Skyworks Solutions’ (SWKS) “Underperform” Rating Reiterated at Mizuho

Mizuho reissued their underperform rating on shares of Skyworks Solutions (NASDAQ:SWKS) in a report issued on Monday morning, MarketBeat Ratings reports. They currently have a $46.00 target price on the semiconductor manufacturer’s stock, down from their prior target price of $60.00.

Several other brokerages have also issued reports on SWKS. Barclays cut their target price on shares of Skyworks Solutions from $88.00 to $60.00 and set an “equal weight” rating for the company in a research report on Thursday, January 15th. Citigroup cut their target price on shares of Skyworks Solutions from $80.00 to $63.00 and set a “neutral” rating for the company in a research report on Wednesday, February 4th. Craig Hallum cut their target price on shares of Skyworks Solutions from $85.00 to $75.00 and set a “buy” rating for the company in a research report on Wednesday, February 4th. JPMorgan Chase & Co. cut their target price on shares of Skyworks Solutions from $74.00 to $65.00 and set a “neutral” rating for the company in a research report on Wednesday, February 4th. Finally, KeyCorp cut their price target on shares of Skyworks Solutions from $105.00 to $75.00 and set an “overweight” 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 given a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $70.28.

Skyworks Solutions Stock Up 3.1%

Shares of NASDAQ:SWKS opened at $61.77 on Monday. Skyworks Solutions has a 52-week low of $51.93 and a 52-week high of $90.90. The firm has a fifty day moving average of $57.09 and a 200 day moving average of $63.08. The firm has a market capitalization of $9.29 billion, a PE ratio of 23.76 and a beta of 1.30. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.80 and a current ratio of 2.40.

Skyworks Solutions (NASDAQ:SWKS) last announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.40 by $0.14. Skyworks Solutions had a net margin of 9.73% and a return on equity of 11.72%. The company had revenue of $1.04 billion during the quarter, compared to analyst estimates of $999.02 million. During the same period in the previous year, the business earned $1.60 earnings per share. The firm’s quarterly revenue was down 3.1% compared to the same quarter last year. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. As a group, research analysts anticipate that Skyworks Solutions will post 3.25 EPS for the current fiscal year.

Skyworks Solutions Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, February 24th were paid a dividend of $0.71 per share. This represents a $2.84 annualized dividend and a dividend yield of 4.6%. The ex-dividend date of this dividend was Tuesday, February 24th. Skyworks Solutions’s dividend payout ratio is 109.23%.

Hedge Funds Weigh In On Skyworks Solutions

Several hedge funds and other institutional investors have recently modified their holdings of the company. Patton Fund Management Inc. bought a new position in shares of Skyworks Solutions during the first quarter valued at about $295,000. Pictet Asset Management Holding SA raised its stake in Skyworks Solutions by 8.8% in the first quarter. Pictet Asset Management Holding SA now owns 31,267 shares of the semiconductor manufacturer’s stock worth $1,674,000 after buying an additional 2,518 shares in the last quarter. Louisiana State Employees Retirement System bought a new position in Skyworks Solutions in the first quarter worth about $412,000. Centennial Wealth Advisory LLC raised its stake in Skyworks Solutions by 28.7% in the first quarter. Centennial Wealth Advisory LLC now owns 9,002 shares of the semiconductor manufacturer’s stock worth $482,000 after buying an additional 2,005 shares in the last quarter. Finally, AdvisorNet Financial Inc raised its stake in Skyworks Solutions by 93.8% in the first quarter. AdvisorNet Financial Inc now owns 531 shares of the semiconductor manufacturer’s stock worth $28,000 after buying an additional 257 shares in the last quarter. 85.43% of the stock is owned by institutional investors.

Key Stories Impacting Skyworks Solutions

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

• Positive Sentiment: Barclays upgraded SWKS from “equal weight” to “overweight” and raised its price target to $70 from $60, citing improved conviction in the setup — a clear near-term catalyst supporting buying interest. Barclays upgrade
• Neutral Sentiment: Skyworks scheduled its Q2 FY2026 earnings release and conference call for May 5; that event will likely drive short-term trading and could crystallize guidance vs. expectations. Earnings date
• Neutral Sentiment: Analysts’ consensus remains around a “hold” on SWKS, implying mixed expectations and limited conviction across the Street; this helps explain why upgrades/downgrades produce outsized price moves. Analyst consensus hold
• Neutral Sentiment: Sector context: Qualcomm’s recent strength highlights divergent performance within chipmakers and shows investor focus on differentiated end-market execution, which can influence sentiment for peers like Skyworks. Qualcomm sector piece
• Negative Sentiment: Mizuho downgraded/reiterated Skyworks at an “underperform” stance, a headwind that undercuts the upgrade-driven optimism and may keep some institutional sellers cautious. Mizuho downgrade
• Negative Sentiment: Analyst models are being tweaked lower — fair-value estimates and price targets have been trimmed slightly in recent notes, reflecting execution risk and slower revenue expectations; that dampens longer-term upside until results or guidance change the view. Analyst valuation reset

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.