Stock Traders Buy High Volume of Call Options on Skyworks Solutions (NASDAQ:SWKS)

Skyworks Solutions, Inc. (NASDAQ:SWKS) was the recipient of some unusual options trading on Friday. Investors acquired 9,712 call options on the stock. This represents an increase of approximately 61% compared to the average daily volume of 6,018 call options.

Institutional Trading of Skyworks Solutions

Institutional investors and hedge funds have recently bought and sold shares of the business. Jackson Creek Investment Advisors LLC acquired a new position in Skyworks Solutions during the 4th quarter worth approximately $1,388,000. AlphaQuest LLC raised its stake in shares of Skyworks Solutions by 662.4% during the 4th quarter. AlphaQuest LLC now owns 53,355 shares of the semiconductor manufacturer’s stock worth $3,383,000 after buying an additional 46,357 shares during the last quarter. Bank of America Corp DE raised its position in Skyworks Solutions by 22.8% during the first quarter. Bank of America Corp DE now owns 2,129,451 shares of the semiconductor manufacturer’s stock worth $114,032,000 after acquiring an additional 396,057 shares during the last quarter. Eurizon Capital SGR S.p.A. purchased a new stake in Skyworks Solutions in the 4th quarter valued at approximately $27,949,000. Finally, AXQ Capital LP boosted its stake in shares of Skyworks Solutions by 960.0% during the fourth quarter. AXQ Capital LP now owns 27,730 shares of the semiconductor manufacturer’s stock valued at $1,758,000 after acquiring an additional 25,114 shares during the last quarter. Hedge funds and other institutional investors own 85.43% of the company’s stock.

Skyworks Solutions Stock Up 8.0%

NASDAQ:SWKS traded up $6.68 during trading hours on Friday, hitting $90.72. The company’s stock had a trading volume of 4,524,359 shares, compared to its average volume of 4,712,511. The company has a current ratio of 3.10, a quick ratio of 1.94 and a debt-to-equity ratio of 0.09. Skyworks Solutions has a 52-week low of $51.93 and a 52-week high of $92.30. The stock has a market capitalization of $13.65 billion, a P/E ratio of 46.91, a price-to-earnings-growth ratio of 2.10 and a beta of 1.52. The stock has a fifty day moving average of $65.69 and a 200-day moving average of $64.90.

Skyworks Solutions (NASDAQ:SWKS) last posted its earnings results on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.05. The firm had revenue of $934.80 million during the quarter, compared to analysts’ expectations of $925.97 million. Skyworks Solutions had a return on equity of 10.74% and a net margin of 7.23%.The firm’s revenue was down 3.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.33 earnings per share. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. On average, equities analysts forecast that Skyworks Solutions will post 3.64 earnings per share for the current year.

Key Skyworks Solutions News

Here are the key news stories impacting Skyworks Solutions this week:

• Positive Sentiment: CEO Phil Brace said the Qorvo transaction is in its final stages and is expected to close by year-end 2026. The update has increased confidence that regulatory and other closing conditions may be resolved, supporting merger-arbitrage demand for SWKS. Skyworks Stock Pops After CEO Drops Qorvo Merger Timeline
• Positive Sentiment: Skyworks’ conference commentary and continued procedural steps—including financing activity tied to Qorvo’s senior notes—suggest management is progressing toward completion. The merger could broaden the company’s product portfolio and scale, which is particularly supportive because the broader semiconductor group was weak during the recent rally. Skyworks and Qorvo Merger Optimism
• Neutral Sentiment: Institutional positioning is mixed: 348 investors added SWKS shares in the latest quarter, while 414 reduced holdings. Large purchases by firms including T. Rowe Price, Capital World Investors and JPMorgan provide some support, but the uneven participation does not establish a clear consensus.
• Negative Sentiment: Short interest reached 36.38% of the float, or 34.6 million shares, up 15.99% from August 14. The elevated short position can increase volatility and create squeeze potential, but it also signals substantial bearish conviction and leaves the stock vulnerable if merger expectations weaken. Skyworks Short Interest Rises
• Negative Sentiment: Analysts’ reported median price target is $75, below SWKS’s current level, with recent targets ranging from $70 to $85. That gap suggests the stock’s merger-driven advance may have outpaced standalone valuation expectations.

Wall Street Analysts Forecast Growth

SWKS has been the topic of several recent analyst reports. TD Cowen decreased their price objective on shares of Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating on the stock in a report on Wednesday, July 29th. KeyCorp lowered Skyworks Solutions from an “overweight” rating to a “sector weight” rating in a research note on Tuesday, July 14th. Morgan Stanley cut their price target on shares of Skyworks Solutions from $76.00 to $72.00 and set an “equal weight” rating for the company in a report on Wednesday, July 29th. Royal Bank Of Canada cut their price objective on Skyworks Solutions from $80.00 to $70.00 and set a “sector perform” rating for the company in a research report on Wednesday, July 29th. Finally, UBS Group raised their price target on Skyworks Solutions from $65.00 to $70.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 29th. Four analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $74.00.

Skyworks Solutions Company Profile

Skyworks Solutions, Inc (NASDAQ: SWKS) is a semiconductor company that develops and manufactures analog and mixed-signal products used to connect people, devices and networks. Its portfolio includes radio-frequency (RF) and wireless connectivity components such as amplifiers, attenuators, filters, switches, modulators, front-end modules and integrated solutions.

The company’s products are designed for applications including smartphones and other mobile devices, automotive systems, broadband and wireless infrastructure, industrial equipment, medical devices, smart-home products and the Internet of Things.