BMO Capital analyst Ambrish Srivastava kept his Market Perform rating and $100 price target on NXP Semiconductors after its Analyst Day, saying the stock price is "reasonably valued" at current levels. The analyst notes that the investor presentation was "quite detailed", with reiteration of its long-term targets and a "road map" to achieve individual metrics, but did not change his opinion on valuation of the stock. Srivastava also raised his FY18 EPS view to $6.83 from $6.72 , citing the company's lower than expected tax rate this year of 8% vs 12% previously modeled.

Susquehanna analyst Christopher Rolland raised the firm's price target on Impinj (PI) to $150 from $140 and keeps a Positive rating on the shares. The firm said they posted a solid print with additional upside driven by the licensing win from NXP Semiconductors (NXPI). Customer engagements and new RFID markets continue to broaden the opportunity.

BofA raised the firm's price target on Texas Instruments (TXN) to $190 from $175 and keeps a Neutral rating on the shares. TI's small Q1 beat and inline but sequentially rising Q2 sales guidance, "while modest, potentially marks a recovery inflection in industrial chip demand," with positive read-across for U.S. peers such as Analog Devices (ADI), Microchip (MCHP), NXP Semiconductors (NXPI) and On Semiconductor (ON), the analyst tells investors. However, despite an expected recovery, TI's sustained high capex intensity could keep reported calendar year 2024-26 pro-forma EPS below $6 per share, the analyst added.