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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美東時間11月14日，多家華爾街大行更新了$思佳訊 (SWKS.US)$的評級，目標價介於90美元至120美元。
瑞士銀行分析師Timothy Arcuri維持持有評級，並將目標價從118美元下調至95美元。
TD Cowen分析師Krish Sankar首次給予持有評級，目標價90美元。
Loop Capital分析師Gary Mobley維持持有評級，維持目標價90美元。
奧本海默控股分析師Rick Schafer維持持有評級。
斯迪富分析師Ruben Roy維持買入評級，並將目標價從125美元下調至105美元。
此外，綜合報道，$思佳訊 (SWKS.US)$近期主要分析師觀點如下：
到2025年，廣泛市場增長預期下調，是因爲汽車/工業和無線基礎設施領域庫存水平升高。此外，預計2025年增加的營業費用可能會影響收益。近期一家主要科技公司的內容表現未達預期；然而，對於接下來的一年有希望出現好轉。價值恢復的潛力取決於成功從這家關鍵客戶那裏重新獲得內容，儘管目前結果不確定。
Skyworks報告了一個略優於九月季度表現的報告，隨後發佈了12月季度營收預期，暗示了4%的順序增長，略低於共識預測。儘管如此，該表現被認爲比預期更爲強勁，得到了其主要客戶蘋果持續活力的支持。
公司對12月季度的指引低於市場預期，主要是因爲更廣泛市場部門的復甦速度低於預期。因此，鑑於市場疲軟、毛利降低和營業費用增加，已經下調了2024年和2025年的收益預期。
據報道，Skyworks正經歷旗下核心移動業務和廣泛市場的延長轉型，這可能導致在FY26年後才有望出現的總體增長。預測已經進行了重大調整，預計FY25和FY26的預估的規模EPS大幅下調。
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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