Skyworks Solutions, Inc. (NASDAQ:SWKS) Given Consensus Recommendation of “Hold” by Brokerages

Skyworks Solutions, Inc. (NASDAQ:SWKS) has received an average rating of “Hold” from the twenty-six ratings firms that are presently covering the company, Marketbeat.com reports. Two investment analysts have rated the stock with a sell rating, nineteen have assigned a hold rating, three have issued a buy rating and two have assigned a strong buy rating to the company. The average twelve-month target price among brokerages that have issued ratings on the stock in the last year is $70.70.

A number of research firms have issued reports on SWKS. UBS Group reduced their target price on shares of Skyworks Solutions from $80.00 to $63.00 and set a “neutral” rating on the stock in a report on Tuesday, January 20th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Skyworks Solutions in a research note on Thursday, January 22nd. TD Cowen decreased their target price on Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating for the company in a report on Wednesday. Stifel Nicolaus restated a “hold” rating and set a $65.00 price target (down previously from $72.00) on shares of Skyworks Solutions in a report on Wednesday. Finally, Cfra Research raised Skyworks Solutions from a “moderate sell” rating to a “hold” rating in a research report on Tuesday, October 28th.

Skyworks Solutions Price Performance

SWKS opened at $59.03 on Thursday. The stock’s 50-day moving average price is $62.80 and its 200 day moving average price is $69.54. Skyworks Solutions has a 12-month low of $47.93 and a 12-month high of $90.90. The firm has a market cap of $8.85 billion, a price-to-earnings ratio of 22.70 and a beta of 1.33. The company has a current ratio of 2.33, a quick ratio of 1.76 and a debt-to-equity ratio of 0.09.

Skyworks Solutions (NASDAQ:SWKS) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.40 by $0.14. The company had revenue of $1.04 billion for the quarter, compared to analyst estimates of $999.02 million. Skyworks Solutions had a net margin of 9.73% and a return on equity of 11.71%. The business’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 $1.60 earnings per share. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. As a group, sell-side analysts expect that Skyworks Solutions will post 3.7 earnings per share for the current year.

Skyworks Solutions Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, February 24th will be issued a $0.71 dividend. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $2.84 annualized dividend and a yield of 4.8%. Skyworks Solutions’s dividend payout ratio (DPR) is 109.23%.

Key Headlines Impacting Skyworks Solutions

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

• Positive Sentiment: Q1 results and guidance beat: SWKS reported Q1 EPS $1.54 vs. $1.40 consensus and revenue $1.04B vs. ~$999M expected; management guided Q2 to $1.04 EPS (vs. $0.82 consensus) and revenue $875–925M (above consensus). This combination of an earnings beat plus materially stronger guidance is the primary bullish driver. Skyworks Solutions forecasts upbeat earnings as 5G adoption lifts chip demand
• Positive Sentiment: Demand signal from Apple/phones: Analysts and the conference call highlighted strong iPhone-related and 5G handset demand supporting results — a positive signal for near-term chip volumes. Skyworks’ solid results, outlook reflect strong iPhone demand: analysts
• Positive Sentiment: Dividend yield: Skyworks declared a $0.71 quarterly dividend (ex‑dividend Feb. 24), implying a ~4.8% yield — supports income investors and can underpin the share price during near-term volatility.
• Neutral Sentiment: Analyst sentiment roundup: Some outlets note broad analyst bullishness on select tech names including SWKS, but opinions vary across firms — reads as positive context but not a uniform upgrade. Analysts Are Bullish on These Technology Stocks: Western Digital (WDC), Skyworks Solutions (SWKS)
• Neutral Sentiment: Company commentary/transcript availability: The earnings call transcript and highlights are available for investors reviewing drivers (mix, inventories, channel), useful for modeling but not new market-moving facts by themselves. Skyworks SWKS Q1 2026 Earnings Call Transcript
• Negative Sentiment: Price-target cuts and notes of caution: Multiple firms trimmed price targets (TD Cowen to $65, Citi to $63, JPM to $65) or lowered expectations (Morgan Stanley), keeping many ratings at neutral/hold — this tempers upside and may cap the rally if investors focus on lowered targets. TD Cowen adjusts Skyworks Solutions PT Citigroup adjusts Skyworks Solutions PT
• Negative Sentiment: Inventory and y/y revenue softness: Despite the beat, revenue declined ~3% y/y and some reports flagged higher inventory — risks to near-term margin/release cadence if channel digestion occurs. Skyworks surprising with strong Q4 but inventory levels increase

Insider Buying and Selling

In other news, SVP Robert John Terry sold 4,945 shares of Skyworks Solutions stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $62.28, for a total transaction of $307,974.60. Following the completion of the sale, the senior vice president directly owned 19,824 shares of the company’s stock, valued at approximately $1,234,638.72. The trade was a 19.96% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Reza Kasnavi sold 7,332 shares of the business’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $62.26, for a total transaction of $456,490.32. Following the transaction, the executive vice president owned 26,087 shares of the company’s stock, valued at approximately $1,624,176.62. The trade was a 21.94% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.28% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in SWKS. AE Wealth Management LLC boosted its holdings in shares of Skyworks Solutions by 7.8% in the 3rd quarter. AE Wealth Management LLC now owns 193,525 shares of the semiconductor manufacturer’s stock valued at $14,898,000 after buying an additional 14,007 shares in the last quarter. Rakuten Investment Management Inc. acquired a new position in Skyworks Solutions in the third quarter valued at $12,155,000. Robeco Institutional Asset Management B.V. boosted its stake in Skyworks Solutions by 26.9% in the third quarter. Robeco Institutional Asset Management B.V. now owns 671,970 shares of the semiconductor manufacturer’s stock valued at $51,728,000 after acquiring an additional 142,600 shares in the last quarter. Y Intercept Hong Kong Ltd grew its holdings in shares of Skyworks Solutions by 102.6% during the third quarter. Y Intercept Hong Kong Ltd now owns 79,771 shares of the semiconductor manufacturer’s stock worth $6,141,000 after purchasing an additional 40,390 shares during the last quarter. Finally, Exchange Traded Concepts LLC increased its position in shares of Skyworks Solutions by 33.1% during the third quarter. Exchange Traded Concepts LLC now owns 71,943 shares of the semiconductor manufacturer’s stock worth $5,538,000 after purchasing an additional 17,874 shares in the last quarter. 85.43% of the stock is owned by institutional investors and hedge funds.

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.