Stifel Nicolaus Reaffirms Hold Rating for Skyworks Solutions (NASDAQ:SWKS)

Skyworks Solutions (NASDAQ:SWKS)‘s stock had its “hold” rating reiterated by stock analysts at Stifel Nicolaus in a research note issued to investors on Wednesday,Benzinga reports. They currently have a $65.00 price target on the semiconductor manufacturer’s stock, down from their prior price target of $72.00. Stifel Nicolaus’ target price would suggest a potential upside of 6.70% from the company’s previous close.

A number of other research firms also recently commented on SWKS. JPMorgan Chase & Co. increased their target price on shares of Skyworks Solutions from $66.00 to $74.00 and gave the company a “neutral” rating in a research report on Wednesday, November 5th. Zacks Research raised Skyworks Solutions from a “hold” rating to a “strong-buy” rating in a report on Friday, January 16th. Weiss Ratings reissued a “hold (c-)” rating on shares of Skyworks Solutions in a research report on Thursday, January 22nd. Craig Hallum dropped their price target on Skyworks Solutions from $85.00 to $75.00 and set a “buy” rating on the stock in a research note on Wednesday. Finally, Morgan Stanley cut their price target on Skyworks Solutions from $89.00 to $68.00 and set an “equal weight” rating on the stock in a research report on Monday. Two equities 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 company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $70.50.

Skyworks Solutions Stock Up 3.3%

Shares of NASDAQ:SWKS opened at $60.92 on Wednesday. Skyworks Solutions has a fifty-two week low of $47.93 and a fifty-two week high of $90.90. The firm’s 50 day moving average price is $62.71 and its 200 day moving average price is $69.48. The stock has a market cap of $9.13 billion, a price-to-earnings ratio of 23.43 and a beta of 1.33. 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 (NASDAQ:SWKS) last released its quarterly earnings data 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 business had revenue of $1.04 billion during the quarter, compared to analysts’ expectations of $999.02 million. During the same period in the previous year, the company earned $1.60 EPS. The company’s revenue for the quarter was down 3.1% on a year-over-year basis. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. As a group, equities research analysts predict that Skyworks Solutions will post 3.7 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, SVP Robert John Terry sold 4,945 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The stock was 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 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Reza Kasnavi sold 7,332 shares of the stock in a transaction on Wednesday, November 19th. The stock was 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. Additional details regarding this sale are available in the official SEC disclosure. 0.28% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Skyworks Solutions

Institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. lifted its stake in shares of Skyworks Solutions by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 21,103,896 shares of the semiconductor manufacturer’s stock worth $1,338,198,000 after acquiring an additional 389,168 shares during the period. Pzena Investment Management LLC raised its holdings in Skyworks Solutions by 0.5% during the third 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 in the last quarter. Invesco Ltd. raised its holdings in Skyworks Solutions by 4.0% during the third quarter. Invesco Ltd. now owns 4,381,560 shares of the semiconductor manufacturer’s stock worth $337,292,000 after purchasing an additional 168,663 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in Skyworks Solutions by 14.5% in 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 purchasing an additional 397,287 shares during the period. Finally, Bank of New York Mellon Corp boosted its holdings in Skyworks Solutions by 26.9% in the 3rd quarter. Bank of New York Mellon Corp now owns 2,056,313 shares of the semiconductor manufacturer’s stock valued at $158,295,000 after purchasing an additional 436,373 shares in the last quarter. 85.43% of the stock is owned by institutional investors and hedge funds.

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

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.