Skyworks Solutions (NASDAQ:SWKS) Upgraded by Barclays to “Overweight” Rating

Barclays upgraded shares of Skyworks Solutions (NASDAQ:SWKS) from an equal weight rating to an overweight rating in a research report released on Wednesday morning, Marketbeat reports. They currently have $70.00 price target on the semiconductor manufacturer’s stock, up from their prior price target of $60.00.

A number of other brokerages have also recently weighed in on SWKS. KeyCorp decreased their price target 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, February 4th. Mizuho reaffirmed an “underperform” rating and set a $46.00 price target (down from $60.00) on shares of Skyworks Solutions in a research report on Monday. Argus raised shares of Skyworks Solutions to a “hold” rating in a research report on Friday, February 6th. Royal Bank Of Canada started coverage on shares of Skyworks Solutions in a research report on Wednesday, January 14th. They set a “sector perform” rating and a $65.00 price target for the company. Finally, Stifel Nicolaus reaffirmed a “hold” rating and set a $65.00 price target (down from $72.00) on shares of Skyworks Solutions in a research report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $70.28.

Skyworks Solutions Stock Up 3.1%

Shares of NASDAQ SWKS opened at $61.77 on Wednesday. Skyworks Solutions has a 52-week low of $51.93 and a 52-week high of $90.90. The firm has a fifty day moving average of $57.09 and a 200-day moving average of $63.08. The stock has a market capitalization of $9.29 billion, a PE ratio of 23.76 and a beta of 1.30. The company has a quick ratio of 1.80, a current ratio of 2.40 and a debt-to-equity ratio of 0.09.

Skyworks Solutions (NASDAQ:SWKS) last announced its quarterly earnings data 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 net margin of 9.73% and a return on equity of 11.72%. The company 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 business’s quarterly 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 anticipate that Skyworks Solutions will post 3.25 EPS for the current year.

Skyworks Solutions Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, February 24th were issued a $0.71 dividend. The ex-dividend date was Tuesday, February 24th. This represents a $2.84 dividend on an annualized basis and a yield of 4.6%. Skyworks Solutions’s payout ratio is currently 109.23%.

Hedge Funds Weigh In On Skyworks Solutions

Institutional investors have recently added to or reduced their stakes in the company. Quest 10 Wealth Builders Inc. lifted its holdings in Skyworks Solutions by 488.6% in the 4th quarter. Quest 10 Wealth Builders Inc. now owns 412 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 342 shares in the last quarter. Sound Income Strategies LLC lifted 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 in the last quarter. AdvisorNet Financial Inc lifted its holdings in Skyworks Solutions by 93.8% in the 1st quarter. AdvisorNet Financial Inc now owns 531 shares of the semiconductor manufacturer’s stock worth $28,000 after buying an additional 257 shares in the last quarter. Financial Consulate Inc. acquired a new position in Skyworks Solutions in the 3rd quarter worth $29,000. Finally, Fideuram Asset Management Ireland dac acquired a new position in Skyworks Solutions in the 4th quarter worth $29,000. Institutional investors and hedge funds own 85.43% of the company’s stock.

More Skyworks Solutions News

Here are the key news stories impacting Skyworks Solutions this week:

• Positive Sentiment: Barclays upgraded SWKS from “equal weight” to “overweight” and raised its price target to $70 from $60, citing improved conviction in the setup — a clear near-term catalyst supporting buying interest. Barclays upgrade
• Neutral Sentiment: Skyworks scheduled its Q2 FY2026 earnings release and conference call for May 5; that event will likely drive short-term trading and could crystallize guidance vs. expectations. Earnings date
• Neutral Sentiment: Analysts’ consensus remains around a “hold” on SWKS, implying mixed expectations and limited conviction across the Street; this helps explain why upgrades/downgrades produce outsized price moves. Analyst consensus hold
• Neutral Sentiment: Sector context: Qualcomm’s recent strength highlights divergent performance within chipmakers and shows investor focus on differentiated end-market execution, which can influence sentiment for peers like Skyworks. Qualcomm sector piece
• Negative Sentiment: Mizuho downgraded/reiterated Skyworks at an “underperform” stance, a headwind that undercuts the upgrade-driven optimism and may keep some institutional sellers cautious. Mizuho downgrade
• Negative Sentiment: Analyst models are being tweaked lower — fair-value estimates and price targets have been trimmed slightly in recent notes, reflecting execution risk and slower revenue expectations; that dampens longer-term upside until results or guidance change the view. Analyst valuation reset

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.