TD Cowen Cuts NXP Semiconductors (NXPI) Price Target to $275

TD Cowen maintained its Buy rating on NXP Semiconductors N.V. on October 19, 2026, while adjusting its price target from $290.00 to $275.00. The note outlines the firm's ongoing view on the semiconductor producer as shares trade below consensus targets.

NXPI NXP Semiconductors N.V.

$230.19 ▲ +5.39% year to date

1M 3M YTD

Daily close · Oct 19, 2026

TD Cowen's Call on NXP Semiconductors

On October 19, 2026, TD Cowen maintained its Buy rating on NXP Semiconductors N.V., reducing its price target to $275.00 from its previous target of $290.00. The updated target sits well above the recent trading price, though below the broader Wall Street consensus mean.

Other Institutional Activity in NXP Semiconductors

Cardinal Capital Management grew its holdings by 82,719 shares, ending with 242,298 shares worth about $57,553,044.00. Massachusetts Financial Services Co. reduced its stake by 1,116,599 shares, ending with 6,458,702 shares valued at approximately $1,486,728,629.00. Boston Partners grew its holdings by 1,022,019 shares, ending with 4,162,827 shares worth about $958,241,157.00.

NXP Semiconductors N.V. Stock Up 0.3%

NXP Semiconductors N.V. shares recently traded around $230.11 on October 20, 2026, sitting close to the closing price of $230.19 recorded on October 19, 2026. The stock trades near its 50-day moving average of $229.91 while remaining below its 200-day moving average of $246.11.

Recent Earnings

NXP Semiconductors reported trailing twelve month revenue of $13,185,004,480.00 and basic earnings per share of $11.71. The company holds a net profit margin of 22.6% alongside a return on equity of 27.9%. Investors look toward the upcoming earnings report on October 27, 2026.

Dividend

NXP Semiconductors pays an annual dividend rate of $4.06 per share, giving it a dividend yield of 1.76%. The payout ratio sits at 34.6%, reflecting the share of earnings returned to shareholders through regular dividends.

Insider Buying and Selling at NXP Semiconductors N.V.

Company insiders completed four sales across recent months. Officer Christopher L. Jensen sold 1,746 shares on June 1, 2026, at an average price of $316.53 for a total of $552,661.00. Chief Operating Officer Andrew Joseph Micallef sold 1,000 shares on June 15, 2026, at $315.57 per share, totaling $315,570.00. Micallef later sold another 1,000 shares on September 15, 2026, at $226.04 for a value of $226,040.00. Christopher L. Jensen also sold 3,355 shares on October 1, 2026, at $240.00 per share, totaling $805,200.00.

Analysts Set New Price Targets

UBS downgraded the stock to Neutral with a $270.00 price target on August 3, 2026, down from its prior target of $305.00. Cantor Fitzgerald reiterated an Overweight rating with a $400.00 target on August 17, 2026. Stifel maintained a Hold rating and lowered its target from $282.00 to $265.00 on October 5, 2026. Citigroup downgraded the stock to Neutral on October 8, 2026, cutting its target from $370.00 to $260.00. The stock holds a consensus Buy rating from 29 analyst opinions with a mean price target of $306.83.

About NXP Semiconductors

NXP Semiconductors N.V. designs and manufactures specialized microchips and semiconductor solutions used across automotive, industrial, mobile, and communication infrastructure markets worldwide. Headquartered in Eindhoven, Netherlands, the company provides hardware and software components that power secure connections for embedded systems.

Bottom Line

TD Cowen's revised price target provides a fresh look at the semiconductor firm ahead of its upcoming earnings report on October 27, 2026. Market participants will watch the company's financial results and updated guidance to gauge demand across its core industrial and automotive markets.