Skyworks Solutions (NASDAQ:SWKS) Issues Q2 2026 Earnings Guidance

Skyworks Solutions (NASDAQ:SWKS) issued an update on its second quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.040-1.040 for the period, compared to the consensus earnings per share estimate of 0.820. The company issued revenue guidance of $875.0 million-$925.0 million, compared to the consensus revenue estimate of $866.1 million.

Analyst Ratings Changes

SWKS has been the topic of a number of recent analyst reports. Citigroup raised Skyworks Solutions from a “sell” rating to a “neutral” rating and raised their price target for the company from $66.00 to $105.00 in a report on Wednesday, October 29th. Royal Bank Of Canada began coverage on shares of Skyworks Solutions in a research report on Wednesday, January 14th. They set a “sector perform” rating and a $65.00 price objective for the company. Loop Capital dropped their target price on Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating for the company in a report on Friday, January 2nd. UBS Group decreased their target price on Skyworks Solutions from $80.00 to $63.00 and set a “neutral” rating for the company in a research report on Tuesday, January 20th. Finally, Cfra set a $90.00 price target on Skyworks Solutions in a research report on Tuesday, October 28th. Two investment analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, Skyworks Solutions currently has an average rating of “Hold” and an average price target of $75.67.

Skyworks Solutions Price Performance

SWKS traded down $0.90 during trading on Tuesday, hitting $55.93. The company’s stock had a trading volume of 5,694,877 shares, compared to its average volume of 4,407,225. The firm has a market capitalization of $8.39 billion, a price-to-earnings ratio of 18.22 and a beta of 1.33. The business’s fifty day simple moving average is $62.93 and its 200 day simple moving average is $69.61. The company has a current ratio of 2.33, a quick ratio of 1.76 and a debt-to-equity ratio of 0.09. Skyworks Solutions has a twelve month low of $47.93 and a twelve month high of $90.90.

Skyworks Solutions (NASDAQ:SWKS) last issued its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 EPS for the quarter, beating analysts’ consensus estimates of $1.41 by $0.13. The business had revenue of $1.04 billion during the quarter, compared to analysts’ expectations of $999.02 million. Skyworks Solutions had a net margin of 11.67% and a return on equity of 12.01%. The company’s quarterly revenue was down 3.1% compared to the same quarter last year. During the same period in the prior year, the business earned $1.60 earnings per share. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. On average, equities research analysts forecast that Skyworks Solutions will post 3.7 EPS for the current fiscal year.

Insider Activity at Skyworks Solutions

In other news, SVP Robert John Terry sold 4,945 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $62.28, for a total value of $307,974.60. Following the sale, the senior vice president directly owned 19,824 shares in the company, valued at $1,234,638.72. This represents a 19.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Reza Kasnavi sold 7,332 shares of the stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $62.26, for a total value of $456,490.32. Following the transaction, the executive vice president directly owned 26,087 shares in the company, valued at approximately $1,624,176.62. This represents a 21.94% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.28% of the company’s stock.

Key Skyworks Solutions News

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

• Positive Sentiment: Q1 results beat expectations — Skyworks reported $1.54 EPS vs. consensus ~$1.41 and revenue of $1.04B vs. ~$999M; margins and ROE improved, signaling healthier profitability. View Press Release
• Positive Sentiment: Management gave upbeat Q2 earnings guidance and cited stronger demand from 5G handset adoption, which supports higher near-term chip demand and underpins the beat. Skyworks forecasts upbeat earnings
• Neutral Sentiment: Analyst and preview coverage is mixed ahead of results — some previews flagged areas to watch (channel inventory, handset cycles), which could temper reaction to the beat. Earnings preview
• Negative Sentiment: Analyst price-target cut — Morgan Stanley lowered its target from $89 to $68 and moved to an “equal weight” rating, reducing near-term analyst-driven upside expectations. Benzinga coverage
• Negative Sentiment: Legal/merger disclosures add uncertainty — supplemental disclosures tied to the Qorvo merger lawsuits were filed, which could mean legal costs, distraction, or deal risk overhang. Supplemental disclosures
• Negative Sentiment: Recent coverage highlighted Q4 softness and execution concerns that may be weighing on sentiment despite the Q1 beat. Q4 comment/analysis

Institutional Trading of Skyworks Solutions

A number of hedge funds have recently made changes to their positions in the company. CYBER HORNET ETFs LLC acquired a new stake in shares of Skyworks Solutions during the 2nd quarter valued at $32,000. MUFG Securities EMEA plc acquired a new stake in Skyworks Solutions during the 2nd quarter worth about $33,000. Brown Brothers Harriman & Co. lifted its stake in Skyworks Solutions by 70.7% during the third quarter. Brown Brothers Harriman & Co. now owns 560 shares of the semiconductor manufacturer’s stock valued at $43,000 after buying an additional 232 shares in the last quarter. Smartleaf Asset Management LLC boosted its holdings in shares of Skyworks Solutions by 46.2% in the second quarter. Smartleaf Asset Management LLC now owns 1,121 shares of the semiconductor manufacturer’s stock worth $84,000 after buying an additional 354 shares during the period. Finally, Quadrant Capital Group LLC acquired a new stake in shares of Skyworks Solutions during the third quarter valued at approximately $94,000. Hedge funds and other institutional investors own 85.43% of the company’s stock.

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.