New York, January 24, 2026, 19:35 EST — Market closed
- NXP shares dropped 1.81% Friday, closing at $232.48 and snapping a two-day rally.
- A regulatory filing showed JPMorgan Chase & Co owned 8.0% of NXP shares as of Dec. 31.
- Traders are focused on the Fed’s rate decision coming up on Jan. 28, with NXP’s earnings report due after the close on Feb. 2 also in the spotlight.
NXP Semiconductors’ shares fell 1.81% on Friday in the U.S., closing at $232.48 and lagging behind rivals during a mixed day on Wall Street. The stock finished the week about 9% below its 52-week high, with trading volume edging above recent levels. 1
The pullback arrives as investors pivot from this month’s geopolitical noise back to earnings and interest rates. “At the end of the day, earnings are the driver,” said Chris Galipeau, senior market strategist at Franklin Templeton, highlighting a busy week ahead with earnings reports and a Federal Reserve decision. 2
NXP is set to release its fourth-quarter and full-year 2025 earnings after markets close on Monday, Feb. 2. A conference call will follow the next morning. 3
Investors received fresh data before the week started. An amended Schedule 13G showed JPMorgan Chase & Co owns 20,347,898 shares of NXP, equating to 8.0% of the company’s class as of Dec. 31. 4
Semiconductor stocks hit headwinds on Friday, barely budging alongside the broader market. Intel’s shares plunged sharply after the company flagged supply shortages, highlighting that even with growing AI infrastructure demand, chipmakers still face serious capacity and execution hurdles. 5
NXP’s stock experienced swings on Friday, moving between $229.12 and $238.61. About 3.26 million shares changed hands during the session.
NXP lagged behind its peers in the analog and mixed-signal sector. Qualcomm, Texas Instruments, and Analog Devices all finished lower, reflecting the cautious tone among leading chip stocks as the weekend approached.
The bigger macro test comes first. On Wednesday, Jan. 28, the Federal Reserve will unveil its policy decision. Traders are eager to gauge how long officials plan to maintain the current rates — a key detail for high-multiple tech and semiconductor stocks.
Next week, a wave of earnings reports from U.S. mega-cap tech giants hits, spotlighting data center and AI infrastructure spending. Any slip-up could rattle chip stocks, especially those like NXP, which lean heavily on automotive and industrial markets.
The risk cuts both ways for NXP investors. If the Fed turns more cautious than expected or appetite for risk cools off, chip stocks could take a sharp hit. On top of that, NXP’s next earnings report might disappoint if customers slow their inventory buildup and order flow.
NXPI is set to release its earnings after the market closes on Feb. 2. The following day, Feb. 3, the company will host a conference call. Investors will zero in on demand patterns, margin shifts, and the pace of shareholder returns during the discussion.
