KeyBanc keeps USD 345.00 target for NXP Semiconductors stock

Published on 10/16/2026 at 10:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

KeyBanc set a USD 345.00 target October 15, 2026. NXP Semiconductors stock costs EUR 203.63 on October 16, 2026 at USD 58.3 billion value.

Catalyst and calendar

John Vinh of KeyBanc set a USD 345.00 price target on October 15, 2026.
NXP guided to USD 3.75 billion in third-quarter revenue in its July 2026 earnings call.
NXP Semiconductors stock was trading at EUR 203.63 at 10:40 a.m. CEST at Lang & Schwarz on October 16, 2026.

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NXP Semiconductors (NL0009538784) was trading at EUR 203.63 at Lang & Schwarz on October 16, 2026, at 10:40 a.m. CEST. On October 15, 2026, KeyBanc analyst John Vinh maintained a Buy rating and set a USD 345.00 price target, according to Markets Insider.

Three events set the timeline

On July 28, 2026, NXP reported second-quarter revenue of USD 3.50 billion, up 19 percent year over year, with non-GAAP earnings per share of USD 3.61, according to Yahoo Finance. The call also described a non-GAAP operating margin of 35 percent for the second quarter.

On October 1, 2026, NXP executive Christopher Jensen sold 3,355 shares, according to MarketBeat. On October 15, 2026, KeyBanc set the USD 345.00 target while keeping its Buy rating, making the analyst action the latest dated event in this sequence.

What drives the next quarter?

NXP management guided third-quarter revenue to USD 3.75 billion, plus or minus USD 100.00 million, and forecast a non-GAAP gross margin of 58.5 percent, plus or minus 0.5 percentage points. The guidance implies non-GAAP earnings per share of USD 4.11 at the midpoint, according to the company earnings call transcript dated July 28, 2026.

The operating picture is split across end markets. Automotive revenue reached USD 1.94 billion in the second quarter, up 12 percent year over year, while industrial and IoT revenue rose 38 percent to USD 755.00 million. Communications infrastructure revenue increased 41 percent to USD 452.00 million, giving the next report several quantified areas to test.

Next reporting date

NXP is scheduled to release third-quarter 2026 results after the Nasdaq close on October 27, 2026, followed by a conference call at 4:30 p.m. EDT, according to the NXP Semiconductors release dated October 6, 2026. Nasdaq identifies the report as covering the fiscal quarter ending September 2026 and lists a consensus earnings-per-share forecast of USD 3.77.

Stock and valuation context

The primary listing is on the Nasdaq, where NXP had a USD 58.3 billion market capitalization and a USD 183.00 to USD 339.95 52-week range as of October 15, 2026. The euro quotation therefore sits alongside a US dollar market context rather than a directly comparable price range.

The immediate test is whether the October 27 report supports the acceleration implied by the second-quarter guidance. Revenue of USD 3.75 billion at the midpoint would be USD 250.00 million above the second-quarter level, while the projected non-GAAP gross margin is 0.5 percentage points above the reported second-quarter margin.

Trading before the results

NXP Semiconductors was trading at EUR 203.63 at Lang & Schwarz on October 16, 2026 at 10:40 a.m. CEST. The next company-specific checkpoint is the October 27 results release, with the analyst target and management guidance providing two separate reference points for the report.

The further course of trading is shown by the continuously updated real-time quote of NXP Semiconductors stock.