Skyworks SolutionsSWKS
About: Skyworks Solutions produces semiconductors for wireless handsets and other devices that are used to enable wireless connectivity. Its main products include power amplifiers, filters, switches, and integrated front-end modules that support wireless transmissions. Skyworks' customers are mostly large smartphone manufacturers, but the firm also has a growing presence in nonhandset applications such as wireless routers, medical devices, and automobiles.
Employees: 9,750
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
20% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]
6% more call options, than puts
Call options by funds: $352M | Put options by funds: $333M
0.6% less ownership
Funds ownership: 91.46% [Q1] → 90.85% (-0.6%) [Q2]
2% less capital invested
Capital invested by funds: $15.9B [Q1] → $15.5B (-$331M) [Q2]
2% less funds holding
Funds holding: 877 [Q1] → 858 (-19) [Q2]
14% less repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 349
17% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 112
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Susquehanna Christopher Rolland 66% 1-year accuracy 35 / 53 met price target | 15%upside $110 | Neutral Maintained | 21 Oct 2024 |
Barclays Tom O'Malley 62% 1-year accuracy 21 / 34 met price target | 9%downside $87 | Underweight Downgraded | 10 Oct 2024 |
TD Cowen Matthew Ramsay 79% 1-year accuracy 11 / 14 met price target | 15%upside $110 | Hold Maintained | 31 Jul 2024 |
JP Morgan Peter Peng 0% 1-year accuracy 0 / 4 met price target | 26%upside $120 | Neutral Maintained | 31 Jul 2024 |
Susquehanna Christopher Rolland 66% 1-year accuracy 35 / 53 met price target | 31%upside $125 | Neutral Maintained | 31 Jul 2024 |
