Gary Mobley | $265 | $220.81 | +12.1% | Jan 13, 2022 |
| UBS | Francois Xavier Bouvignies | $170 | $237.17 | -28.1% | Dec 7, 2021 |
| KeyBanc | John Vinh | $255 | $216.24 | +7.9% | Nov 12, 2021 |
| Credit Suisse | John Pitzer | $250 | $214.21 | +5.8% | Nov 3, 2021 |
| Deutsche Bank | Ross Seymore | $245 | $214.21 | +3.7% | Nov 3, 2021 |
| Bernstein | Stacy Rasgon | $230 | $204.69 | -2.7% | Sep 28, 2021 |
| Argus Research | Jim Kelleher | $260 | $210.89 | +10.0% | Sep 3, 2021 |
| Citigroup | Christopher Danely | $240 | $208.45 | +1.6% | Aug 3, 2021 |
Track every rating change on NXPI the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationNXP Semiconductors N.V. specializes in the design and production of a broad array of semiconductor solutions. Its extensive portfolio encompasses various processing units, such as microcontrollers, application processors (including the popular i.MX series and its 8 and 9 families), and communication processors. NXP also provides advanced wireless connectivity solutions, featuring technologies like near-field communication (NFC), ultra-wideband (UWB), Bluetooth Low Energy (BLE), Zigbee, and integrated Wi-Fi and Wi-Fi/Bluetooth Systems-on-Chip (SoCs). Furthermore, its offerings extend to analog and interface devices, radio frequency power amplifiers, and robust security controllers.…
Historical context
All NXPI earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
| SAIL SailPoint, Inc. | FY2027 Q2 · Calendar Q3 2026 | +13.8% | -1.2% | SailPoint pairs 25% ARR growth with accelerating AI-driven adoption |
| CIEN Ciena Corporation | FY2026 Q3 · Calendar Q3 2026 | +22.0% | -10.4% | Ciena raises outlook as AI networking demand lifts backlog |
| DOCU DocuSign, Inc. | FY2027 Q2 · Calendar Q3 2026 | +6.4% | +3.7% | DocuSign Q2 FY27: IAM momentum supports a raised outlook |
Latest beats and misses
Who reports nextBeat on EPS
- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
Get the NXPI recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-29T02:11:01.321601+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-29T02:11:01.318826+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-29. For educational purposes only; not investment advice.