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

Key Points

• Stifel Nicolaus raised its price target on Skyworks to $75 from $65 while maintaining a "hold" rating, implying roughly a 15% upside from the stock's then-current level.
• Skyworks beat Q2 estimates (EPS $1.15 vs $1.04; revenue $943.7M vs $901.8M), issued stronger-than-expected Q3 guidance and announced a multi‑generational Android OEM design win projected to generate $1B+ through 2030, but shares fell about 10.1% amid flat year‑over‑year revenue and higher inventory concerns.
• The analyst picture is mixed: the consensus is an average "Hold" with an average price target near $73.50, and the company also declared a $0.71 quarterly dividend.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) had its price objective raised by equities research analysts at Stifel Nicolaus from $65.00 to $75.00 in a research report issued on Wednesday,Benzinga reports. The brokerage presently has a "hold" rating on the semiconductor manufacturer's stock. Stifel Nicolaus' price objective would indicate a potential upside of 14.97% from the stock's current price.

SWKS has been the subject of a number of other research reports. UBS Group dropped their price objective on Skyworks Solutions from $63.00 to $58.00 and set a "neutral" rating for the company in a report on Wednesday, February 4th. Weiss Ratings cut Skyworks Solutions from a "hold (c-)" rating to a "sell (d+)" rating in a report on Friday, February 6th. B. Riley Financial boosted their price objective on Skyworks Solutions from $60.00 to $68.00 and gave the company a "neutral" rating in a report on Wednesday. Susquehanna dropped their price objective on Skyworks Solutions from $75.00 to $65.00 and set a "neutral" rating for the company in a report on Thursday, January 22nd. Finally, Craig Hallum dropped their price objective on Skyworks Solutions from $85.00 to $75.00 and set a "buy" rating for the company in a report on Wednesday, February 4th. One 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 given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of "Hold" and an average target price of $73.50.

Skyworks Solutions Trading Down 10.1%

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

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.15 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.04 by $0.11. Skyworks Solutions had a return on equity of 11.72% and a net margin of 9.73%.The company had revenue of $943.70 million during the quarter, compared to analysts' expectations of $901.76 million. During the same quarter in the previous year, the business earned $1.24 EPS. Skyworks Solutions's revenue was down 1.0% compared to the same quarter last year. Skyworks Solutions has set its Q3 2026 guidance at 1.030-1.030 EPS. As a group, research analysts predict that Skyworks Solutions will post 3.25 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Skyworks Solutions

Several hedge funds have recently made changes to their positions in SWKS. United Services Automobile Association purchased a new stake in shares of Skyworks Solutions in the 1st quarter worth $236,000. Focus Partners Wealth lifted its holdings in shares of Skyworks Solutions by 99.0% in the 1st quarter. Focus Partners Wealth now owns 9,451 shares of the semiconductor manufacturer's stock worth $611,000 after buying an additional 4,702 shares during the period. EverSource Wealth Advisors LLC lifted its holdings in shares of Skyworks Solutions by 137.4% in the 2nd 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 during the period. Gamco Investors INC. ET AL purchased a new stake in shares of Skyworks Solutions during the 2nd quarter worth $259,000. Finally, Gabelli Funds LLC purchased a new stake in shares of Skyworks Solutions during the 2nd quarter worth $1,004,000. 85.43% of the stock is currently owned by hedge funds and other institutional investors.

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

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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