UBS Stays Cautious on Skyworks (SWKS) Despite Q3 Tailwind, Ups Price Target to $75
One of the analysts who recently gave a cautious outlook is UBS analyst Timothy Arcuri. On July 21, he raised his price target on Skyworks Solutions to $75 from $65, while maintaining a Neutral rating on the stock.
A close-up of the latest 5G wireless equipment, capturing the lightning-fast speed of the technology.
In his latest note, Arcuri pointed to signs that Q3 results should come in either in line with expectations or modestly better. His view is based on recent smartphone sell-through data, which suggests that some demand originally expected later in the year may have been pulled forward due to tariff-related factors.
UBS sees these early shipments, possibly driven by trade policy uncertainty, as a near-term boost to results, though it doesn't necessarily signal a sustained improvement in end-demand trends. His Neutral stance essentially means that while the Q3 setup appears relatively stable, visibility beyond that remains limited, especially given the broader macro and trade backdrop affecting global handset markets.
Skyworks Solutions Inc. (NASDAQ:SWKS) is a wireless semiconductor company that designs and manufactures radio frequency and semiconductor system solutions for mobile communications applications.
While we acknowledge the potential of SWKS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 11 Best Debt-Free Stocks to Invest in Right Now and 10 Most Oversold S&P 500 Stocks So Far in 2025.
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
a minute ago
- Yahoo
Pardons, positions and power: Trump's donor list raises questions about pay-for-access in his administration
A new financial disclosure from a super PAC supporting President Donald Trump contains the name of the deep-pocket donors who have gained access to the White House. MAGA Inc.'s donor list includes Trump appointees, a mom who managed to get Trump to pardon her son, and cryptocurrency traders, according to a new report by the New York Times. The super PAC managed to pull some major donations for the president; according to the disclosure, MAGA Inc. raised more than $177 million for Trump since January. Some names on the list wound up working for Trump in his administration. Anjani Sinha, a friend of Trump's, was nominated to be the ambassador to Singapore. He donated $1 million to MAGA Inc. He hasn't been approved for the position yet, possibly because he struggled to answer questions about Singapore during his confirmation hearing. Cody Campbell, who is now on Trump's Council on Sports, Fitness, and Nutrition, donated half a million dollars to the super PAC. Josh Lobel, now sitting on Trump's Intelligence Advisory Board, donated $250,000. Several major donors are tied to the crypto industry, which has by and large found a friendly ally in Trump. According to the Times, Trump's inaugural committee raised an enormous $239 million, with approximately $18 million of that coming from crypto-related donors. According to the filing, donors working in cryptocurrencies accounted for $45 million of the donations reported through MAGA Inc. One donor alone — crypto entrepreneur Eric Schiermeyer — donated $1 million, and was given the chance to have dinner with Trump in Mar-a-Lago in March. The pair didn't just eat and chat — during the dinner, Schiermeyer apparently pitched Trump on an idea for a cryptocurrency called the "USA Token" that would be doled out to Americans for use in transactions. He reportedly wanted a government contract for his company to handle the task, according to the Times' reporting. He told the paper that he managed to get his idea in front of Trump face-to-face, so he considers it a win. 'I was able to say my piece, and the idea is clearly making the rounds, so mission accomplished from my view.' he told the Times. And then there's Elizabeth Fago, who handed over $1 million to MAGA Inc. and got herself a dinner with Trump. Three weeks later, her son, Paul Walczak, who pleaded guilty to tax fraud, was pardoned. A White House spokesperson who talked to the Times anonymously said that Fago's words, rather than her cash, convinced the president to give her son a break. 'He spoke directly to a mother who pleaded for her son, and when you're talking to a mother pleading for her son, that's a pretty powerful thing,' the source reportedly said. The Independent has requested comment from The White House. According to MAGA Inc., all of the apparent benefits that come along with shoveling money at Trump are just a coincidence. It told the Times that Trump doesn't treat donors any different from normal Americans. 'President Trump values his supporters and donors, but unlike politicians before him, he cannot be bought and works toward the best interest of the country,' it told the paper.
Yahoo
9 minutes ago
- Yahoo
Why Five9 Stock Was Flailing on Friday
Key Points The company notched a double beat in its second quarter, but that wasn't good enough for the market. Investors seemed more concerned about a coming change in top management. 10 stocks we like better than Five9 › Contact center software solutions provider Five9 (NASDAQ: FIVN) has been having a forgettable Friday on the stock exchange. After the company published its latest set of quarterly results and announced a top-level managerial change, investors sold out of its stock to the point where it was down nearly 4% in late-session trading. That slide was notably more pronounced than the 1.7% decrease of the S&P 500 index. Double-digit improvements For its second quarter, Five9 posted a record-high revenue figure of over $283 million, which was 12% higher year over year. Artificial intelligence (AI) played a significant role in this, as the company's enterprise AI revenue advanced by 42% during the period. As for profitability, it also rose at a double-digit rate. Non-GAAP (adjusted) net income came in at over $58 million ($0.76 per share), well up from the nearly $39 million in the year-ago period. Analysts tracking the stock were expecting an adjusted net income figure of $0.62, on revenue of slightly more than $275. Five9 also proffered guidance for both its current (third) quarter and the entirety of 2025. For the latter period, it's modeling slightly over $1.14 billion to almost $1.15 billion for revenue, and adjusted net income ranging from $2.86 to $2.90 per share. The consensus analyst projections for the two metrics are a bit more than $1.14 billion and $0.70, respectively. Successful CEO is stepping down That double beat was good news, but this was obscured by the company's announcement that CEO Mike Burkland is retiring. He will stay in the job until a replacement is found. Burkland served as Five9's leader from 2008 to 2017, until he was diagnosed with cancer. He returned to the position in 2022. In its announcement of his departure, Five9 said that Buckland was at the helm of the company as it achieved notable milestones, and it credited him for growing it from $10 million to more than $1 billion in annual revenue. It's little wonder investors were displeased to hear of his looming departure. Do the experts think Five9 is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Five9 make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,036% vs. just 181% for the S&P — that is beating the market by 855.09%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $625,254!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,090,257!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Five9. The Motley Fool has a disclosure policy. Why Five9 Stock Was Flailing on Friday was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Wall Street Journal
17 minutes ago
- Wall Street Journal
Investors Seek Safety During Stock Selloff
The ratio of put options to call options rose Friday to its highest level since mid-June. That suggests people are reaching for puts, which offer the right to sell a stock at a certain price, to brace for more declines.
