Skyworks price target lowered to $65 from $72 at Stifel

Stifel lowered the firm’s price target on Skyworks (SWKS) to $65 from $72 and keeps a Hold rating on the shares following a strong fiscal Q1 print that exceeded consensus estimates as well as the high end of guidance. While the firm is “encouraged” by Skyworks’ operational execution and broader strategy behind its merger, it continues to look for further clarity on FY26 content cycles and regulatory timelines, the analyst tells investors.