Skyworks Solutions (NASDAQ:SWKS) Stock Rating Cut to Equal Weight at Barclays

Skyworks Solutions (NASDAQ:SWKS) was downgraded by research analysts at Barclays from an “overweight” rating to an “equal weight” rating in a research report issued to clients and investors on Thursday, Marketbeat.com reports. They presently have a $79.00 price target on the semiconductor manufacturer’s stock. Barclays‘s price objective points to a potential downside of 4.73% from the stock’s previous close.

Several other analysts also recently weighed in on SWKS. JPMorgan Chase & Co. lowered their price objective on Skyworks Solutions from $70.00 to $65.00 and set a “neutral” rating for the company in a research report on Wednesday, July 29th. KeyCorp cut shares of Skyworks Solutions from an “overweight” rating to a “sector weight” rating in a report on Tuesday, July 14th. William Blair reaffirmed a “buy” rating on shares of Skyworks Solutions in a research note on Wednesday, July 29th. Benchmark reaffirmed a “hold” rating on shares of Skyworks Solutions in a research note on Monday, July 27th. Finally, TD Cowen lowered their price target on shares of Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating for the company in a report on Wednesday, July 29th. Four equities research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $77.28.

Skyworks Solutions Stock Down 2.9%

SWKS opened at $82.92 on Thursday. The company has a market cap of $12.48 billion, a P/E ratio of 72.74, a P/E/G ratio of 2.33 and a beta of 1.51. The business’s 50-day moving average price is $81.55 and its 200-day moving average price is $67.93. The company has a current ratio of 3.10, a quick ratio of 1.94 and a debt-to-equity ratio of 0.09. Skyworks Solutions has a 12 month low of $51.93 and a 12 month high of $92.80.

Skyworks Solutions (NASDAQ:SWKS) last released its earnings results on Tuesday, November 3rd. The semiconductor manufacturer reported $1.28 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.01. The company had revenue of $1.05 billion during the quarter, compared to analyst estimates of $1.04 billion. Skyworks Solutions had a return on equity of 9.68% and a net margin of 4.35%. On average, equities analysts expect that Skyworks Solutions will post 3.52 EPS for the current year.

Hedge Funds Weigh In On Skyworks Solutions

Hedge funds have recently made changes to their positions in the business. Lido Advisors LLC lifted its position in Skyworks Solutions by 2.2% during the third quarter. Lido Advisors LLC now owns 8,150 shares of the semiconductor manufacturer’s stock valued at $697,000 after buying an additional 179 shares during the period. Keybank National Association OH boosted its holdings in shares of Skyworks Solutions by 6.9% during the 3rd quarter. Keybank National Association OH now owns 312,091 shares of the semiconductor manufacturer’s stock valued at $26,678,000 after buying an additional 20,196 shares in the last quarter. New York Life Investment Management LLC boosted its holdings in shares of Skyworks Solutions by 11.0% during the 3rd quarter. New York Life Investment Management LLC now owns 43,356 shares of the semiconductor manufacturer’s stock valued at $3,706,000 after buying an additional 4,300 shares in the last quarter. Fulcrum Asset Management LLP grew its position in shares of Skyworks Solutions by 705.4% in the 3rd quarter. Fulcrum Asset Management LLP now owns 41,814 shares of the semiconductor manufacturer’s stock worth $3,681,000 after buying an additional 36,622 shares during the period. Finally, Allspring Global Investments Holdings LLC grew its position in shares of Skyworks Solutions by 29.0% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 14,734 shares of the semiconductor manufacturer’s stock worth $1,225,000 after buying an additional 3,310 shares during the period. 85.43% of the stock is owned by hedge funds and other institutional investors.

Skyworks Solutions News Roundup

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

• Positive Sentiment: Skyworks reported fiscal Q4 adjusted EPS of $1.28 and revenue of about $1.05 billion, slightly ahead of analyst estimates. The Qorvo combination also broadens its product reach, with management targeting at least $500 million in annual cost synergies and a 50%–55% gross margin over 24–36 months. Skyworks Q4 Earnings Beat Estimates, Revenues Decline Y/Y
• Positive Sentiment: Skyworks is highlighting growth opportunities in AI data centers and other diversified markets, alongside premium smartphone demand. An analyst view also argues that stronger Apple-related business and a shrinking Android exposure could limit further downside. Skyworks Q4 2026 Earnings Call Transcript
• Neutral Sentiment: The reported results were better than estimates, but revenue and earnings were lower year over year, tempering the significance of the beat. Skyworks Q4 Earnings Beat Estimates, Revenues Decline Y/Y
• Negative Sentiment: The main concern is the outlook: Skyworks’ first post-Qorvo quarterly sales guidance fell short of expectations, with analysts citing weak Android demand and a delayed payoff from the merger. Integration complexity and added financing costs may also weigh on results. Skyworks Sinks as Android Woes Delay the Qorvo Merger’s Payoff
• Negative Sentiment: Several analysts lowered price targets after the results; Citigroup and RBC moved to neutral ratings, while Goldman Sachs initiated coverage with a sell rating. These downgrades reinforce near-term concerns about execution and demand. These Analysts Lower Their Forecasts On Skyworks Solutions Following Q4 Results

Skyworks Solutions Company Profile

Skyworks Solutions, Inc (NASDAQ: SWKS) is a semiconductor company that designs and manufactures high-performance analog and mixed-signal products for wireless connectivity applications. Its portfolio includes radio-frequency front-end modules, amplifiers, filters, switches, antenna tuners, and other integrated solutions used to transmit, receive, and manage wireless signals.

The company serves a range of markets, including smartphones and other mobile devices, automotive systems, industrial equipment, home automation, medical devices, aerospace, and defense.