New York, February 12, 2026, 18:21 EST — After-hours
- NXPI fell in Thursday trade after an early jump faded.
- Tech and chip stocks slid as investors braced for U.S. inflation data.
- NXP’s March conference slate and late-April results are next on the calendar.
Shares of NXP Semiconductors N.V. (NXPI) closed down 3% at $242.19 on Thursday, giving up a morning jump that briefly pushed the stock above $256. NXPI swung between $256.80 and $239.59.
The pullback came as Wall Street’s selloff in technology shares deepened, with investors also waiting for the U.S. January consumer price index report due on Friday. “We see this as a ‘prove it’ year for AI,” said Jack Herr, primary investment analyst at GuideStone Funds, as traders debate who will show returns from the spending wave. (Reuters)
NXP’s drop also followed a brisk run earlier in the week. The shares rose 5.55% on Wednesday to $249.75, extending a four-session streak, before sliding Thursday; Qualcomm fell 1.82%, Texas Instruments dropped 1.57% and Analog Devices lost 1.67% in the same session, MarketWatch data showed. (MarketWatch)
One fresh item on the company tape came from a supplier. Arteris said on Wednesday that NXP expanded its use of Arteris system IP products across AI-enabled silicon used in automotive, industrial and consumer applications. “At NXP, we are committed to delivering innovative, safe and secure edge AI devices for a smarter world,” said Ajith Mekkoth, an executive vice president of advanced chip engineering at NXP. (GlobeNewswire)
Earlier this month, NXP forecast first-quarter revenue of $3.05 billion to $3.25 billion and adjusted earnings per share — a profit measure that excludes some items — of $2.77 to $3.17. It said about 55% of sales come from automotive and about 18% from industrial; shares slipped about 5% in extended trading at the time after it reported an 18% drop in communications-unit revenue, a sign of weaker telecom operator spending. (Reuters)
In a Reuters interview days later, CEO Rafael Sotomayor tied the outlook to what he calls “physical AI”, where chips run AI in machines such as logistics automation and robotics. “The fastest growing part of our industrial portfolio is the products that have inherent AI capabilities,” he said, adding that automotive know-how is spilling into drones and factory robots. (Reuters)
Thursday’s reversal shows how quickly traders will bank gains when the tape turns ugly. NXPI had pushed toward the mid-$250s this week before slipping back as risk appetite cooled.
But the next leg depends on the numbers and on demand. A hotter inflation print that lifts bond yields can keep pressure on growth stocks, while any soft patch in car builds or factory spending would test the idea that chip demand is stabilising.
On the calendar, traders will watch NXP’s next set of public appearances, starting with the Morgan Stanley Conference on March 3. The company’s first-quarter quiet period — when it typically limits public comment ahead of results — begins March 13, and NXP is due to release first-quarter earnings on April 27 and hold its earnings call on April 28. (Nxp)
