Subtle Target Hike Shows JP Morgan Cautious Optimism On NXP Semiconductors N.V. (NXPI)

NXP Semiconductors N.V. (NASDAQ:NXPI) is among the most profitable semiconductor stocks to buy. On October 29, 2025, Harlan Sur, an analyst at JP Morgan, increased the price target on NXP Semiconductors N.V. (NASDAQ:NXPI) to $245 from $240, while reaffirming a ‘Neutral’ rating on the stock. Including this revision, the previous target translates to a potential upside of nearly 23% from the current price level.

Earlier on October 27, NXP Semiconductors N.V. (NASDAQ:NXPI) delivered its third-quarter results, demonstrating strong performance as revenue surpassed guidance by $23 million. As stated by Rafael Sotomayor, President of the company,

“We maintained good profitability and controlled operating expenses, resulting in healthy fall-through.”

What’s even more interesting is that NXP Semiconductors N.V. (NASDAQ:NXPI) is engaged in various strategic initiatives that management believes will yield meaningful returns from 2028 onwards. The leadership anticipates fourth quarter revenue to $3.3 billion, which reflects 6% YoY and 4% sequential growth, driven by automotive, mobile, and Industrial and IoT businesses.

NXP Semiconductors N.V. (NASDAQ:NXPI) is a Netherlands-based provider of semiconductor products, including microcontrollers, communication processors, and wireless connectivity solutions. Founded in 2006, the giant serves several original equipment manufacturers, contract manufacturers, and distributors.

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