Shares of Skyworks Solutions (SWKS.O) declined sharply today, hitting a 20-day low as investors reassess their portfolios in light of shifting market dynamics. The stock's recent downturn signals increased bearish momentum, reflecting broader trends where investors are gravitating towards dividend-yielding stocks amid uncertain market conditions. Analyst ratings have been mixed, with Mizuho upgrading SWKS while UBS maintained a neutral stance, indicating a divergence in outlook following better-than-expected earnings. This volatility comes as the Schwab U.S. Dividend Equity ETF (SCHD) experiences net outflows, suggesting a cautious approach among investors, further impacting stocks like SWKS.O that are often viewed through the lens of dividend potential.
Wall Street analysts forecast SWKS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SWKS is 82.21 USD with a low forecast of 65.00 USD and a high forecast of 140.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
Wall Street analysts forecast SWKS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SWKS is 82.21 USD with a low forecast of 65.00 USD and a high forecast of 140.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
13 Hold
1 Sell
Hold
Current: 55.280
Low
65.00
Averages
82.21
High
140.00
Current: 55.280
Low
65.00
Averages
82.21
High
140.00
B. Riley
Craig Ellis
Neutral
downgrade
$70 -> $60
2026-01-26
New
Reason
B. Riley
Craig Ellis
Price Target
$70 -> $60
AI Analysis
2026-01-26
New
downgrade
Neutral
Reason
B. Riley analyst Craig Ellis lowered the firm's price target on Skyworks to $60 from $70 and keeps a Neutral rating on the shares. Skyworks' Q4 results are anticipated to be slightly above consensus but Q1 guidance in line to lower, the former with iPhone 17 help and the latter on a weaker Android unit outlook, the analyst tells investors in a research note.
Mizuho
Neutral
downgrade
$65 -> $60
2026-01-25
New
Reason
Mizuho
Price Target
$65 -> $60
2026-01-25
New
downgrade
Neutral
Reason
Mizuho lowered the firm's price target on Skyworks to $60 from $65 and keeps a Neutral rating on the shares after hosting an industry call on handsets. Global handsets are estimated down 4% year-over-ear in 2026, with more downside into the second half due to memory shortages and pricing, the analyst tells investors in a research note. The firm reduced price targets in the group.
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Susquehanna
Neutral
downgrade
$75 -> $65
2026-01-22
Reason
Susquehanna
Price Target
$75 -> $65
2026-01-22
downgrade
Neutral
Reason
Susquehanna lowered the firm's price target on Skyworks to $65 from $75 and keeps a Neutral rating on the shares. The firm updated targets in the semiconductor group as a part of an earnings preview. Susquehanna generally expects in-line results to modest upside in Q4, amid a "steadying upcycle" and a broadening of the artificial intelligence infrastructure supply chain. While the industrial end market is improving, auto remains somewhat challenged, the analyst tells investors in a research note.
UBS
Neutral
downgrade
$80 -> $63
2026-01-20
Reason
UBS
Price Target
$80 -> $63
2026-01-20
downgrade
Neutral
Reason
UBS lowered the firm's price target on Skyworks to $63 from $80 and keeps a Neutral rating on the shares. UBS sees Q1 results near the midpoint of guidance, with the firm saying that key themes for this earnings call surround content for the iPhone 18.
About SWKS
Skyworks Solutions, Inc. provides wireless networking services. The Company’s analog and mixed-signal semiconductors are connecting people, places, and things, spanning a number of new applications within the aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearable markets. It operates engineering, manufacturing, sales, and service facilities throughout Asia, Europe, and North America. The Company offers a range of products, such as Amplifiers, Attenuators, Diodes, Audio And Radio, Clocks And Timing, Front-End Modules, Isolation, Modems And DAAs, Optocouplers, Power Management, Power Over Ethernet, RF Passives, Television (TV) And Video, Switches, and Voice. Its engineering, marketing, operations, sales, and support facilities are located throughout Asia, Europe, and North America.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
