- Why NXP Semiconductors N.V. (NASDAQ:NXPI) Could Be Worth Watching
May 12, 2026
Today we're going to take a look at the well-established NXP Semiconductors N.V. (NASDAQ:NXPI). The company's stock led the NASDAQGS gainers with a relatively large price hike in the past couple of weeks. The company is now trading at yearly-high levels following the recent surge in its share price. As a large-cap stock with high coverage by analysts, you could assume any recent changes in the company’s outlook is already priced into the stock. But what if there is still an opportunity to buy? Let’s take a look at NXP Semiconductors’s outlook and value based on the most recent financial data to see if the opportunity still exists.
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Is NXP Semiconductors Still Cheap?
According to our valuation model, NXP Semiconductors seems to be fairly priced at around 19.36% above our intrinsic value, which means if you buy NXP Semiconductors today, you’d be paying a relatively fair price for it. And if you believe that the stock is really worth $256.35, there’s only an insignificant downside when the price falls to its real value. So, is there another chance to buy low in the future? Given that NXP Semiconductors’s share is fairly volatile (i.e. its price movements are magnified relative to the rest of the market) this could mean the price can sink lower, giving us an opportunity to buy later on. This is based on its high beta, which is a good indicator for share price volatility.
Check out our latest analysis for NXP Semiconductors
What does the future of NXP Semiconductors look like?NasdaqGS:NXPI Earnings and Revenue Growth May 12th 2026
Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Buying a great company with a robust outlook at a cheap price is always a good investment, so let’s also take a look at the company's future expectations. With profit expected to grow by 68% over the next couple of years, the future seems bright for NXP Semiconductors. It looks like higher cash flow is on the cards for the stock, which should feed into a higher share valuation.
What This Means For You
Are you a shareholder? It seems like the market has already priced in NXPI’s positive outlook, with shares trading around its fair value. However, there are also other important factors which we haven’t considered today, such as the track record of its management team. Have these factors changed since the last time you looked at the stock? Will you have enough confidence to invest in the company should the price drop below its fair value?
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Are you a potential investor? If you’ve been keeping an eye on NXPI, now may not be the most advantageous time to buy, given it is trading around its fair value. However, the positive outlook is encouraging for the company, which means it’s worth further examining other factors such as the strength of its balance sheet, in order to take advantage of the next price drop.
Keep in mind, when it comes to analysing a stock it's worth noting the risks involved. You'd be interested to know, that we found 1 warning sign for NXP Semiconductors and you'll want to know about this.
If you are no longer interested in NXP Semiconductors, you can use our free platform to see our list of over 50 other stocks with a high growth potential.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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- Assessing NXP Semiconductors (NXPI) Valuation After A Strong 1 Month Share Price Run
May 8, 2026
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NXP Semiconductors (NXPI) stock has drawn attention after a strong month, with a return of about 49%. That moves alongside a past 3 months gain near 29% and a 1 year total return around 57%.
See our latest analysis for NXP Semiconductors.
That recent 48.8% 1 month share price return, on top of a 31.2% year to date share price gain and 56.9% 1 year total shareholder return, points to strong momentum despite a softer 1 week patch.
If NXP’s move has caught your eye, it can be useful to see what else is moving in related areas and check out 40 AI infrastructure stocks
With the stock now near its recent price target and trading after a strong run, you need to ask whether NXP is still undervalued or if the market is already pricing in future growth.
Most Popular Narrative: 11.3% Overvalued
The latest fair value narrative for NXP Semiconductors lands at about $260.84 per share, which sits below the last close of $290.35 and sets up a valuation gap worth understanding.
The analysts have a consensus price target of $260.84 for NXP Semiconductors based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $313.0, and the most bearish reporting a price target of just $210.0.
Read the complete narrative.
Curious what has to happen in revenue, margins and earnings for that fair value to stack up, and how much optimism is baked into those profit assumptions.
Result: Fair Value of $260.84 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, there is still the risk that softer automotive recovery, intense China competition and acquisition related costs could pressure margins and challenge those fair value assumptions.
Find out about the key risks to this NXP Semiconductors narrative.
Another View: Market Multiple vs Fair Value
Analysts see NXP as about 11.3% overvalued against a fair value of $260.84, yet the current P/E of 27.6x looks low compared with the US Semiconductor industry at 53.7x, a peer average of 72.5x, and a fair ratio of 36.6x. Is the stock stretched, or is the market still playing catch up?
See what the numbers say about this price — find out in our valuation breakdown.NasdaqGS:NXPI P/E Ratio as at May 2026
Next Steps
Are you torn between the recent share price movements and the fair value questions raised here? Take a closer look at the full picture with 4 key rewards and 1 important warning sign
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NXPI.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
May 7, 2026
The semiconductor industry has been having a dream run since 2024, and the momentum has continued into this year. Robust demand for artificial intelligence (AI) has seen semiconductor giants invest billions of dollars in infrastructure.
Semiconductor stocks have primarily been responsible for the broader market rally, which has seen the S&P 500 and Nasdaq hit new all-time closing highs lately.
Given this scenario, it would be ideal to invest in semiconductor stocks, such as NVIDIA Corporation NVDA, Analog Devices ADI, Texas Instruments TXN and NXP Semiconductors NXPI, which have great potential for growth this year.
Semiconductor Sales Rise
Global semiconductor sales totaled $298.5 billion in the first quarter of 2026, up 25% from the previous quarter, the Semiconductor Industry Association (“SIA”) announced earlier this week.
Year over year, global semiconductor sales totaled $99.5 billion in March, jumping 79.2% from March 2025’s total of $55.5 billion. Month over month, sales jumped 11.5% from February.
“Global chip sales remain on track to reach $1 trillion in 2026, with Q1 sales significantly exceeding sales in Q4 2025. Strong sales across the Asia Pacific region, the Americas, and China drove global semiconductor market growth, highlighting broad and robust demand for semiconductors and the countless tech products they enable,” John Neuffer, SIA president and CEO, said.
The surge in sales in the first quarter of the year follows a stellar 2025. Revenues in the fourth quarter of 2025 hit $236.6 billion. Robust demand for logic and memory chips has continued to drive growth across the sector.
Semiconductors have become essential to almost every modern and emerging technology, including IoT, 6G, and artificial intelligence. Rising demand from the automotive industry has also contributed to higher chip sales. At the same time, the rapidly expanding AI market — still considered to be in its early stages — is pushing major technology companies to pour billions into development and infrastructure.
As large tech firms continue investing heavily in AI infrastructure, investor confidence in chipmakers has strengthened. According to LSEG data cited by Reuters, the semiconductor sub-industry is expected to post first-quarter earnings growth of 109.2%, far ahead of the broader S&P 500 information technology sector’s projected 48.2% growth.
The ongoing AI-driven infrastructure boom is also expected to support long-term industry expansion. A Deloitte reportprojects that the global semiconductor market could generate $975 billion in annual sales this year.
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4 Semiconductor Stocks With Upside
NVIDIA Corporation
NVIDIA Corporation is the worldwide leader in visual computing technologies and the inventor of the graphics processing unit, or GPU. Over the years, NVDA’s focus has evolved from PC graphics to AI-based solutions that now support high-performance computing, gaming and virtual reality platforms.
NVIDIA has an expected earnings growth rate of 69.2% for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.4% over the last 60 days. NVDA currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Analog Devices
Analog Devices is an original equipment manufacturer of semiconductor devices, specifically analog, mixed-signal and digital signal processing (“DSP”) integrated circuits. ADI’s product line comprises amplifiers and comparators; analog to digital converters; digital to analog converters; video encoders and decoders; embedded processing products and DSPs; MEMS and temperature sensors; RF/IF components and converters; power and thermal management ICs, audio/video converters, amplifiers, CODECs, filters and processors. Analog Devices also offers analog, digital and RF switches and multiplexers; analog microcontrollers; clock and timing products.
Analog Devices’ expected earnings growth rate for the current year is 45.7%. The Zacks Consensus Estimate for current-year earnings has improved 0.2% over the past 60 days. ADI currently carries a Zacks Rank #2.
Texas Instruments
Texas Instruments is an original equipment manufacturer of analog, mixed-signal and digital signal-processing integrated circuits. TXN has manufacturing and design facilities, including wafer fabrication and assembly/test operations in North America, Asia and Europe. Texas Instruments’ strategy has been to build assets that would be fully utilized through their lifetimes and outsource any excess demand in peak situations to outside foundries.
Texas Instruments’ expected earnings growth rate for the current year is 39.5%. The Zacks Consensus Estimate for current-year earnings has improved 19.1% over the past 60 days. Currently, TXN carries a Zacks Rank #1.
NXP Semiconductors
NXP Semiconductors provides high-performance, mixed-signal and standard product solutions that leverage its RF, analog, power management, interface, security, as well as digital processing expertise. NXPI seems well-positioned to capitalize on the level 2-5 automotive market. Additionally, NXP Semiconductors is the leader in general-purpose microcontrollers and application processors in industrial and IoT markets.
NXP Semiconductors’ expected earnings growth rate for the current year is 24.6%. The Zacks Consensus Estimate for current-year earnings has improved 5.3% over the past 60 days. NXPI carries a Zacks Rank #2 at present.
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NXP Semiconductors N.V. (NXPI) : Free Stock Analysis Report
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- MaxLinear Showcases Panther V for AI Inference at Dell Tech World 2026
May 5, 2026
By Karen Roman
MaxLinear, Inc. (Nasdaq: MXL) said it is presenting the latest generation of its storage accelerator platform, Panther V, at Dell Technologies World 2026, taking place on May 18–21 at The Venetian, in Las Vegas.
Panther V unifies scalable performance, CPU offload, and advanced security and integrity acceleration to achieve high‑concurrency AI inference at scale, the company stated.
“We believe that the size of the serviceable market for purpose-built silicon accelerator solutions, such as Panther V, is approximately $5 billion,” said Vikas Choudhary, MaxLinear Senior Vice President and General Manager of the Connectivity and Storage Business.
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- Needham Raises its Price Target on NXP Semiconductors (NXPI) to $300
May 5, 2026
NXP Semiconductors N.V. (NASDAQ:NXPI) is one of the 10 AI Stocks with Potential to Rise 1000 Percent.
On April 29, 2026, Needham raised its price target on NXP Semiconductors N.V. (NASDAQ:NXPI) to $300 from $250 and maintained a Buy rating after the company reported a Q1 earnings beat and issued stronger-than-expected Q2 guidance. The firm pointed to improving revenue visibility, a strengthening order book, and a growing distribution backlog, while noting that Data Center revenue of $200M in 2025 is expected to reach $500M by 2027, with exposure across Industrial IoT and Communication Infrastructure.
In a similar move, Truist analyst William Stein lifted the price target on NXP Semiconductors N.V. (NASDAQ:NXPI) to $310 from $255 and kept a Buy rating, citing a wider Q1 beat and a broad-based semiconductor recovery supported by AI and data center exposure. William Stein also noted strength in the company’s channel business, particularly within Industrial/IoT.
Meanwhile, KeyBanc analyst John Vinh raised the price target on NXP Semiconductors N.V. (NASDAQ:NXPI) to $345 from $300 and maintained an Overweight rating, pointing to better-than-expected Q1 results and Q2 outlook, along with improved bookings and stronger 2026 expectations as growth products rose 18% year over year and core increased 10%.Needham Raises its Price Target on NXP Semiconductors (NXPI) to $300
On April 28, 2026, NXP Semiconductors N.V. (NASDAQ:NXPI) reported Q1 non-GAAP EPS of $3.05 versus $2.98 consensus and revenue of $3.18B compared to $3.15B expected. CEO Rafael Sotomayor said results reflected “broad-based improvement” across end markets, driven by investment and execution, with momentum expected to continue through 2026.
NXP Semiconductors N.V. (NASDAQ:NXPI) provides semiconductor products across global markets.
While we acknowledge the potential of NXPI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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- NXP Semiconductors (NXPI) Is Up 22.8% After Strong Q1 Results And Upbeat Q2 Outlook
May 5, 2026
NXP Semiconductors N.V. has already reported first-quarter 2026 results, posting sales of US$3,181 million and net income of US$1,122 million, alongside new guidance for second-quarter revenue of US$3,350 million to US$3,550 million and diluted EPS of US$2.60 to US$3.01. The company also completed a multi-year share repurchase program totaling 11,580,916 shares for US$2.55 billions, while highlighting AI and data center opportunities that could influence how investors view its long-term earnings power. We’ll now examine how this combination of strong quarterly profitability and upbeat guidance may affect NXP’s longer-term investment narrative.
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NXP Semiconductors Investment Narrative Recap
To be comfortable owning NXP today, you need to believe in its role at the intersection of automotive chips, edge AI and data center connectivity, while accepting cyclical swings and integration risks. The latest quarter’s profitability and Q2 guidance support the near term earnings story, but do not remove key concerns around competitive pressure in China and the potential for renewed volatility if end-market demand or customer restocking weakens again.
The completion of NXP’s multi-year US$2,547.94 million buyback, retiring 11,580,916 shares, is particularly relevant here. It tightens the share base at a time when the company is pointing to AI and data center opportunities as potential earnings drivers, which could magnify the impact of any future growth, but also heighten sensitivity if automotive or industrial demand disappoints.
Yet beneath the strong quarter, investors should also be aware that weak automotive demand and an upcoming CEO transition could still...
Read the full narrative on NXP Semiconductors (it's free!)
NXP Semiconductors' narrative projects $15.9 billion revenue and $3.9 billion earnings by 2029. This requires 9.1% yearly revenue growth and about a $1.9 billion earnings increase from $2.0 billion today.
Uncover how NXP Semiconductors' forecasts yield a $260.84 fair value, a 10% downside to its current price.
Exploring Other PerspectivesNXPI 1-Year Stock Price Chart
By contrast, the most cautious analysts were assuming only about 1.5% annual revenue growth to roughly US$12.9 billion and US$2.5 billion in earnings, reminding you that views on NXP’s edge AI and auto exposure can differ sharply and may shift again after these results.
Explore 10 other fair value estimates on NXP Semiconductors - why the stock might be worth 31% less than the current price!
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Form Your Own Verdict
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
A great starting point for your NXP Semiconductors research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Our free NXP Semiconductors research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate NXP Semiconductors' overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NXPI.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Jim Cramer Discusses Market Momentum for On Semi
May 4, 2026
ON Semiconductor Corporation (NASDAQ:ON) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer noted that the “semis are on fire of late,” as he said:
The semis are on fire of late, including On Semi, long viewed as a company that’s tied just to the auto industry. Some would say too tied, but so is NXP Semiconductors. And did you see that? That stock went parabolic after it reported this week. That would cut to buying some On Semi, I would think.
Stock market data. Photo by Photo by Alesia Kozik
ON Semiconductor Corporation (NASDAQ:ON) provides intelligent sensing and power solutions, including integrated semiconductor devices for power conversion and signal conditioning. Cramer discussed the stock during the April 20 episode and commented:
Finally, rounding out the top 10 performers in the S&P 500 since the bottom is ON Semiconductor, which ended up in fifth place, up 49%. Bit of a mystery to me. ON Semi, as it’s known, makes power and sensing chips but mostly for the automotive end market, which is supposed to be weak. The best I can tell is that the demand for CPUs has bled into… scenarios like this or that ON stock is doing well thanks to a combination of demand for power chips and lower interest rates, which investors think will boost new auto sales. Either way, I’ve long followed ON Semi, and I like their CEO, Hassane El-Khoury, so I won’t complain about the nice pop of the stock.
While we acknowledge the potential of ON as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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- Here's Why NXP Semiconductors (NXPI) is a Great Momentum Stock to Buy
May 4, 2026
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at NXP Semiconductors (NXPI), a company that currently holds a Momentum Style Score of A. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. NXP Semiconductors currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market?
In order to see if NXPI is a promising momentum pick, let's examine some Momentum Style elements to see if this chipmaker holds up.
A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.
For NXPI, shares are up 20.98% over the past week while the Zacks Semiconductor - Analog and Mixed industry is up 0.4% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 51.76% compares favorably with the industry's 36.01% performance as well.
Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Shares of NXP Semiconductors have increased 31.62% over the past quarter, and have gained 56.93% in the last year. On the other hand, the S&P 500 has only moved 4.43% and 30.47%, respectively.
Investors should also pay attention to NXPI's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. NXPI is currently averaging 3,548,691 shares for the last 20 days.
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Earnings Outlook
The Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with NXPI.
Over the past two months, 10 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost NXPI's consensus estimate, increasing from $13.97 to $14.71 in the past 60 days. Looking at the next fiscal year, 8 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom Line
Given these factors, it shouldn't be surprising that NXPI is a #2 (Buy) stock and boasts a Momentum Score of A. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep NXP Semiconductors on your short list.
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- NXP (NXPI) Upgraded to Buy: What Does It Mean for the Stock?
May 4, 2026
NXP Semiconductors (NXPI) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
As such, the Zacks rating upgrade for NXP is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock Prices
The change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for NXP imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate Revisions
Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
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Earnings Estimate Revisions for NXP
For the fiscal year ending December 2026, this chipmaker is expected to earn $14.71 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for NXP. Over the past three months, the Zacks Consensus Estimate for the company has increased 9.6%.
Bottom Line
Unlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of NXP to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
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- Jim Cramer on NXP Semiconductors: “NXP Is a Must””
May 1, 2026
NXP Semiconductors N.V. (NASDAQ:NXPI) was among Jim Cramer’s stock calls on Mad Money recently as he recapped mega-cap tech earnings. Highlighting the stock’s recent rally, Cramer said:
Or how about NXP Semi, which rocketed 25% on a shortage of chips for autos. That’s a surprise because NXP’s auto business has long been an albatross around the company’s neck. But now that the cars are filled with software-defined products, NXP is a must.
NXP Semiconductors N.V. (NASDAQ:NXPI) provides a range of processing and connectivity solutions, including microcontrollers, application processors, and secure wireless technologies. On January 23, responding to a caller who called chips and related stocks “cyclical,” Cramer remarked:
They are not cyclical. There are particular ones. NXPI is cyclical. On Semi’s cyclical. Texas Instruments is cyclical. Most of the others are not cyclical. Most of them are secular. Those big three are the three that I would say you can’t possibly buy because you have to buy them and then sell them, and I don’t like that.
While we acknowledge the potential of NXPI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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