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NXP Semiconductors slides as soft outlook overhang meets broader chip weakness

Investivoq PriceTracker

NXP Semiconductors (NXPI) is down 4.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a mix of lingering concern over NXP’s recent fourth-quarter outlook and a weaker tone across large technology and semiconductor shares. There does not appear to be a major new company-specific filing or earnings release today, so the selloff could be investors continuing to reprice the stock after management signaled a slower pace of growth, especially around automotive demand.

Details:

  • NXP’s late-October quarterly release showed third-quarter revenue of about $3.79 billion and included fourth-quarter guidance centered near $3.85 billion, a level that slightly trailed market expectations.
  • The company’s recent commentary pointed to strong automotive and industrial trends, but the market response suggested concern that the recovery pace may be moderating rather than accelerating.
  • NXP also filed its quarterly report and has not posted a new material SEC filing or earnings update today that would clearly explain a fresh company-specific shock.
  • Broader market trading today has featured pressure on technology shares, which likely added to downside momentum in semiconductor names such as NXP.

    • Sources:

    NXP Semiconductors Investor Relations, SEC, AP, Bloomberg

    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 2 sales selling 5,101 shares for an estimated $1,357,861.
    • ANDREW MICALLEF (EVP, Chief Operations Officer) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $541,610.
    • ANDREW HARDY (EVP, Chief Sales Officer) sold 1,643 shares for an estimated $437,843
    • ANTHONY R FOXX sold 400 shares for an estimated $105,440

    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 686 institutional investors add shares of $NXPI stock to their portfolio, and 546 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • FMR LLC removed 15,937,076 shares (-63.1%) from their portfolio in Q3 2026, for an estimated $3,785,533,662
    • WELLINGTON MANAGEMENT GROUP LLP removed 6,924,444 shares (-50.8%) from their portfolio in Q2 2026, for an estimated $1,945,976,497
    • 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. removed 1,559,662 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $370,466,514
    • PICTET ASSET MANAGEMENT HOLDING SA removed 1,537,172 shares (-47.6%) from their portfolio in Q3 2026, for an estimated $365,124,465
    • BLACKROCK, INC. added 1,207,021 shares (+5.3%) to their portfolio in Q2 2026, for an estimated $339,209,111
    • DEUTSCHE BANK AG\ added 1,186,753 shares (+58.4%) to their portfolio in Q3 2026, for an estimated $281,889,440

    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 Price Targets

    Multiple analysts have issued price targets for $NXPI recently. We have seen 3 analysts offer price targets for $NXPI in the last 6 months, with a median target of $370.0.

    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

    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.