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

Skyworks Solutions (NASDAQ:SWKS) had its price target lowered by research analysts at TD Cowen from $75.00 to $65.00 in a note issued to investors on Wednesday,MarketScreener reports. The brokerage currently has a “hold” rating on the semiconductor manufacturer’s stock. TD Cowen’s price target suggests a potential upside of 6.70% from the stock’s previous close.

Several other research analysts have also issued reports on the company. Wall Street Zen lowered Skyworks Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, January 10th. Citigroup raised shares of Skyworks Solutions from a “sell” rating to a “neutral” rating and upped their target price for the stock from $66.00 to $105.00 in a report on Wednesday, October 29th. KeyCorp dropped their target price on shares of Skyworks Solutions from $105.00 to $75.00 and set an “overweight” rating for the company in a research report on Wednesday. Cfra Research upgraded shares of Skyworks Solutions from a “moderate sell” rating to a “hold” rating in a research report on Tuesday, October 28th. Finally, Loop Capital decreased their price objective on shares of Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating on the stock in a research note on Friday, January 2nd. 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 issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $70.50.

Skyworks Solutions Stock Up 3.3%

Shares of SWKS 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 50-day moving average price of $62.71 and a two-hundred day moving average price of $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. Skyworks Solutions has a 12 month low of $47.93 and a 12 month high of $90.90.

Skyworks Solutions (NASDAQ:SWKS) last released its quarterly earnings data 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. Skyworks Solutions had a return on equity of 11.72% and a net margin of 9.73%.The company 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 company’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. Equities analysts predict that Skyworks Solutions will post 3.7 EPS for the current fiscal year.

Insider Activity at Skyworks Solutions

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 sale, the executive vice president owned 26,087 shares of the company’s stock, valued at $1,624,176.62. This trade represents a 21.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Robert John Terry sold 4,945 shares of the business’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 transaction, the senior vice president owned 19,824 shares of the company’s stock, valued at $1,234,638.72. This trade represents a 19.96% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.28% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Skyworks Solutions

Several hedge funds have recently added to or reduced their stakes in SWKS. Financiere des Professionnels Fonds d investissement inc. increased its position in Skyworks Solutions by 1.2% in the third quarter. Financiere des Professionnels Fonds d investissement inc. now owns 12,738 shares of the semiconductor manufacturer’s stock worth $981,000 after purchasing an additional 145 shares during the period. Wedmont Private Capital boosted its stake in shares of Skyworks Solutions by 5.8% in the 3rd quarter. Wedmont Private Capital now owns 2,775 shares of the semiconductor manufacturer’s stock valued at $206,000 after purchasing an additional 151 shares during the last quarter. Manske Wealth Management boosted its stake in shares of Skyworks Solutions by 3.8% in the 3rd quarter. Manske Wealth Management now owns 4,318 shares of the semiconductor manufacturer’s stock valued at $332,000 after purchasing an additional 160 shares during the last quarter. Parallel Advisors LLC grew its position in shares of Skyworks Solutions by 5.3% during the 3rd quarter. Parallel Advisors LLC now owns 3,233 shares of the semiconductor manufacturer’s stock worth $249,000 after buying an additional 163 shares during the period. Finally, Unison Advisors LLC raised its stake in shares of Skyworks Solutions by 0.9% during the third quarter. Unison Advisors LLC now owns 18,031 shares of the semiconductor manufacturer’s stock worth $1,388,000 after buying an additional 164 shares during the last quarter. Institutional investors own 85.43% of the company’s stock.

Key Skyworks Solutions News

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.