Skyworks Solutions (NASDAQ:SWKS) Downgraded by Barclays to “Equal Weight”

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

Several other equities analysts have also issued reports on SWKS. B. Riley Financial raised Skyworks Solutions from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $68.00 to $107.00 in a research report on Tuesday, October 6th. Benchmark restated a “hold” rating on shares of Skyworks Solutions in a research note on Monday, July 27th. Morgan Stanley set a $93.00 price objective on shares of Skyworks Solutions in a research note on Wednesday. Royal Bank Of Canada decreased their target price on shares of Skyworks Solutions from $95.00 to $80.00 and set a “sector perform” rating for the company in a report on Wednesday. Finally, Jefferies Financial Group downgraded shares of Skyworks Solutions to a “buy” rating in a research note on Wednesday. Four equities research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, Skyworks Solutions currently has an average rating of “Hold” and an average target price of $77.28.

Skyworks Solutions Stock Performance

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

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

Institutional Investors Weigh In On Skyworks Solutions

Several large investors have recently bought and sold shares of the business. BlackRock Inc. bought a new position in Skyworks Solutions during the 2nd quarter valued at about $1,393,584,000. Pzena Investment Management LLC bought a new stake in shares of Skyworks Solutions in the second quarter worth approximately $1,082,972,000. Bank of America Corp DE bought a new stake in shares of Skyworks Solutions in the second quarter worth approximately $180,898,000. Bank of New York Mellon Corp bought a new stake in shares of Skyworks Solutions in the second quarter worth approximately $143,597,000. Finally, First Trust Advisors LP raised its holdings in shares of Skyworks Solutions by 51.7% during the first quarter. First Trust Advisors LP now owns 2,218,826 shares of the semiconductor manufacturer’s stock valued at $118,818,000 after purchasing an additional 756,280 shares during the last quarter. 85.43% of the stock is currently owned by institutional investors.

Skyworks Solutions News Summary

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.