Skyworks Solutions (NASDAQ:SWKS) Price Target Raised to $75.00

Key Points

• Analysts raised targets: UBS bumped its price target to $75 (with a "neutral" rating) and multiple banks lifted targets, leaving a MarketBeat consensus price target around $75.78 and a consensus "Hold" — implying roughly 15% upside from recent levels.
• Q2 beat but shares sold off: Skyworks reported EPS of $1.15 and $943.7M revenue (beating estimates) though revenue was down 1% YoY, and the stock plunged about 10.5% on heavy volume as investors flagged flat revenue and inventory concerns.
• Material growth catalyst and shareholder return: Management disclosed a multi‑year Android OEM design win expected to generate >$1B through 2030 and kept the quarterly dividend at $0.71 (≈4.5% yield), supporting the company’s medium‑term growth and cash‑return story.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) had its price target boosted by analysts at UBS Group from $63.00 to $75.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a "neutral" rating on the semiconductor manufacturer's stock. UBS Group's price objective would indicate a potential upside of 15.46% from the company's current price.

Several other research analysts have also commented on SWKS. Citigroup raised their price target on Skyworks Solutions from $63.00 to $77.00 and gave the stock a "neutral" rating in a research report on Wednesday. BNP Paribas Exane boosted their target price on Skyworks Solutions from $60.00 to $70.00 in a research note on Wednesday. Craig Hallum reduced their price target on Skyworks Solutions from $85.00 to $75.00 and set a "buy" rating on the stock in a research report on Wednesday, February 4th. Mizuho reiterated an "underperform" rating and issued a $46.00 price objective (down from $60.00) on shares of Skyworks Solutions in a research note on Monday, April 20th. Finally, Stifel Nicolaus upped their target price on shares of Skyworks Solutions from $65.00 to $75.00 and gave the stock a "hold" rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, Skyworks Solutions presently has a consensus rating of "Hold" and an average price target of $75.78.

Skyworks Solutions Trading Down 10.5%

SWKS traded down $7.60 during trading hours on Wednesday, reaching $64.96. The company's stock had a trading volume of 10,362,077 shares, compared to its average volume of 3,770,042. The stock has a market cap of $9.77 billion, a PE ratio of 24.98 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. Skyworks Solutions has a fifty-two week low of $51.93 and a fifty-two week high of $90.90. The business's 50-day moving average is $57.60 and its 200-day moving average is $62.57.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.11. Skyworks Solutions had a net margin of 9.73% and a return on equity of 11.72%. The firm had revenue of $943.70 million for the quarter, compared to analyst estimates of $901.76 million. During the same period in the previous year, the firm earned $1.24 EPS. Skyworks Solutions's revenue was down 1.0% on a year-over-year basis. Skyworks Solutions has set its Q3 2026 guidance at 1.030-1.030 EPS. As a group, equities 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 large investors have recently modified their holdings of SWKS. Gallacher Capital Management LLC acquired a new stake in Skyworks Solutions during the 1st quarter worth $519,000. Financiere des Professionnels Fonds d investissement inc. raised its holdings in shares of Skyworks Solutions by 36.2% in the first quarter. Financiere des Professionnels Fonds d investissement inc. now owns 17,345 shares of the semiconductor manufacturer's stock valued at $929,000 after buying an additional 4,607 shares during the last quarter. Illinois Municipal Retirement Fund raised its holdings in shares of Skyworks Solutions by 10.1% in the first quarter. Illinois Municipal Retirement Fund now owns 176,744 shares of the semiconductor manufacturer's stock valued at $9,465,000 after buying an additional 16,263 shares during the last quarter. Sanctuary Advisors LLC boosted its stake in shares of Skyworks Solutions by 5.5% during the first quarter. Sanctuary Advisors LLC now owns 9,212 shares of the semiconductor manufacturer's stock worth $493,000 after buying an additional 484 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of Skyworks Solutions by 86.5% during the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 7,931 shares of the semiconductor manufacturer's stock worth $425,000 after buying an additional 3,678 shares during the period. 85.43% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting 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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