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Skyworks Solutions (SWKS) Stock Falls on Q1 2026 Earnings

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Skyworks Solutions Inc. (SWKS) reported fiscal first-quarter 2026 results with revenue of $1.04 billion, down 3.1% year-over-year and slightly above the consensus revenue estimate of $1.02 billion.

  • Gross profit: $427.2 million (down 3.3% YoY).
  • Operating profit: $103.8 million (down 42.7% YoY).
  • Net income attributable to common shareholders: $79.2 million (down 51.1% YoY).
  • Diluted earnings per share: $0.53 (down 47.0% YoY), below the EPS estimate of $1.43.
  • Cash from operating activities: $395.5 million (up 4.9% YoY).
  • Purchases of property, plant and equipment: $56.5 million (up 44.9% YoY).
  • Cash and cash equivalents: $1.16 billion (down 27.5% YoY).
  • Total liabilities: $209.3 million (down 89.2% YoY).
  • Cost of sales: $608.2 million (down 2.9% YoY), leaving the quarter with the reported gross profit above.
  • Shares moved approximately 4.01% since market close following the release.

    Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

    Skyworks Solutions Inc. Insider Trading Activity

    SWKS Insider Trades

    Skyworks Solutions Inc. insiders have traded $SWKS stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

    Here’s a breakdown of recent trading of $SWKS stock by insiders over the last 6 months:

    • REZA KASNAVI (EVP, Chief Ops & Tech Officer) has made 0 purchases and 2 sales selling 7,332 shares for an estimated $456,518.
    • ROBERT JOHN TERRY (SVP, Gen. Counsel & Secretary) has made 0 purchases and 2 sales selling 4,945 shares for an estimated $307,981.

    To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

    Skyworks Solutions Inc. Hedge Fund Activity

    We have seen 305 institutional investors add shares of Skyworks Solutions Inc. stock to their portfolio, and 415 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • BARCLAYS PLC removed 1,125,071 shares (-48.7%) from their portfolio in Q3 2025, for an estimated $86,607,965
    • AMUNDI removed 1,064,519 shares (-81.8%) from their portfolio in Q3 2025, for an estimated $81,946,672
    • KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 910,367 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $70,080,051
    • UBS GROUP AG added 824,218 shares (+73.6%) to their portfolio in Q4 2025, for an estimated $52,263,663
    • MILLENNIUM MANAGEMENT LLC removed 817,433 shares (-52.9%) from their portfolio in Q3 2025, for an estimated $62,925,992
    • RAFFERTY ASSET MANAGEMENT, LLC removed 723,000 shares (-35.7%) from their portfolio in Q3 2025, for an estimated $55,656,540
    • TWO SIGMA INVESTMENTS, LP added 652,406 shares (+92.4%) to their portfolio in Q3 2025, for an estimated $50,222,213

    To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

    Skyworks Solutions Inc. Government Contracts

    We have seen $1,434 of award payments to $SWKS over the last year.

    Here are some of the awards which we have have seen pay out the most over the last year:

    To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

    Skyworks Solutions Inc. Analyst Ratings

    Wall Street analysts have issued reports on $SWKS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Keybanc issued a "Overweight" rating on 10/29/2025
    • Piper Sandler issued a "Overweight" rating on 10/29/2025

    To track analyst ratings and price targets for Skyworks Solutions Inc., check out Quiver Quantitative's $SWKS forecast page.

    Skyworks Solutions Inc. Price Targets

    Multiple analysts have issued price targets for $SWKS recently. We have seen 11 analysts offer price targets for $SWKS in the last 6 months, with a median target of $68.0.

    Here are some recent targets:

    • Joseph Moore from Morgan Stanley set a target price of $68.0 on 02/02/2026
    • Craig Ellis from B. Riley Securities set a target price of $60.0 on 01/26/2026
    • Vijay Rakesh from Mizuho set a target price of $60.0 on 01/26/2026
    • Christopher Rolland from Susquehanna set a target price of $65.0 on 01/22/2026
    • Timothy Arcuri from UBS set a target price of $63.0 on 01/20/2026
    • Srini Pajjuri from RBC Capital set a target price of $65.0 on 01/15/2026
    • Peter Peng from JP Morgan set a target price of $74.0 on 11/05/2025

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