Amundi Decreases Stock Holdings in Skyworks Solutions, Inc. $SWKS

Key Points

• Amundi reduced its Skyworks Solutions stake by 25.3% in the second quarter, selling 109,171 shares and retaining 322,012 shares valued at approximately $21.8 million. Institutional investors collectively own 85.43% of the company.
• Skyworks reported quarterly EPS of $1.08, exceeding the $1.03 analyst consensus, while revenue of $934.8 million also topped estimates. However, revenue declined 3.1% year over year.
• Analyst sentiment remains cautious, with an overall “Hold” rating and a consensus price target of $74, below the reported share price of $88.35; ratings include four Buys, 18 Holds and two Sells.

Amundi cut its position in Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) by 25.3% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 322,012 shares of the semiconductor manufacturer's stock after selling 109,171 shares during the quarter. Amundi owned approximately 0.21% of Skyworks Solutions worth $21,832,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in SWKS. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in Skyworks Solutions during the 2nd quarter worth approximately $2,658,000. California State Teachers Retirement System raised its stake in shares of Skyworks Solutions by 6,774.8% during the 2nd quarter. California State Teachers Retirement System now owns 11,823,710 shares of the semiconductor manufacturer's stock worth $801,648,000 after buying an additional 11,651,723 shares during the last quarter. Ameritas Advisory Services LLC acquired a new stake in shares of Skyworks Solutions in the second quarter valued at approximately $53,000. Wedmont Private Capital acquired a new stake in Skyworks Solutions during the 2nd quarter valued at $225,000. Finally, Syon Capital LLC increased its position in Skyworks Solutions by 7.7% during the second quarter. Syon Capital LLC now owns 7,941 shares of the semiconductor manufacturer's stock worth $538,000 after buying an additional 571 shares in the last quarter. Hedge funds and other institutional investors own 85.43% of the company's stock.

Skyworks Solutions Price Performance

NASDAQ:SWKS opened at $88.35 on Friday. The firm has a market cap of $13.29 billion, a P/E ratio of 45.78, a PEG ratio of 2.31 and a beta of 1.52. 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 business's 50-day moving average price is $66.20 and its 200 day moving average price is $65.06. Skyworks Solutions, Inc. has a 52-week low of $51.93 and a 52-week high of $92.30.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) last announced its earnings results on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.03 by $0.05. Skyworks Solutions had a return on equity of 10.74% and a net margin of 7.23%.The company had revenue of $934.80 million for the quarter, compared to analyst estimates of $925.97 million. During the same period in the previous year, the firm earned $1.33 earnings per share. Skyworks Solutions's revenue for the quarter was down 3.1% compared to the same quarter last year. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. As a group, sell-side analysts predict that Skyworks Solutions, Inc. will post 3.64 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms recently commented on SWKS. William Blair reiterated a "buy" rating on shares of Skyworks Solutions in a research report on Wednesday, July 29th. Mizuho decreased their price target on shares of Skyworks Solutions from $55.00 to $52.00 and set an "underperform" rating on the stock in a research note on Wednesday, July 29th. Morgan Stanley cut their price objective on shares of Skyworks Solutions from $76.00 to $72.00 and set an "equal weight" rating for the company in a research report on Wednesday, July 29th. KeyCorp lowered shares of Skyworks Solutions from an "overweight" rating to a "sector weight" rating in a research report on Tuesday, July 14th. Finally, UBS Group lifted their target price on shares of Skyworks Solutions from $65.00 to $70.00 and gave the stock a "neutral" rating in a research note on Wednesday, July 29th. Four investment analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Skyworks Solutions has an average rating of "Hold" and a consensus target price of $74.00.

Trending Headlines about Skyworks Solutions

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

• Positive Sentiment: CEO Phil Brace said the Qorvo merger is in its final stages and is expected to close by the end of 2026. Investors appear to be assigning a higher probability to regulatory approval and completion, prompting merger-arbitrage buying. Skyworks Rockets 9.8% on Looming Qorvo Merger Nod
• Positive Sentiment: The stock’s momentum has attracted heavier-than-usual trading, including call-option purchases that were approximately 61% above typical daily volume. This may reflect bullish positioning and could amplify gains if short sellers cover. Skyworks Stock Poised to Be S&P 500’s Best Stock This Week
• Positive Sentiment: Skyworks also benefited from strength in Apple after the launch of its first foldable iPhone. Because Apple is a major customer, investors may be anticipating stronger content or demand for Skyworks’ connectivity components, although the direct financial impact has not been quantified. Apple Advances as First Foldable iPhone Arrives
• Neutral Sentiment: Skyworks recently exceeded quarterly earnings and revenue expectations, but revenue declined year over year. Its valuation has expanded substantially as the stock rallied, increasing the importance of merger execution and future earnings growth.
• Negative Sentiment: Technical commentary warns that the rapid advance may be near a short-term peak. Zacks also noted that current earnings-estimate revisions do not clearly support further gains, creating a risk of profit-taking if merger optimism fades. Strength Seen in Skyworks
• Negative Sentiment: Short interest reached 36.38% of the float as of August 31, according to the reported data. While this supports the possibility of a short squeeze, it also signals substantial bearish positioning and could add volatility if the merger encounters delays or regulatory hurdles. Skyworks Short Interest Rises

Skyworks Solutions 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.

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