Benchmark Reiterates “Hold” Rating for Skyworks Solutions (NASDAQ:SWKS)

Skyworks Solutions (NASDAQ:SWKS)‘s stock had its “hold” rating reaffirmed by equities researchers at Benchmark in a report released on Wednesday, Marketbeat reports.

SWKS has been the topic of several other reports. Craig Hallum dropped their target price on Skyworks Solutions from $85.00 to $75.00 and set a “buy” rating on the stock in a research note on Wednesday. JPMorgan Chase & Co. upped their price objective on shares of Skyworks Solutions from $66.00 to $74.00 and gave the company a “neutral” rating in a report on Wednesday, November 5th. Cfra set a $90.00 price objective on shares of Skyworks Solutions in a research report on Tuesday, October 28th. Piper Sandler upgraded shares of Skyworks Solutions from a “neutral” rating to an “overweight” rating and upped their price target for the company from $70.00 to $140.00 in a research note on Wednesday, October 29th. Finally, Stifel Nicolaus set a $72.00 price target on shares of Skyworks Solutions in a report on Wednesday, November 5th. Two research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, eighteen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Skyworks Solutions has an average rating of “Hold” and a consensus target price of $70.50.

Skyworks Solutions Stock Up 3.3%

Shares of Skyworks Solutions stock opened at $60.92 on Wednesday. The company has a quick ratio of 1.76, a current ratio of 2.46 and a debt-to-equity ratio of 0.17. The company has a market cap of $9.13 billion, a P/E ratio of 23.43 and a beta of 1.33. The firm’s 50 day moving average price is $62.71 and its 200-day moving average price is $69.48. Skyworks Solutions has a 52-week low of $47.93 and a 52-week high of $90.90.

Skyworks Solutions (NASDAQ:SWKS) last announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share for the quarter, beating the consensus estimate of $1.40 by $0.14. The company had revenue of $1.04 billion during the quarter, compared to the consensus estimate of $999.02 million. Skyworks Solutions had a net margin of 9.73% and a return on equity of 11.72%. Skyworks Solutions’s revenue was down 3.1% compared to the same quarter last year. During the same period last year, the firm earned $1.60 earnings per share. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. On average, sell-side analysts predict that Skyworks Solutions will post 3.7 EPS for the current fiscal year.

Insiders Place Their Bets

In other Skyworks Solutions news, EVP Reza Kasnavi sold 7,332 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $62.26, for a total value of $456,490.32. Following the sale, the executive vice president directly owned 26,087 shares of the company’s stock, valued at approximately $1,624,176.62. This represents a 21.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Robert John Terry sold 4,945 shares of the stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $62.28, for a total value of $307,974.60. Following the sale, the senior vice president directly owned 19,824 shares in the company, valued at $1,234,638.72. This represents a 19.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.28% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Pzena Investment Management LLC grew its stake in shares of Skyworks Solutions by 57.3% during the 2nd quarter. Pzena Investment Management LLC now owns 12,207,643 shares of the semiconductor manufacturer’s stock worth $909,714,000 after purchasing an additional 4,444,747 shares during the period. Norges Bank purchased a new stake in Skyworks Solutions during the second quarter worth $140,807,000. Vanguard Group Inc. grew its position in Skyworks Solutions by 4.9% during the third quarter. Vanguard Group Inc. now owns 20,714,728 shares of the semiconductor manufacturer’s stock valued at $1,594,620,000 after buying an additional 958,768 shares during the period. Marshall Wace LLP grew its position in Skyworks Solutions by 391.3% during the third quarter. Marshall Wace LLP now owns 537,814 shares of the semiconductor manufacturer’s stock valued at $41,401,000 after buying an additional 722,414 shares during the period. Finally, Rafferty Asset Management LLC increased its holdings in Skyworks Solutions by 52.1% in the second quarter. Rafferty Asset Management LLC now owns 2,024,243 shares of the semiconductor manufacturer’s stock valued at $150,847,000 after buying an additional 693,379 shares in the last quarter. 85.43% of the stock is owned by institutional investors and hedge funds.

Skyworks Solutions News Roundup

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

• Positive Sentiment: Q1 results beat expectations — SWKS reported better‑than‑expected EPS and revenue, and management commentary and guidance were viewed positively by analysts, supporting near‑term upside. Skyworks Q1 Earnings Top Estimates
• Positive Sentiment: Analysts cite stronger iPhone demand as a key driver of the beat and improved outlook, which helped lift sentiment among coverage analysts. Analyst Reaction: iPhone Demand
• Positive Sentiment: Dividend support — Skyworks declared a $0.71 quarterly dividend (ex‑dividend Feb 24), yielding roughly 4.8%, which can attract income‑oriented investors and provide a valuation floor.
• Neutral Sentiment: Consensus/ratings mix — the broker consensus remains an average “Hold” across firms, reflecting balanced near‑term views despite the earnings beat. Average Rating of Hold
• Neutral Sentiment: Some firms reaffirmed “Hold” ratings (Stifel, Benchmark) or kept buy/overweight stances while trimming targets — this produces mixed signals for investors assessing momentum versus longer‑term upside. Multiple Analyst Notes
• Negative Sentiment: Multiple price‑target cuts — several large shops trimmed targets (UBS cut to $58; JPMorgan to $65; Citi to $63; TD Cowen to $65), indicating reduced near‑term upside and more cautious estimates despite the beat. These downgrades are pressuring sentiment and cap upside potential. UBS Adjusts PT to $58
• Negative Sentiment: Lowered expectations from other firms (including Morgan Stanley commentary) add to caution; while some maintain buy/overweight, their trimmed targets reduce the magnitude of potential gains. JPMorgan PT Lowered

Skyworks Solutions Company Profile

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.