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NXP Semiconductors N.V. (NXPI) Stock Analysis

Recovery setup

SellModerate Confidence

Technology · Semiconductors

Sell if holding. Analyst target reached at $281.89 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: limited-source equipment and material suppliers.

NXP Semiconductors is a global semiconductor company generating $12,269M revenue in 2025, serving automotive, industrial & IoT, mobile, and communication infrastructure markets. The company sells embedded processing, power management, RF, and security solutions to manufacturers... Read more

$281.89+2.3% A.UpsideScore 5.2/10#22 of 45 Semiconductors
Stop $260.94Target $286.99(resistance)A.R:R -0.3:1
Analyst target$291.87+3.5%31 analysts
$286.99our TP
$281.89price
$291.87mean
$200
$345

Sell if holding. Analyst target reached at $281.89 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: limited-source equipment and material suppliers. Chart setup: Death cross but MACD improving, RSI 81. Score 5.2/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.70, earnings proximity 88d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (3/4)
High-quality business
Recent Analyst detected in news
Risks
Concentration risk — Supplier: limited-source equipment and material suppliers
Analyst target reached - limited upside remaining
Near 52-week high (4.2% away)

Key Metrics

P/E (TTM)27.6
P/E (Fwd)16.8
Mkt Cap$73.0B
EV/EBITDA16.7
Profit Mgn16.5%
ROE20.7%
Rev Growth7.2%
Beta1.47
Dividend1.76%
Rating analysts39

Quality Signals

Piotroski F7/9

Options Flow

P/C0.50bullish
IV54%elevated
Max Pain$140-50.3% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHSupplierlimited-source equipment and material suppliers
    10-K Item 1A: 'Certain equipment and materials needed in our manufacturing operations are only available from a limited number of suppliers'

Material Events(8-K, last 90d)

  • 2026-02-09Item 5.02LOW
    Jennifer Wuamett (EVP, General Counsel) voluntarily retiring from General Counsel role on June 30, 2026. Michael Hoffmann (SVP, Deputy General Counsel) appointed as successor General Counsel. Wuamett continues as Chief Sustainability Officer through Dec 31, 2026.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
0.6
Revenue Growth
4.3

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
1.2
52w Position
9.2
GatesA.R:R -0.3=NEGATIVEDeath cross (50MA < 200MA)Momentum 6.3>=5.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.70EARNINGS PROXIMITY 88d clearSEMI CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
81 · Overbought
20D MA 50D MA 200D MADEATH CROSSSupport $188.75Resistance $292.85

Price Targets

$261
$287
A.Upside+1.8%
A.R:R-0.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-4.3% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-27 (88d)

Verdict History

reverse chrono — latest first
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Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is NXPI stock a buy right now?

Sell if holding. Analyst target reached at $281.89 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: limited-source equipment and material suppliers. Chart setup: Death cross but MACD improving, RSI 81. Prior stop was $260.94. Score 5.2/10, moderate confidence.

What is the NXPI stock price target?

Take-profit target: $286.99 (+2.3% upside). Prior stop was $260.94. Stop-loss: $260.94.

What are the risks of investing in NXPI?

Concentration risk — Supplier: limited-source equipment and material suppliers; Analyst target reached - limited upside remaining; Near 52-week high (4.2% away).

Is NXPI overvalued or undervalued?

NXP Semiconductors N.V. trades at a P/E of 27.6 (forward 16.8). TrendMatrix value score: 5.5/10. Verdict: Sell.

What do analysts say about NXPI?

39 analysts cover NXPI with a consensus score of 4.1/5. Average price target: $292.

What does NXP Semiconductors N.V. do?NXP Semiconductors is a global semiconductor company generating $12,269M revenue in 2025, serving automotive,...

NXP Semiconductors is a global semiconductor company generating $12,269M revenue in 2025, serving automotive, industrial & IoT, mobile, and communication infrastructure markets. The company sells embedded processing, power management, RF, and security solutions to manufacturers globally, relying on a mix of internal factories and third-party foundries.

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