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ON Semiconductor falls 5%, NXP Semiconductors drops 4% as soft guidance revives auto chip worries; Skyworks ticks up, Qualcomm and Texas Instruments dip. NXP Semiconductors beat earnings estimates but its cautious outlook sent auto-exposed chipmakers sliding, and the ripple effect is hitting ON Semiconductor harder than NXP itself. Whether that selloff signals a broader auto chip downturn or a buying opportunity depends on... Handset-focused peers are a mixed bag today, it seems. Soft guidance from NXP Semiconductors (NASDAQ:NXPI | NXPI Price Prediction) is hitting the chipmakers most tied to the auto industry. ON Semiconductor (NASDAQ:ON) stock is at $75 in afternoon trading, down 5%, the biggest drop in the group. NXP stock is at $245, down 4%. Skyworks Solutions (NASDAQ:SWKS) stock is at $87, up 1%, moving against the selling in auto-linked chip names. NXP pairs a strong quarter with a softer outlook. Key data−. Previous Close Market Cap Day's Range 52wk Range Dividend Yield After the close on October 27, NXP reported Q3 2026 results that looked strong on their own. Sales at NXP Semiconductors reached $3.79 billion, up 19% from a year earlier, ahead of Wall Street analysts' consensus of $3.76 billion. Demand at NXP was broad, too, with management describing growth in every region. On the bottom line, NXP Semiconductors earned adjusted earnings per share (EPS) of $4.20, exceeding Wall Street analysts' consensus of $4.12. Where NXP disappointed was its outlook for the final quarter of the year. NXP Semiconductors guided Q4 2026 revenue to $3.75 billion to $3.95 billion, a midpoint of $3.85 billion versus Wall Street analysts' consensus of $3.86 billion. That shortfall is slight, and the company's adjusted EPS guide at the midpoint exceeding the consensus of Wall Street analysts, $4.34. The midpoint of that range implies NXP Semiconductors' revenue growth slowing to 15% from a year earlier. In Q3, NXP Semiconductors' automotive business, which makes up more than half of the company's sales, grew 13%, trailing the company's overall pace. TE Connectivity (NYSE:TEL) has also named weaker vehicle production as a constraint on its fiscal 2027, adding to concerns about chip demand from carmakers. A new $5 billion addition to NXP Semiconductors' buyback hasn't been enough to offset that read. Free Report, Just Released Why Didn't NXPI Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And NXPI didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. ON Semiconductor and Skyworks split on auto exposure. ON Semiconductor is trading on a read-across from NXP's auto numbers. The company sells power chips. These include silicon carbide devices used in electric-vehicle inverters and industrial power conversion, so auto demand carries more weight for it than for most peers. That exposure helps explain why ON Semiconductor is falling harder than NXP itself. Even so, ON Semiconductor stock is up 38% year to date (YTD). Skyworks is the contrast, selling radio-frequency chips for smartphones, and the iPhone maker is its largest customer. An auto slowdown barely touches that business, and Skyworks stock has gained ground over the past week as well. Chip funds are moving the same way. The iShares Semiconductor ETF is at $517, up 1%, a sign the selling is concentrated in auto-exposed names. Tech overall is quieter, with the Invesco QQQ Trust at $722, up 0.1%. Qualcomm (NASDAQ:QCOM) stock is at $182, down 1%. Texas Instruments (NASDAQ:TXN) is sliding as well, with its stock at $305, down 1%. Handset exposure hasn't fully protected Qualcomm, which cuts against a perfectly clean split between auto and smartphone chipmakers. The two stocks are dipping from very different starting points. Since the start of the year, Texas Instruments stock is up 79%. Gains at Qualcomm are more modest, with the stock up 8% YTD. NXP stock is up 14% YTD as well, even after the drop. What ON Semiconductor's next report could reveal. For ON Semiconductor, the question is whether its upcoming quarterly report shows the same auto drag that NXP's numbers suggested at. On August 3, ON Semiconductor's management called automotive "very stable with a good outlook," a view the company's next results could confirm or revise. A pending acquisition of Synaptics (NASDAQ:SYNA) which was revised earlier this month, adds another moving piece to the ON Semiconductor story. For NXP, the risk is a Q4 that lands at the low end of its range if auto demand weakens further. The bulls can point to NXP's earnings beat, its expanded buyback and ON Semiconductor's strong run this year as signs the auto worry may be overdone. The bears, meanwhile, see slower auto growth at NXP as an early warning that could spread to ON Semiconductor and other suppliers to carmakers. Interest rates add one more variable, with the Federal Reserve's policy decision scheduled for today. For traders, waiting could make sense until ON Semiconductor's auto outlook becomes clearer. Got $1,000? Before you buy NXPI, read this. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And NXPI wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and see which stocks made the list ->> David Moadel David Moadel is financial writer specializing in stocks, ETFs, options, precious metals, and Bitcoin. David has written well over 1,000 articles for leading online publications, helping investors understand markets, income strategies, and risk.His work has appeared in The Motley Fool, InvestorPlace, U.S. News & World Report, TipRanks, ValueWalk, Benzinga, Market Realist, TalkMarkets, Finmasters, 24/7 Wall St., and others.With a master's degree in education, David has taught at the elementary, high school, and college levels. That teaching background shapes his writing style: clear, educational, and practical. David has also built a loyal social-media audience by providing trustworthy financial content on YouTube, X/Twitter, and StockTwits.

NXP Semiconductors posts strong results, but outlook disappoints. NXP Semiconductors reported quarterly results above analysts' expectations on Tuesday, driven by growth in revenue and adjusted earnings. However, the semiconductor maker disappointed investors with an outlook viewed as unencouraging for Q4, sending its stock down sharply (-7%, in after-hours trading). Published on 10/28/2026 at 03:44 am EDT MarketScreener.com In Q3, ended September 27, NXP Semiconductors posted revenue of $3.79bn, up from $3.17bn a year earlier and above the $3.76bn expected by analysts. Adjusted diluted EPS came to $4.20, compared with $3.11 in the same period last year, also topping the FactSet consensus of $4.12. These results reflect an improvement in the group's performance y-o-y. For Q4, NXP expects revenue of between $3.75bn and $3.95bn, implying a midpoint of $3.85bn, slightly below the $3.86bn anticipated by analysts polled by LSEG. Adjusted EPS is expected between $4.14 and $4.58, compared with a consensus of $4.34. Adjusted operating income is expected between $1.374bn and $1.442bn, while analysts were expecting $1.44bn. Despite quarterly results that beat expectations, NXP shares fell 7% to 9% in after-hours trading. (C) MarketScreener.com - 2026

NXP Semiconductors falls on weak fourth quarter guidance. Investing.com - NXP Semiconductors NV (NASDAQ:NXPI) reported third quarter results that exceeded analyst expectations but issued disappointing fourth quarter guidance, sending shares down 7% in after-hours trading Tuesday. The semiconductor company posted adjusted earnings per share of $4.20 for the third quarter, beating the analyst estimate of $4.11 by $0.09. Revenue reached $3.79 billion, surpassing the consensus estimate of $3.76 billion and marking a 19% increase YoY. However, the company's fourth quarter guidance fell short of expectations, with revenue projected at $3.75 billion to $3.95 billion compared to the analyst consensus of $3.86 billion. The midpoint of $3.85 billion sits below the Street estimate. For the fourth quarter, NXP expects adjusted EPS of $4.14 to $4.58, with a midpoint of $4.36 that slightly exceeds the analyst consensus of $4.34. "NXP delivered third-quarter revenue of $3.8 billion, up 19% year-on-year and 8% sequentially. Our performance was driven by accelerating contributions from our company-specific growth drivers in automotive and industrial as well as continued momentum in data center infrastructure," said Rafael Sotomayor, NXP President and Chief Executive Officer. The company's automotive segment generated $2.07 billion in revenue, up 13% YoY, while Industrial & IoT revenue jumped 39% to $802 million. Communication Infrastructure & Other revenue surged 54% to $503 million. Mobile revenue declined 4% to $411 million. NXP's adjusted gross margin improved to 58.6% from 57.0% in the prior year period, while adjusted operating margin expanded to 37.1% from 33.8%. The company generated $1.21 billion in free cash flow during the quarter, representing 31.9% of revenue. The company's board authorized a $5 billion share repurchase program in October, adding to the $1.3 billion remaining under the prior authorization. Original Article