Key Takeaways Skyworks expects Q3 revenues of $900M-$950M and non-GAAP EPS of $1.03 at the midpoint.Mobile revenues may decline by low single digits sequentially, indicating normal seasonal weakness.Broad Markets should rise modestly, reach 43% of sales and grow high single digits year over year. Skyworks Solutions (SWKS - Free Report) is slated to release third-quarter fiscal 2026 results on July 28.
For the third quarter of fiscal 2026, the company expects non-GAAP earnings of $1.03 per share at the midpoint of the projected revenue range of $900-$950 million.
The Zacks Consensus Estimate for earnings has remained steady at $1.03 per share in the past 30 days. The projection indicates a 22.56% decrease from the figure reported in the year-ago quarter.
The consensus mark for third-quarter fiscal 2026 revenues is pegged at $922.08 million, indicating a 4.45% year-over-year decline.
Skyworks’ earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 12.31%.
Let us see how things have shaped up prior to the announcement.
Factors Likely to Have Influenced SWKS’ Q3 PerformanceSWKS’ third-quarter fiscal 2026 performance is expected to have suffered from seasonal weakness in the mobile business. Management anticipates a low single-digit sequential decline in mobile revenues, consistent with normal seasonality, which could weigh on overall results, given mobile’s significant share of total revenues. However, management remains optimistic due to healthy sell-through at key customers, strong execution on new product launches and increasing RF complexity driven by artificial intelligence (AI) workloads.
The company is expected to benefit from its recently secured multigenerational Android design win, which is projected to generate more than $1 billion in revenues through 2030, reinforcing its position in premium AI-enabled smartphones. The quarter is also likely to have benefited from healthy customer demand, book-to-bill above 1, lean channel inventories and resilient demand for premium high-complexity mobile solutions, supporting the company’s revenue performance.
The company’s third-quarter fiscal 2026 performance is expected to benefit from continued strength in broad markets, particularly in WiFi, data center and automotive segments. The company reported nine consecutive quarters of growth in broad markets, with these three engines collectively growing 30% year over year and accounting for nearly two-thirds of the broad markets business. Broad markets are projected to be up modestly sequentially, representing 43% of sales and up high single digits year over year.
SWKS’ ongoing product innovation is set to drive growth. The company introduced new BAW filters targeting early 6G FR3 spectrum and next-generation RF front-end solutions supporting frequencies above 7 gigahertz. SWKS expanded its timing portfolio with new clock buffers for data center, wireless infrastructure and PCIe Gen 7 applications. These innovations position SWKS to capture opportunities in emerging technology cycles, such as 6G and WiFi 8, and to meet the increasing complexity and performance demands of AI-driven workloads.
For the fiscal third quarter of 2026, gross margin is projected to remain flat at approximately 44.5-45.5%, reflecting seasonally lower volume and higher input costs. In the second quarter of fiscal 2026, gross profit was $425 million, translating to a gross margin of 45%, which management said aligned with the midpoint of guidance. However, on a year-over-year basis, gross margin contracted 160 basis points.
What Our Model SaysPer the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is the exact case here.
Skyworks has an Earnings ESP of +0.12% and a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Other Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat earnings in their upcoming releases.
Amphenol (APH - Free Report) has an Earnings ESP of +1.12% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Amphenol shares have gained 16.5% year to date. Amphenol is scheduled to report its second-quarter 2026 results on July 29.
ASE Technology (ASX - Free Report) has an Earnings ESP of +21.21% and a Zacks Rank #2.
ASE Technology shares have surged 145.1% year to date. ASE Technology is set to report its second-quarter 2026 results on July 30.
Fortive (FTV - Free Report) has an Earnings ESP of +2.82% and a Zacks Rank #2 at present.
Fortive shares have gained 9.8% in the year-to-date period. Fortive is set to report its second-quarter 2026 results on July 29.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SWKS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
On July 23, 2026, Skyworks Solutions Inc (SWKS) shares fell 4.3% to a current price of $60.47. This decline comes amid a 52-week range of $51.93 to $90.90. The
IRVINE, Calif., July 23, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), a global leader in high-performance analog and mixed-signal semiconductors, today introduced the SKY6911x/2x family of NetSync™ network synchronizers for AI data center and other time-sensitive, high-speed communications infrastructure. This new family of devices combines network synchronization features, including IEEE 1588 Precision Time Protocol (PTP) support, ITU-T compliant Synchronous Ethernet wander filtering, and the ability to lock to GNSS receiver clock outputs, with ultra-low jitter clock generation supporting 224G/448G SerDes interfaces enabling 800G and 1.6T networking platforms.
“Modern network infrastructure requires precise timing and support for increasing data speeds,” said James Wilson, vice president and general manager for timing at Skyworks. “Our latest NetSync devices bring these capabilities together to help customers significantly reduce system complexity, simplify product development and accelerate complex system integration. These benefits are increasingly important in fast-moving markets, such as scale-across networking in AI data center infrastructure.”
Integrated Synchronization, Clocking and Software
Traditional timing architecture often requires separate hardware devices for synchronization and jitter attenuation, along with third-party software, to implement a complete synchronization solution. In contrast, Skyworks’ SKY6911x/2x NetSync family integrates these functions into a single IC. Working seamlessly with Skyworks’ AccuTime™ synchronization software, the SKY6911x/2x enables system designers to optimize synchronization designs for performance, power consumption, and PCB footprint, greatly reducing the hardware and software design effort required to support synchronization in telecommunications infrastructure, data centers, AI systems and broadcast video production facilities.
Key capabilities include:
Ultra-low jitter: Supports direct clocking of high-speed serial links, including 224 and 448 Gbps based SerDes.Flexible architecture: Leverages Skyworks’ proven DSPLL® and MultiSynth™ technologies, simplifying reconfigurability to support different topologies and address varying system architectures and requirements.Standards-based synchronization: The combination of NetSync and AccuTime supports physical layer clock standards such as Synchronous Ethernet, along with IEEE 1588 PTP packet-based timing for a diverse set of applications, including telecommunications, AI data center synchronization and video production genlock.Enhanced time-of-day support: High-resolution time-of-day counters and timestamping, combined with flexible encoding protocols and multiple physical-layer options, allow seamless time-of-day interconnection to many third-party clocks, switches and PHYs, as well as supporting time distribution over existing backplane designs.AccuTime enabled: NetSync devices are supported by Skyworks’ AccuTime synchronization software, which enhances system functionality and value, while reducing time to market, by incorporating the software-layer aspects of a modern synchronization solution: A full IEEE 1588 (PTP) stack supporting common PTP profiles across multiple industriesA highly advanced time-recovery servo to allow accurate time alignment to be achieved over even the noisiest of networksAn advanced sync manager allowing autonomous selection and fusion across multiple time and frequency sources – packet timing, physical layer clocks, local GNSS & central-office frequency supplyInterworking with oscillator-vendor provided software to implement an extended TCXO/OCXO holdover capability, enabling enhanced performance while reducing overall system costsAccuTime Assistant GUI to simplify software configuration, bring-up and system debug Availability
The full-featured SKY69115 (general purpose network synchronizer), SKY69110 (centralized network synchronizer with ToD) and SKY69120 (line card network synchronizer with ToD) BGA-based devices are available now.
The smaller form factor SKY69116 (general purpose network synchronizer), SKY69112 (centralized network synchronizer with ToD) and SKY69122 (line card network synchronizer with ToD) QFN-based devices are expected to be available in early 2027.
For more information, please visit www.skyworksinc.com.
About Skyworks
Skyworks Solutions, Inc. is empowering the wireless networking revolution. We are a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet and wearables.
Skyworks is a global company with engineering, marketing, operations, sales and support facilities located throughout Asia, Europe and North America and is a member of the S&P 500® market index (Nasdaq: SWKS). For more information, please visit Skyworks’ website: www.skyworksinc.com.
Safe Harbor Statement
Any forward-looking statements contained in this press release are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include without limitation information relating to future events, results and expectations of Skyworks. Forward-looking statements can often be identified by words such as “anticipates,” “expects,” “forecasts,” “intends,” “believes,” “plans,” “may,” “will” or “continue,” and similar expressions and variations or negatives of these words. Actual events and/or results may differ materially and adversely from such forward-looking statements as a result of certain risks and uncertainties including, but not limited to, our ability to timely and accurately predict market requirements and evolving industry standards and to identify opportunities in new markets; our ability to develop, manufacture, and market innovative products and avoid product obsolescence; our ability to compete in the marketplace and achieve market acceptance of our products; the level of widespread deployment or adoption of commercial 5G networks, AI and other new technologies; the availability and pricing of third-party semiconductor foundry, assembly and test capacity, raw materials and supplier components; the quality of our products; our products’ ability to perform under stringent operating conditions; and other risks and uncertainties identified in the “Risk Factors” section of Skyworks' most recent Annual Report on Form 10-K (and/or Quarterly Report on Form 10-Q) as filed with the Securities and Exchange Commission (“SEC”). Copies of Skyworks' SEC filings can be obtained, free of charge, on Skyworks' website (www.skyworksinc.com) or at the SEC's website (www.sec.gov). Any forward-looking statements contained in this press release are made only as of the date hereof, and we undertake no obligation to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise.
Note to Editors: NetSync™, AccuTime™, DSPLL® and MultiSynth™, Skyworks and the Skyworks symbol are trademarks or registered trademarks of Skyworks Solutions, Inc., or its subsidiaries in the United States and other countries. Third-party brands and names are for identification purposes only and are the property of their respective owners.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/9641c317-1866-4d69-8c89-1ad4a2170c85
The Zacks Semiconductors - Radio Frequency industry is benefiting from increasing RF complexity required to support AI-enabled devices. AI workloads running at the edge require better uplink performance, lower latency and higher power efficiency, which translates into more RF content per device. As AI capabilities become standard across smartphones and connected devices, manufacturers require more filters, antennas and advanced RF front-end modules, creating a long-term demand tailwind for RF semiconductor suppliers like Skyworks (SWKS - Free Report) and RF Industries (RFIL - Free Report) . The transition toward 6G, WiFi 7, WiFi 8 and satellite connectivity is significantly increasing the complexity of wireless communications. Diversification into WiFi infrastructure, AI data centers and automotive electronics is benefiting industry participants. However, the industry is suffering from inflationary pressure from higher material costs and a volatile supply-chain environment shaped by tariff uncertainty and geopolitical risks.
Industry Description The Zacks Semiconductors - Radio Frequency Industry comprises companies that provide radio frequency solutions, front-end modules, low-noise amplifiers, diodes, multi-chip modules, optical components, surface acoustic wave, bulk acoustic wave technology-based antenna-plexers and film bulk acoustic resonator filters to enable smartphone devices to function more efficiently in the congested RF spectrum. They serve a wide array of industries with their solutions, finding ample applications in 5G and smartphone equipment, aerospace and defense, optical networks, cellular base stations, automotive and smart home applications. Most of these companies utilize robust wafer fabrication technologies, as well as ZigBee, Bluetooth Low Energy, Thread, silicon germanium and Gallium Nitride technologies, to stay ahead of the competition.
3 Trends Influencing the Prospects of the Semiconductors - RF Industry Accelerated 5G Deployment Acts as a Tailwind: The rapid implementation of 5G networking infrastructure and the robust adoption of cloud computing applications look promising for the wireless communication market. The coronavirus crisis-induced work-from-home wave has necessitated the need for higher bandwidth and triggered LTE advancements, which are expected to bolster the demand for RF power amplifiers. Increasing RF content in the latest 5G smartphones is a key catalyst. The growing demand for WiFi hotspots, as the number of wirelessly connected devices increases in households, is enhancing industry prospects.
Innovation Opens up Business Avenues: The rapid proliferation of IoT, wearables, drones, VR/AR devices, autonomous cars and ADAS is expected to drive the demand for RF semiconductor products beyond smartphone devices, favoring industry prospects. RF Semiconductors are setting the pace for technology modernization by digitizing aspects like connectivity, healthcare, transport and defense. The diversified utilization of RF Semiconductor products bodes well for the industry players. The evolution of semiconductor manufacturing processes from 10 nanometers (nm) to 7 nm, and even 5 nm and 3 nm technology, is anticipated to bolster the industry prospects. The rollout of bands and band combinations has led to considerable design challenges for OEM smartphone manufacturers. Industry participants are looking to address these challenges with a robust range of antenna-plexer portfolios utilizing the BAW technology.
Growing Adoption of Electric Vehicles Aids Prospects: Industry players are gaining from the increasing inclusion of their products in electric vehicles (EVs). The market for EVs is expected to expand fourfold by 2027.
Zacks Industry Rank Indicates Bullish Near-Term Prospects The Zacks Semiconductors - Radio Frequency Industry is housed within the broader Zacks Computer and Technology sector. It carries a Zacks Industry Rank #48, which places it in the top 19% of more than 250 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bullish near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
The industry’s position in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are optimistic about this group’s earnings growth potential. The industry’s earnings estimates for 2026 have moved up by 7.7% since Jan. 31, 2026.
Given the bright prospect, there are a few stocks worth watching in the industry. However, before we present the top industry picks, it is worth looking at the industry’s shareholder returns and current valuation first.
Industry Lags S&P 500 and Sector The Zacks Semiconductors - Radio Frequency Industry has underperformed the S&P 500 and its broader sector over the past year. The industry has declined 15.8% over this period against the S&P 500’s return of 21% and the broader sector’s appreciation of 30.7%.
One-Year Price Performance
Industry's Current Valuation On the basis of the forward 12-month price-to-earnings ratio (P/E), which is a commonly used multiple for valuing the Semiconductors - Radio Frequency stocks, the industry is currently trading at 12.16X, lower than the S&P 500’s 20.85X and the sector’s 25.19X.
Over the past five years, the industry has traded as high as 18.71X and as low as 7.89X, with the median being 14.53X, as the charts below show.
Forward 12-Month P/E Ratio
2 Radio Frequency Stocks to Watch RF Industries: Shares of this Zacks Rank #2 (Buy) company have moved up 129.6% year to date. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
RF Industries is benefiting from a more diversified growth profile as demand expands beyond its traditional telecom business into aerospace, edge data centers, transportation and industrial markets. The company highlighted record second-quarter 2026 bookings of more than $26 million, a backlog of approximately $20 million and improving customer engagement, particularly for integrated solutions rather than individual components. It is also pursuing large multi-site network deployment opportunities that combine products with installation and logistics services, supporting better revenue visibility for the second half of fiscal 2026.
The Zacks Consensus Estimate for RFIL’s fiscal 2026 earnings has been steady at 69 cents per share over the past 30 days.
Price and Consensus: RFIL
Skyworks: This Zacks Rank #3 (Hold) company is increasingly driven by diversification beyond smartphones. The company secured a multigenerational premium Android design win expected to generate more than $1 billion in revenue through 2030 while expanding its presence in AI-enabled devices. It also sees sustained growth from increasing RF content per device as AI workloads, WiFi 7/8, 6G, satellite connectivity and advanced wireless standards require more filters, antennas and higher-performance RF front-end solutions.
Skyworks shares have dropped 0.8% year to date. The Zacks Consensus Estimate for SWKS’ fiscal 2026 earnings has been steady at $5.05 per share over the past 30 days.
Skyworks Solutions (SWKS - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on July 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis chipmaker is expected to post quarterly earnings of $1.03 per share in its upcoming report, which represents a year-over-year change of -22.6%.
Revenues are expected to be $922.08 million, down 4.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.38% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Skyworks?For Skyworks, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.12%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Skyworks will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Skyworks would post earnings of $1.04 per share when it actually produced earnings of $1.15, delivering a surprise of +10.58%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Skyworks appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
, /PRNewswire/ -- Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC ("KSF"), announces that KSF has commenced an investigation into Skyworks Solutions, Inc. (NasdaqGS: SKW) ("Skyworks" or the "Company").
On February 5, 2025, the Company announced its financial results for the first quarter of fiscal year 2025, disclosing lower-than anticipated revenue guidance for the second quarter of fiscal year 2025, which it attributed to a "competitive landscape" that had "intensified" in recent years," despite previously providing investors with positive statements regarding its client base and business relationships during the relevant period.
Thereafter, the Company and certain of its executives were sued in a securities class action lawsuit, charging them with failing to disclose material information during the class period in violation of federal securities laws, which remains ongoing.
KSF's investigation is focusing on whether Skyworks' officers and/or directors breached their fiduciary duties to its shareholders or otherwise violated state or federal laws.
If you have information that would assist KSF in its investigation, or have been a long-term holder of Skyworks shares and would like to discuss your legal rights, you may, without obligation or cost to you, call toll-free at 1-833-938-0905 or email KSF Managing Partner Lewis Kahn ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-skw/ to learn more.
About Kahn Swick & Foti, LLC
KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors - in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.
TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services
To learn more about KSF, you may visit www.ksfcounsel.com.
Contact:
Kahn Swick & Foti, LLC
Lewis Kahn, Managing Partner
[email protected]
1-877-515-1850
1100 Poydras St., Suite 960
New Orleans, LA 70163
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Skyworks Solutions (SWKS - Free Report) . This company, which is in the Zacks Semiconductors - Radio Frequency industry, shows potential for another earnings beat.
When looking at the last two reports, this chipmaker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 10.29%, on average, in the last two quarters.
For the last reported quarter, Skyworks came out with earnings of $1.15 per share versus the Zacks Consensus Estimate of $1.04 per share, representing a surprise of 10.58%. For the previous quarter, the company was expected to post earnings of $1.4 per share and it actually produced earnings of $1.54 per share, delivering a surprise of 10.00%.
Thanks in part to this history, there has been a favorable change in earnings estimates for Skyworks lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Skyworks has an Earnings ESP of +0.12% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on July 28, 2026.
Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
July 28 at 4:30 p.m. EDT July 15, 2026 16:01 ET | Source: Skyworks Solutions, Inc.
IRVINE, Calif., July 15, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, will host a conference call with analysts to discuss its third quarter fiscal 2026 results and business outlook on July 28, 2026, at 4:30 p.m. EDT.
After the close of the market on July 28, and prior to the conference call, Skyworks will issue a copy of the earnings press release via GlobeNewswire. The press release may also be viewed on Skyworks’ website at www.skyworksinc.com/investors.
To listen to the conference call, please visit the investor relations section of Skyworks’ website at https://investors.skyworksinc.com/events-presentations. Playback of the conference call will be available on Skyworks’ website at www.skyworksinc.com/investors beginning at 9 p.m. EDT on July 28. Additionally, a transcript of the company’s prepared remarks will be made available on our website promptly after their conclusion during the call.
About Skyworks
Skyworks Solutions, Inc. is empowering the wireless networking revolution. Our highly innovative analog and mixed-signal semiconductors are connecting people, places and things spanning a number of new and previously unimagined applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet and wearables.
Skyworks is a global company with engineering, marketing, operations, sales and support facilities located throughout Asia, Europe and North America and is a member of the S&P 500® market index (Nasdaq: SWKS). For more information, please visit Skyworks’ website at: www.skyworksinc.com.
Safe Harbor Statement
Any forward-looking statements contained in this press release are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include without limitation information relating to future events, results and expectations of Skyworks. Forward-looking statements can often be identified by words such as “anticipates,” “expects,” “forecasts,” “intends,” “believes,” “plans,” “may,” “will” or “continue,” and similar expressions and variations or negatives of these words. Actual events and/or results may differ materially and adversely from such forward-looking statements as a result of certain risks and uncertainties, including those identified in the “Risk Factors” section of Skyworks' most recent Annual Report on Form 10-K (and/or Quarterly Report on Form 10-Q) as filed with the Securities and Exchange Commission (“SEC”). Copies of Skyworks' SEC filings can be obtained, free of charge, on Skyworks' website (www.skyworksinc.com) or at the SEC's website (www.sec.gov). Any forward-looking statements contained in this press release are made only as of the date hereof, and we undertake no obligation to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise.
Note to Editors: Skyworks and the Skyworks symbol are trademarks or registered trademarks of Skyworks Solutions, Inc., or its subsidiaries in the United States and other countries. Third-party brands and names are for identification purposes only and are the property of their respective owners.
An image accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7388e035-bad7-4503-9a05-e66a6aa9589b
Contact Data Media Relations: Constance Griffiths (949) 230-4867 Investor Relations: Raji Gill (949) 508-0973
NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC (“KSF”), announces that KSF has commenced an investigation into Skyworks Solutions, Inc. (NasdaqGS: SKW) (“Skyworks” or the “Company”). On February 5, 2025, the Company announced its financial results for the first quarter of fiscal year 2025, disclosing lower-than anticipated revenue guidance for the second quarter of fiscal year 202.
I rate Skyworks Solutions a Buy with a $116 price target, reflecting 53% upside potential from current levels. My growth drivers are the premium Android win, which helps reduce the one-customer mobile concern; then the Broad Markets give SWKS a better mix, and Qorvo adds scale and synergy potential. My valuation uses $6.03 of FWD EPS and a 19.16x FWD non-GAAP P/E multiple, which sits between SWKS' historical 13.4x multiple and the broader peer level of about 24.92x.
Key Takeaways SWKS beat Q2 FY26 revenue and EPS expectations, though EPS fell 7% and sales slipped 1%.Broad Markets rose 10% y/y to 42% of sales; WiFi, data center and auto grew 30%.SWKS cited an Android OEM win greater than $1B through 2030 and guided Q3 revenues of $900-$950M. Skyworks Solutions (SWKS - Free Report) reported second-quarter fiscal 2026 earnings of $1.15 per share, which beat the Zacks Consensus Estimate by 10.6% but declined 7.3% year over year.
Revenues came in at $943.7 million, down 1% from the year-ago quarter and beat the consensus mark by 4.8%. Broad Markets stood out again, representing 42% of sales and rising 10% year over year, supported by momentum across WiFi, data center and automotive.
SWKS Shows Upside Across Mobile and Broad MarketsSWKS said results landed above the high end of its outlook, citing upside in both mobile and broad markets. Management pointed to solid demand signals, lean channel inventories and strength in premium, high-complexity solutions as supportive factors during the reported quarter.
On the call, the company also highlighted nine consecutive quarters of growth in Broad Markets, with roughly $400 million of quarterly revenues in that business. WiFi, data center and automotive together made up nearly two-thirds of Broad Markets and collectively grew 30% year over year, reinforcing the company’s diversification push.
Skyworks’ Mobile Mix Reflects Customer ConcentrationMobile represented 58% of total revenues in the reported quarter, and Skyworks said performance ran ahead of its expectations on healthy sell-through at its top customer and product execution. Customer concentration remained elevated, with the largest customer accounting for approximately 60% of revenue.
Management reiterated its view that long-term RF content opportunity remains intact, citing a stronger unit backdrop and the potential for rising RF complexity. The company also said it has not seen an impact from broader industry discussion around memory supply and pricing so far, while noting it is monitoring the environment closely.
Skyworks Details Design Win and Technology Road MapSkyworks emphasized a multi-generational design win with a leading Android OEM that is expected to generate over $1 billion in revenues through 2030. Management characterized the award as incremental business in the premium segment and said it reflects technology differentiation and collaboration with the customer across multiple product generations.
The company also outlined product momentum across several fronts, including BAW filters targeting early 6G FR3 spectrum and next-generation RF front-end solutions supporting frequencies above 7 gigahertz. It additionally cited expansion in timing products, including new clock buffers aimed at data center, wireless infrastructure and PCIe Gen 7 applications and said it is engaged with customers on early WiFi 8 programs.
SWKS Margins Hold as Input Costs Stay a HeadwindProfitability was steady despite cost pressures. Gross profit was $425 million, translating to a gross margin of 45%, which management said aligned with the midpoint of guidance. However, on a year-over-year basis, gross margin contracted 160 basis points (bps).
Operating expenses on a GAAP basis were $343.2 million, up 16.6% year over year. Research & development expenses increased 13.9% year over year, while selling, general and administrative expenses jumped 36%.
Operating income on a non-GAAP basis was $189 million, down 15% year over year. Operating margin of 20% contracted 330 bps year over year. The company said higher input costs remained a modest headwind, but it has been working to contain those pressures through cost controls and selective price adjustments.
SWKS Balance Sheet Stays Flexible, Dividend ContinuesSkyworks ended the quarter with approximately $1.4 billion in cash and investments and $1 billion in debt, maintaining what management described as a strong balance sheet with flexibility to support strategic priorities.
The company paid $107 million in quarterly dividends and declared a cash dividend of 71 cents per share, payable June 16, 2026, to stockholders of record as of May 26, 2026.
Management also noted that, under operating covenants tied to its merger agreement, it supported Qorvo’s $400 million share repurchase during the quarter.
Skyworks Guides for Seasonal Mobile and Steady Broad MarketsFor the third quarter of fiscal 2026, Skyworks expects revenues in the range of $900 million to $950 million. Management anticipates mobile to decline low single digits sequentially, consistent with typical seasonality, while Broad Markets is expected to rise modestly sequentially and represent about 43% of sales, up high single digits year over year.
Gross margin is projected to be approximately 44.5% to 45.5%, with operating expenses expected between $235 million and $245 million. Below the line, Skyworks guided about $4 million in other expenses, a 10% effective tax rate and a diluted share count of 151 million shares, with expected earnings of $1.03 per share at the midpoint of the revenue range.
Zacks Rank & Stocks to ConsiderSkyworks currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Computer and Technology sector that are set to report their quarterly results are Docebo (DCBO - Free Report) , Diodes (DIOD - Free Report) and Keysight Technologies (KEYS - Free Report) . Each of the three stocks sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Diodes, Docebo and Keysight Technologies are set to report their quarterly results on May 7, 8 and 19, respectively. Year to date, shares of Diodes and Keysight Technologies have jumped 128% and 75.2%, respectively, while Docebo has dropped 8.4%.
Citrini Research may not be the household name that Goldman Sachs, but the macro-focused research firm made a name for itself earlier this year with a blog post entitled, "The 2028 Global Intelligence Crisis."
That thought experiment outlined a theoretical dystopian future where AI destroys jobs and transforms the modern economy. The blog post also gave a convincing narrative of how software stocks could get upended by AI, and the software-as-a-service sector plunged on the news as it captured the zeitgeist of investor fear at the moment.
Now, in a post on X, Citrini dropped a theory about how to find the top chip stocks, which is simply to look for the ones that haven't surged yet.
This is going to really upset some people but this is the part of the cycle where you can pretty much do a screen by sector = semiconductor, find the last names that haven't tripled this cycle yet and still trade at the lower end of historical valuation range and then just buy em
-- Citrini (@citrini) May 5, 2026 Based on the recent movement in the semiconductor sector, that theory makes sense.
Nvidia was the original flagbearer in the AI boom. However, last year, the momentum passed on to memory chip stocks like Micron, which has surged over the last year. More recently, it's shifted to CPU stocks like Intel, AMD, and Arm.
Intel's recent surge may offer the best evidence for why Citrini's theory could play out. The company has not yet reported particularly strong growth numbers, but a hint of turnaround was enough to make it bounce after its latest earnings report. Its revenue rose 7%, while it guided to 11% growth in the second quarter.
So what could be next? Let's take a look at some of the prospects according to Citrini's theory.
The semiconductor laggards Out of 57 semiconductors with market caps above $300 million, according to a stock screener, only two have had negative returns over the last year. In fact, only two have gained less than 25% in the last year. Those are Wolfspeed (Nasdaq: WOLF) and Skyworks (SWKS +1.70%).
Wolfspeed may be best known for filing for bankruptcy last year, but after cutting its debt burden by 70% and extending debt maturities, the company has significantly improved its financial health, and the stock has surged over the last month along with the rest of the semiconductor industry.
The company is still losing money, and gross margin is well into the red at -27% in its just-reported third quarter. However, Wolfspeed is seeing growth in its AI data center applications business, which seems to be enough to drive its recent surge. Still, it remains a high-risk stock.
Skyworks has missed out on the semiconductor rally, as the company struggles to grow revenue, reporting essentially flat growth in its most recent quarter. The company is highly exposed to the smartphone market, which has been weak recently, though it could benefit from the growth of Edge AI, or AI in end-user devices like smartphones. If Edge AI takes off, Skyworks looks poised to capitalize.
Some other possibilities include Qualcomm (QCOM +4.28%), another leading provider of smartphone chips, which has started to surge recently. Qualcomm is expected to be a leader in Edge AI thanks to its Snapdragon platform, and the company is reportedly working with OpenAI to develop processors for "AI agent" smartphones. Like Skyworks, Qualcomm has also struggled to grow its revenue recently, but investors seem to see it catching AI tailwinds, in part because of the partnership with OpenAI.
Image source: Getty Images.
Will the laggards catch up? Picking individual winners based on the set of laggards isn't easy, but the theory seems correct as AI is likely to lift edge chip companies as well as others that have yet to feel the tailwinds from the new tech boom.
As the recent surge in Qualcomm, as well as chip stocks like Texas Instruments and GlobalFoundries, shows, a basket of chip stocks that have yet to surge could prove to be a winner over the next year or two.
NEW YORK, May 08, 2026 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Skyworks Solutions, Inc. (NASDAQ: SWKS) breached their fiduciary duties to shareholders.
According to a federal securities lawsuit, Insiders at Skyworks caused the company to misrepresent or fail to disclose material adverse facts concerning the true state of Skyworks’ client base; notably, that its long-standing relationship with Apple, its largest customer, did not guarantee that Apple would maintain its business relationship with Skyworks for its anticipated iPhone launch. Additionally, insiders oversold Skyworks’ position and ability to capitalize on AI in the smartphone upgrade cycle.
If you currently own SWKS and purchased prior to July 30, 2024 please contact Justin Kuehn, Esq. by email at [email protected] or call (833) 672-0814. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
Why Your Participation Matters:
As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™
New York, New York--(Newsfile Corp. - May 8, 2026) - Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Skyworks Solutions, Inc. (NASDAQ: SWKS) breached their fiduciary duties to shareholders.
According to a federal securities lawsuit, Insiders at Skyworks caused the company to misrepresent or fail to disclose material adverse facts concerning the true state of Skyworks' client base; notably, that its long-standing relationship with Apple, its largest customer, did not guarantee that Apple would maintain its business relationship with Skyworks for its anticipated iPhone launch. Additionally, insiders oversold Skyworks' position and ability to capitalize on AI in the smartphone upgrade cycle.
If you currently own SWKS and purchased prior to July 30, 2024 please contact Justin Kuehn, Esq. by email at [email protected] or call (833) 672-0814. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
Why Your Participation Matters:
As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™
Philadelphia, Pennsylvania--(Newsfile Corp. - May 10, 2026) - What is Happening? Grabar Law Office is investigating claims on behalf of shareholders of Skyworks Solutions, Inc. (NASDAQ: SKWS) as a securities fraud class action has survived a motion to dismiss. The investigation concerns whether certain officers and directors breached the fiduciary duties they owed to the company.
If you purchased Skyworks Solutions, Inc. (NASDAQ: SKWS) shares prior to July 30, 2024, and still hold shares today, you can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever. Please visit https://grabarlaw.com/the-latest/skyworks-shareholder-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085 to learn more.
Why? Key allegations of a federal securities fraud class action complaint filed against Skyworks Solutions, Inc. (NASDAQ: SKWS) and certain of its officers have now survived a motion to dismiss.
The underlying complaint alleges that Skyworks, through certain of its officers, provided investors with material information concerning Skyworks' expected revenue for the fiscal year 2025. Defendants' statements included, among other things, confidence in Skyworks' ability to expand its mobile business and capitalize on its growth potential by investing in new technologies to diversify its portfolio of offerings. It is alleged that Defendants provided these overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Skyworks' client base; notably, that its long-standing relationship with Apple, its largest customer, did not guarantee that Apple would maintain its business relationship with Skyworks for its anticipated iPhone launch. Additionally, the Complaint alleges Defendants oversold Skyworks' position and ability to capitalize on AI in the smartphone upgrade cycle.
On May 6, 2026, the United States District Court for the Central District of California determined that: "Plaintiffs have shown with the requisite plausibility through their confidential witnesses, competitor statements, and analyst reports that material omissions could have been made." Further, "the allegations in the complaint, taken collectively, give rise to a cogent and compelling inference of scienter that is at least as strong as any opposing innocent inference."
What Can You Do Now? If you purchased Skyworks Solutions, Inc. (NASDAQ: SKWS) shares prior to July 30, 2024, and still hold shares today, you are encouraged to visit https://grabarlaw.com/the-latest/skyworks-shareholder-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085. You can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever.
#SKWS $SKWS #Skyworks
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, /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Skyworks Solutions, Inc. (NASDAQ: SWKS) breached their fiduciary duties to shareholders.
According to a federal securities lawsuit, Insiders at Skyworks caused the company to misrepresent or fail to disclose material adverse facts concerning the true state of Skyworks' client base; notably, that its long-standing relationship with Apple, its largest customer, did not guarantee that Apple would maintain its business relationship with Skyworks for its anticipated iPhone launch. Additionally, insiders oversold Skyworks' position and ability to capitalize on AI in the smartphone upgrade cycle.
If you currently own SWKS and purchased prior to July 30, 2024 please contact Justin Kuehn, Esq. by email at [email protected] or call (833) 672-0814. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
Why Your Participation Matters:
As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™
On May 20, 2026, Skyworks Solutions Inc SWKS shares rose 5.7% to a current price of $74.35. This recent uptick follows a strong performance over the past month, where shares have increased by 25.0%. Over the last year, the stock has fluctuated between a 52-week high of $90.90 and a low of $51.93.
GF Value™ verdict: Shares are currently priced at $74.35, which is 12.4% below the GF Value™ estimate of $84.90.GF Score™ of 73/100 indicates that SWKS is above average compared to its peers.Financial Strength rating of 8/10 suggests a solid foundation for the company. Is SWKS Overvalued or Undervalued? Skyworks Solutions Inc is currently trading at a price of $74.35, which is 12.4% undervalued when compared to the GF Value™ estimate of $84.90. This suggests a margin of safety for potential investors, as the stock is not only below its intrinsic value but also indicates an opportunity for appreciation. The GF Valuation label categorizes SWKS as modestly undervalued, which aligns with the notion that the current market price may not fully reflect the company's underlying value. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
While the undervaluation presents a favorable opportunity, investors should remain cautious and consider the broader market conditions and the company's growth prospects before making any decisions. The relatively low growth rank of 1/10 indicates potential challenges in the growth aspect of SWKS's business, which should be factored into any valuation assessment.
How Does SWKS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 30.9x 18.6x Forward P/E 15.2x N/A The current P/E ratio of 30.9x is significantly above the 5-year median P/E of 18.6x, indicating that the stock is trading at a premium compared to its historical valuation. This analysis aligns with the GF Value™ verdict, suggesting that while the stock appears undervalued in terms of GF Value™, the elevated P/E ratio indicates potential overvaluation based on historical earnings multiples.
What Does SWKS's GF Score™ Tell Us? Metric Rating GF Score™ 73/100 Financial Strength 8/10 Profitability 8/10 Growth 1/10 Valuation 10/10 Momentum 5/10 The GF Score™ of 73/100 indicates that SWKS has a relatively strong position in terms of financial strength and profitability, both rated at 8/10. However, the growth rank of 1/10 is a notable weakness, suggesting that the company may face challenges in expanding its revenue base. The valuation rank of 10/10 reinforces the idea that the stock is undervalued, but the low growth score raises concerns that should not be overlooked.
What Are Insiders Doing with SWKS Stock? In the last three months, there have been no insider transactions reported for Skyworks Solutions Inc. This lack of activity may suggest that insiders are not currently making significant moves to buy or sell shares, which could indicate confidence in the company's stability or a lack of urgency to capitalize on perceived undervaluation.
What This Means for Investors Based on the analysis, Skyworks Solutions Inc SWKS appears to be undervalued according to the GF Value™, which estimates the fair value at $84.90 compared to the current price of $74.35. However, the elevated P/E ratio and low growth score indicate potential risks that should be considered. Overall, the stock presents an opportunity, but investors should carefully assess the company's growth prospects and broader market conditions.
For the complete analysis, visit the Skyworks Solutions Inc SWKS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is SWKS's GF Score™?
SWKS has a GF Score™ of 73/100, indicating that it performs above average compared to its peers in terms of financial strength, profitability, and valuation.
Is SWKS overvalued or undervalued?
SWKS is currently undervalued, with a GF Value™ estimate of $84.90 compared to its current trading price of $74.35.
What is SWKS's P/E ratio?
The P/E ratio for SWKS is 30.9x, which is significantly above its 5-year median P/E of 18.6x, indicating that it is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Skyworks Solutions, Inc. (NASDAQ: SWKS) breached their fiduciary duties to shareholders.
If you currently own Skyworks stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].
Why Your Participation Matters:
Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
Attorney Advertising. Prior results do not guarantee a similar outcome.
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On June 02, 2026, Skyworks Solutions Inc SWKS shares rose 4.8%, closing at $79.14. The stock has shown a 52-week range of $51.93 to $90.90, reflecting significant volatility over the past year.
GF Value™ verdict: Shares are currently priced at $79.14, which is 6.6% undervalued compared to the GF Value™ estimate of $84.73.GF Score™: 75/100, indicating an above-average ranking based on key financial metrics.Most notable signal: Financial Strength is rated 8/10, highlighting a solid financial foundation. Is SWKS Overvalued or Undervalued? The current price of Skyworks Solutions Inc SWKS at $79.14 is 6.6% below the GF Value™ estimate of $84.73, indicating that the stock is undervalued. This margin of safety suggests an opportunity for potential gains, although it is essential to consider the overall market conditions and future performance estimates. The GF Valuation label categorizes SWKS as fairly valued, emphasizing that while there is undervaluation, caution is warranted due to market volatility and sector dynamics.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. As such, the current undervaluation presents an interesting opportunity, particularly for those looking for growth potential in the semiconductor industry, where Skyworks operates.
How Does SWKS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 32.8x 18.6x Forward P/E 15.2x N/A Skyworks’ current P/E ratio of 32.8x is significantly above its 5-year median P/E of 18.6x, indicating that the stock is trading at a premium compared to its historical valuation. This analysis aligns with the GF Value™ verdict, suggesting that while there is an undervaluation based on intrinsic value, the stock's current P/E indicates a higher market expectation, which could warrant caution.
What Does SWKS's GF Score™ Tell Us? Metric Rating GF Score™ 75/100 Financial Strength 8/10 Profitability 8/10 Growth 1/10 Valuation 10/10 Momentum 7/10 The GF Score™ of 75/100 indicates a strong overall performance, particularly in Financial Strength and Profitability, which are rated 8/10. However, the Growth rank is notably low at 1/10, suggesting challenges in growth prospects for Skyworks. The Valuation rank is strong at 10/10, reinforcing the notion that the stock is currently undervalued based on intrinsic metrics. The Momentum rank of 7/10 indicates positive movement, but investors should monitor the growth aspect closely.
What Are Insiders Doing with SWKS Stock? In the last three months, there have been no insider transactions reported for Skyworks Solutions Inc SWKS . This lack of insider activity may suggest a neutral sentiment among executives regarding the company's short-term performance. Generally, a pattern of insider buying could indicate confidence in the company’s future, while selling could raise concerns. However, the absence of transactions also implies that insiders are not taking any immediate action, which can be interpreted as a stable outlook from their perspective.
What This Means for Investors Based on the current analysis, Skyworks Solutions Inc SWKS is considered undervalued with respect to the GF Value™ estimate. While the stock shows potential for growth based on its undervalued status, the elevated P/E ratio and low growth rank suggest that investors should proceed with caution and consider the broader market context.
For the complete analysis, visit the Skyworks Solutions Inc SWKS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is SWKS's GF Score™?
SWKS has a GF Score™ of 75/100, which indicates an above-average ranking based on financial strength and profitability metrics.
Is SWKS overvalued or undervalued?
SWKS is currently undervalued, with a GF Value™ estimate suggesting a 6.6% upside opportunity from its current price.
What is SWKS's P/E ratio?
SWKS's P/E (TTM) is 32.8x, which is significantly above its 5-year median of 18.6x, indicating it is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
A month has gone by since the last earnings report for Skyworks Solutions (SWKS - Free Report) . Shares have added about 24.2% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Skyworks due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Skyworks Solutions, Inc. before we dive into how investors and analysts have reacted as of late.
SWKS' Q2 Earnings Beat Estimates, Revenues Up on Strong Broad MarketsSkyworks Solutions reported second-quarter fiscal 2026 earnings of $1.15 per share, which beat the Zacks Consensus Estimate by 10.6% but declined 7.3% year over year.
Revenues came in at $943.7 million, down 1% from the year-ago quarter and beat the consensus mark by 4.8%. Broad Markets stood out again, representing 42% of sales and rising 10% year over year, supported by momentum across WiFi, data center and automotive.
SWKS Shows Upside Across Mobile and Broad MarketsSWKS said results landed above the high end of its outlook, citing upside in both mobile and broad markets. Management pointed to solid demand signals, lean channel inventories and strength in premium, high-complexity solutions as supportive factors during the reported quarter.
On the call, the company also highlighted nine consecutive quarters of growth in Broad Markets, with roughly $400 million of quarterly revenues in that business. WiFi, data center and automotive together made up nearly two-thirds of Broad Markets and collectively grew 30% year over year, reinforcing the company’s diversification push.
Skyworks’ Mobile Mix Reflects Customer ConcentrationMobile represented 58% of total revenues in the reported quarter, and Skyworks said performance ran ahead of its expectations on healthy sell-through at its top customer and product execution. Customer concentration remained elevated, with the largest customer accounting for approximately 60% of revenue.
Management reiterated its view that long-term RF content opportunity remains intact, citing a stronger unit backdrop and the potential for rising RF complexity. The company also said it has not seen an impact from broader industry discussion around memory supply and pricing so far, while noting it is monitoring the environment closely.
Skyworks Details Design Win and Technology Road MapSkyworks emphasized a multi-generational design win with a leading Android OEM that is expected to generate over $1 billion in revenues through 2030. Management characterized the award as incremental business in the premium segment and said it reflects technology differentiation and collaboration with the customer across multiple product generations.
The company also outlined product momentum across several fronts, including BAW filters targeting early 6G FR3 spectrum and next-generation RF front-end solutions supporting frequencies above 7 gigahertz. It additionally cited expansion in timing products, including new clock buffers aimed at data center, wireless infrastructure and PCIe Gen 7 applications and said it is engaged with customers on early WiFi 8 programs.
SWKS Margins Hold as Input Costs Stay a HeadwindProfitability was steady despite cost pressures. Gross profit was $425 million, translating to a gross margin of 45%, which management said aligned with the midpoint of guidance. However, on a year-over-year basis, gross margin contracted 160 basis points (bps).
Operating expenses on a GAAP basis were $343.2 million, up 16.6% year over year. Research & development expenses increased 13.9% year over year, while selling, general and administrative expenses jumped 36%.
Operating income on a non-GAAP basis was $189 million, down 15% year over year. Operating margin of 20% contracted 330 bps year over year. The company said higher input costs remained a modest headwind, but it has been working to contain those pressures through cost controls and selective price adjustments.
SWKS Balance Sheet Stays Flexible, Dividend ContinuesSkyworks ended the quarter with approximately $1.4 billion in cash and investments and $1 billion in debt, maintaining what management described as a strong balance sheet with flexibility to support strategic priorities.
The company paid $107 million in quarterly dividends and declared a cash dividend of 71 cents per share, payable June 16, 2026, to stockholders of record as of May 26, 2026.
Management also noted that, under operating covenants tied to its merger agreement, it supported Qorvo’s $400 million share repurchase during the quarter.
Skyworks Guides for Seasonal Mobile and Steady Broad MarketsFor the third quarter of fiscal 2026, Skyworks expects revenues in the range of $900 million to $950 million. Management anticipates mobile to decline low single digits sequentially, consistent with typical seasonality, while Broad Markets is expected to rise modestly sequentially and represent about 43% of sales, up high single digits year over year.
Gross margin is projected to be approximately 44.5% to 45.5%, with operating expenses expected between $235 million and $245 million. Below the line, Skyworks guided about $4 million in other expenses, a 10% effective tax rate and a diluted share count of 151 million shares, with expected earnings of $1.03 per share at the midpoint of the revenue range.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.
The consensus estimate has shifted 6.08% due to these changes.
VGM ScoresAt this time, Skyworks has a poor Growth Score of F, however its Momentum Score is doing a lot better with a C. Charting a somewhat similar path, the stock was allocated a grade of B on the value side, putting it in the second quintile for value investors.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Notably, Skyworks has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Skyworks Solutions, Inc. (SWKS - Free Report) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SWKS's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross."
Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves the 50-day and the 200-day, since bigger time periods tend to form stronger breakouts.
A successful golden cross event has three stages. It first begins when a stock's price on the decline bottoms out. Then, its shorter moving average crosses above its longer moving average, triggering a positive trend reversal. The third and final phase occurs when the stock maintains its upward momentum.
A golden cross contrasts with a death cross, another widely-followed chart pattern that suggests bearish momentum could be on the horizon.
SWKS has rallied 10.2% over the past four weeks, and the company is a #3 (Hold) on the Zacks Rank at the moment. This combination indicates SWKS could be poised for a breakout.
The bullish case solidifies once investors consider SWKS's positive earnings outlook. For the current quarter, no earnings estimate has been cut compared to 9 revisions higher in the past 60 days. The Zacks Consensus Estimate has increased too.
Investors may want to watch SWKS for more gains in the near future given the company's key technical level and positive earnings estimate revisions.
NUREMBERG, Germany, June 09, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today at PCIM 2026 unveiled its new Si829x isolated safety gate driver for electric vehicle (EV) traction inverters and other electrified systems, including eTrucking, industrial motor drives and emerging mobility platforms. Held annually in Nuremberg, Germany, PCIM Expo is the leading global event for power electronics and energy management technologies.
Advanced Safety for Automotive Applications
Developed according to ISO 26262 functional safety standards, the Si829x is suitable for use in functional safety systems rated up to ASIL D, delivering the robustness required for next-generation EV traction inverters. Its integrated protection features include:
Extensive diagnostic fault coverage, notification and managementComprehensive safety mechanisms including power-up self-checks and safe state enforcementGlobally certified isolation technology for enhanced safety and reliability
With applications in battery electric vehicles, hybrid electric vehicles and plug-in hybrids, eTrucking, eAgriculture and exciting new segments like robotaxis and electric vertical take-off and landing (eVTOL) aircraft, Si829x is a comprehensive choice among isolated gate drivers for advanced propulsion systems.
A New Approach to Gate Drive Control
Unlike conventional voltage-mode gate drivers, the Si829x uses ProVCD™, Skyworks’ second-generation variable current drive, with high resolution gate waveform shaping and cycle-by-cycle control through a digital interface. This approach enables:
Reduced switching losses up to 44% compared with voltage modeImproved thermal efficiency through multiple packaging optionsMitigated electromagnetic interference (EMI) and filtering requirementsPrecise 15 Amp 3-phase turn-on and turn-off current waveform controlA smaller PCB footprint and system-level cost savings
Together, these benefits allow manufacturers to increase inverter efficiency while simplifying system design and accelerating development cycles.
“As EV platforms scale globally, automakers face increasing pressure to improve efficiency and integrate advanced features while also lowering system cost,” said Mario Battello, vice president of product line management at Skyworks. “The Si829x introduces a new class of gate driver technology that can enable all of these. By allowing customers to standardize inverter designs across multiple platforms while optimizing performance through software, we believe this solution can help optimize EV drivetrains and improve system-level economics.”
Platform Scalability and Design Flexibility
The Si829x is designed as a configurable platform, allowing engineers to adjust gate drive parameters through software rather than fixed hardware components. This supports:
Design reuse across multiple vehicle platformsFaster development and validation cyclesGreater flexibility to optimize performance, efficiency, or costVendor-agnostic compatibility across power semiconductor technologies By supporting both SiC FETs and IGBTs within a single gate driver platform that integrates a VPOS regulator to provide bipolar gate drive voltages eliminating an external negative gate bias supply, the solution helps customers streamline design efforts and reduce time to production.
Skyworks at PCIM 2026 and Si829x availability
At PCIM Expo 2026 Hall 4A, Stand 328, Skyworks will showcase the Si829x in interactive demonstrations highlighting real-time inverter optimization across EV driving and charging scenarios. These demonstrations illustrate how current-mode gate control can improve efficiency, reduce system complexity and enable flexible inverter design. Si829x production is planned for end July 2026. To learn more, visit skyworksinc.com/go/si829x.
About Skyworks
Skyworks Solutions, Inc. is empowering the wireless networking revolution. We are a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet and wearables.
Skyworks is a global company with engineering, marketing, operations, sales and support facilities located throughout Asia, Europe and North America and is a member of the S&P 500® market index (Nasdaq: SWKS). For more information, please visit Skyworks’ website: www.skyworksinc.com.
Safe Harbor Statement
Any forward-looking statements contained in this media alert are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include without limitation information relating to future events, results and expectations of Skyworks. Forward-looking statements can often be identified by words such as “anticipates,” “expects,” “forecasts,” “intends,” “believes,” “plans,” “may,” “will” or “continue,” and similar expressions and variations or negatives of these words. Actual events and/or results may differ materially and adversely from such forward-looking statements as a result of certain risks and uncertainties including, but not limited to, our ability to timely and accurately predict market requirements and evolving industry standards and to identify opportunities in new markets; our ability to develop, manufacture, and market innovative products and avoid product obsolescence; our ability to compete in the marketplace and achieve market acceptance of our products; the level of widespread deployment or adoption of commercial 5G networks, AI and other new technologies; the availability and pricing of third-party semiconductor foundry, assembly and test capacity, raw materials and supplier components; the quality of our products; our products’ ability to perform under stringent operating conditions; and other risks and uncertainties identified in the “Risk Factors” section of Skyworks' most recent Annual Report on Form 10-K (and/or Quarterly Report on Form 10-Q) as filed with the Securities and Exchange Commission (“SEC”). Copies of Skyworks' SEC filings can be obtained, free of charge, on Skyworks' website (www.skyworksinc.com) or at the SEC's website (www.sec.gov). Any forward-looking statements contained in this media alert are made only as of the date hereof, and we undertake no obligation to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise.
Note to Editors: ProVCD™, SelVCD™, Skyworks and the Skyworks symbol are trademarks or registered trademarks of Skyworks Solutions, Inc., or its subsidiaries in the United States and other countries. Third-party brands and names are for identification purposes only and are the property of their respective owners.
Live demonstrations highlight real-time power control, efficiency and system performance across AI data center, EV and high-power applications June 10, 2026 03:01 ET | Source: Skyworks Solutions, Inc.
NUREMBERG, Germany, June 10, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions, will showcase its latest power and gate driver technologies at PCIM Europe 2026, with a focus on enabling next-generation AI data centers, electric vehicle (EV) platforms and industrial high-power applications.
“AI is re-architecting data center power delivery, driving the industry toward higher-voltage DC architectures and creating new requirements for efficiency, functional safety, observability and real-time control,” said Mario Battello, vice president of product line management at Skyworks. “Skyworks is scaling its opportunity across this transition with differentiated isolation, sensing, gate driver and high-voltage protection technologies that support the safe and efficient transfer of power from grid to rack. We are focused first on server power, with a broader opportunity across the infrastructure that can scale with every new AI data center.”
Exhibiting in Hall 4A, Stand 328, Skyworks will feature live demonstrations focused on two high-growth power domains: AI data center infrastructure and intelligent mobility.
Data Center Server Power Flow
An end-to-end view of energy conversion from the AC front end to the server rack, demonstrating how Skyworks isolation and gate driver technologies support efficiency, timing accuracy, noise immunity and reliability in AI data center power architectures.SelVCD™ Technology
Skyworks’ Selectable Variable Current Drive technology, enabling current-driven switching control without added digital complexity to help customers reduce EMI, improves efficiency and accelerate design cycles in data center and industrial power systems.Traction Inverter Dynamometer
An EV inverter optimization platform simulating Skyworks’ software-configurable gate driver technology for SiC and IGBT power devices, connecting device-level switching behavior to vehicle-level energy flow.ProVCD™ Technology
Digitally tunable gate-drive technology that improves efficiency and reduces design complexity, with Si829x integration delivering double-digit reductions in board space, BOM and cost. To learn more about Skyworks at PCIM 2026, visit skyworksinc.com/en/about/PCIM-Europe-2026.
About Skyworks
Skyworks Solutions, Inc. is empowering the wireless networking revolution. We are a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet and wearables.
Skyworks is a global company with engineering, marketing, operations, sales and support facilities located throughout Asia, Europe and North America and is a member of the S&P 500® market index (Nasdaq: SWKS). For more information, please visit skyworksinc.com.
Safe Harbor Statement
Any forward-looking statements contained in this media alert are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include without limitation information relating to future events, results and expectations of Skyworks. Forward-looking statements can often be identified by words such as “anticipates,” “expects,” “forecasts,” “intends,” “believes,” “plans,” “may,” “will” or “continue,” and similar expressions and variations or negatives of these words. Actual events and/or results may differ materially and adversely from such forward-looking statements as a result of certain risks and uncertainties including, but not limited to, our ability to timely and accurately predict market requirements and evolving industry standards and to identify opportunities in new markets; our ability to develop, manufacture, and market innovative products and avoid product obsolescence; our ability to compete in the marketplace and achieve market acceptance of our products; the level of widespread deployment or adoption of commercial 5G networks, AI and other new technologies; the availability and pricing of third-party semiconductor foundry, assembly and test capacity, raw materials and supplier components; the quality of our products; our products’ ability to perform under stringent operating conditions; and other risks and uncertainties identified in the “Risk Factors” section of Skyworks' most recent Annual Report on Form 10-K (and/or Quarterly Report on Form 10-Q) as filed with the Securities and Exchange Commission (“SEC”). Copies of Skyworks' SEC filings can be obtained, free of charge, on Skyworks' website (www.skyworksinc.com) or at the SEC's website (www.sec.gov). Any forward-looking statements contained in this media alert are made only as of the date hereof, and we undertake no obligation to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise.
Note to Editors: ProVCD™, SelVCD™, Skyworks and the Skyworks symbol are trademarks or registered trademarks of Skyworks Solutions, Inc., or its subsidiaries in the United States and other countries. Third-party brands and names are for identification purposes only and are the property of their respective owners.
Contact Data Media Relations: Constance Griffiths (949) 230-4867 Investor Relations: Raji Gill (949) 508-0973
