On Nov 14, major Wall Street analysts update their ratings for $Skyworks Solutions (SWKS.US)$, with price targets ranging from $90 to $120.
UBS analyst Timothy Arcuri maintains with a hold rating, and adjusts the target price from $118 to $95.
TD Cowen analyst Krish Sankar initiates coverage with a hold rating, and sets the target price at $90.
Loop Capital analyst Gary Mobley maintains with a hold rating, and maintains the target price at $90.
Oppenheimer analyst Rick Schafer maintains with a hold rating.
Stifel analyst Ruben Roy maintains with a buy rating, and adjusts the target price from $125 to $105.
Furthermore, according to the comprehensive report, the opinions of $Skyworks Solutions (SWKS.US)$'s main analysts recently are as follows:
The expectation for reduced growth in Broad Markets by 2025 is due to elevated inventory levels in the automotive/industrial and wireless infrastructure sectors. In addition, it is anticipated that increased operating expenses may impact earnings for 2025. The recent performance in terms of content from a major tech company has not met expectations; however, there is hope for a turnaround in the following year. The potential for value recovery hinges on the successful regaining of content from this key client, though this outcome is currently uncertain.
Skyworks' reported a marginally superior September quarter performance, followed by a guidance for December quarter revenue which suggests a 4% sequential increase, marginally missing the consensus forecasts. Despite this, the performance is considered more robust than anticipated, bolstered by sustained vigor from its primary customer, Apple.
The company's guidance for the December quarter was set below market expectations, primarily due to a slower-than-anticipated recovery across the broader market sectors. Consequently, projections for earnings in 2024 and 2025 have been revised downwards in light of subdued market conditions, reduced gross margins, and an increase in operating expenses.
Skyworks is reportedly going through an extended transition for its core Mobile business and Broad Markets, which may result in a return to topline growth potentially only materializing in FY26. The projections have been significantly recalibrated, with the estimated pro-forma EPS for FY25 and FY26 being revised downwards substantially.
Here are the latest investment ratings and price targets for $Skyworks Solutions (SWKS.US)$ from 9 analysts:
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美东时间11月14日，多家华尔街大行更新了$思佳讯 (SWKS.US)$的评级，目标价介于90美元至120美元。
瑞士银行分析师Timothy Arcuri维持持有评级，并将目标价从118美元下调至95美元。
TD Cowen分析师Krish Sankar首予持有评级，目标价90美元。
Loop Capital分析师Gary Mobley维持持有评级，维持目标价90美元。
奥本海默控股分析师Rick Schafer维持持有评级。
斯迪富分析师Ruben Roy维持买入评级，并将目标价从125美元下调至105美元。
此外，综合报道，$思佳讯 (SWKS.US)$近期主要分析师观点如下：
到2025年，对宽市场增长预期的下调主要是因为汽车/工业和无线基础设施部门的库存水平上升。此外，预计增加的营业费用可能会影响到2025年的收入。最近一家大型科技公司内容方面的表现没有达到预期；然而，对于来年扭转局面仍存希望。价值恢复的潜力取决于成功重新获取这个关键客户的内容，尽管目前这一结果尚不确定。
Skyworks报告的9月季度表现略优于预期，随后发布了12月季度营业收入指引，表明环比增长4%，略低于共识预测。尽管如此，该表现被认为比预期更强劲，得益于主要客户苹果的持续活力。
该公司对12月季度的预测低于市场预期，主要是由于更广泛市场部门的复苏速度较慢。因此，在疲软的市场条件、降低的毛利和营业费用增加的背景下，2024年和2025年的收入预测已经下调。
据报道，Skyworks正在经历其核心移动业务和广泛市场的长期过渡，可能导致到FY26才有可能实现顶线增长的重返。预测已经进行了重大重新校准，估计FY25和FY26的预计调整后EPS大幅下调。
以下为今日9位分析师对$思佳讯 (SWKS.US)$的最新投资评级及目标价：
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