JPMorgan Chase & Co. Lowers Skyworks Solutions (NASDAQ:SWKS) Price Target to $65.00

Skyworks Solutions (NASDAQ:SWKS) had its price objective dropped by JPMorgan Chase & Co. from $74.00 to $65.00 in a research note issued on Wednesday, MarketBeat Ratings reports. The brokerage currently has a “neutral” rating on the semiconductor manufacturer’s stock. JPMorgan Chase & Co.‘s price objective indicates a potential upside of 6.70% from the stock’s previous close.

Other research analysts also recently issued research reports about the company. Benchmark restated a “hold” rating on shares of Skyworks Solutions in a research note on Wednesday. Royal Bank Of Canada initiated coverage on shares of Skyworks Solutions in a report on Wednesday, January 14th. They issued a “sector perform” rating and a $65.00 price target on the stock. B. Riley reduced their price target on shares of Skyworks Solutions from $70.00 to $60.00 and set a “neutral” rating for the company in a research report on Monday, January 26th. Zacks Research raised shares of Skyworks Solutions from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 16th. Finally, Citigroup dropped their target price on shares of Skyworks Solutions from $80.00 to $63.00 and set a “neutral” rating on the stock in a research note on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Skyworks Solutions presently has an average rating of “Hold” and an average price target of $70.50.

Skyworks Solutions Trading Up 3.3%

NASDAQ:SWKS opened at $60.92 on Wednesday. Skyworks Solutions has a 52 week low of $47.93 and a 52 week high of $90.90. The firm has a 50-day moving average price of $62.71 and a two-hundred day moving average price of $69.48. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.76 and a current ratio of 2.46. The firm has a market cap of $9.13 billion, a price-to-earnings ratio of 23.43 and a beta of 1.33.

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, topping analysts’ consensus estimates of $1.40 by $0.14. The firm had revenue of $1.04 billion for the quarter, compared to the consensus estimate of $999.02 million. Skyworks Solutions had a return on equity of 11.72% and a net margin of 9.73%.The company’s revenue was down 3.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.60 EPS. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. On average, equities analysts expect that Skyworks Solutions will post 3.7 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Reza Kasnavi sold 7,332 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 26,087 shares of the company’s stock, valued at approximately $1,624,176.62. This trade represents a 21.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Robert John Terry sold 4,945 shares of Skyworks Solutions stock in a transaction that occurred 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 transaction, the senior vice president owned 19,824 shares of the company’s stock, valued at $1,234,638.72. This represents a 19.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.28% of the stock is owned by company insiders.

Hedge Funds Weigh In On Skyworks Solutions

A number of large investors have recently made changes to their positions in the stock. Vanguard Group Inc. grew its position in shares of Skyworks Solutions by 1.9% in the fourth quarter. Vanguard Group Inc. now owns 21,103,896 shares of the semiconductor manufacturer’s stock valued at $1,338,198,000 after purchasing an additional 389,168 shares in the last quarter. Pzena Investment Management LLC boosted its stake in Skyworks Solutions by 0.5% in the 3rd quarter. Pzena Investment Management LLC now owns 12,272,162 shares of the semiconductor manufacturer’s stock worth $944,711,000 after purchasing an additional 64,519 shares during the period. Invesco Ltd. grew its holdings in Skyworks Solutions by 4.0% during the 3rd quarter. Invesco Ltd. now owns 4,381,560 shares of the semiconductor manufacturer’s stock valued at $337,292,000 after buying an additional 168,663 shares in the last quarter. Dimensional Fund Advisors LP increased its position in shares of Skyworks Solutions by 14.5% during the third quarter. Dimensional Fund Advisors LP now owns 3,141,473 shares of the semiconductor manufacturer’s stock valued at $241,829,000 after buying an additional 397,287 shares during the period. Finally, Bank of New York Mellon Corp lifted its holdings in shares of Skyworks Solutions by 26.9% in the third quarter. Bank of New York Mellon Corp now owns 2,056,313 shares of the semiconductor manufacturer’s stock worth $158,295,000 after buying an additional 436,373 shares in the last quarter. 85.43% of the stock is owned by institutional investors.

Key Headlines Impacting Skyworks Solutions

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.