NXP Semiconductors N.V. (NXPI) earnings on July 28, 2026

After the market closes Q2 2026

More NXP Semiconductors N.V. earnings

Prior outlook: No statistical edge

NXP stock fell sharply after earnings, as analysts cut price targets. The stock dropped 6.75% for the day.

NXPI price around the earnings

240.98

Change: -8.3%

2026-07-29, 20:00 UTC

Start of the measured window End of the measured window
234.14 244.00 253.86 263.72 262.69
Price series around the eventClosing price per minute from before the event to the end of the measured window.No trading (market closed)
July 28, 2026 July 29, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • No trading (market closed)
  • Starting price
Price series around the event

Prior thesis

Prior outlook: No statistical edge

Thesis published
Results released

Analyst upside (+20.1%) supported by 75% beat rate, but negative trend strength and extreme retail optimism create crowding risk.

Context analyzed before publication

Trend
Trajectory collapsed from +34.7 to +3.7; the recent trend is fading into the event despite analyst support.

Analysts

Evidence

Analyst consensus
Buy
Consensus average (1-5)
1.77
Analysts covering the stock
29
Average price target
314.1
Lowest price target
200
Highest price target
400
Upside to price target
20.1%
Quarterly earnings growth
129%
Revenue growth
12.2%
Forward EPS
17.9
Trailing EPS
10.47
Analyst moves in the last 60 days
7
  • Strong buy: 5
  • Buy: 17
  • Hold: 7
  • Sell: 1
  • Strong sell: 0
Strong buy
5
Buy
17
Hold
7
Sell
1
Strong sell
0
  • July 24, 2026 · Oppenheimer: Maintains rating (Outperform → Outperform)
  • July 20, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)
  • July 13, 2026 · TD Cowen: Maintains rating (Buy → Buy)
  • July 13, 2026 · B of A Securities: Maintains rating (Neutral → Neutral)
  • June 29, 2026 · Cantor Fitzgerald: Maintains rating (Overweight → Overweight)
  • June 23, 2026 · Citigroup: Maintains rating (Buy → Buy)
  • June 9, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)

News and sentiment

Evidence

Sentiment
Sentiment
Constructive
Mention volume
Low
Normalized volume
33%
News
Sources (5)

Technicals

Evidence

Average true range (ATR)
4.3%
Distance to 52-week high
-21.1%
14-day change (14d)
-3.8%
30-day change (31d)
-3.0%
30-day relative strength
+0.3%
QQQ change (31d)
-3.3%
Nearest support
266.13
Nearest resistance
270.38
Volume accumulation ratio (14d / 46d)
0.85

Trends

Evidence

Average earnings surprise
+1.4%
  • April 28, 2026: actual EPS 3.05 vs estimate 2.98 (surprise +2.2%)
  • February 2, 2026: actual EPS 3.35 vs estimate 3.31 (surprise +1.2%)
  • October 27, 2025: actual EPS 3.11 vs estimate 3.12 (surprise -0.3%)
  • July 21, 2025: actual EPS 2.72 vs estimate 2.66 (surprise +2.3%)

Expected move

Implied move
+3.7%
Source
Options chain

Reactions over its last 20 earnings

Median move
3%
75th percentile move
4.1%
90th percentile move
7.2%
Up / down moves
13 / 7
Average up move
+3.8%
Average down move
-4.2%

Monitoring and close

What NXP Semiconductors N.V. reported

Status
Finished
Actual EPS3.61
EPS estimate3.51
EPS surprise+2.8%
Revenue$3,496 million
Revenue estimate$3,464 million
Revenue surprise+0.9%

NXP Semiconductors reported Q2 earnings and revenue above estimates, but shares fell. Renewed US-Iran hostilities pressure markets.

Sources (25)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, the figures don't clearly confirm the prior scenario.

How the stock reacted

Consolidated
-6.8%
Max move
-11.1%

No verdict: the outlook took no direction, so there is nothing to score as a hit or a miss.