Stifel has revised its price target for NXP Semiconductors (NXPI, Financial), reducing it to $170 from the previous $210, while maintaining a Hold rating on the stock. The adjustment is primarily due to anticipated tariff impacts, which are expected to influence both direct and indirect sectors. This perspective is shaping the firm's outlook as the Q1 earnings season approaches, particularly for companies in the Analog, Connectivity, and Processors segments.
Stifel anticipates that the March quarter results will generally meet expectations; however, there is concern about a weaker outlook in the upcoming June quarter. The firm is cautious about the broader semiconductor industry, noting an increased risk of entering a cyclical downturn, which could be exacerbated by the tariffs' uncertain scope and duration.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 27 analysts, the average target price for NXP Semiconductors NV (NXPI, Financial) is $242.11 with a high estimate of $301.12 and a low estimate of $170.00. The average target implies an upside of 43.61% from the current price of $168.59. More detailed estimate data can be found on the NXP Semiconductors NV (NXPI) Forecast page.
Based on the consensus recommendation from 31 brokerage firms, NXP Semiconductors NV's (NXPI, Financial) average brokerage recommendation is currently 2.0, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for NXP Semiconductors NV (NXPI, Financial) in one year is $204.08, suggesting a upside of 21.05% from the current price of $168.59. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the NXP Semiconductors NV (NXPI) Summary page.
