On Nov 13, major Wall Street analysts update their ratings for $Skyworks Solutions (SWKS.US)$, with price targets ranging from $72 to $100.
J.P. Morgan analyst Peter Peng maintains with a hold rating, and adjusts the target price from $120 to $100.
Citi analyst Atif Malik maintains with a sell rating, and adjusts the target price from $83 to $72.
Barclays analyst Thomas O'Malley maintains with a sell rating, and adjusts the target price from $87 to $80.
Mizuho Securities analyst Vijay Rakesh maintains with a buy rating.
Needham analyst Nick Doyle initiates coverage with a hold rating.
Furthermore, according to the comprehensive report, the opinions of $Skyworks Solutions (SWKS.US)$'s main analysts recently are as follows:
The expectation is set for subdued growth in Broad Markets by 2025, due to persistently high inventory levels in the automotive, industrial, and wireless infrastructure sectors. Additionally, increased operating expenses are anticipated to exert pressure on earnings for that year. Despite recent underwhelming content performance related to Apple, there is a sentiment of hopeful anticipation for a recovery in the following year. The potential for value recovery hinges on the ability to regain Apple content, although its feasibility is yet to be confirmed.
Skyworks' September quarter results were marginally above projections, but its revenue guidance for the December quarter showed a 4% sequential increase, which was somewhat under the anticipated consensus. Despite this, the performance was more robust than expected, largely due to sustained vigor from its primary customer, Apple.
The company's forecast for the December quarter was set below expectations, predominantly due to a recovery in the broad market that was slower than anticipated. This led to a revision of the earnings estimates for 2024 and 2025, reflecting weaker broad market conditions, reduced gross margins, and increased operating expenses.
Skyworks is going through an elongated transitional phase in its core Mobile business and Broad Markets, which may result in a delay in topline growth until FY26. The company's earnings projections have been significantly adjusted, with a notable downward revision of the pro-forma EPS for FY25 and FY26.
Here are the latest investment ratings and price targets for $Skyworks Solutions (SWKS.US)$ from 9 analysts:
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美東時間11月13日，多家華爾街大行更新了$思佳訊 (SWKS.US)$的評級，目標價介於72美元至100美元。
摩根大通分析師Peter Peng維持持有評級，並將目標價從120美元下調至100美元。
花旗分析師Atif Malik維持賣出評級，並將目標價從83美元下調至72美元。
巴克萊銀行分析師Thomas O'Malley維持賣出評級，並將目標價從87美元下調至80美元。
瑞穗證券分析師Vijay Rakesh維持買入評級。
Needham分析師Nick Doyle首次給予持有評級。
此外，綜合報道，$思佳訊 (SWKS.US)$近期主要分析師觀點如下：
預計到2025年，由於汽車、工業和無線製造行業的庫存水平持續高企，廣泛市場的增長將保持低迷。此外，預計營業費用的增加將對該年的收益施加壓力。儘管與蘋果有關的內容表現不佳，但對明年的復甦仍抱有希望。價值恢復的潛力依賴於重新獲得蘋果的內容，儘管其可行性尚未得到確認。
Skyworks在九月份的季度業績略高於預期，但其對十二月份季度的營業收入指引顯示出4%的連續增長，這低於預期的共識。儘管如此，其表現仍然比預期強勁，這主要得益於其主要客戶蘋果的持續活力。
該公司對十二月份季度的預測低於預期，主要是因爲廣泛市場的復甦比預期慢。這導致2024年和2025年收益預估的修改，反映出廣泛市場狀況較弱、毛利率降低及營業費用增加。
Skyworks正在經歷其核心移動業務和廣泛市場的漫長過渡期，這可能導致收入增長的延遲，直到2026財年。該公司的收益預期已大幅調整，對2025年和2026年的每股收益進行了顯著下調。
以下爲今日9位分析師對$思佳訊 (SWKS.US)$的最新投資評級及目標價：
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