Stifel Nicolaus Lowers Skyworks Solutions (NASDAQ:SWKS) Price Target to $70.00

Skyworks Solutions (NASDAQ:SWKS) had its price target cut by stock analysts at Stifel Nicolaus from $75.00 to $70.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “hold” rating on the semiconductor manufacturer’s stock. Stifel Nicolaus’ price target indicates a potential upside of 12.43% from the company’s previous close.

Other equities analysts have also recently issued research reports about the company. Morgan Stanley raised their price objective on Skyworks Solutions from $69.00 to $76.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. Citigroup reduced their price target on Skyworks Solutions from $77.00 to $64.00 and set a “neutral” rating for the company in a research report on Wednesday. Weiss Ratings restated a “sell (d+)” rating on shares of Skyworks Solutions in a research note on Wednesday, May 6th. William Blair reaffirmed a “buy” rating on shares of Skyworks Solutions in a research report on Wednesday. Finally, Royal Bank Of Canada cut their price objective on Skyworks Solutions from $80.00 to $70.00 and set a “sector perform” rating for the company in a report on Wednesday. One research 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 assigned a Sell rating to the stock. Based on data from MarketBeat, Skyworks Solutions currently has an average rating of “Hold” and a consensus price target of $74.72.

Skyworks Solutions Stock Down 3.7%

Shares of SWKS stock traded down $2.42 during trading hours on Wednesday, hitting $62.26. 8,169,813 shares of the company were exchanged, compared to its average volume of 4,461,048. Skyworks Solutions has a 52 week low of $51.93 and a 52 week high of $90.90. The company has a current ratio of 2.38, a quick ratio of 1.70 and a debt-to-equity ratio of 0.09. The business has a 50 day moving average of $69.21 and a two-hundred day moving average of $62.83. The company has a market capitalization of $9.36 billion, a PE ratio of 26.00 and a beta of 1.50.

Skyworks Solutions (NASDAQ:SWKS) last posted its quarterly earnings data on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.05. The company had revenue of $934.80 million during the quarter, compared to analysts’ expectations of $925.97 million. Skyworks Solutions had a return on equity of 11.52% and a net margin of 8.93%.Skyworks Solutions’s revenue for the quarter was down 3.1% compared to the same quarter last year. During the same period 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. Analysts anticipate that Skyworks Solutions will post 3.62 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in SWKS. United Services Automobile Association acquired a new stake in shares of Skyworks Solutions in the first quarter valued at approximately $236,000. Focus Partners Wealth raised its holdings in Skyworks Solutions by 99.0% in the 1st quarter. Focus Partners Wealth now owns 9,451 shares of the semiconductor manufacturer’s stock valued at $611,000 after acquiring an additional 4,702 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in Skyworks Solutions by 137.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,298 shares of the semiconductor manufacturer’s stock valued at $171,000 after acquiring an additional 1,330 shares in the last quarter. Gamco Investors INC. ET AL bought a new stake in shares of Skyworks Solutions during the 2nd quarter valued at $259,000. Finally, Gabelli Funds LLC acquired a new stake in shares of Skyworks Solutions during the 2nd quarter worth $1,004,000. Institutional investors own 85.43% of the company’s stock.

Key Headlines Impacting Skyworks Solutions

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

• Positive Sentiment: Skyworks reported fiscal third-quarter adjusted EPS of $1.08 and revenue of $934.8 million, exceeding consensus estimates of $1.03 and approximately $926 million, respectively. Growth in broad markets—particularly automotive and AI data-center applications—helped offset weakness elsewhere. Skyworks fiscal third-quarter results
• Positive Sentiment: The company authorized a new $2 billion share-repurchase program and announced progress toward its planned combination with Qorvo, including an expected leadership team for the combined business. Regulatory approvals are progressing. Skyworks and Qorvo expected leadership team
• Neutral Sentiment: Fiscal fourth-quarter guidance calls for adjusted EPS of $1.27 and revenue between $1.0 billion and $1.1 billion. The EPS outlook is above consensus, although investors appear focused on expected sequential pressure and continued margin challenges.
• Neutral Sentiment: Analyst views remain mixed. UBS raised its price target to $70 while maintaining a Neutral rating; RBC cut its target to $70 with a Sector Perform rating; and Citi reduced its target to $64 while remaining Neutral. Morgan Stanley maintained Hold but lowered its target to $72, citing the dividend suspension and uneven end-market trends.
• Negative Sentiment: Revenue declined 3.1% from the prior year and adjusted EPS fell from $1.33, while management indicated weaker fourth-quarter earnings expectations in underlying commentary. The combination with Qorvo is also expected to require approximately $2 billion of acquisition debt financing, adding execution and leverage concerns. Analyst revisions following Skyworks earnings
• Negative Sentiment: Mizuho downgraded Skyworks to Underperform and lowered its price target from $55 to $52, signaling substantial downside from recent trading levels and reinforcing concerns about the company’s near-term growth and profitability.

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.