Analyst Consensus ?
ConsensusBuy44 ratings
Bullish2965.9%
Neutral1329.6%
Bearish24.5%
1 unmapped firm rating excluded from the percentages.
NXP Semiconductors N.V. · NXPI · FY2026 Q1 · Calendar Q2 2026
NXP Beats Q1 on Broad-Based Growth, Raises Q2 Outlook on SDV and Physical AI Momentum
NXP delivered a broad-based Q1 beat with 12% YoY revenue growth across all end markets, driven by software-defined vehicle content gains and surging industrial and IoT demand from physical AI applications. Management raised Q2 guidance to 18% YoY growth and reaffirmed double-digit revenue growth through 2027, supported by an expanding data-center control-plane business expected to more than double to above $500 million in 2026. The market responded with a 25.6% abnormal move on the earnings reaction window, with continued positive drift of 14.2% in the subsequent period, signaling strong validation of the growth narrative.
Reported After market closeNASDAQTechnology
$65.42B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$3.05
Consensus $2.98
EPS surprise
+2.3%
Reported versus consensus
Reported revenue
$3.18B
Consensus $3.14B
Revenue surprise
+1.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+25.5%
Event window
SPY move
-0.0%
Same window
Abnormal move
+25.6%
Stock minus SPY
Volume
3.4×
Versus trailing sessions
Subsequent drift
+14.2%
Up to 20 sessions
NXPISPY benchmark
Ask FN2 about NXPI FY2026 Q1
Transcript, numbers and history already loaded
Why did NXPI rise 25.5% after beating EPS estimates in FY2026 Q1?What changed in NXPI's guidance and outlook in FY2026 Q1?Give me the bull and bear case for NXPI after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared to Q4 2025, NXP accelerated from 7% to 12% YoY revenue growth, with all end markets now up year-over-year. Industrial and IoT growth accelerated from 20% to 24% YoY on physical AI demand. Management introduced a new data-center control-plane growth vector targeting more than $500 million in 2026, up from $200 million in 2025. Capex outlook shifted from stable to increasing, with an additional $425 million committed to the VSMC joint venture in 2026 and an anticipated 200 basis-point gross-margin expansion starting in 2028. Q2 guidance was raised to 18% YoY revenue growth, a significant step-up from the 11% YoY Q1 outlook given last quarter.
Guidance delta
Q1 FY2026 revenue of $3.18 billion exceeded the $3.15 billion Q1 outlook issued in the Q4 2025 call by roughly $30 million. Management raised Q2 FY2026 guidance to 18% YoY revenue growth, a notable step-up from the 11% YoY Q1 outlook. The company also reaffirmed double-digit revenue growth targets through 2027.
Key takeaways
- Revenue of $3.18 billion beat guidance and consensus, up 12% YoY with all end markets up year-over-year
- Automotive growth driven by software-defined vehicle architecture-lead content gains, with S32N and S32K5 platforms gaining traction
- Industrial and IoT surged 24% YoY, powered by physical AI workloads and new i.MX, RT, and MCX processing solutions
- Data-center control-plane business expected to more than double to above $500 million in 2026 from $200 million in 2025
- Q2 guidance raised to 18% YoY revenue growth; 2027 double-digit growth targets reaffirmed
- EPS of $3.05 beat consensus of $2.98 by 2.3%; revenue beat consensus of $3.14 billion by 1.2%
Management priorities
- Sample TTTech S32 CoreRide reference design in Q3 2026
- Bring Aviva Links SerDes platform into production by 2028
- Integrate Kinara AI IP into next-generation i.MX and industrial processors, targeting revenue in 2027-2028
- Ramp VSMC facility with additional $425 million investment in 2026
- Continue targeted M&A to strengthen portfolio and return excess cash via dividends and buybacks
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$253.5Current
$150Low
$255.13Average
$370High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 28, 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 |
|---|---|---|---|---|
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Oct 20, 2026 |
| TD Cowen | Buy | Buy | Maintain | Oct 19, 2026 |
| Citigroup | Neutral | Buy | Downgrade | Oct 8, 2026 |
| Stifel | Hold | Hold | Maintain | Oct 5, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Aug 17, 2026 |
| UBS | Neutral | Buy | Downgrade | Aug 3, 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 |
| 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 |
| 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 $253.5. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Stifel Nicolaus | Tore Svanberg | $265 | $239.6 | +4.5% | Oct 5, 2026 |
| UBS | Analyst unavailable | $270 | $229.16 | +6.5% | Aug 3, 2026 |
| Stifel Nicolaus | Tore Svanberg | $282 | $240.58 | +11.2% | Jul 29, 2026 |
| Mizuho Securities | Analyst unavailable | $190 | $259.12 | -25.0% | Jul 29, 2026 |
| Bernstein | Stacy Rasgon | $290 | $259.12 | +14.4% | Jul 29, 2026 |
| Morgan Stanley | Joseph Moore | $338 | $259.12 | +33.3% | Jul 29, 2026 |
| Oppenheimer | Richard Schafer | $325 | $270.96 | +28.2% | Jul 24, 2026 |
| Wells Fargo | Analyst unavailable | $290 | $266.53 | +14.4% | Jul 20, 2026 |
| Barclays | Tom O'Malley | $295 | $230.39 | +16.4% | Apr 29, 2026 |
| Wells Fargo | Analyst unavailable | $235 | $216.03 | -7.3% | Apr 20, 2026 |
| Mizuho Securities | Analyst unavailable | $188 | $213.73 | -25.8% | Apr 16, 2026 |
| Mizuho Securities | Analyst unavailable | $255 | $220.66 | +0.6% | Feb 4, 2026 |
| Bernstein | Stacy Rasgon | $240 | $220.66 | -5.3% | Feb 4, 2026 |
| Truist Financial | William Stein | $255 | $214.79 | +0.6% | Feb 3, 2026 |
| Barclays | Tom O'Malley | $255 | $241.07 | +0.6% | Jan 15, 2026 |
| Bernstein | Stacy Rasgon | $220 | $211.54 | -13.2% | Oct 29, 2025 |
| Stifel Nicolaus | Tore Svanberg | $215 | $219.11 | -15.2% | Oct 28, 2025 |
| Stifel Nicolaus | Tore Svanberg | $210 | $214.24 | -17.2% | Oct 28, 2025 |
| Cantor Fitzgerald | Matthew Prisco | $280 | $212.89 | +10.5% | Oct 28, 2025 |
| Goldman Sachs | James Schneider | $276 | $233.19 | +8.9% | Jul 10, 2025 |
| Morgan Stanley | Analyst unavailable | $229 | $171.5 | -9.7% | Apr 21, 2025 |
| Loop Capital Markets | Gary Mobley | $300 | $227.04 | +18.3% | Nov 11, 2024 |
| Morgan Stanley | Joseph Moore | $235 | $224.65 | -7.3% | Nov 5, 2024 |
| Wolfe Research | Chris Caso | $290 | $224.65 | +14.4% | Nov 5, 2024 |
| Stifel Nicolaus | Tore Svanberg | $231 | $224.65 | -8.9% | Nov 5, 2024 |
| Jefferies | Blayne Curtis | $300 | $224.65 | +18.3% | Nov 5, 2024 |
| Deutsche Bank | Ross Seymore | $285 | $224.65 | +12.4% | Nov 5, 2024 |
| Mizuho Securities | Vijay Rakesh | $290 | $232.28 | +14.4% | Oct 18, 2024 |
| Bank of America Securities | Vivek Arya | $320 | $253.62 | +26.2% | Jul 26, 2024 |
| Cantor Fitzgerald | C J Muse | $350 | $262.3 | +38.1% | Jul 23, 2024 |
| Barclays | Tom O'Malley | $330 | $276.29 | +30.2% | Jul 18, 2024 |
| Mizuho Securities | Vijay Rakesh | $325 | $272.72 | +28.2% | May 23, 2024 |
| Jefferies | Blayne Curtis | $325 | $261.73 | +28.2% | May 13, 2024 |
| Argus Research | Jim Kelleher | $300 | $249.16 | +18.3% | May 1, 2024 |
| Needham | Rajvindra Gill | $280 | $249.3 | +10.5% | May 1, 2024 |
| Mizuho Securities | Vijay Rakesh | $265 | $249.54 | +4.5% | May 1, 2024 |
| Barclays | Tom O'Malley | $280 | $256.19 | +10.5% | May 1, 2024 |
| Stifel Nicolaus | Tore Svanberg | $240 | $256.19 | -5.3% | Apr 30, 2024 |
| Evercore ISI | Mark Lipacis | $370 | $256.19 | +46.0% | Apr 30, 2024 |
| Deutsche Bank | Ross Seymore | $300 | $256.19 | +18.3% | Apr 30, 2024 |
| Evercore ISI | Mark Lipacis | $300 | $230.11 | +18.3% | Apr 15, 2024 |
| Wolfe Research | Chris Caso | $255 | $205.48 | +0.6% | Jan 17, 2024 |
| Barclays | Blayne Curtis | $260 | $208.99 | +2.6% | Jan 16, 2024 |
| Mizuho Securities | Vijay Rakesh | $210 | $183.35 | -17.2% | Nov 8, 2023 |
| Mizuho Securities | Vijay Rakesh | $225 | $186.3 | -11.2% | Nov 7, 2023 |
| Morgan Stanley | Joseph Moore | $215 | $182.3 | -15.2% | Nov 6, 2023 |
| Oppenheimer | Rick Schafer | $245 | $219.89 | -3.4% | Jul 25, 2023 |
| Morgan Stanley | Analyst unavailable | $177 | $189.52 | -30.2% | Feb 1, 2023 |
| Susquehanna | Analyst unavailable | $170 | $185.46 | -32.9% | Feb 1, 2023 |
| Cowen & Co. | Analyst unavailable | $210 | $184.26 | -17.2% | Feb 1, 2023 |
| Truist Financial | Analyst unavailable | $210 | $184.31 | -17.2% | Feb 1, 2023 |
| BMO Capital | Analyst unavailable | $180 | $184.31 | -29.0% | Feb 1, 2023 |
| Needham | Analyst unavailable | $235 | $184.31 | -7.3% | Feb 1, 2023 |
| Citigroup | Analyst unavailable | $180 | $184.31 | -29.0% | Feb 1, 2023 |
| Oppenheimer | Rick Schafer | $205 | $184.31 | -19.1% | Jan 31, 2023 |
| Bernstein | Stacy Rasgon | $175 | $184.31 | -31.0% | Jan 31, 2023 |
| UBS | Analyst unavailable | $167 | $160.97 | -34.1% | Jan 10, 2023 |
| Credit Suisse | Analyst unavailable | $195 | $174.81 | -23.1% | Nov 16, 2022 |
| Mizuho Securities | Vijay Rakesh | $200 | $151.56 | -21.1% | Nov 1, 2022 |
| KGI Securities | Christine Wang | $155 | $141.27 | -38.9% | Oct 18, 2022 |
| Deutsche Bank | Ross Seymore | $195 | $183.88 | -23.1% | Jul 30, 2022 |
| Goldman Sachs | Toshiya Hari | $150 | $178.98 | -40.8% | Jul 27, 2022 |
| Morgan Stanley | Analyst unavailable | $183 | $179.36 | -27.8% | Jul 27, 2022 |
| Needham | Analyst unavailable | $225 | $174.46 | -11.2% | Jul 27, 2022 |
| Raymond James | Analyst unavailable | $215 | $174.46 | -15.2% | Jul 27, 2022 |
| Morgan Stanley | Analyst unavailable | $180 | $178.96 | -29.0% | Jun 10, 2022 |
| Morgan Stanley | Analyst unavailable | $194 | $176.61 | -23.5% | May 4, 2022 |
| Susquehanna | Analyst unavailable | $200 | $176.52 | -21.1% | May 4, 2022 |
| UBS | Analyst unavailable | $160 | $177.9 | -36.9% | May 4, 2022 |
| Morgan Stanley | Analyst unavailable | $188 | $173.3 | -25.8% | May 2, 2022 |
| Barclays | Blayne Curtis | $220 | $177.25 | -13.2% | Apr 29, 2022 |
| Deutsche Bank | Ross Seymore | $225 | $170.75 | -11.2% | Apr 25, 2022 |
| Citigroup | Analyst unavailable | $190 | $177.86 | -25.0% | Apr 19, 2022 |
| Truist Financial | William Stein | $211 | $165.52 | -16.8% | Apr 11, 2022 |
| Cowen & Co. | Matthew Ramsay | $275 | $198.12 | +8.5% | Feb 6, 2022 |
| Evercore ISI | C J Muse | $260 | $207.21 | +2.6% | Feb 1, 2022 |
| Susquehanna | Christopher Rolland | $225 | $207.21 | -11.2% | Feb 1, 2022 |
| Jefferies | Mark Lipacis | $278 | $207.21 | +9.7% | Feb 1, 2022 |
| Raymond James | Chris Caso | $260 | $207.21 | +2.6% | Feb 1, 2022 |
| Oppenheimer | Rick Schafer | $235 | $187.07 | -7.3% | Jan 27, 2022 |
| Piper Sandler | Harsh Kumar | $210 | $198.66 | -17.2% | Jan 20, 2022 |
| Barclays | Blayne Curtis | $250 | $217.42 | -1.4% | Jan 18, 2022 |
| Wells Fargo | Gary Mobley | $265 | $220.81 | +4.5% | Jan 13, 2022 |
| UBS | Francois Xavier Bouvignies | $170 | $237.17 | -32.9% | Dec 7, 2021 |
| KeyBanc | John Vinh | $255 | $216.24 | +0.6% | Nov 12, 2021 |
| Credit Suisse | John Pitzer | $250 | $214.21 | -1.4% | Nov 3, 2021 |
| Deutsche Bank | Ross Seymore | $245 | $214.21 | -3.4% | Nov 3, 2021 |
| Bernstein | Stacy Rasgon | $230 | $204.69 | -9.3% | Sep 28, 2021 |
| Argus Research | Jim Kelleher | $260 | $210.89 | +2.6% | Sep 3, 2021 |
| Citigroup | Christopher Danely | $240 | $208.45 | -5.3% | 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
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|---|---|---|---|---|
| MANH Manhattan Associates, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -1.0% | Manhattan Associates: Cloud Growth and RPO Momentum Continue |
| FFIV F5, Inc. | FY2026 Q4 · Calendar Q4 2026 | — | -0.5% | F5 pairs AI-security investment with 8%-9% FY27 growth outlook |
| CLS Celestica Inc. | FY2026 Q3 · Calendar Q4 2026 | +12.6% | +12.1% | Celestica raises outlook as AI networking demand accelerates |
| GLW Corning Inc | FY2026 Q3 · Calendar Q4 2026 | — | -0.4% | Corning’s optical growth accelerates, while solar remains a drag |
| CDNS Cadence Design Systems, Inc. | FY2026 Q3 · Calendar Q4 2026 | +2.9% | +1.8% | Cadence raises 2026 outlook as AI tools and verification demand accelerate |
Latest beats and misses
Who reports nextBeat on EPS
- HIGFY2026 Q3 · October 26, 2026+10.4% EPS-1.8% move
- CLSFY2026 Q3 · October 26, 2026+12.6% EPS+12.1% move
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- VZFY2026 Q3 · October 26, 2026+3.1% EPS-3.5% move
- CXFY2026 Q3 · October 26, 2026+12.0% EPS-0.1% move
- CDNSFY2026 Q3 · October 26, 2026+2.9% EPS+1.8% move
Missed on EPS
- BROFY2026 Q3 · October 26, 2026-1.8% EPS-5.0% move
- PSA-PLFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PNFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-POFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PKFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PGFY2026 Q3 · October 26, 2026-32.1% EPS— 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 · 2026-07-29T14:41:28.610707+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-29T14:41:28.608303+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 2026-07-29. For educational purposes only; not investment advice.