Skyworks Solutions (NASDAQ:SWKS) Releases Q4 2026 Earnings Guidance

Skyworks Solutions (NASDAQ:SWKS) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.270-1.270 for the period, compared to the consensus estimate of 1.230. The company issued revenue guidance of $1.0 billion-$1.1 billion, compared to the consensus revenue estimate of $1.0 billion.

Analyst Upgrades and Downgrades

SWKS has been the subject of several research reports. Citigroup lowered their price objective on shares of Skyworks Solutions from $77.00 to $64.00 and set a “neutral” rating for the company in a research report on Wednesday. Stifel Nicolaus lowered their price target on shares of Skyworks Solutions from $75.00 to $70.00 and set a “hold” rating for the company in a report on Wednesday. William Blair restated a “buy” rating on shares of Skyworks Solutions in a research report on Wednesday. KeyCorp cut Skyworks Solutions from an “overweight” rating to a “sector weight” rating in a report on Tuesday, July 14th. Finally, B. Riley Financial lifted their price objective on Skyworks Solutions from $60.00 to $68.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, Skyworks Solutions has an average rating of “Hold” and an average price target of $74.22.

Skyworks Solutions Trading Down 0.8%

Shares of Skyworks Solutions stock traded down $0.50 during trading on Thursday, reaching $60.69. 1,614,373 shares of the company were exchanged, compared to its average volume of 4,483,401. Skyworks Solutions has a twelve month low of $51.93 and a twelve month high of $90.90. The business has a 50-day moving average price of $68.95 and a 200-day moving average price of $62.84. The company has a quick ratio of 1.70, a current ratio of 2.38 and a debt-to-equity ratio of 0.09. The firm has a market capitalization of $9.13 billion, a price-to-earnings ratio of 31.20 and a beta of 1.50.

Skyworks Solutions (NASDAQ:SWKS) last issued its earnings results on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.05. The firm had revenue of $934.80 million for the quarter, compared to analysts’ expectations of $925.97 million. Skyworks Solutions had a return on equity of 10.73% and a net margin of 7.23%.The company’s revenue was down 3.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.33 earnings per share. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. Sell-side analysts anticipate that Skyworks Solutions will post 3.62 EPS for the current fiscal year.

Skyworks Solutions Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, May 26th were given a dividend of $0.71 per share. This represents a $2.84 dividend on an annualized basis and a dividend yield of 4.7%. The ex-dividend date of this dividend was Tuesday, May 26th. Skyworks Solutions’s dividend payout ratio (DPR) is currently 117.84%.

Skyworks Solutions News Summary

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

• Positive Sentiment: Fiscal third-quarter results exceeded expectations. Skyworks reported non-GAAP EPS of $1.08 versus the $1.03 consensus and revenue of approximately $935 million versus expectations of $926 million. Growth in Broad Markets, particularly automotive and AI data-center applications, helped offset weakness elsewhere. Skyworks fiscal third-quarter results
• Positive Sentiment: Qorvo combination preparations are advancing. Skyworks and Qorvo announced the expected leadership team, while regulatory approvals continue to progress. Management also authorized a new $2 billion stock-repurchase program, which could support per-share value if executed. Skyworks and Qorvo leadership announcement
• Neutral Sentiment: Valuation appears broadly balanced. A recent discounted-cash-flow analysis places SWKS near fair value, but other valuation measures do not identify the shares as an obvious bargain. Brokerages collectively maintain an average “Hold” recommendation. Skyworks valuation analysis
• Negative Sentiment: Underlying performance remains mixed. Third-quarter revenue declined 3.1% year over year, while EPS fell from $1.33 in the prior-year quarter to $1.08. Investors are also focused on weaker expected fourth-quarter earnings, margin pressure and mixed end-market demand.
• Negative Sentiment: Analysts largely reduced their targets after the report. JPMorgan, Morgan Stanley, Stifel, TD Cowen, Citi and RBC lowered price targets, generally retaining neutral or hold-equivalent ratings. Mizuho cut its target to $52 and maintained an “underperform” rating. The Qorvo transaction’s expected approximately $2 billion of acquisition debt financing adds execution and leverage risk, despite its potential strategic benefits.

Institutional Investors Weigh In On Skyworks Solutions

Large investors have recently modified their holdings of the business. Compound Planning Inc. acquired a new position in shares of Skyworks Solutions in the 4th quarter valued at approximately $226,000. Invesco Ltd. increased its position in shares of Skyworks Solutions by 7.0% during the fourth quarter. Invesco Ltd. now owns 4,686,686 shares of the semiconductor manufacturer’s stock worth $297,183,000 after acquiring an additional 305,126 shares in the last quarter. Corient Private Wealth LLC raised its stake in shares of Skyworks Solutions by 484.8% in the 4th quarter. Corient Private Wealth LLC now owns 210,979 shares of the semiconductor manufacturer’s stock valued at $13,378,000 after purchasing an additional 174,904 shares during the period. Mercer Global Advisors Inc. ADV boosted its position in shares of Skyworks Solutions by 13.6% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 26,551 shares of the semiconductor manufacturer’s stock worth $1,684,000 after buying an additional 3,181 shares during the period. Finally, Vident Advisory LLC grew its holdings in shares of Skyworks Solutions by 5.9% during the fourth quarter. Vident Advisory LLC now owns 44,306 shares of the semiconductor manufacturer’s stock worth $2,809,000 after buying an additional 2,479 shares in the last quarter. 85.43% of the stock is currently owned by institutional investors.

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.