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High materiality7/10

Skyworks Q2 beat; softer Q4 guidance prompts analyst target cuts

Jul 29, 2026, 12:12 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Despite a beat, softer Q4 guidance and multiple price-target cuts triggered a negative price reaction (3.2% decline). Historically, mid-cycle semis with guiding misses vs consensus can lead to multiple compression until visibility improves.

AI summary

What happened, with direct paths to the underlying reporting

Skyworks beat on Q2 earnings and revenue, but guided Q4 slightly below consensus, triggering price-target cuts from several banks. The stock dropped about 3% after the print, as management cited healthy mobile demand and broad-market strength in automotive and data centers. The setup suggests near-term pressure, but secular demand across mobile and data center markets could support longer-term upside.

  • Skyworks Q2 EPS $1.08 beat est $1.01; revenue $934.8m beat $920.28m.
  • Q3 adjusted EPS guidance is $1.27; Q4 sales guide $1.01–$1.06b vs $1.021b est.
  • Shares fell 3.2% to $62.55 after results; price targets revised by analysts.
  • Mobile strong; Broad Markets growth led by automotive and data center demand.
  • RBC/Citi/UBS issued mixed target changes after earnings.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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