Update shared on04 Sep 2025
Analysts remain cautious on Skyworks Solutions, balancing potential upside from near-term Apple-driven demand against weaker supply chain execution and muted industry growth expectations, resulting in an unchanged consensus price target of $72.47.
Analyst Commentary
- Bullish analysts see potential for upside in Skyworks due to possible stronger-than-expected near-term Apple iPhone demand, driven by tariff-induced order pull-forwards and stable build expectations in the Asia supply chain.
- Apple’s importance as a revenue driver (66% of Skyworks’ total sales) positions the stock to potentially outperform Apple shares itself during the cycle leading up to and following major product launches.
- Bearish analysts, including Goldman Sachs, are cautious given that Skyworks is not shipping significantly below trend and has not been a standout in supply chain management, unlike some peers, suggesting less cyclicality-driven upside.
- Industry-wide, analysts expect analog and RF semiconductors to revert to normalized shipment levels over the next 12–18 months, which tempers expectations for outsized near-term growth at Skyworks.
- Adjustments to price targets reflect revised industry forecasts around 5G/handset demand, with sustained Neutral or Sell stances from several analysts pending clearer catalysts or company-specific value drivers.
What's in the News
- Philip Carter appointed Senior Vice President and Chief Financial Officer, succeeding Robert A. Schriesheim, who resumes board-only duties.
- Launched SKY53510/80/40 clock buffer family targeting next-gen high-speed infrastructure, addressing PCIe Gen 7, AI, cloud, and 5G/6G applications.
- Declared a quarterly dividend of $0.71 per share, up 1% from the prior quarter.
- Issued Q4 2025 guidance: revenue expected at $1.00–$1.03 billion and diluted EPS at $1.40 midpoint.
- Completed buyback of 12,695,909 shares (8.05% of outstanding) for $837.68 million under the February 2025 authorization.
Valuation Changes
Summary of Valuation Changes for Skyworks Solutions
- The Consensus Analyst Price Target remained effectively unchanged, at $72.47.
- The Consensus Revenue Growth forecasts for Skyworks Solutions remained effectively unchanged, at 1.0% per annum.
- The Net Profit Margin for Skyworks Solutions remained effectively unchanged, at 12.60%.
Disclaimer
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