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Skyworks Solutions Inc (SWKS) Downgrade a Boon to Option Bears

Citigroup weighed in negatively on Skyworks Solutions Inc (SWKS)

Jun 9, 2016 at 10:40 AM
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Skyworks Solutions Inc (NASDAQ:SWKS) is down 1.3% this morning at $67.46, after Citigroup lowered its rating on the Apple Inc. (NASDAQ:AAPL) supplier to "sell" and slashed its price target to $65. This is a relatively rare bout of negativity from the brokerage crowd, as 15 of 18 analysts consider the stock worth of a "buy" or better recommendation. On the other hand, the options crowd is full of skepticism toward the shares, which have been less than impressive in 2016.

As alluded to, options traders have been expressing doubts toward SWKS. At the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), the semiconductor stock has amassed a 10-day put/call volume ratio of 1.01 -- in the bearishly skewed 85th annual percentile.

Likewise, SWKS' Schaeffer's put/call open interest ratio (SOIR) of 1.19 sits just 6 percentage points from a 12-month peak. In other words, traders targeting options expiring in the next three months have been unusually put-heavy toward the stock.

Technically speaking, Skyworks Solutions Inc (NASDAQ:SWKS) has merited this bearish attention in the options pits. Year-to-date, the stock has surrendered 12% of its value. Also, on a relative-strength basis, SWKS has underperformed the broader S&P 500 Index (SPX) by nearly 13 percentage points over the past 40 sessions.

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