UBS Group Issues Pessimistic Forecast for Skyworks Solutions (NASDAQ:SWKS) Stock Price

Skyworks Solutions (NASDAQ:SWKS) had its price target cut by equities researchers at UBS Group from $63.00 to $58.00 in a note issued to investors on Wednesday,MarketScreener reports. The firm presently has a “neutral” rating on the semiconductor manufacturer’s stock. UBS Group’s price objective points to a potential downside of 4.79% from the stock’s previous close.

SWKS has been the subject of a number of other reports. Piper Sandler upgraded shares of Skyworks Solutions from a “neutral” rating to an “overweight” rating and boosted their target price for the company from $70.00 to $140.00 in a research note on Wednesday, October 29th. Citigroup cut their price objective on Skyworks Solutions from $80.00 to $63.00 and set a “neutral” rating for the company in a report on Wednesday. Benchmark reiterated a “hold” rating on shares of Skyworks Solutions in a research report on Wednesday. JPMorgan Chase & Co. dropped their target price on Skyworks Solutions from $74.00 to $65.00 and set a “neutral” rating on the stock in a research report on Wednesday. Finally, Morgan Stanley cut their price target on Skyworks Solutions from $89.00 to $68.00 and set an “equal weight” rating for the company in a research note on Monday. Two 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. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $70.50.

Skyworks Solutions Price Performance

SWKS opened at $60.92 on Wednesday. The company’s 50-day simple moving average is $62.71 and its two-hundred day simple moving average is $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 stock has a market capitalization of $9.13 billion, a P/E ratio of 23.43 and a beta of 1.33. 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 quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 EPS for the quarter, topping analysts’ consensus estimates of $1.40 by $0.14. The firm had revenue of $1.04 billion during the quarter, compared to analyst estimates of $999.02 million. Skyworks Solutions had a net margin of 9.73% and a return on equity of 11.72%. The business’s revenue for the quarter was down 3.1% on a year-over-year basis. During the same period in the previous year, the business posted $1.60 earnings per share. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. As a group, analysts predict that Skyworks Solutions will post 3.7 EPS for the current year.

Insider Activity

In other news, SVP Robert John Terry sold 4,945 shares of Skyworks Solutions stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $62.28, for a total transaction of $307,974.60. Following the transaction, the senior vice president directly owned 19,824 shares of the company’s stock, valued at $1,234,638.72. The trade was a 19.96% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Reza Kasnavi sold 7,332 shares of the business’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 transaction, the executive vice president 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 ownership of the stock. The SEC filing for this sale provides additional information. 0.28% of the stock is owned by company insiders.

Hedge Funds Weigh In On Skyworks Solutions

A number of hedge funds have recently modified their holdings of SWKS. Quest 10 Wealth Builders Inc. raised its position in shares of Skyworks Solutions by 488.6% during the 4th quarter. Quest 10 Wealth Builders Inc. now owns 412 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 342 shares during the period. Atlantic Union Bankshares Corp bought a new position in Skyworks Solutions in the 2nd quarter worth $28,000. Sound Income Strategies LLC boosted its holdings in Skyworks Solutions by 137.1% in the 4th quarter. Sound Income Strategies LLC now owns 486 shares of the semiconductor manufacturer’s stock worth $28,000 after buying an additional 281 shares during the period. Financial Consulate Inc. purchased a new stake in Skyworks Solutions in the 3rd quarter worth $29,000. Finally, Clearstead Trust LLC raised its holdings in Skyworks Solutions by 200.0% during the second quarter. Clearstead Trust LLC now owns 411 shares of the semiconductor manufacturer’s stock valued at $31,000 after acquiring an additional 274 shares during the period. 85.43% of the stock is currently 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.