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.
思佳讯公司（纳斯达克：SWKS）的股票周三交易下跌，因为该公司公布了第四季度的业绩，并且几位分析师下调了目标价格。
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，该公司公布的调整后每股收益为1.55美元，高于分析师一致预期的1.52美元，营业收入为102.5万美元，与一致预期相符。
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.
思佳讯预计2025年第一季度的营业收入为10.5亿至10.8亿（估计为10.96亿），在该区间中点每股收益为1.57美元，而预期为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.
摩根士丹利将目标价格从117美元下调至87美元，同时维持平等权重评级。另一方面，瑞穗证券重申了优于大盘评级，并将目标价格从127美元下调至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分析师Nick Doyle维持持有评级，并表示思佳讯交出了稳健的季度业绩，但由于对广泛市场的增长预期减弱，提供了低于预期的指导。
Unlike its peers, Skyworks' Mobile segment performance and guidance were mostly in line, according to the analyst.
与同行不同的是，分析师指出思佳讯的移动业务部门的表现和指导大致符合预期。
Doyle notes that the negative share shifts are largely behind, with more opportunities emerging next year.
Doyle指出，负面的股份变化已基本结束，明年将会出现更多机会。
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.
该分析师推出了2025财年的预计，预计由于内容损失，移动业务将下降8%，但他预计随着下一代内容和单位更加明确，以及广泛市场库存问题缓解，2026财年将出现适度回升。
Also, Benchmark analyst Cody Acree reaffirmed a Hold rating on the stock.
此外，Benchmark的分析师Cody Acree重申了对该股票的持有评级。
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.
该评级反映了公司在苹果和三星的市场份额损失、对中国的有限曝光，以及预计在未来一年内营业收入的负面杠杆。
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.
分析师表示，投资者对公司在不断增长但仍然萧条的智能手机市场中的竞争地位、广泛市场中的持续库存问题以及汽车、工业和网络领域的意外疲软感到担忧。
Investors can gain exposure to the stock via Global X Internet of Things ETF (NASDAQ:SNSR) and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL).
投资者可以通过全球货币物联网etf（纳斯达克：SNSR）和First Trust纳斯达克半导体etf（纳斯达克：FTXL）来接触此股票。
Price Action: SWKS shares are down 4.04% at $83.52 at the last check Wednesday.
价格动态：SWKS的股票在周三最后一次检查时下降了4.04%，价格为83.52美元。
Image via Shutterstock
图片来源：shutterstock
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