Skyworks Solutions (NASDAQ:SWKS) Given New $76.00 Price Target at Morgan Stanley

Skyworks Solutions (NASDAQ:SWKS) had its price objective raised by analysts at Morgan Stanley from $69.00 to $76.00 in a research note issued on Wednesday,MarketScreener reports. The firm currently has an “equal weight” rating on the semiconductor manufacturer’s stock. Morgan Stanley’s price objective points to a potential upside of 19.94% from the company’s current price.

A number of other equities analysts have also recently weighed in on the stock. KeyCorp decreased their price objective on shares of Skyworks Solutions from $105.00 to $75.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Craig Hallum cut their price target on Skyworks Solutions from $85.00 to $75.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Benchmark restated a “hold” rating on shares of Skyworks Solutions in a research note on Wednesday, February 4th. Zacks Research lowered Skyworks Solutions from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 16th. Finally, Mizuho reissued an “underperform” rating and set a $46.00 price target (down from $60.00) on shares of Skyworks Solutions in a report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $72.00.

Skyworks Solutions Stock Down 12.7%

SWKS opened at $63.37 on Wednesday. Skyworks Solutions has a 12 month low of $51.93 and a 12 month high of $90.90. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.40 and a quick ratio of 1.80. The business has a 50-day moving average of $57.60 and a two-hundred day moving average of $62.57. The stock has a market capitalization of $9.53 billion, a price-to-earnings ratio of 24.35 and a beta of 1.48.

Skyworks Solutions (NASDAQ:SWKS) last issued its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.15 earnings per share for the quarter, beating analysts’ consensus estimates of $1.04 by $0.11. The firm had revenue of $943.70 million for the quarter, compared to analysts’ expectations of $901.76 million. Skyworks Solutions had a return on equity of 11.72% and a net margin of 9.73%.The firm’s revenue for the quarter was down 1.0% compared to the same quarter last year. During the same quarter last year, the firm earned $1.24 earnings per share. Skyworks Solutions has set its Q3 2026 guidance at 1.030-1.030 EPS. On average, research analysts expect that Skyworks Solutions will post 3.25 earnings per share for the current year.

Institutional Investors Weigh In On Skyworks Solutions

A number of institutional investors have recently bought and sold shares of SWKS. AE Wealth Management LLC lifted its position in shares of Skyworks Solutions by 7.8% in the third quarter. AE Wealth Management LLC now owns 193,525 shares of the semiconductor manufacturer’s stock worth $14,898,000 after purchasing an additional 14,007 shares in the last quarter. Rakuten Investment Management Inc. purchased a new position in Skyworks Solutions during the third quarter valued at approximately $12,155,000. JPMorgan Chase & Co. increased its stake in Skyworks Solutions by 2.6% in the 3rd 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 lifted its position in 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 worth $6,141,000 after buying an additional 40,390 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. boosted its stake in shares of 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 buying an additional 142,600 shares during the period. 85.43% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Skyworks Solutions

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

• Positive Sentiment: Beat analyst expectations — Skyworks reported non?GAAP EPS of $1.15 and revenue of $943.7M, above consensus, showing operational beat vs. Street forecasts. Skyworks Solutions (SWKS) Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Upside guidance — management set Q3 FY2026 non?GAAP EPS guidance of $1.03 (well above consensus ~$0.86) and revenue guidance ($900M–$950M) that tops analyst expectations, supporting forward?looking revenue momentum. Skyworks Solutions forecasts higher revenue on strong chip demand
• Positive Sentiment: Large multi?generational design win — company secured an Android OEM design win projected to generate $1B+ revenue through 2030, which is material long?term upside to revenue mix. Skyworks Delivers Strong Second Quarter Fiscal Year 2026 Results
• Positive Sentiment: Dividend increase/confirmation — Skyworks declared a quarterly dividend of $0.71 (annualized yield ~3.9%; ex?div May 26), which supports income investors and can buoy the share price.
• Neutral Sentiment: Earnings call and transcripts available — management commentary is now public (transcripts on Seeking Alpha/Fool); investors will parse the call for color on end?market demand and inventory cadence. Skyworks Solutions, Inc. (SWKS) Q2 2026 Earnings Call Transcript
• Negative Sentiment: After?hours selling despite beats — shares fell in after?hours trade even though results beat, indicating some investors are focusing on weaker GAAP metrics, inventory, or near?term risks. Skyworks Solutions (SKWS) Stock Is Trending Overnight: Here’s Why
• Negative Sentiment: Rising inventories and weak GAAP profit — reports note inventory build and GAAP diluted EPS of $0.24 (below non?GAAP), and revenue was flat YoY (down ~1%), which raises concern about near?term demand normalization and margin pressure. Skyworks Solutions (NASDAQ:SWKS) Reports Upbeat Q1 But Inventory Levels Increase

Skyworks Solutions Company Profile

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.