Skyworks Solutions (SWKS)

• Market cap: $9.87B
• 1 day: 4.35%
• 5 days: 6.46%
• 1 month: -0.54%
• 3 months: -28.10%
• 6 months: -28.57%
• Year to date: -27.33%
• 1 year: -39.69%
• 5 years: -38.12%
• 10 years: -30.32%
• Sector: Technology
• Industry: Semiconductors

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: 10,100

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

7.02% more ownership

Funds ownership: 87.37% [Q3] → 94.38% (+7.02%) [Q4]

3% less capital invested

Capital invested by funds: $13.8B [Q3] → $13.4B (-$383M) [Q4]

5% less call options, than puts

Call options by funds: $310M | Put options by funds: $327M

4% less funds holding

Funds holding: 862 [Q3] → 824 (-38) [Q4]

16% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 121

30% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 355

40% less funds holding in top 10

Funds holding in top 10: 5 [Q3] → 3 (-2) [Q4]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $45 30% downside
• Avg. target: $65 1% upside
• High target: $80 24% upside

10 analyst ratings

• positive: 0 0%
• neutral: 8 80%
• negative: 2 20%

UBS Timothy Arcuri 35% 1-year accuracy 12 / 34 met price target	1% upside $65	Neutral Maintained	29 Apr 2025
Barclays Tom O'Malley 36% 1-year accuracy 17 / 47 met price target	30% downside $45	Underweight Maintained	22 Apr 2025
Goldman Sachs Toshiya Hari 43% 1-year accuracy 39 / 90 met price target	9% upside $70	Neutral Maintained	6 Feb 2025
Morgan Stanley Joseph Moore 42% 1-year accuracy 26 / 62 met price target	12% upside $72	Equal-Weight Maintained	6 Feb 2025
Piper Sandler Harsh Kumar 13% 1-year accuracy 5 / 38 met price target	9% upside $70	Neutral Maintained	6 Feb 2025