NXP Semiconductors NV

NXP Semiconductors NV

NXPI

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Market Cap$81.13B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
NXP Semiconductors NVNXP Semiconductors NV30.61.26%24%6.61.1

Earnings Call Q1 2026

April 28, 2026 - AI Summary

Strong Q1 Performance: NXP reported revenue of $3.18 billion for Q1 2026, marking a 12% year-over-year increase, outperforming guidance by $31 million. Non-GAAP earnings per share reached $3.05, which was $0.08 above the midpoint of expectations. This growth was driven by strong performances in automotive (up 6% despite MEMS Sensors sale adjustment) and industrial & IoT (up 24% year-over-year).
Positive Q2 Outlook: The company is guiding Q2 revenue to $3.45 billion, representing an 18% year-over-year increase and 8% sequential growth. Key end markets are expected to grow, with automotive projecting low double-digit growth year-on-year and high single-digit sequential growth, indicating increasing strength across all regions and markets.
Data Center Growth Potential: NXP's exposure to the data center market is expected to exceed $500 million in 2026, up from $200 million in 2025. This growth is attributed to their i.MX application processor family for control plane management, interpreting the data center market as a significant new revenue stream with long-term visibility.

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$242.60

Target Price by Analysts

24.6% downsideNXP Semiconductors NV Target Price DetailsTarget Price
$68.82

Current Fair Value

78.6% downside

Overvalued by 78.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$81.13 Billion
Enterprise Value$89.15 Billion
Dividend Yield$4.06 (1.26%)
Earnings per Share$8
Beta1.78
Outstanding Shares252,715,000

Return

Return on Equity24.28%ROE
Return on Assets9.78%
Return on Invested Capital16.20%

Valuation & Multiples

P/E Ratio30.61P/E Ratio
PEG23.73PEG
Price to Sales6.57Price to Sales
Price to Book Ratio7.32Price to Book Ratio
Enterprise Value to Revenue7.07
Enterprise Value to EBIT23.45
Enterprise Value to Net Income33
Total Debt to Enterprise0.13
Debt to Equity1.07Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 28, 2026
EPS Estimate
$2.98
Average shareholder expectation
Revenue Estimate
$3.14 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 20, 2026
EPS Estimate
$3.18
Average shareholder expectation
Revenue Estimate
$3.27 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.1774 38.37%
Total Calls1,011,053 50.28%
Total Puts1,190,385 26.25%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %93.26% 0.46%
Total Invested$46.23B 9.22%
Investors Holding1,194 12.00%

ESG Score

No data

About NXP Semiconductors NV

CEO: Kurt Sievers

Relevant Senate Committees

Joint Committee on Taxation

This committee's analysis and official 'revenue estimates' are foundational for all tax legislation. Its technical expertise directly influences the development of tax policies that materially impact NXPI's financial structure, investments, and overall profitability.

Finance

As the primary tax and trade committee, it directly impacts NXPI's profitability through corporate tax policy (e.g., R&D credits, corporate tax rates) and its global operations through trade policy, tariffs, and international agreements that are vital for the semiconductor supply chain.

Appropriations

This committee directly allocates federal spending. Its decisions on funding for scientific research (e.g., semiconductor R&D), defense programs, and infrastructure (including CHIPS Act implementation) can directly translate into demand or investment opportunities for NXPI.

Judiciary

This committee's oversight of antitrust laws and intellectual property is critical for the semiconductor industry. It directly influences M&A activities and the protection of patents, which are fundamental to NXPI's competitive advantage and market structure.

Commerce, Science, and Transportation

This committee has vast jurisdiction directly impacting NXPI's markets (automotive, telecommunications, IoT, aerospace). It regulates 'Big Tech' through privacy and data laws, oversees the FCC (telecoms), and FTC (antitrust), which are all critical for semiconductor sales and industry competition. Science funding is also key for R&D.

Foreign Relations

The semiconductor industry is highly globalized. This committee's actions on foreign policy, sanctions, and trade relations directly impact NXPI's international sales, supply chain stability, and access to critical materials and markets (e.g., export controls to China).