Skyworks Solutions (NASDAQ:SWKS) Releases Q4 2026 Earnings Guidance

Skyworks Solutions (NASDAQ:SWKS) updated its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 1.270-1.270 for the period, compared to the consensus EPS estimate of 1.230. The company issued revenue guidance of $1.0 billion-$1.1 billion, compared to the consensus revenue estimate of $1.0 billion.

Skyworks Solutions Stock Performance

NASDAQ:SWKS traded down $1.79 during mid-day trading on Wednesday, hitting $62.89. The stock had a trading volume of 6,936,951 shares, compared to its average volume of 4,430,277. Skyworks Solutions has a twelve month low of $51.93 and a twelve month high of $90.90. The stock has a market cap of $9.46 billion, a price-to-earnings ratio of 26.17 and a beta of 1.50. The company’s 50 day simple moving average is $69.21 and its 200 day simple moving average is $62.83. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.70 and a current ratio of 2.38.

Skyworks Solutions (NASDAQ:SWKS) last posted its quarterly earnings results on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share for the quarter, beating analysts’ consensus estimates of $1.03 by $0.05. Skyworks Solutions had a return on equity of 11.52% and a net margin of 8.93%.The business had revenue of $934.80 million for the quarter, compared to analysts’ expectations of $925.97 million. During the same quarter in the prior year, the business earned $1.33 EPS. The firm’s revenue for the quarter was down 3.1% on a year-over-year basis. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. On average, equities research analysts forecast that Skyworks Solutions will post 3.62 earnings per share for the current year.

Skyworks Solutions Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, May 26th were issued a $0.71 dividend. This represents a $2.84 dividend on an annualized basis and a yield of 4.5%. The ex-dividend date of this dividend was Tuesday, May 26th. Skyworks Solutions’s dividend payout ratio is currently 117.84%.

Wall Street Analyst Weigh In

A number of research firms recently commented on SWKS. Benchmark reaffirmed a “hold” rating on shares of Skyworks Solutions in a research report on Monday. Stifel Nicolaus raised their target price on shares of Skyworks Solutions from $65.00 to $75.00 and gave the company a “hold” rating in a research report on Wednesday, May 6th. BNP Paribas Exane lifted their target price on shares of Skyworks Solutions from $60.00 to $70.00 in a research report on Wednesday, May 6th. Craig Hallum upped their price target on Skyworks Solutions from $75.00 to $85.00 in a research report on Wednesday, May 6th. Finally, Royal Bank Of Canada lowered their target price on shares of Skyworks Solutions from $80.00 to $70.00 and set a “sector perform” rating for the company in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, sixteen have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $75.22.

Trending Headlines about Skyworks Solutions

Here are the key news stories impacting Skyworks Solutions this week:

• Positive Sentiment: Skyworks reported fiscal third-quarter revenue of $934.8 million and non-GAAP earnings of $1.08 per share, exceeding analyst estimates of $925.97 million and $1.03, respectively. The company also guided to fourth-quarter EPS of $1.27, above the $1.23 consensus estimate. Skyworks fiscal third-quarter results
• Positive Sentiment: The company authorized a new $2 billion stock-repurchase program and said automotive and data-center markets are showing momentum, potentially supporting shareholder returns and future growth. Skyworks capital allocation and Qorvo update
• Positive Sentiment: Skyworks and Qorvo announced an expected leadership team for their combined company, while regulatory approvals for the transaction continue to progress. Skyworks and Qorvo leadership announcement
• Neutral Sentiment: Analyst Joseph Moore of Morgan Stanley maintained a Hold rating while lowering his price target to $72, citing dividend suspension and mixed end-market trends. Morgan Stanley Skyworks rating
• Negative Sentiment: Revenue fell 3.1% year over year to $934.8 million, while EPS declined from $1.33 to $1.08, highlighting continued pressure despite the earnings beat. Skyworks earnings analysis
• Negative Sentiment: Citigroup cut its price target from $77 to $64 and adopted a Neutral rating, while RBC reduced its target from $80 to $70 with a Sector Perform rating. These revisions signal limited near-term analyst conviction. Analyst price-target updates
• Negative Sentiment: A shareholder-law-firm solicitation concerning alleged insider fiduciary-duty breaches adds negative headline risk, although the notice does not establish wrongdoing. Skyworks shareholder notice

Hedge Funds Weigh In On Skyworks Solutions

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. United Services Automobile Association purchased a new position in Skyworks Solutions in the 1st quarter valued at approximately $236,000. Focus Partners Wealth boosted its stake in Skyworks Solutions by 99.0% during the first quarter. Focus Partners Wealth now owns 9,451 shares of the semiconductor manufacturer’s stock valued at $611,000 after buying an additional 4,702 shares during the period. EverSource Wealth Advisors LLC grew its position in Skyworks Solutions by 137.4% during the second quarter. EverSource Wealth Advisors LLC now owns 2,298 shares of the semiconductor manufacturer’s stock worth $171,000 after buying an additional 1,330 shares in the last quarter. Gamco Investors INC. ET AL bought a new stake in shares of Skyworks Solutions during the 2nd quarter valued at about $259,000. Finally, Gabelli Funds LLC purchased a new position in shares of Skyworks Solutions during the second quarter worth about $1,004,000. Institutional investors own 85.43% of the company’s stock.

Skyworks Solutions Company Profile

Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company’s portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.

Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.