Skyworks Solutions (SWKS)

• Market cap: $10.7B
• 1 day: -1.92%
• 5 days: -1.60%
• 1 month: 3.40%
• 3 months: -26.46%
• 6 months: -32.93%
• Year to date: -25.04%
• 1 year: -38.55%
• 5 years: -23.87%
• 10 years: -32.92%
• Sector: Information Technology
• Industry: Semiconductors & Related Devices

About: Skyworks Solutions Inc 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 filings by fund managers ($100M+ AUM)

5.31% more ownership

Funds ownership: 89.14% [Q3] → 94.45% (+5.31%) [Q4]

4% less capital invested

Capital invested by funds: $14B [Q3] → $13.4B (-$592M) [Q4]

5% less call options, than puts

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

5% less funds holding

Funds holding: 864 [Q3] → 824 (-40) [Q4]

16% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 120

30% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 356

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: $60 10% downside
• Avg. target: $70 5% upside
• High target: $84 27% upside

10 analyst ratings

• positive: 0 0%
• neutral: 7 70%
• negative: 3 30%

Goldman Sachs Toshiya Hari 44% 1-year accuracy 41 / 94 met price target	6% upside $70	Neutral Maintained	6 Feb 2025
Morgan Stanley Joseph Moore 40% 1-year accuracy 25 / 62 met price target	9% upside $72	Equal-Weight Maintained	6 Feb 2025
Piper Sandler Harsh Kumar 30% 1-year accuracy 11 / 37 met price target	6% upside $70	Neutral Maintained	6 Feb 2025
Rosenblatt Kevin Cassidy 26% 1-year accuracy 20 / 77 met price target	21% upside $80	Neutral Downgraded	6 Feb 2025
B of A Securities Vivek Arya 46% 1-year accuracy 48 / 105 met price target	10% downside $60	Underperform Maintained	6 Feb 2025