NXPI Likely to Beat Q4 Earnings Estimates: How to Play the Stock

Core Insights - NXP Semiconductors (NXPI) is set to report its fourth-quarter 2025 results on February 2, with expected revenues between $3.2 billion and $3.4 billion, reflecting a year-over-year increase of 6.2% [1] - The anticipated non-GAAP earnings per share (EPS) for the fourth quarter is projected to be between $3.07 and $3.49, with a consensus estimate of $3.30 per share, indicating a 3.8% year-over-year increase [2] Revenue Expectations - Automotive revenues are expected to grow in the mid-single digits year-over-year, with a Zacks Consensus Estimate of $1.88 billion, representing a 5.3% increase from the previous year [3] - Industrial and Internet of Things (IoT) revenues are projected to rise in the mid-20% range year-over-year, with a consensus estimate of $637.6 million, indicating a 25.5% increase [4] - Mobile end market revenues are anticipated to increase in the mid-teens percent range year-over-year, with a consensus estimate of $452.1 million, reflecting a 14.2% increase [5] - Communication Infrastructure & Other end markets are expected to see a revenue decline of around 20% year-over-year, with a consensus estimate of $327 million [6] Earnings Prediction - The company's earnings model suggests a strong likelihood of an earnings beat, supported by a positive Earnings ESP of +0.19% and a Zacks Rank of 2 (Buy) [7]