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NXP Semiconductors Gains as Chip Stocks Rebound Ahead of Earnings

Investivoq PriceTracker

NXP Semiconductors (NXPI) is up 3.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a broader rebound in semiconductor shares rather than a fresh company-specific announcement. This could also reflect investors positioning ahead of NXP’s third-quarter 2026 report on October 27, after the company previously guided for sequential revenue and earnings growth in the quarter.

Details:

  • Chip stocks bounced after a sharp pullback late last week, with technology shares recovering as investors returned to the sector.
  • NXP has scheduled its third-quarter 2026 earnings release for October 27, which can attract buying interest as traders position for results.
  • In its second-quarter report, NXP projected third-quarter revenue of $3.65 billion to $3.85 billion and non-GAAP diluted earnings per share of $3.89 to $4.32.
  • No major new NXP press release was evident today, and a same-day analyst update showed a maintained rating with a lower price target, which suggests the rally was probably driven more by sector sentiment and earnings anticipation than by a clear standalone catalyst.

    • Sources:

    NXP Semiconductors, AP News, Yahoo Finance

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $NXPI Insider Trading Activity

    NXPI Insider Trades

    $NXPI insiders have traded $NXPI stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.

    Here’s a breakdown of recent trading of $NXPI stock by insiders over the last 6 months:

    • CHRISTOPHER L JENSEN (EVP, Chief People Officer) has made 0 purchases and 3 sales selling 9,677 shares for an estimated $2,428,782.
    • ANDREW HARDY (EVP, Chief Sales Officer) sold 5,289 shares for an estimated $1,242,915
    • ANDREW MICALLEF (EVP, Chief Operations Officer) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $541,610.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $NXPI Hedge Fund Activity

    We have seen 641 institutional investors add shares of $NXPI stock to their portfolio, and 497 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 17,313,269 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,865,547,987
    • WELLINGTON MANAGEMENT GROUP LLP removed 6,924,444 shares (-50.8%) from their portfolio in Q2 2026, for an estimated $1,945,976,497
    • INVESCO LTD. added 5,157,997 shares (+88.9%) to their portfolio in Q2 2026, for an estimated $1,449,551,896
    • UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,625,581 shares (-99.3%) from their portfolio in Q2 2026, for an estimated $737,867,028
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,559,662 shares (+inf%) to their portfolio in Q2 2026, for an estimated $438,311,811
    • BARROW HANLEY MEWHINNEY & STRAUSS LLC added 1,411,034 shares (+inf%) to their portfolio in Q2 2026, for an estimated $396,542,885
    • BLACKROCK, INC. added 1,207,021 shares (+5.3%) to their portfolio in Q2 2026, for an estimated $339,209,111

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $NXPI Congressional Stock Trading

    Members of Congress have traded $NXPI stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $NXPI stock by members of Congress over the last 6 months:

    • REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $65,000 on 09/17, 09/09 and 1 sale worth up to $15,000 on 08/05.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $NXPI Analyst Ratings

    Wall Street analysts have issued reports on $NXPI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Wolfe Research issued a "Outperform" rating on 04/29/2026

    To track analyst ratings and price targets for $NXPI, check out Investivoq's $NXPI forecast page.

    $NXPI Price Targets

    Multiple analysts have issued price targets for $NXPI recently. We have seen 17 analysts offer price targets for $NXPI in the last 6 months, with a median target of $310.0.

    Here are some recent targets:

    • C.J. Muse from Cantor Fitzgerald set a target price of $400.0 on 06/29/2026
    • Atif Malik from Citigroup set a target price of $370.0 on 06/23/2026
    • Joe Quatrochi from Wells Fargo set a target price of $305.0 on 06/09/2026
    • Tom O'Malley from Barclays set a target price of $340.0 on 05/05/2026
    • Mark Lipacis from Evercore ISI Group set a target price of $320.0 on 04/29/2026
    • Stacy Rasgon from Bernstein set a target price of $270.0 on 04/29/2026
    • Chris Caso from Wolfe Research set a target price of $320.0 on 04/29/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.