Skyworks Solutions (NASDAQ:SWKS) Stock

SKYWORKS SOLUTIONS INC

Skyworks Solutions

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.

Skyworks Solutions Inc

A mix of bullish catalysts is poised to lift investor sentiment Wednesday, as President Donald Trump confirmed a China trade deal and fresh inflation data came in softer <a href="https://www.benzinga.com/markets/economic-data/25/06/45881899/inflation-resumes-climb-in-may-but-tariffs-have-yet-to-hit-consumers">than expected for May.</a>
Trump declared a sweeping new trade agreement with China via Truth Social following two days of negotiations in London, suggesting major concessions from Beijing and lighter U.S. obligations.
&#8220;Full magnets, and any necessary rare earths, will be supplied, up front, by China,&#8221; Trump said, adding that the U.S. would reciprocate by allowing Chinese students access to U.S. colleges. 
The deal, pending final approval with Chinese President Xi Jinping, includes a significant tariff shift. The U.S. will continue applying tariffs totaling 55% on selected Chinese imports, while China will impose a 10% tariff rate on U.S. goods.
<h3 class="wp-block-heading">Inflation Rises Less Than Expected In May, Easing Tariff Anxiety</h3>
U.S. consumer inflation was softer than expected in May, reinforcing expectations for Federal Reserve rate cuts later this year.
The Consumer Price Index rose 2.4% from a year earlier, undercutting the 2.5% forecasted by economists and edging slightly above April's 2.3% reading. On a monthly basis, prices climbed just 0.1%, slower than both the prior month's 0.2% and the consensus estimate.
Core CPI—which excludes food and energy—held steady at 2.8% year over year, missing the 2.9% projection. Month over month, core prices advanced only 0.1%, undershooting the expected 0.3%.
Energy prices were a major drag, falling 1% in May. Gasoline plunged 2.6%, reversing the prior month's rise. On the flip side, services like medical care and motor vehicle insurance saw upward pressure.
&#8220;With lower-than-expected numbers across the board and a trade deal with China that was agreed to in London, the narrative around tariff-induced inflation should subside,&#8221; said Chris Zaccarelli, chief investment officer for Northlight Asset Management.
<h3 class="wp-block-heading">How Close Are We to New Highs?</h3>
In premarket trading, the S&amp;P 500 index traded at 6,050, up 0.20%, while the Nasdaq 100 added 0.25% to reach 21,990.
The Dow Jones Industrial Average gained 0.1% to 42,924.
Both the S&amp;P 500 and Nasdaq 100 are now less than 2 percentage points from their all-time highs, at 1.6% and 1.1% away, respectively.
According to <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a> platform, top-gainers within large-cap stocks following the release of the inflation included:
<ul class="wp-block-list">
<li>CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWE#NASDAQ">CRWE</a>) gained 3.57% to $159.70</li>
<li>NICE Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NICE#NASDAQ">NICE</a>) rose 3.33% to $179.00</li>
<li>Best Buy Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>) added 3.14% to $76.00</li>
<li>Textron Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TXT#NYSE">TXT</a>) climbed 3.03% to $78.15</li>
<li>Honda Motor Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>) increased 2.97% to $29.36</li>
<li>Amer Sports Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AS#NYSE">AS</a>) rose 2.86% to $38.69</li>
<li>IDEXX Laboratories Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IDXX#NASDAQ">IDXX</a>) gained 2.85% to $540.00</li>
<li>Chewy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>) advanced 2.74% to $43.40</li>
<li>Skyworks Solutions Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) jumped 2.67% to $75.98</li>
<li>Teradyne Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>) added 2.59% to $90.47</li>
</ul>
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Photo: Shutterstock<a href="https://www.benzinga.com/markets/large-cap/25/06/45870128/meta-platforms-enters-its-most-bullish-month-a-return-to-record-highs-in-sight"> </a>

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SWKS

Wall Street Eyes Record Highs As Trump Seals China Deal, Soft Inflation Eases Tariff Jitters

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer said Cerence Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRNC#NASDAQ">CRNC</a>) <a href="https://www.benzinga.com/quote/CRNC">is a &#8220;winner.&#8221;</a>
Supporting his view, Cerence, on May 7, posted better-than-expected quarterly earnings.
Aurora Cannabis Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACB#NASDAQ">ACB</a>) is a &#8220;nice speculative&#8221; stock, Cramer said. &#8220;I'm not fighting it. You can own it.&#8221;
Aurora Cannabis, on March 20, announced it discovered a novel source of genetic resistance against powdery mildew, a pathogen, in cannabis sativa.
Although Skyworks Solutions, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) is &#8220;very cheap,&#8221; it doesn't have a catalyst, Cramer said. He recommends owning NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) rather than Skyworks.
As per the recent news, Skyworks Solutions, on May 29, named Robert Schriesheim as interim CFO.
When asked about Sezzle Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEZL#NASDAQ">SEZL</a>), he said, &#8220;We think Sezzle's had its day. I don't think we can recommend Sezzle any higher here.&#8221;
On the earnings front, Sezzle reported better-than-expected first-quarter financial results on May 8 and raised its FY25 guidance.
Cramer recommended holding Build-A-Bear Workshop, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBW#NYSE">BBW</a>) and not buying it because it &#8220;just had that spike.&#8221; However, he said he would buy the stock in case it comes down.
Build-A-Bear posted better-than-expected results for the first quarter of fiscal 2025 on May 29. Revenue rose 11.9% year over year to $128.4 million, surpassing analysts' expectations of $118.9 million.
Republic Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>) is such a &#8220;good&#8221; company, Cramer said. &#8220;That is a great stock."
Lending support to his choice, JP Morgan analyst Tami Zakaria raised the price target on the stock from $229 to $275 on May 23.
When asked about HighPeak Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HPK#NASDAQ">HPK</a>), Cramer said, &#8220;Oil at $62 a barrel does not make me interested. If you think oil's going to go up you do have a winner, though. HighPeak is levered to the price of oil more than almost all of them.&#8221;
On the earnings front, HighPeak Energy, on May 12, posted upbeat results for the first quarter.
Price Action:
<ul class="wp-block-list">
<li>Aurora Cannabis shares fell 1.7% to settle at $5.21 on Monday.</li>
<li>Cerence shares fell 1.2% to close at $8.41.</li>
<li>Skyworks Solutions shares fell 0.1% to close at $68.95.</li>
<li>HighPeak Energy shares gained 2.7% to settle at $10.12.</li>
<li>Republic Services shares gained 0.3% to close at $258.07 on Monday.</li>
<li>Sezzle shares gained 5.4% to close at $112.52 during the session.</li>
<li>Build-A-Bear shares fell 6.7% to settle at $47.63 on Monday.</li>
</ul>
Read Next: 
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<li><a href="https://www.benzinga.com/cannabis/25/06/45719976/wall-streets-most-accurate-analysts-give-their-take-on-3-tech-and-telecom-stocks-delivering-high-dividend-yields-4">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Tech And Telecom Stocks Delivering High-Dividend Yields</a></li>
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Photo: Shutterstock

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Jim Cramer Recommends Nvidia Over 'Very Cheap' Semiconductor Stock

Management

Skyworks Solutions Appoints Robert Schriesheim As Interim CFO

Skyworks Solutions's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NYSE">SWKS</a>) short percent of float has fallen 7.26% since its last report. The company recently reported that it has 18.04 million shares sold short, which is 15.46% of all regular shares that are available for trading. Based on its trading volume, it would take traders 5.75 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Skyworks Solutions Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748354421_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Skyworks Solutions has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Skyworks Solutions's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Skyworks Solutions's peer group average for short interest as a percentage of float is 4.88%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

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Looking Into Skyworks Solutions's Recent Short Interest

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a<a href="https://www.benzinga.com/yield-investments"> high dividend payout</a>.
Benzinga readers can review the latest analyst takes on their favorite stocks by visiting <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock Ratings</a> page. Traders can sort through Benzinga's extensive database of analyst ratings, including <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">by analyst accuracy</a>.
Below are the ratings of the most accurate analysts for three high-yielding stocks in the information technology sector.
<h3 class="wp-block-heading">Texas Instruments Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 3.09%</li>
<li>Mizuho analyst Vijay Rakesh maintained a Neutral rating and slashed the price target from $190 to $170 on April 24, 2025. This analyst has an accuracy rate of 75%.</li>
<li>UBS analyst Timothy Arcuri maintained a Buy rating and lowered the price target from $225 to $215 on April 24, 2025. This analyst has an accuracy rate of 77%.</li>
<li>Recent News: On May 20, Texas Instruments priced its $1.2 billion of investment grade notes.</li>
<li>Benzinga Pro&#8217;s real-time newsfeed alerted to latest <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0527">TXN news</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0527"><img loading="lazy" decoding="async" width="905" height="793" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050705/image-327.png" alt="" class="wp-image-927380" style="width:620px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050705/image-327.png 905w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050705/image-327-300x263.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050705/image-327-768x673.png 768w" sizes="(max-width: 905px) 100vw, 905px" /></a></figure>
<h3 class="wp-block-heading">Microchip Technology Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 3.24%</li>
<li>Raymond James analyst Melissa Fairbanks reiterated a Strong Buy rating and raised the price target from $60 to $65 on May 9, 2025. This analyst has an accuracy rate of 72%.</li>
<li>Morgan Stanley analyst Joseph Moore maintained an Equal-Weight rating and increased the price target from $39 to $50 on May 9, 2025. This analyst has an accuracy rate of 72%.</li>
<li>Recent News: On May 8, Microchip Technology reported better-than-expected fourth-quarter sales results and issued first-quarter guidance above estimates.</li>
<li>Benzinga Pro's real-time newsfeed alerted to latest <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0527">MCHP news</a>.</li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0527"><img loading="lazy" decoding="async" width="918" height="841" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050736/image-328.png" alt="" class="wp-image-927381" style="width:576px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050736/image-328.png 918w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050736/image-328-300x275.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050736/image-328-768x704.png 768w" sizes="(max-width: 918px) 100vw, 918px" /></a></figure>
<h3 class="wp-block-heading">Skyworks Solutions, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 4.04%</li>
<li>Stifel analyst Ruben Roy maintained a Hold rating and raised the price target from $62 to $72 on May 8, 2025. This analyst has an accuracy rate of 81%.</li>
<li>Needham analyst Quinn Bolton reiterated a Hold rating on May 8, 2025. This analyst has an accuracy rate of 81%.</li>
<li>Recent News: On May 7, the company said second-quarter revenue of $953.2 million beat the consensus of $951.47 million. Adjusted EPS of $1.24 exceeded the estimates of $1.20.</li>
<li>Benzinga Pro&#8217;s real-time newsfeed alerted to latest SWKS <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0527">news </a></li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0527"><img loading="lazy" decoding="async" width="937" height="845" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050809/image-329.png" alt="" class="wp-image-927382" style="width:609px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050809/image-329.png 937w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050809/image-329-300x271.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26050809/image-329-768x693.png 768w" sizes="(max-width: 937px) 100vw, 937px" /></a></figure>
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Shares of semiconductor companies are higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate some supply chain concerns and improve macro sentiment as well as demand visibility.

Barclays analyst Tom O'Malley maintains Skyworks Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) with a Underweight and raises the price target from $45 to $52.

Barclays Maintains Underweight on Skyworks Solutions, Raises Price Target to $52

JP Morgan analyst Peter Peng maintains Skyworks Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) with a Neutral and lowers the price target from $70 to $66.

JP Morgan Maintains Neutral on Skyworks Solutions, Lowers Price Target to $66

Stifel analyst Ruben Roy maintains Skyworks Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) with a Hold and raises the price target from $62 to $72.

Stifel Maintains Hold on Skyworks Solutions, Raises Price Target to $72

Skyworks Solutions Inc&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) shares are trading lower premarket on Thursday after the company reported second quarter FY25 <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45265398/skyworks-reports-q2-fiscal-2025-results" rel="noreferrer noopener">results after market close on Wednesday</a>.
Revenue of&nbsp;$953.2&nbsp;million beat the consensus of&nbsp;$951.47 million. Adjusted EPS of $1.24 <a href="https://www.benzinga.com/earnings" target="_blank" rel="noreferrer noopener">exceeded the estimates of&nbsp;$1.20</a>.
Skyworks CEO Phil Brace says the company returned over $600 million to shareholders through share repurchases and dividends. That&#8217;s the highest quarterly return ever. 
&#8220;Despite recent market volatility, we remain focused on executing our strategy and supporting our customers across a broad set of markets,&#8221; Brace added.
Dividend: The company declared a cash dividend of 70 cents per share, payable on June 17 to shareholders of record as of May 27.
Q3&nbsp;Outlook:&nbsp;Skyworks expects&nbsp;revenue to be between&nbsp;$920 million&nbsp;and&nbsp;$960 million&nbsp;versus estimates of&nbsp;$921.97 million, according to&nbsp;<a target="_blank" href="http://pro.benzinga.com/" rel="noreferrer noopener">Benzinga Pro</a>.
The company anticipates&nbsp;third-quarter&nbsp;adjusted EPS of&nbsp;$1.24 at the mid-point of the revenue range <a href="https://www.benzinga.com/calendars/guidance">versus estimates of&nbsp;$1.06 per share</a>.
Skyworks expects its mobile business to decline sequentially in the low single digits. CFO Kris Sennesael says this is &#8220;generally consistent&#8221; with typical seasonal patterns. 
Leadership Transition: Skyworks appointed Mark Dentinger as senior vice president and chief financial officer, <a href="https://www.benzinga.com/pressreleases/25/05/b45265489/skyworks-announces-leadership-changes" target="_blank" rel="noreferrer noopener">effective June 2, 2025</a>.
Investors can gain exposure to the stock via&nbsp;Global X Internet of Things ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNSR#NASDAQ">SNSR</a>) and&nbsp;First Trust Nasdaq Semiconductor ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXL#NASDAQ">FTXL</a>).
Price Action:&nbsp;SWKS shares are down 3.56% at $64.50&nbsp;premarket at the last check Thursday.
Read Next:
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<li><a href="https://www.benzinga.com//node/45235394" target="_blank" rel="noreferrer noopener">Nvidia, Broadcom Lead Fund Manager Buys Even As Semiconductor Sector Cools: Analysts</a></li>
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This illustration was generated using artificial intelligence via Midjourney.

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SNSR

Skyworks Stock Heads Lower Despite Q2 Profit, Sales Victory

Needham analyst Quinn Bolton reiterates Skyworks Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) from Hold to Hold.

Reiteration

Needham Reiterates Hold on Skyworks Solutionsto Hold

Skyworks Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) is looking for Q3 Adj EPS of $1.24 vs $1.06 analyst estimate. sees sales of $920.000 million-$960.000 million vs $921.97 million analyst estimate.

Skyworks Solutions Sees Q3 Adj EPS $1.24 vs $1.06 Est; Sees Sales $920.000M-$960.000M vs $921.97M Est

Skyworks Solutions Appoints Mark Dentinger CFO, Effective June 2, 2025

Skyworks Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) reported quarterly earnings of $1.24 per share which beat the analyst consensus estimate of $1.20 by 3.33 percent. This is a 20 percent decrease over earnings of $1.55 per share from the same period last year. The company reported quarterly sales of $953.20 million which beat the analyst consensus estimate of $951.47 million by 0.18 percent. This is a 8.87 percent decrease over sales of $1.05 billion the same period last year.

Earnings Beats

Skyworks Solutions Q2 Adj. EPS $1.24 Beats $1.20 Estimate, Sales $953.20M Beat $951.47M Estimate

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Core Scientific, Inc. - Class A Common Stock

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Earnings Scheduled For May 7, 2025

Bank of America analysts examined how heavily U.S. fund managers are <a href="https://www.benzinga.com/topic/semiconductors">invested in semiconductor</a> and electronic design automation stocks in the S&amp;P 500.
Based on data from the end of April, the relative weighting of semiconductor stocks are 0.90x — down considerably year-to-date (1.01x in December 2024). 
Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) maintains the broadest ownership. Roughly 73% of fund managers own the stock. Positions grew consistently throughout the past year (+67bps Q/Q, +518bps Y/Y).
Also Read: <a href="https://www.benzinga.com/25/05/45196679/nvidia-faces-new-challenges-as-us-tightens-semiconductor-sanctions-and-tracks-ai-chip-smuggling" target="_blank" rel="noreferrer noopener">Nvidia&#8217;s New Challenge: US Lawmaker Wants Company To Track Its Chips To Avoid Smuggling In China</a>
The relative weighting of 1.05x remains below the top 16 owned infotech/comm services peers (1.11x median) despite 3x+ faster sales growth prospects per consensus (30% CAGR versus 10% peers).
Within semiconductors, the survey found: 
<ul>
<li>Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Applied Materials, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>), and Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) made up 29% to 65% of fund manager ownership. </li>
<li>Skyworks Solutions, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) remained the least-owned semi stock with ownership of 3%-4% across all active manager funds.</li>
<li>The most significant expansions in ownership Q/Q were in Broadcom, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), KLA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>), Nvidia, and Synopsys, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>).</li>
<li>The most significant declines Q/Q were in Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Applied Materials, and NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>).</li>
<li>The greatest increases in depth/overweighting were in Intel, Skyworks Solutions, Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), Cadence Design Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>)</li>
<li>The greatest decrease in weighting were for AMD, Teradyne, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>), Applied Materials, Analog Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>), Microchip Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>).</li>
<li>Long-only investors were the most overweight in Synopsys, Broadcom, KLA Corp, Micron, and Cadence Design Systems. </li>
<li>Hedge funds were the most overweight Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), Teradyne, KLA Corp, and Cadence Design Systems.</li>
</ul>
<h3 class="wp-block-heading">Russell 1000</h3>
<ul>
<li>Nvidia, Broadcom, Applied Materials, Tesax Instruments, Lam Research had the largest percentage of holdings by active fund managers for Russell 1000 stocks.</li>
<li>At the median, Russell 1000 semis were held by 7.4% of active fund managers, about 400bps below overall tech. </li>
<li>Overall, semiconductors were generally underweight (at 0.47x) relative to the Russell 1000 index, similar to all of tech (0.63x). </li>
<li>Marvell Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), GlobalFoundries Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>), Broadcom, Micron, KLA Corp had the highest weightings.</li>
</ul>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/media/25/05/45169853/taiwan-semiconductor-gains-on-strong-earnings-from-meta-and-microsoft-boosting-ai-demand" target="_blank" rel="noreferrer noopener">Taiwan Semiconductor Gains On Strong Earnings From Meta And Microsoft Boosting AI Demand</a></li>
</ul>
Image: Shutterstock

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Nvidia, Broadcom Lead Fund Manager Buys Even As Semiconductor Sector Cools: Analysts

Skyworks Solutions's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NYSE">SWKS</a>) short percent of float has risen 33.79% since its last report. The company recently reported that it has 19.45 million shares sold short, which is 16.67% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.64 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Skyworks Solutions Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746464432_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Skyworks Solutions has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Skyworks Solutions's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Skyworks Solutions's peer group average for short interest as a percentage of float is 5.11%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Is Skyworks Solutions Gaining or Losing Market Support?

Skyworks Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) underwent analysis by 10 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">8</td>
<td align="right">2</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">7</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $65.1, a high estimate of $80.00, and a low estimate of $45.00. This current average represents a 29.01% decrease from the previous average price target of $91.70. 
<img src="https://www.benzinga.com/files/images/story/2025/1745960463_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The standing of Skyworks Solutions among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Timothy Arcuri</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$65.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Tom O'Malley</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$45.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Toshiya Hari</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$70.00</td>
<td>$92.00</td>
</tr>
<tr>
<td>Ruben Roy</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Hold</td>
<td>$62.00</td>
<td>$105.00</td>
</tr>
<tr>
<td>Joseph Moore</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$72.00</td>
<td>$87.00</td>
</tr>
<tr>
<td>Harsh Kumar</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$70.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Kevin Cassidy</td>
<td>Rosenblatt</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$80.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Vivek Arya</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Underperform</td>
<td>$60.00</td>
<td>$88.00</td>
</tr>
<tr>
<td>Craig Ellis</td>
<td>B. Riley Securities</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$65.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Vijay Rakesh</td>
<td>Mizuho</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$62.00</td>
<td>$105.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Skyworks Solutions. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Skyworks Solutions compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Skyworks Solutions's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Skyworks Solutions's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/SWKS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Skyworks Solutions analyst ratings.</a>
<h2>All You Need to Know About Skyworks Solutions</h2>
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.
<h3>Financial Insights: Skyworks Solutions</h3>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
Revenue Challenges: Skyworks Solutions's revenue growth over 3M faced difficulties. As of 31 December, 2024, the company experienced a decline of approximately -11.07%. This indicates a decrease in top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Skyworks Solutions's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 15.16%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Skyworks Solutions's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 2.54%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Skyworks Solutions's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of 1.95%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: Skyworks Solutions's debt-to-equity ratio is below the industry average. With a ratio of 0.19, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>What Are Analyst Ratings?</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Breaking: Wall Street's Next Big Mover
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Forecasting The Future: 10 Analyst Projections For Skyworks Solutions

UBS analyst Timothy Arcuri maintains Skyworks Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) with a Neutral and lowers the price target from $70 to $65.

UBS Maintains Neutral on Skyworks Solutions, Lowers Price Target to $65

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Shares of semiconductor companies are trading higher amid overall market strength due to March's strong durable goods orders economic data, and President Trump's announcement that he met with China earlier today.

Press Releases

SWKS DEADLINE TOMORROW: ROSEN, NATIONAL INVESTOR COUNSEL, Encourages Skyworks Solutions, Inc. Investors With Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – SWKS

The Gross Law Firm Announces the Filing of a Securities Class Action on Behalf of Skyworks Solutions, Inc.(SWKS) Shareholders

SWKS Investors Have Opportunity to Lead Skyworks Solutions, Inc. Securities Fraud Lawsuit with the Schall Law Firm

FINAL DEADLINE ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Skyworks

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