Skyworks Solutions (NASDAQ:SWKS – Get Free Report) had its price objective boosted by research analysts at UBS Group from $63.00 to $75.00 in a report issued on Wednesday,Benzinga reports. The firm currently has a “neutral” rating on the semiconductor manufacturer’s stock. UBS Group’s price target points to a potential upside of 15.46% from the company’s previous close.
Other equities analysts have also recently issued research reports about the company. Morgan Stanley boosted their target price on Skyworks Solutions from $69.00 to $76.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Susquehanna reduced their price target on Skyworks Solutions from $75.00 to $65.00 and set a “neutral” rating for the company in a report on Thursday, January 22nd. Weiss Ratings lowered Skyworks Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 6th. JPMorgan Chase & Co. increased their price objective on Skyworks Solutions from $65.00 to $70.00 and gave the stock a “neutral” rating in a research report on Wednesday. Finally, Barclays upgraded shares of Skyworks Solutions from an “equal weight” rating to an “overweight” rating and boosted their target price for the stock from $60.00 to $70.00 in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $75.78.
Check Out Our Latest Stock Analysis on Skyworks Solutions
Skyworks Solutions Stock Performance
Skyworks Solutions (NASDAQ:SWKS – Get Free Report) last issued its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.15 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.11. The business had revenue of $943.70 million for the quarter, compared to the consensus estimate of $901.76 million. Skyworks Solutions had a net margin of 9.73% and a return on equity of 11.72%. The business’s quarterly revenue was down 1.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.24 earnings per share. Skyworks Solutions has set its Q3 2026 guidance at 1.030-1.030 EPS. As a group, analysts expect that Skyworks Solutions will post 3.25 EPS for the current fiscal year.
Institutional Investors Weigh In On Skyworks Solutions
A number of large investors have recently added to or reduced their stakes in the business. United Services Automobile Association purchased a new position in Skyworks Solutions during the 1st quarter valued at about $236,000. Focus Partners Wealth grew its position in shares of Skyworks Solutions by 99.0% in the first quarter. Focus Partners Wealth now owns 9,451 shares of the semiconductor manufacturer’s stock valued at $611,000 after purchasing an additional 4,702 shares during the last quarter. EverSource Wealth Advisors LLC increased its stake in shares of Skyworks Solutions by 137.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,298 shares of the semiconductor manufacturer’s stock worth $171,000 after purchasing an additional 1,330 shares in the last quarter. Gamco Investors INC. ET AL acquired a new position in shares of Skyworks Solutions during the 2nd quarter worth approximately $259,000. Finally, Gabelli Funds LLC acquired a new position in shares of Skyworks Solutions during the 2nd quarter worth approximately $1,004,000. 85.43% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about Skyworks Solutions
Here are the key news stories impacting Skyworks Solutions this week:
- Positive Sentiment: Q2 results beat consensus and management raised guidance: non‑GAAP EPS of $1.15 topped estimates and FYQ3 revenue guidance (~$900M–$950M) was above Street expectations — a clear operational beat and signal of sustained demand. SWKS’ Q2 Earnings Beat
- Positive Sentiment: Major multi‑year Android OEM design win: Skyworks disclosed an expected >$1B revenue stream through 2030 from a multi‑generational Android design win — a material secular revenue opportunity. Press Release
- Positive Sentiment: Analysts are revising targets higher: multiple banks (KeyCorp, Citi, Morgan Stanley, JPMorgan, TD Cowen, Stifel, RBC and others) lifted price targets and in some cases raised ratings — supporting medium‑term upside. Analyst Coverage
- Positive Sentiment: Dividend maintained and payout announced: the company kept its quarterly dividend at $0.71 (yield ~4.5%), which supports cash‑return investors. (Company release 5/5/2026)
- Neutral Sentiment: Full earnings and call transcripts are available for drilling into unit trends, customer commentary and inventory commentary. Use the call transcript to verify durability of Broad Markets growth and Android ramp timing. Earnings Coverage
- Negative Sentiment: Shares underperformed amid a broad semiconductor rally: despite the beat, Skyworks was one of the few chips names trading sharply lower as the Philly semi index rallied — suggesting profit‑taking and rotation into other names. Why SWKS Is Getting Crushed
- Negative Sentiment: Underlying concerns: revenue was roughly flat YoY (down 1%), management noted higher inventory levels and some investors appear to be focusing on near‑term margin/volume dynamics rather than the multi‑year Android opportunity. Revenue & Inventory Note
- Negative Sentiment: After‑hours/extended weakness and high volume: the decline extended into after‑hours trading and occurred on well‑above‑normal volume, indicating distribution rather than an isolated knee‑jerk move. After‑hours Coverage
About Skyworks Solutions
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.
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