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NXP Semiconductors N.V.'s published Reduce conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $57.8B | |
|---|---|---|
| Revenue (ttm) | 13.8B | |
| Net income (ttm) | 3.2B | |
| EPS (ttm) | $12.7 | |
| Shares out | 252.1M | |
| P/E (trailing) | 19.6x | |
| P/E (forward) | 12.9x | |
| Dividend | $4.06 (1.63%) | |
| Volume | 7,222,641 | |
| Beta | 1.81 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $11.06B | $13.21B | $13.28B | $12.61B | $12.27B | +2.6% |
| Gross profit | $6.07B | $7.52B | $7.55B | $7.12B | $6.72B | +2.6% |
| Operating income | $2.58B | $3.80B | $3.66B | $3.42B | $3.05B | +4.2% |
| Net income | $1.87B | $2.79B | $2.80B | $2.51B | $2.02B | +1.9% |
| EPS (diluted) | $6.79 | $10.55 | $10.70 | $9.73 | $7.95 | +4.0% |
| EBITDA | $3.81B | $5.04B | $4.90B | $4.42B | $3.81B | -0.0% |
| R&D | $1.94B | $2.15B | $2.42B | $2.35B | $2.36B | +5.1% |
| SG&A | $956.0M | $1.07B | $1.16B | $1.16B | $1.20B | +5.9% |
Recent company headlines from major financial publishers.
Under the constructive outcome, which carries an estimated likelihood of 20.0%, automotive semiconductor content accelerates significantly as premium original equipment manufacturers ramp high-performance radar and domain controller architectures. Fixed-cost absorption in internal fabs lifts operating margins toward historical highs, propelling earnings power to a target of $234.62 and generating an implied return of 2.3% relative to $229.33 (as of 2026-10-16). Disconfirmation would appear if automotive Tier-one restocking stalls or if gross margin expansion fails to materialize across upcoming fiscal quarters.
The modal baseline path carries a probability of 55.0% and establishes a target valuation of $198.20, delivering an implied return of -13.6% compared to $229.33 (as of 2026-10-16). This trajectory assumes gradual channel replenishment across automotive and industrial customers, with operating margins stabilizing near normalized levels. Disconfirmation would occur if Tier-one destocking persists beyond expected intervals or if customer substitution in regional markets accelerates, which would be evident in quarterly filings over the next several quarters.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 10.8% | $210 | $212 | $215 | $218 | $221 |
| 11.3% | $202 | $204 | $206 | $209 | $211 |
| 11.8% | $194 | $196 | $198 | $200 | $203 |
| 12.3% | $187 | $189 | $191 | $193 | $195 |
| 12.8% | $181 | $183 | $184 | $186 | $188 |
Upcoming earnings date and setup when available.
The rating each month's published research edition carried. A rating compares the price at analysis with the Fair value; it is not a record of whether the call was right.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
