Skyworks Solutions

SWKS · NASDAQ

$81.30+$1.07 (+1.33%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $80.23

SWKS analyst rating

HoldConsensus of 15 analysts over the last 12 months. 13% rate it a buy.

Strong buy0
Buy2
Hold12
Underperform1
Sell0

12-month price target · 20 analysts

Average $71.73 (−11.8% downside)

Low: $52.52
Now: $81.30
High: $99.75

Upgrades and downgrades

The latest rating actions, newest first

SWKS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Mizuho	Oct 9, 2026	Maintains	Underperform	$52.00 → $61.00	59%
Citigroup	Oct 6, 2026	Maintains	Neutral	$64.00 → $90.00	71%
B. Riley Securities	Oct 6, 2026	Upgrade	Neutral → Buy	$68.00 → $107.00	60%
RBC Capital	Oct 1, 2026	Maintains	Sector Perform	$70.00 → $95.00	69%
BMO Capital	Aug 21, 2026	Initiates	Market Perform	$70.00	71%
Morgan Stanley	Jul 29, 2026	Maintains	Equal-Weight	$76.00 → $72.00	56%
JP Morgan	Jul 29, 2026	Maintains	Neutral	$70.00 → $65.00	0%
Stifel	Jul 29, 2026	Maintains	Hold	$75.00 → $70.00	73%
TD Cowen	Jul 29, 2026	Maintains	Hold	$75.00 → $65.00	56%
Mizuho	Jul 29, 2026	Maintains	Underperform	$55.00 → $52.00	59%

The case for and against

Updated Oct 15, 2026

Bull case

Skyworks Solutions is viewed constructively because its core RF and front-end franchise is positioned to gain content as 5G Advanced and 6G drive more bands, antennas, and higher-dollar modules, while Wi-Fi 7, AI-data-center power and isolation, and automotive V2X/GNSS/EV applications add secular growth beyond handsets. The Qorvo deal further strengthens that thesis by broadening Skyworks’ addressable market, improving scale, and creating at least $500M in annual cost synergies within 24–36 months, with management also expecting a more complete RF stack and stronger cross-selling into auto, defense, and broader markets. Financially, the combination is expected to drive immediate EPS accretion, nearly double revenue in FY27, and support 25%+ FY27 and 40%+ FY28 accretion, with strong free cash flow giving the company flexibility to reduce debt quickly.

Bear case

Skyworks Solutions is vulnerable because a large share of revenue depends on carrier capital spending and a cyclical handset market, so slower wireless, access, or long-haul investment and a GDP downturn could materially weaken results. Customer concentration and lost content in the iPhone 17 generation reduce pricing power, while the competitive RF market, higher memory prices, and possible slower Android sales add pressure to growth and margins. Execution risk from the pending QRVO acquisition, including integration complexity and the possibility of delayed or incomplete synergy realization over the next 24-36 months, further increases uncertainty alongside tariff and inventory-normalization headwinds.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.