Skyworks Solutions (SWKS) | News Based Sentiment Analysis

• On October 1st, Skyworks Solutions reported a strong Q3 2025, exceeding analyst expectations with earnings per share (EPS) of $1.33, $0.09 above the $1.24 consensus, and revenue of $965.00 million, surpassing the expected $940.00 million. This represents a 6.6% year-over-year increase, demonstrating solid financial performance.
• Following the positive Q3 results, Skyworks Solutions provided Q4 2025 guidance, anticipating an EPS of $1.40. However, analysts currently estimate a fiscal year EPS of $3.70, but foresee a 22.16% decrease to $2.88 per share in the upcoming year, suggesting potential headwinds despite the current quarter's success.
• Skyworks continues to reward shareholders, increasing its quarterly dividend from $0.70 to $0.71 per share, paid on September 16th to shareholders of record on August 26th. This represents an annualized dividend of $2.84 and a yield of 3.7%, marking the 11th consecutive year of dividend increases, though the payout ratio is currently 113.60%.
• Wall Street Zen upgraded Skyworks Solutions to a "buy" rating on October 4th, while a consensus recommendation of "Reduce" was issued by nineteen brokerages on October 3rd, with an average twelve-month target price of $72.87, representing approximately 5.5% downside from its current price.
• Analyst sentiment has been mixed throughout July and August 2025, with price target revisions occurring from firms like Susquehanna (raising to $75.00) and Goldman Sachs (initiating coverage with a $70.00 target and a "sell" rating).
• Institutional investors continue to show strong confidence, collectively owning 85.43% of the company's stock. Farther Finance Advisors LLC significantly increased its stake by 113.1% during Q2 2025, acquiring 1,678 additional shares valued at $236,000.
• On October 3rd, Skyworks Solutions stock traded down $0.27, reaching $77.10, with 1,475,197 shares exchanged. The company's market capitalization is approximately $11.43 to $11.48 billion, with a P/E ratio ranging from 30.79 to 30.95.
• Despite the strong Q3 performance, Skyworks Solutions was removed from the FTSE All-World Index in September 2025, and investors are advised to remain aware of the persistent risk related to the company's dependence on a single customer.

The Investment Story: Skyworks Solutions delivered a strong Q3, maintaining a commitment to shareholder returns, but faces a mixed outlook with projected earnings declines and a recent removal from a major index. Analyst sentiment remains divided, creating uncertainty around future performance.

What It Means for Investors: The company's solid financial health and institutional support are encouraging, but the projected earnings decrease and mixed analyst sentiment warrant caution. The high P/E ratio suggests the stock may be priced for growth not fully supported by the near-term forecast.

Looking Ahead: Investors should closely monitor Skyworks Solutions' performance in Q4 2025 to see if they can meet their guidance of $1.40 EPS. Further analyst updates and any changes in institutional ownership will also be key indicators.

The Bottom Line: Skyworks Solutions presents a mixed investment picture. While the company demonstrates financial strength and a commitment to shareholders, the projected earnings decline and analyst downgrades suggest a cautious approach is warranted.