Stifel maintains Hold rating on NXP Semiconductors stock after Q3 beat

Published 28/10/2025, 16:00
Stifel maintains Hold rating on NXP Semiconductors stock after Q3 beat

Investing.com - Stifel has reiterated its Hold rating and $210.00 price target on NXP Semiconductors NV (NASDAQ:NXPI), a $54 billion market cap semiconductor company, following third-quarter results that slightly exceeded expectations. InvestingPro data shows the company maintains strong profitability with a 55.7% gross margin and healthy liquidity metrics.

NXP reported revenue of $3.17 billion for the September quarter, representing an 8.4% sequential increase and coming in 0.7% higher than Stifel’s estimate. The company’s non-GAAP earnings per share reached $3.11, exceeding Stifel’s projection by $0.01.

All of NXP’s end markets showed sequential growth during the quarter, contributing to the overall revenue improvement, according to Stifel’s analysis.

For the December quarter, NXP provided an outlook with a revenue midpoint of $3.30 billion, which would represent a 4.0% sequential increase and stands 3.7% higher than Stifel’s previous estimate. The company’s non-GAAP EPS midpoint guidance of $3.28 exceeded Stifel’s projection by $0.12.

Stifel indicated it is maintaining its current estimates and price target pending NXP’s earnings call scheduled for Tuesday morning.

In other recent news, NXP Semiconductors reported its Q3 2025 earnings, showing a slight miss in earnings per share (EPS) with a reported $3.11 against the expected $3.12. However, the company exceeded revenue expectations, posting $3.17 billion compared to the forecasted $3.16 billion, marking a $10 million revenue beat. This revenue performance was driven by sequential growth across regions and end-markets, as highlighted by management, who also raised future guidance. Additionally, Cantor Fitzgerald maintained an Overweight rating for NXP Semiconductors, setting a price target of $280.00. The firm noted signs of cyclical recovery and company-specific factors contributing to continued sequential strength. These developments reflect the company’s strategic positioning and market dynamics.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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