UBS Group Increases Skyworks Solutions (NASDAQ:SWKS) Price Target to $75.00

Skyworks Solutions (NASDAQ:SWKS) had its price objective raised by UBS Group from $63.00 to $75.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “neutral” rating on the semiconductor manufacturer’s stock. UBS Group’s target price points to a potential upside of 15.31% from the stock’s previous close.

SWKS has been the subject of several other research reports. Zacks Research downgraded shares of Skyworks Solutions from a “strong-buy” rating to a “hold” rating in a report on Monday, February 16th. B. Riley Financial increased their price objective on shares of Skyworks Solutions from $60.00 to $68.00 and gave the company a “neutral” rating in a report on Wednesday. Wall Street Zen downgraded shares of Skyworks Solutions from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Susquehanna dropped their price objective on shares of Skyworks Solutions from $75.00 to $65.00 and set a “neutral” rating for the company in a report on Thursday, January 22nd. Finally, Weiss Ratings downgraded shares of Skyworks Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, fifteen have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $76.61.

Skyworks Solutions Stock Up 0.1%

SWKS opened at $65.04 on Wednesday. The firm has a 50-day simple moving average of $57.81 and a two-hundred day simple moving average of $62.43. Skyworks Solutions has a 52 week low of $51.93 and a 52 week high of $90.90. The company has a market capitalization of $9.78 billion, a PE ratio of 26.99 and a beta of 1.48. The company has a quick ratio of 1.80, a current ratio of 2.38 and a debt-to-equity ratio of 0.09.

Skyworks Solutions (NASDAQ:SWKS) last released its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.15 EPS for the quarter, beating the consensus estimate of $1.04 by $0.11. Skyworks Solutions had a net margin of 8.93% and a return on equity of 11.52%. The business had revenue of $943.70 million during the quarter, compared to the consensus estimate of $901.76 million. During the same quarter in the prior year, the firm earned $1.24 EPS. The business’s revenue was down 1.0% on a year-over-year basis. Skyworks Solutions has set its Q3 2026 guidance at 1.030-1.030 EPS. Analysts forecast that Skyworks Solutions will post 3.25 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in SWKS. AE Wealth Management LLC boosted its position in shares of Skyworks Solutions by 7.8% during the third quarter. AE Wealth Management LLC now owns 193,525 shares of the semiconductor manufacturer’s stock valued at $14,898,000 after buying an additional 14,007 shares during the period. Rakuten Investment Management Inc. purchased a new position in shares of Skyworks Solutions during the third quarter valued at approximately $12,155,000. JPMorgan Chase & Co. boosted its position in shares of Skyworks Solutions by 2.6% during the third quarter. JPMorgan Chase & Co. now owns 1,163,728 shares of the semiconductor manufacturer’s stock valued at $89,584,000 after buying an additional 29,444 shares during the period. Y Intercept Hong Kong Ltd boosted its holdings in Skyworks Solutions by 102.6% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 79,771 shares of the semiconductor manufacturer’s stock valued at $6,141,000 after acquiring an additional 40,390 shares during the period. Finally, Robeco Institutional Asset Management B.V. boosted its holdings in Skyworks Solutions by 26.9% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 671,970 shares of the semiconductor manufacturer’s stock valued at $51,728,000 after acquiring an additional 142,600 shares during the period. Institutional investors own 85.43% of the company’s stock.

Key Headlines Impacting Skyworks Solutions

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

• Positive Sentiment: Q2 earnings & revenues topped Street expectations; Broad Markets now represent ~42% of sales, management announced an Android OEM design win that the company says could be >$1B through 2030, and the quarterly dividend was declared at $0.71. These factors support upside to growth and cash return assumptions. SWKS Q2 Earnings Beat
• Positive Sentiment: Heavy analyst optimism — numerous firms raised price targets (examples include Craig Hallum, KeyCorp, Citigroup, JPMorgan, Morgan Stanley, UBS, TD Cowen, BNP Paribas, Stifel, B. Riley and others), with several targets moved into the $70–$85 range. That raises the consensus upside and can support buying interest. Analyst Price Target Coverage
• Neutral Sentiment: Earnings‑call commentary highlighted a strategic “growth pivot” (focus on Broad Markets and design‑win traction), which is constructive long term but may take quarters to materialize into materially higher revenue and margins. Earnings Call Highlights
• Negative Sentiment: Despite the beat, SWKS traded lower in extended sessions and underperformed a strong semiconductor rally — headlines noted a sharp intraday selloff. That suggests some investors focused on metrics beyond the quarter (year‑over‑year revenue softness, EPS decline vs. last year, or tempered forward cues). Why Skyworks Was Down
• Negative Sentiment: Coverage and market commentary flagged a post‑report drop in after‑hours trading (and “sinks after Q2” writeups), indicating short‑term profit‑taking or disappointment from guidance/forward expectations despite the beat. Seeking Alpha: Skyworks Sinks

About Skyworks Solutions

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.