
Skyworks Solutions (SWKS) Stock Forecast & Price Target
Skyworks Solutions (SWKS) Analyst Ratings
Bulls say
Skyworks Solutions is positioned for growth driven by its strong product portfolio in wireless connectivity, which includes power amplifiers and integrated front-end modules for both handsets and emerging applications in automotive and medical devices. The firm benefits from increasing gross margins, with projections reaching 50%-55% in the long term, bolstered by robust utilization rates and seasonal sales linked to major customers like Apple. Additionally, there is notable demand acceleration in the Data Center Infrastructure and Automotive sectors, contributing to a favorable outlook supported by design win momentum and growth in the Broad Markets segment.
Bears say
Skyworks Solutions is facing a negative outlook primarily due to expected declines in mobile revenue, projected to decrease by about 20% sequentially, alongside an anticipated decrease in gross margin by approximately 160 basis points to around 45%. Additionally, the company’s guidance indicates a revenue midpoint of $900 million for the March quarter, reflecting a 13% sequential decline despite being ahead of consensus estimates, which underscores the challenges in maintaining revenue growth. The competitive landscape, including pressures from larger rivals such as Qualcomm and Broadcom, along with potential continued losses in dollar content from key customer Apple, highlights significant risks that could lead to a fourth consecutive year of revenue contraction in FY26.
This aggregate rating is based on analysts' research of Skyworks Solutions and is not a guaranteed prediction by Public.com or investment advice.
Skyworks Solutions (SWKS) Analyst Forecast & Price Prediction
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