Raymond James analyst Chris Caso raised his price target for Skyworks (SWKS) to $110 from $90 and reiterated an Outperform rating following the company's September quarter results, which included upside to both the quarter and guidance. Caso tells investors in a research note that the magnitude of revenue upside was an order of magnitude less as compared to last week's Qorvo (QRVO) report, which he attributes to Skyworks' more conservative management style, and a particularly conservative approach to Huawei shipments. Caso says Skyworks also appears to be taking a more conservative approach to Huawei shipments as compared to others.