Skyworks Solutions (NASDAQ:SWKS) Price Target Raised to $76.00

Key Points

• Morgan Stanley raised its price target on Skyworks to $76 (from $69) while keeping an "equal weight" rating, implying about a 19.94% upside from the current share price.
• Skyworks beat Q2 estimates with non‑GAAP EPS of $1.15 and revenue of $943.7M, issued upbeat Q3 FY2026 guidance (non‑GAAP EPS $1.03; revenue $900M–$950M), and declared a quarterly dividend of $0.71.
• Analyst views are mixed—several firms trimmed targets (TD Cowen, JPMorgan, UBS) even as Barclays upgraded to "overweight"—and MarketBeat shows a consensus "Hold" with an average target of $72.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) had its price target raised by analysts at Morgan Stanley from $69.00 to $76.00 in a research note issued to investors on Wednesday,MarketScreener reports. The firm presently has an "equal weight" rating on the semiconductor manufacturer's stock. Morgan Stanley's price objective would suggest a potential upside of 19.94% from the stock's current price.

Several other equities analysts have also commented on SWKS. TD Cowen decreased their price target on Skyworks Solutions from $75.00 to $65.00 and set a "hold" rating on the stock in a research note on Wednesday, February 4th. JPMorgan Chase & Co. dropped their price objective on Skyworks Solutions from $74.00 to $65.00 and set a "neutral" rating for the company in a research note on Wednesday, February 4th. Wall Street Zen lowered Skyworks Solutions from a "buy" rating to a "hold" rating in a research note on Saturday, January 10th. Barclays raised shares of Skyworks Solutions from an "equal weight" rating to an "overweight" rating and increased their price target for the stock from $60.00 to $70.00 in a research report on Wednesday, April 22nd. Finally, UBS Group decreased their price target on shares of Skyworks Solutions from $63.00 to $58.00 and set a "neutral" rating for the company in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued 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 stock presently has an average rating of "Hold" and an average target price of $72.00.

Skyworks Solutions Price Performance

SWKS stock opened at $63.37 on Wednesday. Skyworks Solutions has a 1 year low of $51.93 and a 1 year high of $90.90. 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 has a market capitalization of $9.53 billion, a PE ratio of 24.35 and a beta of 1.48. The business has a 50 day simple moving average of $57.60 and a 200-day simple moving average of $62.57.

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 (EPS) for the quarter, beating the consensus estimate 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 period in the prior year, the business earned $1.24 EPS. The firm's quarterly 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. Equities research analysts anticipate that Skyworks Solutions will post 3.25 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the business. Quest 10 Wealth Builders Inc. raised its holdings in Skyworks Solutions by 488.6% during the fourth quarter. Quest 10 Wealth Builders Inc. now owns 412 shares of the semiconductor manufacturer's stock worth $26,000 after purchasing an additional 342 shares in the last quarter. Sound Income Strategies LLC increased its stake in Skyworks Solutions by 137.1% in the 4th quarter. Sound Income Strategies LLC now owns 486 shares of the semiconductor manufacturer's stock valued at $28,000 after buying an additional 281 shares during the period. AdvisorNet Financial Inc increased its stake in Skyworks Solutions by 93.8% in the 1st quarter. AdvisorNet Financial Inc now owns 531 shares of the semiconductor manufacturer's stock valued at $28,000 after buying an additional 257 shares during the period. Fideuram Asset Management Ireland dac acquired a new stake in shares of Skyworks Solutions in the 4th quarter worth $29,000. Finally, CYBER HORNET ETFs LLC acquired a new stake in shares of Skyworks Solutions in the 2nd quarter worth $32,000. Hedge funds and other institutional investors own 85.43% of the company's stock.

Skyworks Solutions News Summary

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

• Positive Sentiment: Beat analyst expectations — Skyworks reported non‑GAAP EPS of $1.15 and revenue of $943.7M, above consensus, showing operational beat vs. Street forecasts. Skyworks Solutions (SWKS) Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Upside guidance — management set Q3 FY2026 non‑GAAP EPS guidance of $1.03 (well above consensus ~$0.86) and revenue guidance ($900M–$950M) that tops analyst expectations, supporting forward‑looking revenue momentum. Skyworks Solutions forecasts higher revenue on strong chip demand
• Positive Sentiment: Large multi‑generational design win — company secured an Android OEM design win projected to generate $1B+ revenue through 2030, which is material long‑term upside to revenue mix. Skyworks Delivers Strong Second Quarter Fiscal Year 2026 Results
• Positive Sentiment: Dividend increase/confirmation — Skyworks declared a quarterly dividend of $0.71 (annualized yield ~3.9%; ex‑div May 26), which supports income investors and can buoy the share price.
• Neutral Sentiment: Earnings call and transcripts available — management commentary is now public (transcripts on Seeking Alpha/Fool); investors will parse the call for color on end‑market demand and inventory cadence. Skyworks Solutions, Inc. (SWKS) Q2 2026 Earnings Call Transcript
• Negative Sentiment: After‑hours selling despite beats — shares fell in after‑hours trade even though results beat, indicating some investors are focusing on weaker GAAP metrics, inventory, or near‑term risks. Skyworks Solutions (SKWS) Stock Is Trending Overnight: Here's Why
• Negative Sentiment: Rising inventories and weak GAAP profit — reports note inventory build and GAAP diluted EPS of $0.24 (below non‑GAAP), and revenue was flat YoY (down ~1%), which raises concern about near‑term demand normalization and margin pressure. Skyworks Solutions NASDAQ: SWKS Reports Upbeat Q1 But Inventory Levels Increase

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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