New York, January 24, 2026, 19:35 EST — Market closed
- Shares of NXP fell 1.81% on Friday, ending the day at $232.48 and halting a two-day winning streak.
- A regulatory filing revealed that JPMorgan Chase & Co held beneficial ownership of 8.0% of NXP shares as of Dec. 31.
- Traders are eyeing the Fed’s rate decision on Jan. 28 and NXP’s earnings report, set for Feb. 2 after the close.
NXP Semiconductors’ shares on the U.S. market dropped 1.81% Friday, closing at $232.48 and underperforming peers amid a mixed Wall Street session. The stock ended the week roughly 9% shy of its 52-week peak, with volume ticking above its recent norm. (MarketWatch)
The pullback comes amid a shift in market focus, as investors move away from this month’s geopolitical chatter and refocus on earnings and interest rates. “At the end of the day, earnings are the driver,” said Chris Galipeau, senior market strategist at Franklin Templeton, pointing to a packed week of earnings reports and a Federal Reserve decision. (Reuters)
NXP is gearing up for its next quarterly report. The company plans to announce fourth-quarter and full-year 2025 results after market close on Monday, Feb. 2, followed by a conference call the next morning. (NXP)
Investors got a new data point to chew on ahead of the week. An amended Schedule 13G revealed JPMorgan Chase & Co holds beneficial ownership of 20,347,898 shares of NXP, representing 8.0% of the company’s class as of Dec. 31. (SEC)
Semiconductor stocks struggled on Friday, showing little lift from the broader market. Intel’s shares took a steep dive after the company warned of supply constraints, underscoring that despite shifting demand toward AI infrastructure, chipmakers remain vulnerable to capacity and execution challenges. (Reuters)
NXP’s session on Friday saw some volatility. Shares fluctuated between $229.12 and $238.61, with roughly 3.26 million shares traded.
Within its peer group, NXP’s performance trailed behind well-known analog and mixed-signal players. Qualcomm, Texas Instruments, and Analog Devices all closed down, highlighting the prevailing mood among major chip stocks heading into the weekend.
The bigger macro test arrives first. On Wednesday, Jan. 28, the Federal Reserve will announce its policy decision, with traders keen to hear how long officials intend to keep rates on hold — a crucial factor for high-multiple tech and semiconductor stocks.
Next week brings a flood of earnings from U.S. mega-cap tech firms, with heavy focus on data center and AI infrastructure spending. A misstep here could quickly shake chip valuations, including for companies like NXP that depend largely on automotive and industrial sectors.
But the situation works both ways for NXP holders. Should the Fed grow more cautious than anticipated or risk appetite wane again, chip stocks could slide fast; plus, NXP’s upcoming report might underwhelm if customers hold back on inventory and orders.
NXPI’s upcoming key event is its earnings report after the close on Feb. 2. Then, on Feb. 3, the company will hold a conference call, where investors will focus on demand trends, margin developments, and how quickly returns to shareholders are progressing.
