Skyworks shares slide as semiconductor sector selloff hits rate-sensitive tech

Skyworks Solutions (SWKS) is down 5.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop looks primarily driven by a broad selloff across semiconductor stocks tied to renewed inflation and interest-rate worries, which pressured high-multiple tech. With Skyworks also viewed as more exposed to smartphones and cyclical demand than AI infrastructure winners, the stock likely fell more than the broader market on a risk-off day.

Details:

Market commentary pointed to a sharp pullback in chip stocks, with a widely watched semiconductor gauge falling more than 4% amid rising yields and inflation concerns.

Broader tech weakness was linked to hotter inflation data, which can reduce expectations for rate cuts and typically weighs on rate-sensitive growth equities.

Skyworks’ most recent quarterly update included June-quarter revenue and non-GAAP EPS guidance ranges, keeping investor focus on near-term demand and margin execution in a choppy macro tape.

Recent analyst commentary around the stock has highlighted ongoing smartphone unit and content-growth challenges, which can amplify downside on sector-wide drawdowns.

Sources:

Skyworks Solutions (press release), SWI swissinfo.ch, FXEmpire, StreetInsider

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$SWKS Insider Trading Activity

$SWKS 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. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$SWKS Hedge Fund Activity

We have seen 333 institutional investors add shares of $SWKS stock to their portfolio, and 388 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PZENA INVESTMENT MANAGEMENT LLC added 3,481,658 shares (+27.6%) to their portfolio in Q1 2026, for an estimated $186,442,785
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,461,091 shares (-77.0%) from their portfolio in Q4 2025, for an estimated $156,057,780
BLACKROCK, INC. added 2,155,391 shares (+12.4%) to their portfolio in Q4 2025, for an estimated $136,673,343
FIL LTD added 1,742,338 shares (+50.5%) to their portfolio in Q4 2025, for an estimated $110,481,652
CAPITAL RESEARCH GLOBAL INVESTORS added 1,612,979 shares (+inf%) to their portfolio in Q4 2025, for an estimated $102,278,998
CITADEL ADVISORS LLC removed 1,378,044 shares (-82.1%) from their portfolio in Q4 2025, for an estimated $87,381,770
COATUE MANAGEMENT LLC removed 1,272,952 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $80,717,886

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$SWKS Congressional Stock Trading

Members of Congress have traded $SWKS stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

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

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 01/09 and 1 sale worth up to $15,000 on 02/10.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$SWKS Price Targets

Multiple analysts have issued price targets for $SWKS recently. We have seen 12 analysts offer price targets for $SWKS in the last 6 months, with a median target of $71.0.

Here are some recent targets:

Timothy Arcuri from UBS set a target price of $75.0 on 05/06/2026
Atif Malik from Citigroup set a target price of $77.0 on 05/06/2026
Krish Sankar from TD Cowen set a target price of $75.0 on 05/06/2026
Peter Peng from JP Morgan set a target price of $70.0 on 05/06/2026
Ruben Roy from Stifel set a target price of $75.0 on 05/06/2026
Srini Pajjuri from RBC Capital set a target price of $72.0 on 05/06/2026
John Vinh from Keybanc set a target price of $85.0 on 05/06/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.