Stock Traders Buy High Volume of Call Options on Skyworks Solutions (NASDAQ:SWKS)

Skyworks Solutions, Inc. (NASDAQ:SWKS) was the target of some unusual options trading activity on Friday. Traders purchased 9,712 call options on the stock. This represents an increase of approximately 61% compared to the average volume of 6,018 call options.

Hedge Funds Weigh In On Skyworks Solutions

Large investors have recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new position in shares of Skyworks Solutions during the second quarter worth $1,393,584,000. Pzena Investment Management LLC acquired a new stake in shares of Skyworks Solutions during the second quarter worth about $1,082,972,000. California State Teachers Retirement System boosted its holdings in shares of Skyworks Solutions by 6,774.8% in the 2nd quarter. California State Teachers Retirement System now owns 11,823,710 shares of the semiconductor manufacturer’s stock valued at $801,648,000 after acquiring an additional 11,651,723 shares during the last quarter. Bank of America Corp DE purchased a new stake in Skyworks Solutions in the second quarter valued at $180,898,000. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Skyworks Solutions in the second quarter worth about $143,597,000. 85.43% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have weighed in on SWKS. Royal Bank Of Canada lowered their target price on Skyworks Solutions from $80.00 to $70.00 and set a “sector perform” rating on the stock in a report on Wednesday, July 29th. William Blair reaffirmed a “buy” rating on shares of Skyworks Solutions in a report on Wednesday, July 29th. Citigroup reduced their price objective on shares of Skyworks Solutions from $77.00 to $64.00 and set a “neutral” rating on the stock in a research report on Wednesday, July 29th. Benchmark reissued a “hold” rating on shares of Skyworks Solutions in a research note on Monday, July 27th. Finally, Weiss Ratings raised shares of Skyworks Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, July 30th. Four analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $74.00.

Key Headlines Impacting Skyworks Solutions

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

• Positive Sentiment: CEO Phil Brace said the Qorvo transaction is in its final stages and is expected to close by year-end 2026. The update has increased confidence that regulatory and other closing conditions may be resolved, supporting merger-arbitrage demand for SWKS. Skyworks Stock Pops After CEO Drops Qorvo Merger Timeline
• Positive Sentiment: Skyworks’ conference commentary and continued procedural steps—including financing activity tied to Qorvo’s senior notes—suggest management is progressing toward completion. The merger could broaden the company’s product portfolio and scale, which is particularly supportive because the broader semiconductor group was weak during the recent rally. Skyworks and Qorvo Merger Optimism
• Neutral Sentiment: Institutional positioning is mixed: 348 investors added SWKS shares in the latest quarter, while 414 reduced holdings. Large purchases by firms including T. Rowe Price, Capital World Investors and JPMorgan provide some support, but the uneven participation does not establish a clear consensus.
• Negative Sentiment: Short interest reached 36.38% of the float, or 34.6 million shares, up 15.99% from August 14. The elevated short position can increase volatility and create squeeze potential, but it also signals substantial bearish conviction and leaves the stock vulnerable if merger expectations weaken. Skyworks Short Interest Rises
• Negative Sentiment: Analysts’ reported median price target is $75, below SWKS’s current level, with recent targets ranging from $70 to $85. That gap suggests the stock’s merger-driven advance may have outpaced standalone valuation expectations.

Skyworks Solutions Trading Up 8.0%

SWKS traded up $6.68 on Friday, reaching $90.72. 4,524,359 shares of the company traded hands, compared to its average volume of 4,712,511. The company has a quick ratio of 1.94, a current ratio of 3.10 and a debt-to-equity ratio of 0.09. The company has a market cap of $13.65 billion, a P/E ratio of 46.91, a price-to-earnings-growth ratio of 2.10 and a beta of 1.52. The firm has a fifty day simple moving average of $65.69 and a two-hundred day simple moving average of $64.90. Skyworks Solutions has a one year low of $51.93 and a one year high of $92.30.

Skyworks Solutions (NASDAQ:SWKS) last announced its quarterly earnings data on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.05. The company had revenue of $934.80 million for the quarter, compared to analysts’ expectations of $925.97 million. Skyworks Solutions had a return on equity of 10.74% and a net margin of 7.23%.Skyworks Solutions’s revenue was down 3.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.33 earnings per share. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. As a group, equities research analysts expect that Skyworks Solutions will post 3.64 earnings per share for the current year.

Skyworks Solutions Company Profile

Skyworks Solutions, Inc (NASDAQ: SWKS) is a semiconductor company that develops and manufactures analog and mixed-signal products used to connect people, devices and networks. Its portfolio includes radio-frequency (RF) and wireless connectivity components such as amplifiers, attenuators, filters, switches, modulators, front-end modules and integrated solutions.

The company’s products are designed for applications including smartphones and other mobile devices, automotive systems, broadband and wireless infrastructure, industrial equipment, medical devices, smart-home products and the Internet of Things.