Analyst Consensus ?
ConsensusBuy44 ratings
Bullish2965.9%
Neutral1329.6%
Bearish24.5%
1 unmapped firm rating excluded from the percentages.
NXP Semiconductors N.V. · NXPI · FY2026 Q3 · Calendar Q4 2026
NXP posts strong Q3 as SDV and AI demand drive growth
NXP's Q3 analysis supports a constructive operating case: resilient automotive and Industrial/IoT demand, SDV adoption, and data-center growth are reinforcing near-term performance while new AI products and capacity investments extend the opportunity. Execution, pricing, and demand durability remain key tests.
Reported After market closeNASDAQTechnology
$61.99B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $4.12
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $3.76B
Revenue surprise
—
Reported versus consensus
Market reaction
close-to-close (session unavailable)
Stock move
+3.1%
Event window
SPY move
+0.6%
Same window
Abnormal move
+2.6%
Stock minus SPY
Volume
1.6×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
NXPISPY benchmark
Ask FN2 about NXPI FY2026 Q3
Transcript, numbers and history already loaded
What drove NXPI's +3.1% move after FY2026 Q3 earnings?What changed in NXPI's guidance and outlook in FY2026 Q3?Give me the bull and bear case for NXPI after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, NXP's automotive business crossed $2 billion, Industrial and IoT growth accelerated to 39% year over year, and the data-center target advanced from exceeding $500 million in 2026 to reaching $1 billion by 2028. The company also announced an additional $5 billion share-repurchase authorization.
Guidance delta
Management maintained guidance, with the analysis citing reaffirmed Q4 and 2027 double-digit growth expectations.
Key takeaways
- The analysis describes Q3 revenue of $3.79 billion, up 19% year over year, with record non-GAAP operating margin of 37%.
- Automotive revenue crossed $2 billion, while Industrial and IoT grew 39% year over year.
- Data-center revenue is expected to exceed $500 million this year and target $1 billion by 2028.
Management priorities
- Ramp S32K5, S32N and eIQ NPU products.
- Expand data-center control-plane and AI-enabled processor revenue.
- Complete VSMC and ESMC investments and add Malaysia assembly and test capacity.
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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
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| 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 |
Latest beats and misses
Who reports nextBeat on EPS
- HIG-PGFY2026 Q3 · October 26, 2026+10.4% EPS— move
- HIGFY2026 Q3 · October 26, 2026+10.4% EPS-1.8% move
- CLSFY2026 Q3 · October 26, 2026+12.6% EPS+12.1% move
- CINFFY2026 Q3 · October 26, 2026+39.5% EPS+2.3% move
- VZFY2026 Q3 · October 26, 2026+3.1% EPS-3.5% move
- CXFY2026 Q3 · October 26, 2026+12.0% EPS-0.1% 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 · 2026-10-27T23:02:53.259424+00:00
- FN2 earnings calendar · 2026-10-27T01:23:15.065758+00:00
- Polygon adjusted daily market bars · 2026-10-27T23:20:40.846431+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-27T23:20:40.843809+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 2026-10-27. For educational purposes only; not investment advice.