Skyworks Solutions (NASDAQ:SWKS) Given New $75.00 Price Target at Stifel Nicolaus

Skyworks Solutions (NASDAQ:SWKS) had its price target raised by research analysts at Stifel Nicolaus from $65.00 to $75.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm presently has a “hold” rating on the semiconductor manufacturer’s stock. Stifel Nicolaus’ target price points to a potential upside of 14.97% from the company’s current price.

A number of other equities research analysts have also recently weighed in on SWKS. JPMorgan Chase & Co. upped their price objective on Skyworks Solutions from $65.00 to $70.00 in a research note on Wednesday. TD Cowen reduced their target price on Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating on the stock in a research report on Wednesday, February 4th. KeyCorp upped their target price on Skyworks Solutions from $75.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday. Barclays raised Skyworks Solutions from an “equal weight” rating to an “overweight” rating and upped their target price for the company from $60.00 to $70.00 in a research report on Wednesday, April 22nd. Finally, Wall Street Zen lowered Skyworks Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $73.50.

Skyworks Solutions Stock Down 10.1%

Shares of NASDAQ SWKS traded down $7.33 during mid-day trading on Wednesday, reaching $65.23. 5,442,210 shares of the company were exchanged, compared to its average volume of 3,709,590. The company has a quick ratio of 1.80, a current ratio of 2.40 and a debt-to-equity ratio of 0.09. The stock has a market cap of $9.81 billion, a price-to-earnings ratio of 25.08 and a beta of 1.48. Skyworks Solutions has a 1 year low of $51.93 and a 1 year high of $90.90. The firm has a 50-day moving average of $57.60 and a 200 day moving average of $62.57.

Skyworks Solutions (NASDAQ:SWKS) last issued its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.15 earnings per share for the quarter, topping analysts’ consensus estimates of $1.04 by $0.11. The firm had revenue of $943.70 million during the quarter, compared to analysts’ expectations of $901.76 million. Skyworks Solutions had a return on equity of 11.72% and a net margin of 9.73%.The firm’s quarterly revenue was down 1.0% on a year-over-year basis. During the same period in the prior year, the business posted $1.24 EPS. Skyworks Solutions has set its Q3 2026 guidance at 1.030-1.030 EPS. On average, research analysts expect that Skyworks Solutions will post 3.25 earnings per share for the current year.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. AE Wealth Management LLC increased its holdings in shares of Skyworks Solutions by 7.8% in the third quarter. AE Wealth Management LLC now owns 193,525 shares of the semiconductor manufacturer’s stock valued at $14,898,000 after purchasing an additional 14,007 shares during the period. Rakuten Investment Management Inc. acquired a new stake in Skyworks Solutions during the third quarter worth about $12,155,000. JPMorgan Chase & Co. grew its holdings in Skyworks Solutions by 2.6% during the third quarter. JPMorgan Chase & Co. now owns 1,163,728 shares of the semiconductor manufacturer’s stock worth $89,584,000 after acquiring an additional 29,444 shares during the period. Y Intercept Hong Kong Ltd grew its holdings in Skyworks Solutions by 102.6% during the third quarter. Y Intercept Hong Kong Ltd now owns 79,771 shares of the semiconductor manufacturer’s stock worth $6,141,000 after acquiring an additional 40,390 shares during the period. Finally, Robeco Institutional Asset Management B.V. grew its holdings in Skyworks Solutions by 26.9% during the third quarter. Robeco Institutional Asset Management B.V. now owns 671,970 shares of the semiconductor manufacturer’s stock worth $51,728,000 after acquiring an additional 142,600 shares during the period. 85.43% of the stock is owned by institutional investors and hedge funds.

Key Skyworks Solutions News

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

• Positive Sentiment: Q2 results beat expectations and management secured a multi‑generational Android OEM design win expected to generate $1B+ through 2030 — the beat and the large design win are clear revenue catalysts and underpinned upbeat commentary on smartphone RF demand. GlobeNewswire: Press Release
• Positive Sentiment: Company issued stronger-than-expected Q3 fiscal guidance (EPS ~1.03 and revenue midpoint well above consensus), suggesting demand for RF chips is improving across premium smartphones. Yahoo Finance: Forecasts Higher Revenue
• Positive Sentiment: Multiple brokerages raised price targets (KeyCorp, Morgan Stanley, JPMorgan, BNP Paribas Exane, RBC, B. Riley), many to the $70–85 range — this increases analyst valuation support and signals institutional confidence. Benzinga / MarketScreener coverage
• Positive Sentiment: Board declared a quarterly dividend of $0.71 (4.5% yield on the stated basis) with an upcoming ex‑dividend date, which supports income‑oriented investors. Benzinga: Dividend Announcement
• Neutral Sentiment: Full earnings and analyst call transcripts are available for modelers and active traders who want detail on product mix, inventory and customer timing. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Despite the beat, revenue was roughly flat year‑over‑year and management flagged higher inventory levels; shares moved lower in after‑hours trading following the print — these operational caveats likely prompted some profit‑taking and short‑term selling pressure. Yahoo Finance: Revenue Flat / Inventory Note

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.