Skyworks Solutions (SWKS)

• Market cap: $9B
• 1 day: 0.21%
• 5 days: 4.83%
• 1 month: -20.69%
• 3 months: -40.22%
• 6 months: -42.91%
• Year to date: -36.71%
• 1 year: -43.15%
• 5 years: -41.32%
• 10 years: -40.62%
• Sector: Technology
• Industry: Semiconductors

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 disclosures by fund managers ($100M+ AUM)

7.02% more ownership

Funds ownership: 87.37% [Q3] → 94.39% (+7.02%) [Q4]

3% less capital invested

Capital invested by funds: $13.8B [Q3] → $13.4B (-$382M) [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] → 825 (-37) [Q4]

15% less first-time investments, than exits

New positions opened: 102 | 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

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

• Low target: $60 7% upside
• Avg. target: $68 21% upside
• High target: $80 43% upside

8 analyst ratings

• positive: 0 0%
• neutral: 7 88%
• negative: 1 13%

Goldman Sachs Toshiya Hari 43% 1-year accuracy 40 / 93 met price target	25% upside $70	Neutral Maintained	6 Feb 2025
Morgan Stanley Joseph Moore 35% 1-year accuracy 22 / 62 met price target	29% upside $72	Equal-Weight Maintained	6 Feb 2025
Piper Sandler Harsh Kumar 11% 1-year accuracy 4 / 37 met price target	25% upside $70	Neutral Maintained	6 Feb 2025
Rosenblatt Kevin Cassidy 7% 1-year accuracy 6 / 81 met price target	43% upside $80	Neutral Downgraded	6 Feb 2025
B of A Securities Vivek Arya 50% 1-year accuracy 56 / 113 met price target	7% upside $60	Underperform Maintained	6 Feb 2025