Wall Street's Most Accurate Analysts Give Their Take On 3 Tech Stocks With Over 4% Dividend Yields

Benzinga flags three high-dividend IT names—HP Inc. (5.06% yield), Skyworks Solutions (4.50%) and AudioCodes (4.16%)—and recent analyst moves: Morgan Stanley downgraded HP to Equal‑Weight and cut its price target to $24 while Citi held Neutral but trimmed its PT to $27; HP reports fiscal Q4 on Nov. 25. Skyworks was upgraded by Mizuho to Neutral with a $73 PT after a better‑than‑expected Q4, even as UBS trimmed its PT to $80; AudioCodes saw Barclays stay Underweight but lift its PT to $10 and Needham keep a Buy and raise its PT to $12.50 following upbeat Q3 results. The activity reflects mixed analyst sentiment and modest target recalibrations around recent earnings beats, a relevant backdrop for yield‑seeking institutional investors weighing income against near‑term earnings catalysts.

Analysis

Benzinga highlights three high-dividend information-technology names that often attract income-focused investors in volatile markets: HP Inc. (NYSE: HPQ) with a 5.06% yield, Skyworks Solutions (NASDAQ: SWKS) with 4.50%, and AudioCodes (NASDAQ: AUDC) with 4.16%. The article frames these as cash-generative, dividend-yielding plays and aggregates recent analyst activity to show near-term sentiment and catalysts.

HP is experiencing negative analyst momentum ahead of fiscal Q4 results due Nov. 25: Morgan Stanley downgraded HP from Overweight to Equal-Weight and trimmed its price target from $26 to $24 on Nov. 17, 2025, while Citigroup left a Neutral rating but cut its target from $29 to $27 on Nov. 12, 2025. Those moves and a per-ticker sentiment score of -0.4 suggest elevated downside risk into the print.

Skyworks shows more constructive signals: a Nov. 4 better-than-expected Q4 led Mizuho to move the stock from Underperform to Neutral and lift the target from $65 to $73 on Nov. 11, 2025, while UBS trimmed its target to $80 on Nov. 5. AudioCodes reported upbeat Q3 on Nov. 4, with Needham raising its target to $12.50 and Barclays keeping Underweight but nudging its target to $10 on Feb. 5, 2025.

Market-impact and sentiment metrics are mixed (sentiment_score 0.05, market_impact_score 0.25), indicating modest market reaction overall; HP is the clearest near-term risk, while SWKS and AUDC benefit from recent earnings beats but still carry divergent analyst views that warrant monitoring.

Key Decisions for Investors

• For HPQ: refrain from initiating larger exposure ahead of the Nov. 25 fiscal Q4 print and consider a short-term hold or trim given consecutive price-target cuts and a downgrade,
• For SWKS: consider adding or increasing exposure on confirmed post-earnings momentum since the Nov. 4 beat and Mizuho upgrade, while watching for profit-taking around the $73–$80 target band,
• For AUDC: consider a smaller, selective position to capture yield given upbeat Q3 results and positive target revisions from Needham, but monitor guidance and Barclays' Underweight view before scaling exposure
• Across all three: monitor dividend sustainability and upcoming earnings/guidance as primary catalysts and use position sizing or hedges to manage the mixed analyst sentiment and modest market-impact environment