Truist Securities has cut its price target on NXP Semiconductors NV to $255.00 from $265.00 while continuing to carry a Buy rating on the stock. The firm noted the new target is consistent with the broader analyst consensus, which retains a bullish tilt with a 1.52 recommendation score according to InvestingPro data.
The revision follows NXP’s fourth-quarter performance and initial guidance for the first quarter, which came in slightly above consensus. Management highlighted stronger revenue contributions from the mobile and infrastructure/other segments, and the company reported trailing-twelve-month revenue of $12.27 billion with a gross profit margin of 54.74%.
Truist’s research note emphasized management commentary that calendar year 2026 revenue could move into the company’s three-year target range. The firm said that such an outcome may open the door to upward revisions across the year, creating a potential positive catalyst for the stock.
At the same time, the analyst group trimmed its earnings-per-share outlook for calendar year 2027 to $15.92, down from a prior estimate of $16.50. Truist derived its $255 price target from a 16x multiple, which the note describes as representing a 9x discount to peers.
Here are the key reported results and related analyst moves:
- NXP posted fourth-quarter 2025 EPS of $3.35, above the $3.30 analyst forecast.
- Revenue for the quarter reached $3.34 billion versus an expected $3.3 billion.
- Segment performance in the quarter showed Mobile and Communications Infrastructure ahead of expectations, Industrial IoT roughly in line, and Automotive slightly below expectations.
Other broker actions noted after the quarterly update include Bank of America Securities lowering its price target to $245 from $265 while keeping a Buy rating, citing what it characterized as limited cyclical momentum in core businesses. Cantor Fitzgerald, by contrast, reiterated an Overweight rating and maintained a $280 price target, describing the results as a "modest beat and raise" without major surprises.
Collectively, the commentary and price-target adjustments from Truist, BofA, and Cantor Fitzgerald reflect active reassessment by analysts and investors as they weigh NXP’s near-term guidance, segment-level dynamics, and longer-term revenue targets.
Contextual notes - The firm-level figures and analyst estimates cited above are those published in the respective research notes and company reports referenced in this coverage.