KeyCorp Has Lowered Expectations for Skyworks Solutions (NASDAQ:SWKS) Stock Price

Skyworks Solutions (NASDAQ:SWKS) had its price objective decreased by equities researchers at KeyCorp from $105.00 to $75.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the semiconductor manufacturer’s stock. KeyCorp’s price objective points to a potential upside of 23.11% from the stock’s current price.

Other analysts have also recently issued reports about the stock. BNP Paribas Exane dropped their target price on shares of Skyworks Solutions from $73.00 to $60.00 and set a “neutral” rating on the stock in a report on Wednesday, January 21st. Stifel Nicolaus reiterated a “hold” rating and set a $65.00 price objective (down previously from $72.00) on shares of Skyworks Solutions in a research note on Wednesday. Loop Capital cut their target price on shares of Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating on the stock in a report on Friday, January 2nd. Cfra set a $90.00 target price on Skyworks Solutions in a report on Tuesday, October 28th. Finally, Barclays dropped their price target on Skyworks Solutions from $88.00 to $60.00 and set an “equal weight” rating on the stock in a research report on Thursday, January 15th. Two investment 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, Skyworks Solutions currently has an average rating of “Hold” and a consensus target price of $70.50.

Skyworks Solutions Trading Up 3.3%

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

Skyworks Solutions (NASDAQ:SWKS) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.40 by $0.14. Skyworks Solutions had a return on equity of 11.72% and a net margin of 9.73%.The business had revenue of $1.04 billion for the quarter, compared to analyst estimates of $999.02 million. During the same period in the prior year, the company posted $1.60 EPS. The business’s 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. On average, analysts predict that Skyworks Solutions will post 3.7 EPS for the current year.

Insider Buying and Selling at Skyworks Solutions

In related news, SVP Robert John Terry sold 4,945 shares of the stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $62.28, for a total value of $307,974.60. Following the completion of the transaction, the senior vice president owned 19,824 shares in the company, valued at $1,234,638.72. This represents a 19.96% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Reza Kasnavi sold 7,332 shares of the business’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $62.26, for a total transaction of $456,490.32. Following the sale, the executive vice president owned 26,087 shares in the company, valued at $1,624,176.62. This trade represents a 21.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.28% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. United Services Automobile Association bought a new stake in Skyworks Solutions in the first quarter worth about $236,000. Focus Partners Wealth raised its holdings in Skyworks Solutions by 99.0% during the 1st quarter. Focus Partners Wealth now owns 9,451 shares of the semiconductor manufacturer’s stock worth $611,000 after buying an additional 4,702 shares during the period. Ameritas Advisory Services LLC purchased a new stake in Skyworks Solutions during the second quarter valued at about $111,000. KLP Kapitalforvaltning AS lifted its stake in Skyworks Solutions by 52.3% during the second quarter. KLP Kapitalforvaltning AS now owns 149,600 shares of the semiconductor manufacturer’s stock valued at $11,148,000 after buying an additional 51,373 shares in the last quarter. Finally, Optas LLC acquired a new position in shares of Skyworks Solutions in the second quarter worth about $281,000. Institutional investors and hedge funds own 85.43% of the company’s stock.

Skyworks Solutions News Summary

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

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.