We recently published an article titled 13 Best Internet of Things (IoT) Stocks to Buy Now.
On February 4, NXP Semiconductors N.V. (NASDAQ:NXPI) saw Bernstein analyst Stacy Rasgon raise the firm’s price target to $240 from $220 while maintaining a Market Perform rating. The analyst characterized fourth-quarter results as solid overall, with performance mixed across end markets: automotive revenue trailed expectations, Industrial and IoT were largely in line, Mobile exceeded forecasts, and Communications Infrastructure modestly outperformed. Channel inventory increased sequentially to 10 weeks, reflecting a measured normalization of supply-demand dynamics across the distribution network.
On February 2, NXP Semiconductors N.V. (NASDAQ:NXPI) reported fourth-quarter revenue of $3.34 billion, representing a 7% year-over-year increase and 5% sequential growth, exceeding the midpoint of guidance by $35 million. First-quarter fiscal 2026 guidance calls for revenue of $3.15 billion, up 11% year over year, though seasonally down 6% sequentially. Management indicated that the outlook is more constructive than it was 90 days ago and does not assume broad-based channel restocking. Industrial and IoT revenue totaled $2.3 billion, flat year over year, with expectations for second-half growth materially above the company’s long-term 8%–12% framework. Customer engagement around “physical AI” at the edge continues to gain traction through the i.MX processor portfolio combined with Kinara MPUs, with design wins emerging in medical imaging, workplace safety cameras, logistics automation, and robotics. The company has deployed approximately $1.7 billion of its planned $3.4 billion investment in VSMC/ESMC manufacturing partnerships, positioning it roughly halfway through the investment cycle to support hybrid manufacturing capabilities and structurally higher gross margins over time. Taken together, resilient revenue growth, improving visibility, and disciplined strategic investment reinforce confidence in NXP’s ability to capture secular demand in automotive electrification, industrial automation, and edge intelligence, supporting a constructive long-term investment case.
NXP Semiconductors N.V. (NASDAQ:NXPI) is a Netherlands-based semiconductor designer and manufacturer headquartered in Eindhoven. Established in 2006 following the divestiture of Philips’ semiconductor division, the company develops a broad portfolio of solutions spanning automotive electronics, industrial applications, Internet of Things devices, secure identification and NFC payments, as well as wireless infrastructure.
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