NXPI
NXP Semiconductors N.V. · Technology · Semiconductors
$226.93
+2.76% today · -1.79% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Outperforming without a clear catalyst yet
- NXPI +2.76% on the last session vs SPY −0.00%: +2.8 pts of stock-specific move.
- Against the group: its semiconductors peers -1.4% (-1.4 pts vs SPY).
- Aftermath, analyst downgrade (Oct 9): After its 3 analyst downgrades in the past 5 years, NXPI was higher a day later 0 times out of 3. History, not a forecast.
- 2 analyst actions in the past 10 days (0 positive, 2 negative); latest: Citigroup downgraded to Neutral, lowered target $370 → $260.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Oct 27
After the close · in 12 days
EPS estimate
$4.10
$3.85 to $4.21 · 22 analysts
Revenue estimate
$3.8B
$3.7B to $3.8B
Track record
7/8 beats
last 8 reports · moved ±6.8% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 28, 2026 AMC | 2Q2026 | $3.53 | $3.61 | +$0.08 (+2.4%) beat | $3.5B | -7.0% -5.5 vs SPY | -2.4% | -8.3% |
| Apr 28, 2026 AMC | 1Q2026 | $2.98 | $3.05 | +$0.07 (+2.2%) beat | $3.2B | +25.6% +25.6 vs SPY | +22.1% | +26.9% |
| Feb 2, 2026 AMC | 4Q2025 | $3.31 | $3.35 | +$0.04 (+1.2%) beat | $3.3B | -4.5% -3.7 vs SPY | -4.9% | -0.9% |
| Oct 27, 2025 AMC | 3Q2025 | $3.12 | $3.11 | −$0.01 (−0.3%) miss | $3.2B | -3.9% -4.2 vs SPY | -1.5% | -5.0% |
| Jul 21, 2025 AMC | $2.66 | $2.72 | +$0.06 (+2.3%) beat | — | -0.1% -0.1 vs SPY | -2.7% | +0.1% | |
| Apr 28, 2025 AMC | $2.60 | $2.64 | +$0.04 (+1.5%) beat | — | -6.9% -7.6 vs SPY | -7.5% | -5.8% | |
| Feb 3, 2025 AMC | $3.14 | $3.18 | +$0.04 (+1.3%) beat | — | -1.1% -1.8 vs SPY | +1.5% | +2.6% | |
| Nov 4, 2024 AMC | $3.43 | $3.45 | +$0.02 (+0.6%) beat | — | -5.2% -6.4 vs SPY | -6.9% | -4.2% | |
| Jul 22, 2024 AMC | $3.20 | $3.20 | $0.00 (0.0%) in line | — | -7.6% -7.4 vs SPY | -8.1% | -9.9% | |
| Apr 29, 2024 AMC | $3.18 | $3.24 | +$0.06 (+1.9%) beat | — | +3.7% +5.2 vs SPY | +4.3% | +5.1% | |
| Feb 5, 2024 AMC | $3.64 | $3.71 | +$0.07 (+1.9%) beat | — | +0.9% +0.6 vs SPY | 0.0% | +7.1% | |
| Nov 6, 2023 AMC | $3.59 | $3.70 | +$0.11 (+3.1%) beat | — | +1.6% +1.4 vs SPY | -2.5% | +1.1% | |
| Jul 24, 2023 AMC | $3.28 | $3.43 | +$0.15 (+4.6%) beat | — | +4.3% +4.0 vs SPY | +3.9% | +5.7% | |
| May 1, 2023 AMC | $3.02 | $3.19 | +$0.17 (+5.6%) beat | — | +3.3% +4.4 vs SPY | +4.4% | +1.2% | |
| Jan 30, 2023 AMC | $3.63 | $3.73 | +$0.10 (+2.8%) beat | — | +2.7% +1.2 vs SPY | +1.6% | +4.4% | |
| Oct 31, 2022 AMC | $3.66 | $3.81 | +$0.15 (+4.1%) beat | — | +4.0% +4.4 vs SPY | +3.0% | +8.1% | |
| Jul 25, 2022 AMC | $3.38 | $3.52 | +$0.14 (+4.1%) beat | — | +0.2% +1.4 vs SPY | +1.9% | +6.0% | |
| May 2, 2022 AMC | $3.19 | $3.37 | +$0.18 (+5.6%) beat | — | +0.6% +0.1 vs SPY | -1.8% | -2.3% | |
| Jan 31, 2022 AMC | $3.01 | $3.20 | +$0.19 (+6.3%) beat | — | +1.3% +0.7 vs SPY | +1.7% | -4.2% | |
| Nov 1, 2021 — | $2.74 | $2.84 | +$0.10 (+3.6%) beat | — | +2.1% +2.0 vs SPY | +0.9% | +11.6% | |
| Aug 1, 2021 AMC | $2.32 | $2.39 | +$0.07 (+3.0%) beat | — | — | — | — | |
| Apr 26, 2021 AMC | $2.21 | $2.31 | +$0.10 (+4.5%) beat | — | — | — | — | |
| Feb 1, 2021 AMC | $2.12 | $2.22 | +$0.10 (+4.7%) beat | — | — | — | — | |
| Oct 26, 2020 AMC | $1.60 | $1.62 | +$0.02 (+1.3%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $4.10 (22) | $3.85 – $4.21 | +32% | +2.6% | ▲17 ▼2 | $3.8B | +18% |
| Next quarter · Dec 31, 2026 | $4.32 (22) | $3.94 – $4.57 | +29% | +2.4% | ▲19 ▼1 | $3.8B | +15% |
| Current year · Dec 31, 2026 | $15.07 (26) | $14.28 – $15.65 | +28% | +1.4% | ▲19 ▼2 | $14.3B | +16% |
| Next year · Dec 31, 2027 | $18.18 (26) | $16.26 – $20.38 | +21% | +2.1% | ▲17 ▼4 | $15.9B | +12% |
Consensus as of Oct 15, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.