Mizuho Securities Reiterates Hold Rating for Skyworks Solutions with $75 Price Target

Mizuho Securities analyst Vijay Rakesh maintains a Hold rating for Skyworks Solutions (SWKS) with a $75.00 price target. Rakesh is a 5-star analyst with a 55.00% success rate and an average return of 15.9%. The current analyst consensus is a Hold with an average price target of $67.43. Skyworks Solutions has a one-year high of $120.86 and a one-year low of $47.93.

Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer of high-performance analog and mixed-signal semiconductors, recently announced the launch of its SKY63104/5/6 family of jitter attenuating clocks and the SKY62101 ultra-low jitter clock generator. These innovative products are designed to meet the growing demand for ultra-low jitter reference clocks in networking, data center, and industrial applications [1].

The SKY63104/5/6 family and the SKY62101 clock generator are the industry's first devices capable of simultaneously generating Ethernet and PCI Express (PCIe) spread spectrum clocks with unparalleled ultra-low jitter performance. They provide ultra-low jitter reference clocks for 224G PAM4 Ethernet SerDes with 18fs RMS phase jitter, while generating standards-compliant spread spectrum PCIe clocks (PCIe Gen 1/2/3/4/5/6). These products offer a wide range of applications, including internet infrastructure, data centers, and industrial systems [1].

The new devices feature 12 outputs in a space-saving 8x8mm QFN package with wettable flanks, providing improved board-level assembly reliability. They support a frequency output range from 8kHz to 3.2GHz and can be configured to support multiple formats, including LVDS, HCSL, LVPECL, LVCMOS, S-LVDS, and CML. The devices also offer very low output-to-output skew of ±50ps with output delay adjustments as low as 50ps steps [1].

The explosive growth in network bandwidth, cloud computing, and AI in data centers is driving the adoption of 112G/224 PAM4 SerDes technology in 800G/1200G/1600G networks, which requires ultra-low jitter reference clocks. Additionally, PCIe links used for chip-to-chip communication in data center applications are getting faster, with PCIe Gen 6 supporting a data rate of 64GT/s, doubling the necessary bandwidth requirements over the previous Gen 5 and creating demand for lower-jitter PCIe reference clocks [1].

Skyworks' advanced DSPLL® and MultiSynth™ technologies set a new benchmark for performance and integration, enabling customers to simplify clock generation in their most demanding applications. The devices offer excellent hitless switching with phase transients as low as 35ps and comply with various industry standards, including ITU-T G.8262 Synchronous Ethernet (SyncE) Options 1 and 2, ITU-T G.812 Type III and IV, ITU-T G.813 Option 1, and Telcordia GR-1244 and GR-253 (Stratum-3/3E) [1].

Mizuho Securities analyst Vijay Rakesh maintains a Hold rating for Skyworks Solutions (SWKS) with a $75.00 price target. Rakesh is a 5-star analyst with a 55.00% success rate and an average return of 15.9%. The current analyst consensus is a Hold with an average price target of $67.43. Skyworks Solutions has a one-year high of $120.86 and a one-year low of $47.93 [2].

References:
[1] https://www.marketscreener.com/quote/stock/SKYWORKS-SOLUTIONS-INC-11014/news/Skyworks-Unveils-Industry-s-First-Clocks-for-Ethernet-and-PCI-Express-With-18fs-RMS-Phase-Jitter-50332016/
[2] https://www.marketbeat.com/instant-alerts/mizuho-issues-positive-forecast-for-skyworks-solutions-nasdaqswks-stock-price-2025-07-01/