Analyst Consensus ?
ConsensusBuy58 ratings
Bullish3560.3%
Neutral2136.2%
Bearish23.5%
1 unmapped firm rating excluded from the percentages.
Skyworks Solutions, Inc. · SWKS · FY2025 Q1 · Calendar Q1 2025
Skyworks: Diversification plan meets a sharper near-term customer risk
The supplied analysis gives a mixed test of the growth thesis: AI smartphones, Wi-Fi 7, automotive and edge-IoT demand support a multi-year opportunity, but customer concentration and expected content loss make the near-term earnings path less resilient.
Reported After market closeNASDAQTechnology
$11.90B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.57
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.07B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-24.7%
Event window
SPY move
+0.3%
Same window
Abnormal move
-25.0%
Stock minus SPY
Volume
7.6×
Versus trailing sessions
Subsequent drift
+10.7%
Up to 20 sessions
SWKSSPY benchmark
Ask FN2 about SWKS FY2025 Q1
Transcript, numbers and history already loaded
What drove SWKS's -24.7% move after FY2025 Q1 earnings?What changed in SWKS's guidance and outlook in FY2025 Q1?Give me the bull and bear case for SWKS after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the narrative became more cautious. The current analysis adds a material largest-customer content risk and lower near-term guidance, while broad-market growth initiatives, R&D investment, stable CapEx and capital returns remain in place.
Guidance delta
The outlook shifted toward a softer near-term setup: Q2 guidance was described as lower for revenue and EPS, while CapEx remained stable and the longer-term diversification plan continued.
Key takeaways
- Management’s current analysis points to broad-market growth opportunities in AI-enabled smartphones, Wi-Fi 7, automotive RF and edge IoT.
- The largest customer’s expected content decline is the central negative change versus the prior quarter’s more confident outlook.
- Management paired continued R&D and diversification with a new buyback authorization and a stable CapEx plan.
- The investment case depends on new RF design wins offsetting customer concentration, inventory and competition risks.
Management priorities
- Develop next-generation phone RF solutions
- Expand automotive RF across cellular, Wi-Fi, Bluetooth and V2X
- Invest in edge-IoT and AI data-center RF products
- Diversify across consumer, IoT and automotive markets
- Execute the announced share-repurchase program
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$79.1Current
$46Low
$125.25Average
$380High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 16, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Mizuho | Underperform | Underperform | Maintain | Oct 9, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Oct 6, 2026 |
| B. Riley Securities | Buy | Neutral | Upgrade | Oct 6, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Oct 1, 2026 |
| BMO Capital | Market Perform | Market Perform | Maintain | Aug 21, 2026 |
| UBS | Neutral | Neutral | Maintain | Jul 29, 2026 |
| TD Cowen | Hold | Hold | Maintain | Jul 29, 2026 |
| Stifel | Hold | Hold | Maintain | Jul 29, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jul 29, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Jul 29, 2026 |
| Keybanc | Overweight | Downgrade | Jul 14, 2026 | |
| Barclays | Overweight | Equal Weight | Upgrade | Apr 22, 2026 |
| Benchmark | Hold | Hold | Maintain | Feb 4, 2026 |
| Susquehanna | Neutral | Neutral | Maintain | Jan 22, 2026 |
| Piper Sandler | Overweight | Neutral | Upgrade | Oct 29, 2025 |
| Needham | Hold | Hold | Maintain | May 8, 2025 |
| Rosenblatt | Neutral | Buy | Downgrade | Feb 6, 2025 |
| Goldman Sachs | Neutral | Neutral | Maintain | Feb 6, 2025 |
| B of A Securities | Underperform | Underperform | Maintain | Feb 6, 2025 |
| Craig-Hallum | Buy | Buy | Maintain | Nov 13, 2024 |
| Baird | Neutral | Neutral | Maintain | Jul 31, 2024 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | May 9, 2024 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | May 1, 2024 |
| Summit Insights Group | Hold | Buy | Downgrade | Nov 3, 2023 |
| Exane BNP Paribas | Neutral | Outperform | Downgrade | Sep 20, 2023 |
| Argus Research | Buy | Buy | Maintain | May 10, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Feb 7, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 7, 2023 |
| Raymond James | Outperform | Outperform | Maintain | Nov 4, 2022 |
| Cascend | Buy | Buy | Maintain | Feb 12, 2021 |
| B. Riley FBR | Buy | Buy | Maintain | Jan 29, 2021 |
| Charter Equity | Market Outperform | Market Perform | Upgrade | May 5, 2020 |
| Canaccord Genuity | Buy | Buy | Maintain | Apr 14, 2020 |
| Loop Capital | Buy | Buy | Maintain | Jan 24, 2020 |
| Bank of America | Buy | Underperform | Upgrade | Dec 9, 2019 |
| B. Riley | Buy | Buy | Maintain | Nov 1, 2019 |
| PiperJaffray | Overweight | Overweight | Maintain | Jun 5, 2019 |
| Macquarie | Neutral | Outperform | Downgrade | Apr 17, 2019 |
| Oppenheimer | Market Perform | Outperform | Downgrade | Jan 7, 2019 |
| Nomura | Neutral | Buy | Downgrade | Jan 4, 2019 |
| Standpoint Research | Buy | Hold | Upgrade | Feb 27, 2018 |
| Instinet | Buy | Buy | Maintain | Sep 6, 2017 |
| Argus | Buy | Buy | Maintain | Jul 6, 2017 |
| Pacific Crest | Overweight | Sector Weight | Upgrade | Apr 4, 2017 |
| CLSA | Outperform | Underperform | Upgrade | Aug 9, 2016 |
| Chardan Capital | Buy | Buy | Maintain | Feb 1, 2016 |
| Drexel Hamilton | Buy | Buy | Maintain | Oct 20, 2015 |
| Topeka Capital | Buy | Buy | Maintain | Oct 6, 2015 |
| Topeka | Buy | Buy | Maintain | Oct 6, 2015 |
| MKM Partners | Buy | Buy | Maintain | Jul 24, 2015 |
| Stephens & Co. | Overweight | Equal Weight | Upgrade | Jul 13, 2015 |
| Brean Capital | Buy | Buy | Maintain | Apr 2, 2015 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Dec 15, 2014 |
| Sterne Agee | Buy | Buy | Maintain | Nov 10, 2014 |
| DA Davidson | Buy | Buy | Maintain | Nov 7, 2014 |
| Ascendiant Capital | Buy | Buy | Maintain | Nov 7, 2014 |
| Tigress Financial | Buy | Strong Buy | Downgrade | Jul 24, 2014 |
| Lazard | Buy | Buy | Maintain | Oct 5, 2012 |
| Deutsche Bank | Buy | Buy | Maintain | Jul 19, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $79.1. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Mizuho Securities | Analyst unavailable | $61 | $74.8 | -22.9% | Oct 9, 2026 |
| Loop Capital Markets | Analyst unavailable | $107 | $83.91 | +35.3% | Oct 6, 2026 |
| B.Riley Financial | Craig Ellis | $107 | $83.91 | +35.3% | Oct 6, 2026 |
| BMO Capital | Harsh Kumar | $70 | $67.94 | -11.5% | Aug 20, 2026 |
| RBC Capital | Srini Pajjuri | $70 | $60.29 | -11.5% | Jul 29, 2026 |
| Morgan Stanley | Analyst unavailable | $72 | $60.3 | -9.0% | Jul 29, 2026 |
| Mizuho Securities | Analyst unavailable | $52 | $64.68 | -34.3% | Jul 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $70 | $64.68 | -11.5% | Jul 29, 2026 |
| UBS | Analyst unavailable | $70 | $64.68 | -11.5% | Jul 29, 2026 |
| Morgan Stanley | Analyst unavailable | $65 | $64.68 | -17.8% | Jul 29, 2026 |
| RBC Capital | Srini Pajjuri | $80 | $74.33 | +1.1% | Jun 23, 2026 |
| UBS | Timothy Arcuri | $75 | $63.58 | -5.2% | May 6, 2026 |
| Craig-Hallum | Anthony Stoss | $85 | $64.56 | +7.5% | May 6, 2026 |
| Morgan Stanley | Analyst unavailable | $76 | $62.12 | -3.9% | May 6, 2026 |
| RBC Capital | Srini Pajjuri | $72 | $72.56 | -9.0% | May 6, 2026 |
| Mizuho Securities | Analyst unavailable | $55 | $72.56 | -30.5% | May 6, 2026 |
| Stifel Nicolaus | Analyst unavailable | $75 | $72.56 | -5.2% | May 6, 2026 |
| KeyBanc | John Vinh | $85 | $72.56 | +7.5% | May 6, 2026 |
| Mizuho Securities | Vijay Rakesh | $46 | $58.99 | -41.8% | Apr 20, 2026 |
| Loop Capital Markets | Analyst unavailable | $75 | $57.98 | -5.2% | Feb 4, 2026 |
| Stifel Nicolaus | Analyst unavailable | $65 | $56.76 | -17.8% | Feb 4, 2026 |
| Loop Capital Markets | Analyst unavailable | $65 | $55.93 | -17.8% | Feb 4, 2026 |
| UBS | Timothy Arcuri | $58 | $55.93 | -26.7% | Feb 4, 2026 |
| Morgan Stanley | Analyst unavailable | $68 | $55.95 | -14.0% | Feb 2, 2026 |
| Mizuho Securities | Analyst unavailable | $60 | $58.96 | -24.1% | Jan 26, 2026 |
| Susquehanna | Analyst unavailable | $65 | $58.55 | -17.8% | Jan 22, 2026 |
| UBS | Analyst unavailable | $63 | $57.76 | -20.4% | Jan 20, 2026 |
| Barclays | Tom O'Malley | $60 | $59.86 | -24.1% | Jan 15, 2026 |
| RBC Capital | Srini Pajjuri | $65 | $59.86 | -17.8% | Jan 14, 2026 |
| Mizuho Securities | Analyst unavailable | $65 | $60.66 | -17.8% | Jan 9, 2026 |
| Stifel Nicolaus | Ruben Roy | $72 | $74.25 | -9.0% | Nov 5, 2025 |
| UBS | Analyst unavailable | $80 | $71.99 | +1.1% | Nov 5, 2025 |
| UBS | Analyst unavailable | $85 | $80.26 | +7.5% | Oct 29, 2025 |
| Morgan Stanley | Joseph Moore | $89 | $80.26 | +12.5% | Oct 29, 2025 |
| Piper Sandler | Analyst unavailable | $140 | $80.26 | +77.0% | Oct 29, 2025 |
| Barclays | Tom O'Malley | $88 | $80.26 | +11.3% | Oct 29, 2025 |
| KeyBanc | John Vinh | $105 | $80.26 | +32.7% | Oct 29, 2025 |
| CFRA | Angelo Zino | $90 | $82.32 | +13.8% | Oct 28, 2025 |
| Piper Sandler | Harsh Kumar | $85 | $102.03 | +7.5% | Nov 13, 2024 |
| Mizuho Securities | Vijay Rakesh | $105 | $102.03 | +32.7% | Nov 13, 2024 |
| Loop Capital Markets | Gary Mobley | $90 | $87.98 | +13.8% | Nov 11, 2024 |
| Barclays | Tom O'Malley | $87 | $97.8 | +10.0% | Oct 10, 2024 |
| Stifel Nicolaus | Ruben Roy | $125 | $117.69 | +58.0% | Jul 31, 2024 |
| Robert W. Baird | Tristan Gerra | $108 | $117.69 | +36.5% | Jul 31, 2024 |
| Piper Sandler | Harsh Kumar | $115 | $117.69 | +45.4% | Jul 31, 2024 |
| Barclays | Tom O'Malley | $115 | $117.41 | +45.4% | Jul 30, 2024 |
| B.Riley Financial | Craig Ellis | $130 | $106.93 | +64.3% | Jun 20, 2024 |
| Rosenblatt Securities | Kevin Cassidy | $120 | $92.4 | +51.7% | May 1, 2024 |
| Mizuho Securities | Vijay Rakesh | $115 | $92.08 | +45.4% | May 1, 2024 |
| Barclays | Tom O'Malley | $85 | $106.59 | +7.5% | May 1, 2024 |
| Loop Capital Markets | John Vinh | $130 | $98.54 | +64.3% | May 9, 2023 |
| Mizuho Securities | Vijay Rakesh | $100 | $105.24 | +26.4% | May 9, 2023 |
| Susquehanna | Christopher Rolland | $135 | $113.95 | +70.7% | Mar 16, 2023 |
| Citigroup | Analyst unavailable | $117 | $121.06 | +47.9% | Feb 8, 2023 |
| Needham | Rajvindra Gill | $140 | $122.34 | +77.0% | Feb 7, 2023 |
| Craig-Hallum | Analyst unavailable | $130 | $119.05 | +64.3% | Feb 7, 2023 |
| Wells Fargo | Analyst unavailable | $110 | $119.04 | +39.1% | Feb 7, 2023 |
| J.P. Morgan | Analyst unavailable | $120 | $118.01 | +51.7% | Feb 7, 2023 |
| Morgan Stanley | Analyst unavailable | $114 | $117.94 | +44.1% | Feb 7, 2023 |
| Cowen & Co. | Analyst unavailable | $135 | $109.28 | +70.7% | Feb 7, 2023 |
| Susquehanna | Analyst unavailable | $110 | $109.28 | +39.1% | Feb 7, 2023 |
| Credit Suisse | Analyst unavailable | $135 | $109.28 | +70.7% | Feb 7, 2023 |
| Piper Sandler | Analyst unavailable | $120 | $109.28 | +51.7% | Feb 7, 2023 |
| Credit Suisse | Analyst unavailable | $125 | $96.54 | +58.0% | Nov 16, 2022 |
| J.P. Morgan | Bill Peterson | $95 | $87.93 | +20.1% | Nov 4, 2022 |
| KeyBanc | John Vinh | $120 | $87.93 | +51.7% | Nov 4, 2022 |
| Piper Sandler | Harsh Kumar | $110 | $82.34 | +39.1% | Nov 3, 2022 |
| Goldman Sachs | Toshiya Hari | $97 | $105.14 | +22.6% | Jul 27, 2022 |
| Mizuho Securities | Vijay Rakesh | $150 | $91.12 | +89.6% | Jul 1, 2022 |
| Morgan Stanley | Analyst unavailable | $123 | $107.18 | +55.5% | May 4, 2022 |
| Wells Fargo | Analyst unavailable | $160 | $103.42 | +102.3% | May 4, 2022 |
| Rosenblatt Securities | Analyst unavailable | $190 | $119.47 | +140.2% | May 4, 2022 |
| Piper Sandler | Harsh Kumar | $145 | $119.47 | +83.3% | May 3, 2022 |
| Morgan Stanley | Analyst unavailable | $130 | $118.51 | +64.3% | May 2, 2022 |
| Morgan Stanley | Joseph Moore | $130 | $118.51 | +64.3% | May 2, 2022 |
| Barclays | Blayne Curtis | $140 | $117.65 | +77.0% | Apr 29, 2022 |
| Mizuho Securities | Vijay Rakesh | $175 | $115.1 | +121.2% | Apr 24, 2022 |
| KeyBanc | Weston Twigg | $225 | $127.54 | +184.5% | Mar 13, 2022 |
| Cowen & Co. | Karl Ackerman | $175 | $134.54 | +121.2% | Feb 4, 2022 |
| Raymond James | Chris Caso | $170 | $134.54 | +114.9% | Feb 4, 2022 |
| Benchmark Co. | Cody Acree | $190 | $134.54 | +140.2% | Feb 4, 2022 |
| BMO Capital | Ambrish Srivastava | $185 | $134.54 | +133.9% | Feb 4, 2022 |
| Rosenblatt Securities | Kevin Cassidy | $240 | $137.97 | +203.4% | Feb 3, 2022 |
| Robert W. Baird | Tristan Gerra | $140 | $137.97 | +77.0% | Feb 3, 2022 |
| Wells Fargo | Gary Mobley | $230 | $151.99 | +190.8% | Jan 13, 2022 |
| Needham | Rajvindra Gill | $255 | $162.82 | +222.4% | Nov 5, 2021 |
| Credit Suisse | John Pitzer | $380 | $182.55 | +380.4% | Jul 30, 2021 |
| Westpark Capital | Ruben Roy | $220 | $188.46 | +178.1% | Jul 15, 2021 |
| Piper Sandler | Weston Twigg | $225 | $188.44 | +184.5% | Jul 6, 2021 |
| Craig-Hallum | Anthony Stoss | $220 | $178.86 | +178.1% | Apr 30, 2021 |
Track every rating change on SWKS the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationSkyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific. The company offers amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless ASoC, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, and optocouplers/optoisolators.…
Historical context
All SWKS earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Company Limited | FY2026 Q3 · Calendar Q4 2026 | +3.4% | -1.8% | TSMC beats Q3 guidance as AI demand drives fab expansion |
| ERIC Telefonaktiebolaget LM Ericsson (publ) | FY2026 Q3 · Calendar Q4 2026 | +28.6% | +11.8% | Ericsson Q3: 7% organic growth, resilient margins and AI-led demand |
| WIT Wipro Limited | FY2027 Q2 · Calendar Q4 2026 | — | +2.8% | Wipro keeps AI strategy central as margins improve |
| ASML ASML Holding N.V. | FY2026 Q3 · Calendar Q4 2026 | +20.4% | -3.9% | ASML: Record Q3, strong AI demand and broader capacity plans |
Latest beats and misses
Who reports nextBeat on EPS
- SCHW-PJFY2026 Q3 · October 15, 2026+2.4% EPS— move
- SCHW-PDFY2026 Q3 · October 15, 2026+2.4% EPS— move
- SCHWFY2026 Q3 · October 15, 2026+2.4% EPS-2.7% move
- TSMFY2026 Q3 · October 15, 2026+3.4% EPS-1.8% move
- MRSHFY2026 Q3 · October 15, 2026+3.0% EPS+4.6% move
- ERICFY2026 Q3 · October 15, 2026+28.6% EPS+11.8% move
Get the SWKS recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-24T13:46:01.465340+00:00
- Polygon adjusted daily market bars · 2026-10-16T02:50:42.610389+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-16T02:50:42.607272+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-16. For educational purposes only; not investment advice.