Amidst the volatility and unpredictability often seen in financial markets, investors frequently gravitate toward stocks that provide substantial dividend yields. These equities often belong to companies characterized by strong free cash flow generation, enabling them to reward shareholders reliably through dividend distributions. The information technology sector, notably, offers several such options, including HP Inc., Skyworks Solutions Inc., and Opera Ltd., each providing high dividend yields that appeal to income-focused investors.
Examining the latest evaluations from some of Wall Street's most accurate equity analysts, this article delves into their ratings and price target adjustments for these three tech companies. Such insight aids investors in assessing the risk-return profiles of these stocks within current market dynamics.
HP Inc. (NYSE: HPQ) – Dividend Yield: 6.06%
HP Inc. continues to be a focal point for dividend-seeking investors, offering a yield exceeding 6%. Analyst opinions, however, suggest cautious optimism. Citigroup's analyst Asiya Merchant, who boasts an 89% historical accuracy rate in her recommendations, reaffirmed a Neutral rating on HPQ as of January 20, 2026. Merchant concurrently adjusted the price target downward, from $25 to $22, reflecting revised expectations.
Similarly, Erik Woodring of Morgan Stanley, with an 81% accuracy record, maintained an Underweight rating on HPQ on the same date, lowering his price target from $20 to $18. These downward revisions potentially reflect challenges or uncertainties perceived in HP's near-term outlook despite the company's strong dividend yield.
On the operational front, HP reported better-than-expected earnings for its most recent quarter ending on November 25, 2025. The firm posted earnings per share (EPS) of $0.93, surpassing analyst estimates of $0.92. Although a narrow beat, this result indicates a degree of steady earnings performance amidst a complex market environment.
HP's stock price was noted at approximately $19.83 at the time of this analysis, with a marginal price fluctuation noted on the trading day referenced. These valuations, combined with dividend yields, provide investors a quantitative basis to weigh HP's risk and return prospects.
Skyworks Solutions Inc. (NASDAQ: SWKS) – Dividend Yield: 5.00%
Skyworks Solutions, recognized for its technology components servicing communications infrastructure, offers a 5% dividend yield, positioning itself as another attractive stock for income investors. Analyst sentiment exhibits a conservative stance, with price targets recently revised downward.
Morgan Stanley's Joseph Moore, an analyst with a 79% accuracy rate, upheld an Equal-Weight rating as of February 2, 2026, while adjusting his price target from $89 down to $68. This significant reduction likely reflects tempered growth expectations or concerns about valuation amidst market pressures.
Additionally, B. Riley Securities’ Craig Ellis, with an 83% track record of accurate calls, maintained a Neutral rating on January 26, 2026, while similarly lowering the price target from $70 to $60. These aligned perspectives from distinct analysts reinforce a cautious but stable outlook toward Skyworks in the near term.
Investors should also note that Skyworks Solutions announced it would host a conference call with analysts on February 3, 2026, to discuss first quarter fiscal 2026 results. This event represents an opportunity for market participants to glean further insights into the company’s performance trajectory and strategic positioning.
Skyworks' stock was priced at approximately $57.16 at the time of reporting, maintaining its relevance for dividend income-focused portfolios while bearing in mind the moderated price targets.
Opera Ltd. (NASDAQ: OPRA) – Dividend Yield: 5.67%
Opera Ltd., a digital company known for its browser products and broader tech services, presents a notable yield of 5.67%. Although it operates in different tech subsectors compared to HP and Skyworks, it maintains investor attention through its dividend and market presence.
Analyst ratings depict a positive tilt on Opera's prospects. Goldman Sachs’ Eric Sheridan, with a 77% accuracy rate, affirmed a Buy rating on January 13, 2026. Nonetheless, Sheridan lowered the price target slightly from $24.5 to $21.5, suggesting that while the stock remains appealing, some valuation adjustments are warranted.
Lake Street’s Mark Argento, who has an accuracy percentage of 55%, also supported a Buy rating, notably raising the price target from $23 to $24 as of April 29, 2025. This divergence in target price trajectory indicates varied analytical assessments yet consensus around a positive stance toward the stock.
Recently, Opera issued robust revenue guidance for fiscal year 2025 on February 2, 2026. This positive revenue outlook could underpin sustained shareholder returns and support the company's dividend policy going forward.
At the time of the data presented, Opera’s shares traded at around $14.60, reflecting market valuation levels relative to analyst targets and dividend yield incentives.
Summary and Considerations
- High dividend yields from established technology companies continue to drive investor interest amid market uncertainty.
- Top-tier analysts, with proven track records for accuracy, have generally maintained cautious or neutral to moderately positive ratings on HP, Skyworks Solutions, and Opera, coupled with recent adjustments to price targets reflecting revised valuation and growth expectations.
- Recent earnings beats and favorable revenue guidance indicate operational strengths; however, downward price target revisions underscore persistent market risks and valuation pressures.
- Upcoming corporate events, such as Skyworks Solutions’ analyst call, offer opportunities for updated assessments of future performance and strategy.
Risks and Uncertainties
- Potential volatility in stock prices given the lowered price targets across multiple analysts, indicating market concerns or anticipated challenges.
- Uncertainty in sustaining dividend payments if future earnings or free cash flow generation weakens beyond current projections.
- Possible market reaction to evolving macroeconomic conditions or industry-specific headwinds, as reflected by conservative or neutral analyst ratings.
- The variability in analyst perceptions, as seen with Opera’s divergent price target trends, denotes areas of forecast uncertainty.