NXP Semiconductors stock: TD Cowen cuts target to USD 275.00

Published on 10/20/2026 at 17:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

NXP reports results on October 27, 2026. NXP Semiconductors stock costs EUR 212.60 on October 20, 2026, up 2.04 percent versus the Xetra close.

Target cut and quarterly date

TD Cowen cut its NXP target from USD 290.00 to USD 275.00 on October 19, 2026.
NXP revenue rose 19.50 percent to USD 3.50 billion in the second quarter of 2026.
NXP Semiconductors stock costs EUR 212.60 at Lang & Schwarz on October 20, 2026 at 5:03 p.m. CEST, 2.04 percent above the Xetra close of October 19, 2026.

Techniker im Reinraumanzug untersuchen einen schillernden Silizium-Wafer in einer Chipfabrik — NXP Semiconductors NL0009538779 Reinraum-Techniker prüfen sorgfältig einen schillernden Silizium-Wafer in moderner Halbleiterfertigung, Illustration mit AI erstellt.

NXP Semiconductors (NL0009538784) is facing a fresh analyst reset after TD Cowen cut its price target from USD 290.00 to USD 275.00 on October 19, 2026, according to MarketScreener. NXP Semiconductors stock was trading at EUR 212.60 at Lang & Schwarz on October 20, 2026 at 5:03 p.m. CEST, up 2.04 percent versus the Xetra close of October 19, 2026 at EUR 208.35.

Second-quarter growth remains visible

NXP reported second-quarter 2026 revenue of USD 3.50 billion, an increase of 19.50 percent from the same period a year earlier. GAAP diluted earnings per share reached USD 3.02, up 72.60 percent year over year, while adjusted earnings per share rose to USD 3.61 from USD 2.72, according to Financial Report Insights. The comparison benefits from a weaker year-earlier period, when restructuring costs weighed on gross profit.

Nasdaq range leaves room for debate

On the Nasdaq, NXP last traded at USD 238.77 on October 20, 2026 at 11:08 a.m. EDT. The 52-week range stood at USD 183.00 to USD 339.95, putting the latest US-listed price 29.77 percent below the high and 30.48 percent above the low. The company had a market capitalization of USD 60.20 billion and a trailing price-to-earnings ratio of 20.37 at that time.

Results date sets the next test

NXP is scheduled to publish its third-quarter 2026 results on October 27, 2026, according to StockAnalysis. That report will put the latest target reductions against a fresh operating update. The second-quarter report guided to third-quarter revenue of USD 3.65 billion to USD 3.85 billion, with a midpoint of USD 3.75 billion and adjusted operating margin guidance of 36.90 percent.

TD Cowen was not the only firm to adjust its view on October 19. Wells Fargo cut its target from USD 280.00 to USD 235.00, according to the same MarketScreener report. The two revisions point to a wider spread between analyst assumptions, while the published consensus target remained above the current Nasdaq price.

Price and valuation in focus

For investors, the immediate contrast is clear: second-quarter revenue grew 19.50 percent, but the latest target actions moved lower. NXP's automotive business remains central to the company, while industrial and Internet of Things demand provided faster growth in the second quarter. The October 27 results will show whether that mix continues.

NXP Semiconductors was trading at EUR 212.60 at Lang & Schwarz on October 20, 2026 at 5:03 p.m. CEST, 2.04 percent above the Xetra close of October 19, 2026 at EUR 208.35. The further course of trading is shown by the continuously updated real-time quote of NXP Semiconductors stock.