Last week, you might have seen that NXP Semiconductors N.V. (NASDAQ:NXPI) released its quarterly result to the market. The early response was not positive, with shares down 6.5% to US$206 in the past week. It was a credible result overall, with revenues of US$3.2b and statutory earnings per share of US$2.48 both in line with analyst estimates, showing that NXP Semiconductors is executing in line with expectations. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
NasdaqGS:NXPI Earnings and Revenue Growth October 31st 2025
Taking into account the latest results, the consensus forecast from NXP Semiconductors’ 30 analysts is for revenues of US$13.3b in 2026. This reflects a notable 11% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to bounce 36% to US$11.12. Before this earnings report, the analysts had been forecasting revenues of US$13.3b and earnings per share (EPS) of US$11.22 in 2026. So it’s pretty clear that, although the analysts have updated their estimates, there’s been no major change in expectations for the business following the latest results.
Check out our latest analysis for NXP Semiconductors
There were no changes to revenue or earnings estimates or the price target of US$258, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so – it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on NXP Semiconductors, with the most bullish analyst valuing it at US$292 and the most bearish at US$210 per share. This shows there is still a bit of diversity in estimates, but analysts don’t appear to be totally split on the stock as though it might be a success or failure situation.
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It’s clear from the latest estimates that NXP Semiconductors’ rate of growth is expected to accelerate meaningfully, with the forecast 8.4% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 6.4% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to see revenue growth of 19% annually. It seems obvious that, while the future growth outlook is brighter than the recent past, NXP Semiconductors is expected to grow slower than the wider industry.
The most important thing to take away is that there’s been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it’s tracking in line with expectations. Although our data does suggest that NXP Semiconductors’ revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year’s earnings. At Simply Wall St, we have a full range of analyst estimates for NXP Semiconductors going out to 2027, and you can see them free on our platform here..
And what about risks? Every company has them, and we’ve spotted 1 warning sign for NXP Semiconductors you should know about.
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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.