TD Cowen Cuts Skyworks Solutions (NASDAQ:SWKS) Price Target to $65.00

Skyworks Solutions (NASDAQ:SWKS) had its price target trimmed by TD Cowen from $75.00 to $65.00 in a research note issued to investors on Wednesday,MarketScreener reports. They currently have a hold rating on the semiconductor manufacturer’s stock.

A number of other research firms have also recently commented on SWKS. UBS Group cut their price target on shares of Skyworks Solutions from $80.00 to $63.00 and set a “neutral” rating on the stock in a report on Tuesday, January 20th. Mizuho reduced their price objective on shares of Skyworks Solutions from $65.00 to $60.00 and set a “neutral” rating for the company in a research note on Monday, January 26th. Wall Street Zen cut Skyworks Solutions from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Morgan Stanley dropped their price objective on shares of Skyworks Solutions from $89.00 to $68.00 and set an “equal weight” rating for the company in a report on Monday, February 2nd. Finally, B. Riley Financial lowered their target price on Skyworks Solutions from $70.00 to $60.00 and set a “neutral” rating for the company in a research report on Monday, January 26th. Two investment analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, eighteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $70.50.

Skyworks Solutions Stock Up 1.9%

Shares of Skyworks Solutions stock opened at $62.10 on Wednesday. The company’s 50 day moving average price is $62.63 and its 200-day moving average price is $69.40. Skyworks Solutions has a 52-week low of $47.93 and a 52-week high of $90.90. The stock has a market capitalization of $9.31 billion, a price-to-earnings ratio of 23.88 and a beta of 1.33. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.76 and a current ratio of 2.46.

Skyworks Solutions (NASDAQ:SWKS) last issued its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share for the quarter, topping analysts’ consensus estimates of $1.40 by $0.14. The firm had revenue of $1.04 billion for the quarter, compared to analyst estimates of $999.02 million. Skyworks Solutions had a return on equity of 11.72% and a net margin of 9.73%.The business’s quarterly revenue was down 3.1% compared to the same quarter last year. During the same period last year, the company earned $1.60 EPS. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. Equities research analysts forecast that Skyworks Solutions will post 3.7 EPS for the current year.

Skyworks Solutions Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, February 24th will be issued a dividend of $0.71 per share. This represents a $2.84 annualized dividend and a yield of 4.6%. The ex-dividend date is Tuesday, February 24th. Skyworks Solutions’s dividend payout ratio is presently 109.23%.

Insider Buying and Selling

In related news, EVP Reza Kasnavi sold 7,332 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $62.26, for a total transaction of $456,490.32. Following the completion of the sale, the executive vice president owned 26,087 shares of the company’s stock, valued at $1,624,176.62. This represents a 21.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Robert John Terry sold 4,945 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $62.28, for a total transaction of $307,974.60. Following the completion of 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.28% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of SWKS. AE Wealth Management LLC increased its stake in shares of Skyworks Solutions by 7.8% in the 3rd quarter. AE Wealth Management LLC now owns 193,525 shares of the semiconductor manufacturer’s stock valued at $14,898,000 after purchasing an additional 14,007 shares in the last quarter. Rakuten Investment Management Inc. purchased a new stake in shares of Skyworks Solutions in the third quarter valued at about $12,155,000. Robeco Institutional Asset Management B.V. grew its position in Skyworks Solutions by 26.9% in the third quarter. Robeco Institutional Asset Management B.V. now owns 671,970 shares of the semiconductor manufacturer’s stock worth $51,728,000 after acquiring an additional 142,600 shares during the period. Y Intercept Hong Kong Ltd raised its stake in shares of Skyworks Solutions by 102.6% in 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, Exchange Traded Concepts LLC increased its stake in Skyworks Solutions by 33.1% during the third quarter. Exchange Traded Concepts LLC now owns 71,943 shares of the semiconductor manufacturer’s stock worth $5,538,000 after purchasing an additional 17,874 shares during the period. 85.43% of the stock is currently owned by hedge funds and other institutional investors.

More Skyworks Solutions News

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

• Positive Sentiment: Craig Hallum raised its view by assigning a $75 price target for SWKS, which supports upside and helps limit downside from the other downgrades. Skyworks Solutions Given New $75.00 Price Target at Craig Hallum
• Positive Sentiment: TipRanks published a bullish roundup that included Skyworks, providing some positive thematic sentiment from sell‑side commentary. Analysts Are Bullish on These Technology Stocks
• Neutral Sentiment: Coverage summaries highlighted that some analysts remain neutral on Skyworks amid mixed fundamentals and near‑term uncertainty. Analysts Are Neutral on These Technology Stocks
• Neutral Sentiment: Another Globe and Mail piece ran analyst insights on technology names including Skyworks, presenting balanced views rather than outright upgrades or downgrades. Analysts Offer Insights on Technology Companies
• Neutral Sentiment: Brokerage consensus remains around “hold” (average rating = Hold), signaling limited conviction among analysts. Skyworks Given Average Rating of “Hold”
• Neutral Sentiment: Stifel Nicolaus reaffirmed a Hold on SWKS, which sustains the market’s cautious tone. Stifel Reaffirms Hold on Skyworks
• Negative Sentiment: UBS cut its price target to $58 (from $63) and kept a neutral stance, representing one of the larger downward revisions among analysts and adding selling pressure. UBS Adjusts Skyworks Price Target to $58
• Negative Sentiment: JPMorgan trimmed its target to $65, another downward move that signals model revisions post‑earnings. Skyworks Price Target Lowered to $65 at JPMorgan
• Negative Sentiment: Citigroup cut its price target to $63, contributing to the cluster of lower targets that press on sentiment. Citigroup Cuts Skyworks Target to $63
• Negative Sentiment: KeyCorp reduced its target to $75, another downward tweak despite being above some other cuts — part of the broad re‑rating. KeyCorp Lowers Price Target to $75

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.