Skyworks Solutions Faces Headwinds: Analysts Slash Price Forecasts Amid Weak Guidance And Inventory Challenges
Skyworks Solutions Faces Headwinds: Analysts Slash Price Forecasts Amid Weak Guidance And Inventory Challenges
Skyworks Solutions Inc (NASDAQ:SWKS) shares are trading lower on Wednesday after the company reported fourth-quarter results and several analysts cut the price target.
思佳訊公司（納斯達克：SWKS）的股票週三交易下跌，因爲該公司公佈了第四季度的業績，並且幾位分析師下調了目標價格。
Yesterday, the company reported adjusted EPS of $1.55, which beat the analyst consensus estimate of $1.52, and sales of $1.025 million, which aligned with the consensus estimate.
昨天，該公司公佈的調整後每股收益爲1.55美元，高於分析師一致預期的1.52美元，營業收入爲102.5萬美元，與一致預期相符。
Skyworks Solutions projects first-quarter of 2025 revenue to be $1.05 billion – $1.08 billion ($1.096 billion estimate) with adjusted EPS of $1.57 at the mid-point of the revenue range versus the estimate of $1.72.
思佳訊預計2025年第一季度的營業收入爲10.5億至10.8億（估計爲10.96億），在該區間中點每股收益爲1.57美元，而預期爲1.72美元。
Morgan Stanley cut the price target to $87 from $117 while maintaining an Equal Weight rating. On the other hand, Mizuho reaffirmed an Outperform rating and cut the price target to $105 from $127.
摩根士丹利將目標價格從117美元下調至87美元，同時維持平等權重評級。另一方面，瑞穗證券重申了優於大盤評級，並將目標價格從127美元下調至105美元。
Needham analyst Nick Doyle maintained a Hold rating and wrote that Skyworks delivered a solid quarter but provided weaker-than-expected guidance due to tempered growth expectations in Broad Markets, impacted by macro weakness and excess inventories.
Needham分析師Nick Doyle維持持有評級，並表示思佳訊交出了穩健的季度業績，但由於對廣泛市場的增長預期減弱，提供了低於預期的指導。
Unlike its peers, Skyworks' Mobile segment performance and guidance were mostly in line, according to the analyst.
與同行不同的是，分析師指出思佳訊的移動業務部門的表現和指導大致符合預期。
Doyle notes that the negative share shifts are largely behind, with more opportunities emerging next year.
Doyle指出，負面的股份變化已基本結束，明年將會出現更多機會。
The analyst introduced FY25 estimates, projecting an 8% decline in Mobile due to content losses, but anticipates a modest recovery in FY26 as next-gen content and units become clearer and Broad Markets inventory issues subside.
該分析師推出了2025財年的預計，預計由於內容損失，移動業務將下降8%，但他預計隨着下一代內容和單位更加明確，以及廣泛市場庫存問題緩解，2026財年將出現適度回升。
Also, Benchmark analyst Cody Acree reaffirmed a Hold rating on the stock.
此外，Benchmark的分析師Cody Acree重申了對該股票的持有評級。
The rating reflects the company's share losses at Apple and Samsung, limited exposure to China, and anticipated negative earnings leverage for at least the next year.
該評級反映了公司在蘋果和三星的市場份額損失、對中國的有限曝光，以及預計在未來一年內營業收入的負面槓桿。
The analyst says that investors are concerned about the company's competitive position in the growing but still sluggish smartphone market, ongoing inventory issues in Broad Markets, and unexpected weakness in the automotive, industrial, and networking sectors.
分析師表示，投資者對公司在不斷增長但仍然蕭條的智能手機市場中的競爭地位、廣泛市場中的持續庫存問題以及汽車、工業和網絡領域的意外疲軟感到擔憂。
Investors can gain exposure to the stock via Global X Internet of Things ETF (NASDAQ:SNSR) and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL).
投資者可以通過全球貨幣物聯網etf（納斯達克：SNSR）和First Trust納斯達克半導體etf（納斯達克：FTXL）來接觸此股票。
Price Action: SWKS shares are down 4.04% at $83.52 at the last check Wednesday.
價格動態：SWKS的股票在週三最後一次檢查時下降了4.04%，價格爲83.52美元。
Image via Shutterstock
圖片來源：shutterstock
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譯文內容由第三人軟體翻譯。