Why Skyworks Solutions (SWKS) Stock Is Down Today

Skyworks Solutions (SWKS) is down 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely drivers appear to be a mix of company-specific caution and broader semiconductor volatility rather than a single fresh announcement today. This could be because investors are still reacting to a recent analyst downgrade, while also trimming positions ahead of Skyworks’ next earnings report on July 28, 2026.

Details:

Skyworks recently scheduled its fiscal third-quarter 2026 earnings release and conference call for July 28, which can make trading more sensitive as investors position ahead of results.

On July 14, 2026, KeyBanc downgraded SWKS to Sector Weight from Overweight, signaling a more cautious near-term view on the shares.

Skyworks’ last quarterly update in May included a third-quarter revenue outlook of $900 million to $950 million and non-GAAP earnings guidance centered around $1.03 per diluted share.

The semiconductor group has also seen sharp swings in July as investors reassess valuations, AI-related spending expectations, and near-term earnings risk across chip names.

Sources:

Skyworks Solutions Investor Relations, Benzinga, MarketScreener

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

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$SWKS Hedge Fund Activity

We have seen 315 institutional investors add shares of $SWKS stock to their portfolio, and 312 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
BLACKROCK, INC. added 1,961,415 shares (+10.1%) to their portfolio in Q1 2026, for an estimated $105,033,773
STATE STREET CORP added 1,837,658 shares (+27.8%) to their portfolio in Q1 2026, for an estimated $98,406,585
GEODE CAPITAL MANAGEMENT, LLC added 1,499,333 shares (+34.6%) to their portfolio in Q1 2026, for an estimated $80,289,282
TWO SIGMA INVESTMENTS, LP added 1,281,207 shares (+58.5%) to their portfolio in Q1 2026, for an estimated $68,608,634
CANADA PENSION PLAN INVESTMENT BOARD added 1,274,100 shares (+325.2%) to their portfolio in Q1 2026, for an estimated $68,228,055
AQR CAPITAL MANAGEMENT LLC added 1,027,383 shares (+142.2%) to their portfolio in Q1 2026, for an estimated $55,016,359

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:

SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold 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 11 analysts offer price targets for $SWKS in the last 6 months, with a median target of $75.0.

Here are some recent targets:

Srini Pajjuri from RBC Capital set a target price of $80.0 on 06/23/2026
John Vinh from Keybanc set a target price of $85.0 on 05/06/2026
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

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.