SWKS

SKYWORKS SOLUTIONS, INC.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0000004127
$73.56 -2.40% $11.3B
High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$11.3B
Cap SizeLarge Cap
Analyst ConsensusHold (31%)
Inst. Holders9 funds
Inst. Value$2.3B
Inst. Activity3 buys / 2 sells
SEC Reports6
Press Releases1
Congressional1 trades
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0000004127·Prev Close $75.37

Recent Activity

Jun 9, 2026 other
Skyworks Unveils Next-Generation EV Gate Driver Platform to Improve Inverter Efficiency and Reduce System Cost
Si829x with ProVCD™ technology enables scalable, high-performance inverter designs across SiC and IG
Jun 1, 2026 SEC
Skyworks Solutions' S-4 registration statement (File No. 333-296084) was declared effective by the SEC on May 29, 2026.
EFFECT — Impact 4/10
May 20, 2026 Press
Skyworks commenced exchange offers for up to $1.55B of Qorvo senior notes and consent solicitations as part of its pendi
Impact 4/10
May 19, 2026 SEC
Skyworks Solutions held its 2026 annual meeting on May 13, 2026. Stockholders approved the 2026 Long-Term Incentive Plan
8-K — Impact 4/10
May 14, 2026 Insider
BEEBE KEVIN L sold 3,664 shares
Director @ $0.00 ($0.00)
May 14, 2026 Insider
Guerin Eric sold 3,664 shares
Director @ $0.00 ($0.00)
May 14, 2026 Insider
BEEBE KEVIN L sold 3,664 shares
Director @ $0.00 ($0.00)
May 5, 2026 SEC
Skyworks reported Q2 FY2026 revenue of $944M (above guidance of $875-925M) and non-GAAP EPS of $1.15 (above $1.04 midpoi
8-K — Impact 5/10

Price Targets

$72.39 -1.6% upside Hold
Current $73.56 Low $55.00 Median $71.00 High $85.00 18 analysts
$55.00 $85.00

Analyst Ratings

Sell31% buy · 32 analysts
2Strong Buy
8Buy
19Hold
3Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 6, 2026 UBS MAINTAIN Neutral → Neutral
May 6, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 6, 2026 TD Cowen MAINTAIN Hold → Hold
May 6, 2026 Citigroup MAINTAIN Neutral → Neutral
May 6, 2026 Stifel MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.03 ▲ +11.3% $0.95 — $1.10 -22% YoY 21
Next Q $1.31 ▲ +9.8% $1.13 — $1.53 -26% YoY 21
Current FY $5.01 $4.65 — $5.29 -16% YoY 21
Next FY $5.15 ▲ +3.1% $4.42 — $5.98 3% YoY 22

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.3B
CHARLES SCHWAB INVESTMENT MANAGEMENT$374.2MNEW
MORGAN STANLEY$177.3MADD
TWO SIGMA INVESTMENTS, LP$139.0MADD
NORGES BANK$121.3MNEW

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026BEEBE KEVINM$0.00
May 14, 2026Guerin EricM$0.00
May 14, 2026BEEBE KEVINM$0.00
May 14, 2026KING CHRISTINEM$0.00
May 14, 2026Guerin EricM$0.00

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
9 institutional holders with $2.3B total value (36,716,528 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC21,103,896$1.3B57.5%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,901,731$374.2M16.1%NEW
3MORGAN STANLEY2,796,429$177.3M7.6%ADD +30.0%
4TWO SIGMA INVESTMENTS, LP2,191,796$139.0M6.0%ADD +61.4%
5NORGES BANK1,913,016$121.3M5.2%NEW
6BANK OF AMERICA CORP /DE/1,733,394$109.9M4.7%TRIM -27.5%
7FMR LLC816,871$51.8M2.2%ADD +64.3%
8RENAISSANCE TECHNOLOGIES LLC172,283$10.9M0.5%NEAR_EXIT -77.8%
9WELLS FARGO & COMPANY/MN87,112$5.5M0.2%ADD +28.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPADD1,358,2592,191,796+61.4%$139.0M2025-Q4
NORGES BANKNEW1,913,016$121.3M2025-Q4
BANK OF AMERICA CORP /DE/TRIM2,389,2481,733,394-27.5%$109.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT775,883172,283-77.8%$10.9M2025-Q4
WELLS FARGO & COMPANY/MNADD67,66487,112+28.7%$5.5M2025-Q4
TWO SIGMA INVESTMENTS, LPADD705,8531,358,259+92.4%$104.6M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD422,783775,883+83.5%$59.7M2025-Q3
WELLS FARGO & COMPANY/MNTRIM96,50767,664-29.9%$5.2M2025-Q3
NORGES BANKEXIT1,889,5130-100.0%$0.002025-Q3
BANK OF AMERICA CORP /DE/ADD1,593,1592,173,698+36.4%$162.0M2025-Q2
NORGES BANKNEW1,889,513$140.8M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM1,285,444705,853-45.1%$52.6M2025-Q2
FMR LLCADD377,294619,966+64.3%$46.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW422,783$31.5M2025-Q2
WELLS FARGO & COMPANY/MNTRIM255,22496,507-62.2%$7.2M2025-Q2
UBS Group AGTRIM2,675,7741,716,763-35.8%$111.0M2025-Q1
CITADEL ADVISORS LLCADD953,7321,417,931+48.7%$91.6M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED206,6951,285,444+521.9%$83.1M2025-Q1
FMR LLCNEAR_EXIT2,496,318377,294-84.9%$24.4M2025-Q1
WELLS FARGO & COMPANY/MNADD172,031255,224+48.4%$16.5M2025-Q1
NORGES BANKEXIT2,578,3230-100.0%$0.002025-Q1
UBS Group AGADD1,793,7362,675,774+49.2%$237.3M2024-Q4
CITADEL ADVISORS LLCADD625,391953,732+52.5%$84.6M2024-Q4
WELLS FARGO & COMPANY/MNTRIM286,015172,031-39.9%$15.3M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW4,831,154$477.2M2024-Q3
7 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026BEEBE KEVIN LDirectorM3,664$0.00$0.00
May 14, 2026Guerin EricDirectorM3,664$0.00$0.00
May 14, 2026BEEBE KEVIN LDirectorM3,664$0.00$0.00
May 14, 2026KING CHRISTINEDirectorM4,071$0.00$0.00
May 14, 2026Guerin EricDirectorM3,664$0.00$0.00
May 14, 2026KING CHRISTINEDirectorM4,071$0.00$0.00
May 14, 2026McBride Suzanne E.DirectorM3,664$0.00$0.00
May 14, 2026McBride Suzanne E.DirectorM3,664$0.00$0.00
May 14, 2026SCHRIESHEIM ROBERT AInterim CFOM3,664$0.00$0.00
May 14, 2026David P McGladeDirectorM3,664$0.00$0.00
May 14, 2026David P McGladeDirectorM3,664$0.00$0.00
May 14, 2026SCHRIESHEIM ROBERT AInterim CFOM3,664$0.00$0.00
May 14, 2026Turcke MaryannDirectorM3,664$0.00$0.00
May 14, 2026Turcke MaryannDirectorM3,664$0.00$0.00
May 13, 2026BEEBE KEVIN LDirectorA3,724$0.00$0.00
May 13, 2026Guerin EricDirectorA3,724$0.00$0.00
May 13, 2026KING CHRISTINEDirectorA4,129$0.00$0.00
May 13, 2026McBride Suzanne E.DirectorA3,724$0.00$0.00
May 13, 2026David P McGladeDirectorA3,724$0.00$0.00
May 13, 2026SCHRIESHEIM ROBERT AInterim CFOA3,724$0.00$0.00
May 13, 2026Turcke MaryannDirectorA3,724$0.00$0.00
Current analyst consensus: Sell (31% buy). Based on 32 analysts: 2 strong buy, 8 buy, 19 hold, 3 sell, 0 strong sell.

Analyst Price Targets

$72.39 mean target -1.6% upside Hold (3.00)
$55.00 Low $85.00 High
MetricValue
Current Price$73.56
Target Low$55.00
Target Mean$72.39
Target Median$71.00
Target High$85.00
# Analysts18
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.03 $0.95 $1.10 -22.4% +11.3% 17↑ 0↓ $0.9B -4.1% 21
Next Q
2026-09-30
$1.31 $1.13 $1.53 -25.7% +9.8% 16↑ 0↓ $1.0B -6.6% 21
Current FY
2026-09-30
$5.01 $4.65 $5.29 -15.5% +0.0% 20↑ 0↓ $3.9B -4.2% 21
Next FY
2027-09-30
$5.15 $4.42 $5.98 2.7% +3.1% 16↑ 4↓ $4.0B 2.7% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.032
7d ago$1.032
30d ago$0.927+0.105
60d ago$0.925+0.107
90d ago$0.925+0.107
13 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 6, 2026 UBS MAINTAIN Neutral Neutral
May 6, 2026 JP Morgan MAINTAIN Neutral Neutral
May 6, 2026 TD Cowen MAINTAIN Hold Hold
May 6, 2026 Citigroup MAINTAIN Neutral Neutral
May 6, 2026 Stifel MAINTAIN Hold Hold
May 6, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
May 6, 2026 Keybanc MAINTAIN Overweight Overweight
Apr 22, 2026 Barclays UPGRADE Equal-Weight Overweight
Apr 20, 2026 Mizuho DOWNGRADE Neutral Underperform
Feb 4, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 4, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 4, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 4, 2026 Stifel REITERATE Hold Hold
Feb 4, 2026 Benchmark REITERATE Hold Hold
Feb 2, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 26, 2026 B. Riley Securities MAINTAIN Neutral Neutral
Jan 26, 2026 Mizuho MAINTAIN Neutral Neutral
Jan 22, 2026 Susquehanna MAINTAIN Neutral Neutral
Jan 20, 2026 UBS MAINTAIN Neutral Neutral
Jan 15, 2026 RBC Capital INITIATE Sector Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202628193031%
May 1, 202629202033%
Apr 1, 202628221030%
Mar 1, 202629221032%
Feb 1, 202629221032%
Jan 1, 202629211033%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Skyworks Solutions IncFeb 16, 2026 (39d)

Recent Reddit Threads

r/stocks Neutral 3mo ago
$Skyworks Solutions (SWKS)$
▲ 1 💬 0 ⚡ 0.5
Jun 9, 2026
other
Skyworks Unveils Next-Generation EV Gate Driver Platform to Improve Inverter Efficiency and Reduce System Cost
Si829x with ProVCD™ technology enables scalable, high-performance inverter designs across SiC and IGBT architectures <pre>Si829x with ProVCD™ technolo
Jun 9, 2026
short_volume
Short Volume: SWKS — 72.9% short (1.5M / 2.0M)
Short: 1,485,533 | Exempt: 410 | TRF Vol: 2,038,744 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: SWKS — 79.2% short (1.3M / 1.7M)
Short: 1,320,940 | Exempt: 37 | TRF Vol: 1,667,338 | Short Ratio: 79.2% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: SWKS — 79.3% short (1.4M / 1.7M)
Short: 1,378,720 | Exempt: 4,839 | TRF Vol: 1,738,926 | Short Ratio: 79.3% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SWKS — 60.3% short (0.7M / 1.2M)
Short: 720,257 | Exempt: 63 | TRF Vol: 1,193,660 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: SWKS — 70.5% short (0.7M / 1.0M)
Short: 687,384 | Exempt: 394 | TRF Vol: 974,495 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: SWKS — 76.0% short (1.7M / 2.2M)
Short: 1,652,247 | Exempt: 3 | TRF Vol: 2,173,789 | Short Ratio: 76.0% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: SWKS — 76.9% short (1.4M / 1.8M)
Short: 1,394,655 | Exempt: 653 | TRF Vol: 1,813,649 | Short Ratio: 76.9% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: SWKS — 65.7% short (0.8M / 1.3M)
Short: 825,202 | Exempt: 2,708 | TRF Vol: 1,256,388 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: SWKS — 73.0% short (1.1M / 1.5M)
Short: 1,099,027 | Exempt: 316 | TRF Vol: 1,505,939 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: SWKS — 73.8% short (1.3M / 1.7M)
Short: 1,281,312 | Exempt: 230 | TRF Vol: 1,735,765 | Short Ratio: 73.8% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: SWKS — 64.3% short (1.3M / 2.0M)
Short: 1,296,842 | Exempt: 163 | TRF Vol: 2,015,329 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: SWKS — 73.4% short (1.6M / 2.1M)
Short: 1,564,237 | Exempt: 399 | TRF Vol: 2,132,189 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: SWKS — 76.8% short (1.3M / 1.7M)
Short: 1,319,253 | Exempt: 192 | TRF Vol: 1,717,160 | Short Ratio: 76.8% | Off-exchange volume (dark pool + OTC)
May 20, 2026
m_and_a
Skyworks Commences Exchange Offers and Consent Solicitations for Qorvo’s Senior Notes due 2029 and 2031
<p>IRVINE, Calif., May 20, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) (“Skyworks”), a leading developer, manufacturer and prov