Nov. 3 at 4:30 p.m. EST | Source: Skyworks Solutions, Inc.
IRVINE, Calif., Oct. 20, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions will host a conference call with analysts to discuss its fourth quarter fiscal 2026 results and business outlook on Nov. 3, 2026, at 4:30 p.m. EST.
After the close of the market on Nov. 3, 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. EST on Nov. 3. 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® is a global leader in high-performance RF, precision timing, power management and mixed-signal solutions that power the intelligent, connected world. Through deep engineering expertise, Skyworks helps customers address rising complexity and deliver seamless connectivity across smartphones, vehicles, networks and critical infrastructure.
From defense and aerospace systems to the connected edge, AI infrastructure and next-generation automotive platforms, Skyworks provides the essential technologies that connect, synchronize and power physical AI, as intelligence moves out of the data center and into the real world. Harnessing decades of technical leadership and trusted partnerships across the technology ecosystem, Skyworks helps the world's leading innovators bring next-generation products and services to market.
Skyworks is a member of the S&P 500® market index (Nasdaq: SWKS). For more information, please visit www.skyworks.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.
The recent sell-off across U.S. stocks has created fresh uncertainty for investors, with technology shares bearing the brunt of mounting concerns over AI valuations, persistent inflation and the prospect of higher interest rates.
The Nasdaq Composite fell 4.5% over the week ending October 16, while the S&P 500 dropped 1.9%, marking their worst weekly performances since June.
However, broad market weakness can also create opportunities to buy historically successful companies at more attractive valuations, particularly when their underlying businesses remain strong and technical indicators begin to signal a potential rebound.
In this line, two stocks now offer potential entry points as investors look for signs that the latest downturn may be creating buying opportunities.
Adobe (NASDAQ: ADBE) Adobe (NASDAQ: ADBE) stock closed at $245.20 on October 16, down 2.57% for the day and 32.6% below its 52-week high of $363.70, despite strong growth in its AI-powered business.
ADBE stock price chart. Source: Google Finance In its fiscal third quarter of 2026, Adobe reported revenue of $6.76 billion, up 13% year over year, while non-GAAP earnings per share rose 15% to $6.13.
Annualized recurring revenue (ARR) increased 11.2% to $27.50 billion, while AI-first ARR surged more than 150% to over $650 million. The company also raised its full-year revenue and earnings forecasts.
Continued AI monetization could help reverse the stock’s decline. Notably, Adobe is expanding AI tools across its Creative Cloud and Experience Cloud platforms, while paid customers for its brand-visibility solutions doubled quarter over quarter.
Further adoption could drive subscription growth and ease concerns that generative AI will undermine demand for its established software products. However, competition and foreign-exchange pressures remain risks.
Technically, Adobe shares remain below their 50-day and 200-day moving averages of $254, The $239–$245 range is an important support zone, while a sustained move above $254–$257 on stronger trading volume could signal a recovery. A break below support, however, would weaken the bullish outlook.
Skyworks Solutions (NASDAQ: SWKS) Skyworks Solutions (NASDAQ: SWKS) stock could benefit from a recovery in wireless chip demand and its planned combination with Qorvo. Shares closed at $79.70 on October 16, up 0.76% for the session but still 14.1% below their 52-week high of $92.80.
SWKS stock price chart. Source: Google Finance The semiconductor company reported fiscal third-quarter 2026 revenue of about $935 million, with GAAP earnings per share of $0.22 and adjusted earnings per share of $1.08. Management cited healthy mobile demand alongside growth opportunities in automotive electronics and data-center infrastructure.
These markets could reduce Skyworks’ reliance on smartphone-related revenue. Its expanding automotive design-win pipeline and opportunities in AI data centers, including precision timing and high-voltage isolation technologies, offer additional avenues for growth. However, translating these opportunities into meaningful earnings will take time.
Another potential catalyst is Skyworks’ planned combination with Qorvo, which could expand its product portfolio, broaden its customer base, and generate operating efficiencies. The combined company has also authorized a $2 billion share-repurchase program, although actual buybacks are not guaranteed. Skyworks has indicated that it will discontinue quarterly dividends under its new capital-allocation framework, redirecting capital toward other priorities.
Successful integration, debt reduction, and stronger demand for AI infrastructure could improve investor sentiment. However, acquisition financing, integration costs and weaker smartphone demand remain key risks.
Skyworks showed signs of recovery, moving above its 50-day moving average and gaining for three consecutive sessions through October 15. However, a bearish shooting-star pattern on October 16 suggested renewed near-term selling pressure.
The $78.50, $77.30 and $75.70 levels are potential support zones, while resistance near $81.30 and $82.90 could determine whether the rebound continues.
A sustained breakout above resistance on stronger trading volume would strengthen the bullish case, while a break below support could signal renewed weakness.
This is a fair market value price provided by Massive. Learn more.
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Shares of Apple Inc. NASDAQ: AAPL dipped on Oct. 9 after rumors swirled that the tech giant had trimmed production on components for its new iPhone 18 Pro phones due to slow demand. While the stock has since recovered and remains up about 27% year to date (YTD), the suggestion that iPhone demand could be down has far-reaching ramifications not only for Apple but also for a group of other companies in the supply chain that make its phones possible.
Companies providing Apple with precision components can often lean on significant volumes, attractive margins, and prominent visibility in the tech space. On the other hand, a reduction in orders can be all the more devastating. Two companies making radio frequency semiconductors that make it possible for iPhones to connect to cellular networks rely on Apple as their largest customer. Still, the firms below may respond to the current climate in different ways, presenting multiple paths for investors.
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What the Order Cut Actually MeansIf rumors are true and Apple has trimmed iPhone component orders by 15% to 20% for the month of October, it's important for investors not to exaggerate this decision. Apple may be moving to manage the inventory of its iPhone Pro models more tightly than it has in the past, but it's not a sign that demand has completely collapsed. This is also understandable, given that iPhone 18 Pro products sell for about $100 more than the analogous products in the iPhone 17 Pro line due to inflation and tariffs.
Importantly, Apple has evidently not yet reduced orders for components for the standard iPhone 18, which is expected to launch in spring 2027.
Skyworks' Reliance on Apple Orders May Put It in JeopardySkyworks Solutions Today
SWKS
Skyworks Solutions
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Skyworks Solutions Inc. NASDAQ: SWKS is one of the suppliers of Apple components most reliant on the larger company—Apple accounted for 67% of Skyworks' fiscal 2025 revenue before its merger with Qorvo. At this level of concentration, even a small shift in Apple's component orders can have a material impact on Skyworks' performance.
Investors may look for a measurable headwind to Skyworks' upcoming quarterly revenue due to Apple's reported October parts reduction. At the same time, Skyworks has seen gross margin pressure, increasing the importance of controlling costs. The company has already been working to cut costs to help protect profitability. Recently, however, sales have been somewhat sluggish, with revenue declining by 3% year over year (YOY) last quarter, though that still constituted a win compared to analyst expectations.
Though shares of SWKS are up about 17% YTD, the company has underperformed many other names in the semiconductor space, a reflection of how investors may perceive its risk. At the same time, SWKS also offers one of the more compelling value prospects across the semiconductor industry, with a forward price-to-earnings (P/E) ratio of about 21.
The questions for investors may be how much SWKS stock will dip to account for an Apple production cut, if one affects Skyworks, and when that decline may happen. Some portion of it has already happened, as shares are down about 7% in the five-day period surrounding the report.
One crucial advantage that Skyworks has heading into the end of the year is that it recently completed the acquisition of Qorvo, another radio frequency chipmaker that has also relied heavily on Apple orders. However, Qorvo's portfolio also includes a substantial—and growing—business serving government, defense, and aerospace customers. This may help Skyworks guard against some of the impact of a reduced Apple order, particularly if demand for defense electronics remains strong through the end of the year.
Broadcom's Relationship With Apple Is Very DifferentBroadcom Today
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A completely different company that is also in Apple's supply chain, Broadcom Inc. NASDAQ: AVGO, was the beneficiary of a deal worth more than $30 billion with Apple earlier in the year to produce more than 15 billion chips. For a roughly $1.7-trillion company like Broadcom, a partnership with Apple like this one is highly beneficial but not necessarily as vital as it is for a smaller company like Skyworks.
Broadcom's massive growth—86% YOY revenue growth last quarter on a solid earnings beat—is unlikely to see as much of a negative effect from an order cut as the one reported on for Apple, particularly given its expanding AI semiconductor business. Perhaps more important for investors, however, are the potential broader takeaways that a cut like this might suggest: consumers generally becoming more reluctant to buy pricey tech goods, for instance, or a broader need to balance price increases for these offerings with production needs. Regardless, Broadcom maintains a healthy Moderate Buy consensus rating among Wall Street analysts, and it could be positioned for big returns, with analysts calling for nearly 53% upside.
Should You Invest $1,000 in Skyworks Solutions Right Now?Before you consider Skyworks Solutions, you'll want to hear this.
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Apple just got hit with a report that it slashed iPhone 18 Pro component orders, and the fallout is splitting the chip sector in a way that raises questions about whether premium smartphone demand is cracking at exactly the wrong…
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Apple (NASDAQ:AAPL | AAPL Price Prediction) stock is at $331.22, down 3%, after a report that the company has cut component orders for its iPhone 18 Pro lineup. The pressure is landing on Apple and its iPhone suppliers, while the wider chip sector is climbing.
Meanwhile, Skyworks Solutions (NASDAQ:SWKS) stock is at $78.95, down 2%, a slightly smaller decline than the drop in Apple stock. Qualcomm (NASDAQ:QCOM) stock is at $176.64, up 0.4%, inching higher as Apple stock slips.
Semiconductor stocks broadly are moving the other way, with the iShares Semiconductor ETF (NASDAQ:SOXX) up 2%. Large-cap tech is stronger too, with the Invesco QQQ Trust (NASDAQ:QQQ) up 0.7% even though Apple ranks among the fund’s largest holdings. That split marks the reaction as specific to Apple and its handset supply chain.
Report of iPhone 18 Pro Order Cuts Sparks Selloff A report stated that Apple has instructed some suppliers to scale back production of parts for its latest Pro and Pro Max models, with October component orders reduced by 15% to 20% compared with initial projections. The report cited weaker-than-expected demand, along with rising prices for memory chips and other components that have pushed Apple’s manufacturing costs higher.
Memory costs were already a known pressure point for Apple. Tim Cook addressed this on Apple’s July earnings call. He stated, “we see the market pricing for memory continuing to increase, which could drive an increasing impact on our business, and we’re continuing to evaluate this.” Apple’s management also projected that supply constraints would rise significantly in fiscal Q4 2026 across iPhone, Mac and iPad.
Skyworks Sits Closest to iPhone Volumes Skyworks supplies radio-frequency front-end components for Apple’s iPhones, so its revenue tracks handset unit volumes and the dollar content per device, and during a July earnings call, Skyworks management guided for a seasonal mobile ramp tied to new product launches at the company’s largest customer. Even after the decline, Skyworks stock is up 27% year to date.
Skyworks management has also argued that rising radio-frequency complexity could lift dollar content per phone over time. On that call, a company executive stated, “What’s in the rear view mirror is content shrinking over time. What’s in the headlights and in the windshield now is RF content growing.” That view supports the longer-term case for Skyworks, even as its near-term revenue still depends on how many iPhones get built.
Qualcomm sells modems and processors across a wider customer base, which spreads the company’s exposure to any single handset program, and in July, the company’s management noted materially lower share in new iPhone launches, while automotive, Internet of Things and data center sales give Qualcomm growth outside handsets. Year to date, Qualcomm stock is up 5%, well behind Apple shares and Skyworks shares.
Order Cuts Revive the Premium Demand Debate The bear case holds that order cuts this early in a cycle point to premium iPhone demand falling short at higher price points. That concern carries extra weight with Apple stock up 22% year to date, since a strong run leaves less buffer for disappointment. Higher memory prices add a profitability angle, because Apple’s management said in July that those costs primarily drove its sequential gross margin change.
However, the bull case notes that the reported cut applies to October orders, leaving Apple’s total production and sales forecast outside its scope. Apple also launched its premium models first this cycle, with the standard model and an upgraded Air following early next year, which can shift component volume into a later period.
What to Watch Now The question now is whether other Apple suppliers confirm the scale of the October reductions in their own updates. A wider gap between the iShares Semiconductor ETF and Apple stock would reinforce the case that the pressure is confined to the handset chain. In the meantime, it’s not a bad idea to keep any AAPL share position sizes small.
Contact [email protected] for any questions or corrections.
Si829x platform with ProVCD™ technology moves from development to pre-production release for EV traction inverters | Source: Skyworks Solutions, Inc.
IRVINE, Calif., Oct. 07, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors, today announced that its Si829x isolated safety gate driver with ProVCD™ technology has completed AEC-Q100 automotive qualification and is ready for advanced prototyping. Samples, tools, user guides, and application notes are available now. Designed for scalable, high-performance inverter architectures, the Si829x supports both SiC FETs and IGBTs while helping customers improve efficiency, simplify system design, and reduce system cost in applications ranging from automotive drivetrains to safety-critical electric vertical take-off and landing (eVTOL) systems.
AEC-Q100 Qualified and Ready for Evaluation
With AEC-Q100 qualification completed, the Si829x is now positioned to support customers for initial product evaluation through pre-production prototypes. Samples are available today, giving customers a qualified, prototype-ready path to design-in.
The Si829x was designed to support customer functional safety system designs rated up to ASIL D, subject to system-level implementation and validation, to deliver the robustness required for EV traction inverters and other safety critical motor control applications. Its integrated protection features include:
Extensive diagnostic fault coverage, notification and managementComprehensive safety mechanisms including power-up self-checks and safe state enforcement – a functional safety manual is available todayAdvanced isolation technology certified by multiple independent organizations for enhanced safety and reliability With applications in battery electric vehicles, hybrid electric vehicles, eAgriculture, eTrucking, robotaxis, and exciting new segments like eVTOL aircraft, Si829x is a comprehensive choice among isolated gate drivers for safety-critical advanced propulsion systems.
Full Documentation and Development Tools Now Available
Alongside qualification, Skyworks has prepared the complete technical resource set for the Si829x, including datasheet, technical reference manual, functional safety manual and application notes. This resource set, available under NDA, gives design teams comprehensive technical documentation to evaluate, integrate and validate the part.
Skyworks has also released customer-facing development tools, including two evaluation board kits, companion GUI software and complex device driver (CDD) software, designed to shorten development cycles and reduce time-to-market.
A New Approach to Gate Drive Control
Unlike conventional voltage-mode gate drivers, the Si829x uses ProVCD™, which is Skyworks’ second-generation variable current drive that delivers high resolution gate waveform shaping and cycle-by-cycle control through a digital interface. This approach enables:
Precise 15 Amp 3-phase turn-on and turn-off current waveform controlSwitching-loss reductions of up to 44% in Skyworks testing, compared with voltage-mode gate driveReduced electromagnetic interference (EMI) and filtering requirementsImproved thermal efficiency through multiple packaging optionsSmaller PCB footprint and potential system-level cost savings Together, these benefits allow manufacturers to increase inverter efficiency while simplifying system design and accelerating development cycles.
“Si829x gives customers a qualified path from evaluation to advanced prototypes,” said Mario Battello, vice president of product line management at Skyworks. “The ProVCD™ platform combines software-configurable performance with the safety, isolation and design flexibility needed to standardize inverter designs for EVs, eVTOL, and eAgriculture, and accelerate development for high power motor applications like datacenter cooling and AI power supplies.”
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 configurability supports:
Design reuse across multiple vehicle platformsFaster development and validation cyclesGreater flexibility to optimize performance, efficiency and 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, bipolar gate drive voltages are provided without the need for additional, external bias supplies.
Si829x availability
The Si829x platform is now available for sampling. To learn more, including product features, package options and design resources, visit skyworks.com/go/si829x.
About Skyworks
Skyworks® is a global leader in high-performance RF, precision timing, power management and mixed-signal solutions that power the intelligent, connected world. Through deep engineering expertise, Skyworks helps customers address rising complexity and deliver seamless connectivity across smartphones, vehicles, networks and critical infrastructure.
From defense and aerospace systems to the connected edge, AI infrastructure and next-generation automotive platforms, Skyworks provides the essential technologies that connect, synchronize and power physical AI, as intelligence moves out of the data center and into the real world. Harnessing decades of technical leadership and trusted partnerships across the technology ecosystem, Skyworks helps the world's leading innovators bring next-generation products and services to market.
Skyworks is a member of the S&P 500® market index (Nasdaq: SWKS). For more information, please visit www.skyworks.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: 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.
What happened Skyworks Solutions, Inc. (NASDAQ: SWKS) said it completed its combination with Qorvo on October 5, 2026. Qorvo shareholders received $32.50 in cash and 0.960 of a Skyworks common share for each Qorvo share. Skyworks said it will keep trading under SWKS, and Phil Brace remains chief executive officer and president. The company said legacy Skyworks shareholders own approximately 63% of the combined company and legacy Qorvo shareholders own approximately 37%, on a fully diluted basis.
The board was increased to 11 directors, including Robert A. Bruggeworth, Richard L. Clemmer and Christopher R. Koopmans. Robert Terry ceased to serve as senior vice president, general counsel and secretary, and J.K. Givens became Skyworks' senior vice president and general counsel, secretary. Skyworks also said the net proceeds from $800 million, $600 million and $600 million senior notes helped finance the cash consideration, and the notes were issued on Aug. 10, 2026.
Key numbers Metric Latest Change Source Expected annual cost synergies $500 million or more Press release (Exhibit 99.1) Cash per Qorvo share $32.50 SEC 8-K Exchange ratio 0.960 shares SEC 8-K Legacy Skyworks ownership approximately 63% SEC 8-K Legacy Qorvo ownership approximately 37% SEC 8-K Read more: Skyworks Solutions (SWKS) stock analysis and investment case Why it matters The filing says the combination expands Skyworks' technology portfolio and addressable market, and creates a U.S.-based global leader in high-performance RF, power management, and analog and mixed-signal semiconductor solutions. It also adds approximately 8,000 engineers and more than 12,000 issued and pending patents. The broader portfolio reaches RF GaN, low-voltage power and wired broadband across smartphones, vehicles, networks and critical infrastructure.
The filing also says the combination broadens the RF front-end portfolio as 5G-Advanced evolves toward 6G, and more than doubles Skyworks' addressable market.
Skyworks says annualized cost synergies of $500 million or more should be realized within 24 to 36 months after close, and the deal is expected to be immediately accretive to non-GAAP EPS. OptimistFi's comparison puts legacy Skyworks holders at about 26 percentage points more of the combined company than legacy Qorvo holders, at roughly 63% versus 37%. The filing says the benefits may not materialize if integration is delayed or the synergies and operating efficiencies are missed.
Related: Skyworks Extends Qorvo Debt Swap With 92% of Notes Tendered
What's next Skyworks said it will provide financial guidance on its fiscal fourth-quarter earnings call on Nov. 3. A guide that matches the synergy plan would support the case, while a cautious update would test it.
More from OptimistFi SWKS stock: the Skyworks Solutions thesis, its status and the next test to watch United States Brent Oil Fund, LP (NYSE Arca: BNO) Tracks a Supply Gap Alpha Teknova, Inc. (NASDAQ: TKNO) Adds Regulatory Support for PluriFreeze Meta Platforms, Inc. (NASDAQ: META) Has a Conditional $18 Billion Bill Stock research on every company OptimistFi covers Latest stock research and investment-case updates OptimistFi: evidence-first equity research Sources SEC 8-K — Current report filed Oct. 5, 2026, describing completion of the Qorvo transaction and related officer and board changes. Press release Exhibit 99.1 — Press release dated Oct. 5, 2026, announcing the completed combination and synergy outlook. Read the full OptimistFi thesis on Skyworks Solutions, Inc.: https://optimistfi.com/stocks/SWKS
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Originally published on OptimistFi, evidence-first equity research. More at optimistfi.com.
Skyworks stock has outrun its merger partner, its biggest competitor, and the entire chip sector in a single month, but the real question is whether that move is the beginning of something bigger or a closing-bell signal that the trade…
Momentum in radio frequency chips has a clear name this month. Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) stock has been the standout story, running past its merger partner, its larger listed peer, and the broader semiconductor complex on the way up. That kind of move, in a name that spent much of the prior year drifting, raises a crucial question: has the opportunity already passed?
The iShares Semiconductor ETF (NASDAQ:SOXX) is at $568.78, and the fund gained 9% over the past month, while the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is at $774.08, having advanced just 1% over the past month. Chips gained over the window, and the broad tape barely moved, but Skyworks stock worked much harder than either benchmark.
Skyworks stock is at $89.28, and it gained 33% over the past month, a run that has carried the stock up 44% year to date. The shares are up 0.61% in Tuesday afternoon trading, a small footnote to the much larger move that defines the month.
Merger That Set the Move On September 16, Skyworks told the market that its $22 billion merger with Qorvo (NASDAQ:QRVO) is in its final stages. That statement lands squarely inside the past-month window this article measures, and it’s the identifiable catalyst that separated Skyworks stock from the rest of the chip group during that stretch.
A deal nearing the finish line lifts both sides. Meanwhile, Qorvo stock is at $117.73, and it has risen 23% over the past month. Skyworks stock moved further than Qorvo stock over the same window, so the market is pricing something beyond a symmetric merger-arbitrage close.
Part of the Skyworks rally still belongs to a sector that was working, not to the deal alone. The semiconductor fund’s past-month gain confirms that chips broadly benefited from the tone in the space, and yet Skyworks stock outran that fund by a comfortable margin, which is why the merger reads as the differentiator rather than the coincidence.
Where Skyworks Fits Against Its Peers Qualcomm (NASDAQ:QCOM), the larger mobile and radio frequency peer, moved higher over the same window. Qualcomm stock is at $196.29, and it has rallied 23% over the past month. That’s a sizable move in its own right, and Skyworks stock still ran past it.
The setup is unique in the group because only Skyworks carries an active, near-term corporate event that could change what the company looks like. Qualcomm’s move fits as a sector rally on top of its own diversification story, while Qorvo’s move is the mirror image of the Skyworks deal. Skyworks stock is the only name in the group whose next chapter is a specific corporate transaction rather than a slower operating story.
Is It Too Late to Buy Skyworks? One reading is that the opportunity has largely passed. A merger closing is the event this rally has been anticipating, and once a deal completes, the catalyst is spent rather than renewed, which leaves Skyworks to be judged on quarterly execution rather than on deal optionality.
The opposite reading runs through the combined business. A combined Skyworks and Qorvo would be a structurally larger radio frequency chip company than either side is on its own, and the operating benefits of putting the two together arrive after the close, not before it. That’s the part the past month hasn’t fully priced.
Skyworks stock has already outrun its merger partner, its largest listed competitor, and its own sector fund over the same month. A buyer stepping in at $89.28 today is paying for the deal working rather than for the deal happening, and those are two very different bets on Skyworks. Chasing strength this extended is a specific skill, and we put ten rules for doing it without wrecking an account in a free breakout guide here.
What to Watch Investors can watch for whether Skyworks confirms a firm closing sequence for the Qorvo combination and how quickly the combined company begins to report integrated results. Those two data points are what convert the past month’s rerating into a durable one, or expose it as a move that got ahead of itself.
Moreover, traders could look for signs that the sector bid in chips holds, because a Skyworks share position at these levels carries both single-name and sector exposure. Sizing their position modestly gives investors room to add on a pullback if the deal closes cleanly, and room to trim their exposure if regulatory friction returns to the story.
Contact [email protected] for any questions or corrections.
Skyworks Solutions Inc (SWKS) Shares Fall 10.3% -- What GF Score of 80 Tells Investors
On September 14, 2026, Skyworks Solutions Inc SWKS shares fell 10.3% to a current price of $79.26. This decline occurs in the context of a 52-week range of $51.93 to $92.30, reflecting both highs and lows that suggest volatility in the stock's performance.
GF Value™ verdict: Current price of $79.26 vs GF Value™ of $80.06 indicates the stock is 1.0% undervalued.GF Score™ of 80/100 suggests a strong overall assessment of the company's fundamentals.Insider activity shows a net sale of $0.8M over the past 12 months with no insider buying, indicating cautious sentiment among insiders.Is SWKS Overvalued or Undervalued?According to GuruFocus, the GF Value™ for Skyworks Solutions Inc is estimated at $80.06, which implies that the stock is currently 1.0% undervalued at its price of $79.26. This slight margin of safety indicates that there is some opportunity for value-seeking investors; however, the narrow range suggests limited upside potential. The GF Valuation label classifies SWKS as fairly valued, meaning that while it is trading below the intrinsic value estimate, the difference is not substantial enough to present a significant investment opportunity without considering other factors such as market conditions and business fundamentals.
GF Value™ represents GuruFocus's proprietary intrinsic value estimate, which is derived from an analysis of historical trading multiples, past business growth, and future performance projections. This estimation plays a crucial role in assessing whether a stock is attractively priced at its current market position.
How Does SWKS's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)41.1x18.6x (5-Year Median)Forward P/E16.0x-The current P/E ratio of 41.1x 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™ assessment of the stock being fairly valued, suggesting potential overvaluation risks if earnings do not keep pace with the elevated price-to-earnings ratio.
What Does SWKS's GF Score™ Tell Us?The GF Score™ is a comprehensive measure that evaluates a company's financial strength, profitability, growth potential, valuation, and momentum. Skyworks Solutions Inc has a GF Score™ of 80/100, indicating strong fundamentals overall, with a notable emphasis on financial strength and profitability.
MetricRatingGF Score™80Financial Strength8/10Profitability8/10Growth4/10Valuation7/10Momentum8/10The strongest areas for SWKS are its financial strength and profitability, both rated at 8/10, indicating solid balance sheet metrics and healthy profit margins. Conversely, the growth rank of 4/10 suggests that while current operations are stable, future growth may not be as robust as some investors might hope. This mix of strengths and weaknesses paints a nuanced picture of the company’s current standing in the market.
What Are Gurus and Insiders Doing with SWKS?Currently, five gurus hold shares of Skyworks Solutions Inc, with two increasing their positions and three trimming their holdings in recent quarters. This activity among seasoned investors suggests a mixed sentiment regarding the stock's future performance. The lack of insider buying, alongside $0.8M in net sales, raises caution flags about the confidence insiders have in the stock's prospects, potentially signaling a lack of strong belief in immediate upside.
The combination of guru interest and insider selling presents a complex scenario for investors to consider. While guru activity may reflect positive institutional interest, the selling by insiders could indicate that those closest to the company may not foresee significant short-term gains.
What This Means for InvestorsBased on the current analysis, Skyworks Solutions Inc is fairly valued according to the GF Value™, with a slight undervaluation of 1.0%. However, the elevated P/E ratio compared to historical standards and the insider selling activity suggest some caution is warranted. Investors may want to weigh the dividend sustainability and overall company fundamentals carefully before deciding on their positions.
For more detailed information on Skyworks Solutions Inc SWKS, visit the Skyworks Solutions Inc (SWKS) stock page for the latest updates and insights.
Frequently Asked QuestionsWhat is SWKS's GF Score™?
SWKS has a GF Score™ of 80/100, indicating a strong overall assessment of its fundamentals and market position.
Is SWKS overvalued or undervalued?
According to the GF Value™, SWKS is currently 1.0% undervalued, suggesting a slight opportunity for value investors.
What is SWKS's P/E ratio?
The P/E ratio for SWKS is 41.1x, which is significantly above its 5-year median P/E 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].
Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
Americké akciové indexy se v závěru pondělní seance ponořily hlouběji do červených čísel. Nejhorší bilanci vykázal technologický Nasdaq, který oslabil o 0,56 %. Širší index S&P500 uzavřel se ztrátou -0,48 % a tradiční index Dow Jones -0,29 %.
Pod tlakem se ocitl především polovodičový sektor. Referenční Philadelphia SE Semiconductor Index propadl o 5,9 % poté, co představitelé předních světových AI společností vyzvali ke zpomalení vývoje pokročilých modelů s odkazem na rostoucí rizika spojená s touto technologií.
V závěru dne se směrem vzhůru opětovně vydaly tržní výnosy. 10letý vládní bond uzavřel těsně pod hladinou 4,99 %. Nedařilo se ani drahým kovům. Zlato odepsalo 1,5 % se závěrem na 4282,8 USD/oz, stříbro oslabilo o 2,3 % na 62,97 USD/oz. Růst byl naopak k vidění v energetickém sektoru. Ropa zpevnila o 1,7 % na 101,72 USD/barel, zemní plyn končil silnější o 1,3 % na 2,87 USD/mmbtu.
Závěrečné hodnoty:
Dow Jones -0,29 % na 52421,2 b.
S&P 500 -0,48 % na 7619,98 b.
Nasdaq Composite -0,56 % na 26186,41 b.
Index S&P 500 -0,48 % na 7619,98 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Komunikační služby +2,8 % Informační technologie -1,7 % Zdravotní péče +1,4 % Průmysl -1,4 % Nezbytná spotřeba +1,3 % Utility -1,3 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Crowdstrike Holdings (CRWD) +14 % Corning (GLW) -14 % Palo Alto Networks (PANW) +13 % Teradyne (TER) -13 % Gartner (IT) +9,7 % Coherent Corp (COHR) -13 % Coinbase Global (COIN) +9,2 % Hewlett Packard Enterprise (HPE) -11 % Fortinet (FTNT) +9,0 % Skyworks Solutions (SWKS) -10 %
David Lamač
Fio banka, a.s.
Prohlášení
Skyworks Solutions, Inc. (NASDAQ:SWKS) is moving higher Friday. But that may not be the case for long.
The shares are extremely overbought. They are also close to a resistance level. These can be bearish dynamics. This is why Skyworks is the Stock of the Day.
Many trading models and strategies are based on the concept of reversion to the mean. If shares get pushed above their typical or normal ranges, it will draw sellers into the market.
They will be anticipating a reversion or a move lower. Their selling can put downward pressure on the shares.
One of the tools traders use to determine if a stock is overbought is the Relative Strength Index (RSI). It is on the bottom part of the chart.
If the blue line is above the red horizontal line, like it is now, it indicates overbought conditions.
Skyworks is also just above a resistance level. This can be another bearish dynamic.
If a stock is moving higher, it is because there aren’t enough sell orders to fill all of the buy orders. Investors and traders who wish to purchase shares are forced to outbid each other to win sellers’ interest.
This can force the shares into an uptrend.
When they reach a resistance level, the tide turns. There are enough sell orders to fill all of the buy orders. This stops the uptrend.
As you can see on the chart, there has been resistance for Skyworks around $84.40.
Sometimes stocks reverse and head lower after they reach resistance. This happens when some of the sellers who created the resistance become anxious and impatient.
They are afraid other sellers will undercut their prices. As a result, they reduce their offer prices. Other sellers see this and do the same.
Skyworks shares are strong for now, but they could be about to reverse.
Photo: Shutterstock
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Skyworks (SWKS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Apple just repriced the entire iPhone lineup from the top down, and the supplier shockwaves are already hitting the tape in ways that go beyond the usual launch-day noise.
Apple (NASDAQ:AAPL | AAPL Price Prediction) shares are climbing midday Friday after the company unveiled the Duo, its first foldable iPhone, at the highest price point ever set for the lineup. Apple stock is up 3% to $335.49, extending a run that predates today’s launch and putting the anchor name near the top of a broadly green tech tape.
The supplier read-across is louder than the anchor move itself. Skyworks Solutions (NASDAQ:SWKS) stock is rallying 9% to $91.69, and Alphabet (NASDAQ:GOOGL) stock is also higher, up 2% to $340.86 on broad mega-cap tech strength.
The broader tape confirms the tone across the technology complex. The Technology Select Sector SPDR Fund (NYSEARCA:XLK) is up 1.74%, reflecting sector-wide buying. Meanwhile, the Invesco QQQ Trust (NASDAQ:QQQ) is up 1.22%, and Apple stock is outpacing the broad technology tape though it isn’t the fastest mover among the names here.
Apple’s Duo Reprices the iPhone Lineup Apple launched the Duo with a United Kingdom starting price of £1,999, according to Ernest Doku, a mobiles expert at comparison service Uswitch. United Kingdom pre-orders open in October with devices arriving later that month. Doku called the Duo Apple’s biggest gamble in years and flagged first-generation trade-offs, including Touch ID rather than Face ID and a smaller battery than the Pro Max at a higher cost for Apple’s new flagship.
Doku argued that Apple has spent its first-generation effort on the hinge, that early looks suggest a genuinely crease-free display, and that the hinge could be the difference-maker against Samsung. The Duo effectively pushes Apple into an average selling price story ahead of a unit-shipment story, which is a different debate than the one that has framed recent iPhone cycles for the company. That reframing matters because a price-driven mix shift can carry revenue growth even when unit demand runs flat.
The strategic angle is straightforward for Apple. Priced above every phone Apple has previously sold, the Duo is an average selling price story before it is a unit story, and the trade-offs Apple accepted mean the upgrade case rests on the hinge as the primary differentiator. Whether a price-led cycle counts as a demand cycle for Apple is the question a single session of buying can’t settle.
For context on the rest of the lineup, Doku noted that Apple’s iPhone 18 Pro carries a United Kingdom starting price of £1,199, with a £100 increase on the Pro models tied to memory chip scarcity driven by the artificial intelligence boom. That input-cost dynamic ties Apple’s launch to the broader hardware complex and helps explain why sympathy buying is spilling across large-cap tech today. Apple stock is also up 10% over the past month, a run that predates this session and gives the setup a supportive backdrop.
Skyworks Rallies on Supplier Read-Through Skyworks is Apple’s largest radio frequency (RF) front-end supplier, and Apple is Skyworks’ largest customer, an arrangement that anchors Skyworks revenue to iPhone unit volumes and dollar content per device. A premium-tier launch that lifts Apple’s average selling price is a favorable read for RF content dollars, which helps explain why Skyworks stock is leading the tape today rather than trading in line with its semiconductor group.
Skyworks has a second catalyst behind today’s move. Merger news around the pending combination with Qorvo is also lifting the stock, which stacks a deal driver on top of the launch-day read for Skyworks. Skyworks stock is up 48% year to date (YTD), pointing to a sentiment reset that began well before this morning’s rally.
Alphabet’s ascent is quieter and reads as sympathy strength across large-cap tech on a broad buying session. Alphabet stock is up 9% YTD, a middling result relative to peers, so today’s tick higher for Alphabet looks more like tone than a company-specific catalyst.
What to Watch Apple’s session hinges on whether the Duo’s premium pricing translates into orders once United Kingdom pre-orders open in October and devices arrive later in the month. Investors can look for signs that content per device is expanding, not simply repricing, since a price-led cycle is distinct from a demand cycle for the iPhone franchise.
For Skyworks, the next informational cue is any update on Qorvo (NASDAQ:QRVO) deal timing or content commentary tied to the Duo ramp for Skyworks. Readers weighing their exposure to the Apple supply chain should size their positions to reflect that this Skyworks pop layers a merger catalyst on top of a launch-day read, and one session of buying doesn’t settle the underlying debate for Apple.
Contact [email protected] for any questions or corrections.
Skyworks Solutions Inc. (NASDAQ:SWKS) is surging as investors price in improving odds that its merger with Qorvo Inc. (NASDAQ:QRVO) will close this year as regulatory reviews advance and management turns more optimistic.
Skyworks shares are up 28% over the past five days and on track to be the S&P 500’s best weekly performer after the deal cleared U.S. antitrust review in early August and China’s SAMR review moved to Phase III.
CEO Phil Brace highlighted merger synergies and an "AI edge" at Goldman Sachs’ Communacopia + Technology Conference on Thursday even as he flagged near-term cost pressures.
Frequency Electronics and ACV Auctions SurgeOn Friday, Frequency Electronics, Inc. (NASDAQ:FEIM) and ACV Auctions Inc. (NYSE:ACVA) saw significant gains.
Frequency’s stock soared 30.7% after reporting first-quarter earnings of $0.41 per share, beating estimates of $0.15. ACV Auctions jumped 44.3% following Copart Inc. (NASDAQ:CPRT) ‘s acquisition announcement at $10.50 per share in cash.
Inflation Holds Steady as Dow ClimbsU.S. stocks rose as inflation remained stable at 3.4% in August, aligning with expectations. The Dow Jones gained over 550 points, reflecting positive sentiment.
Trending
This stability was accompanied by a 0.4% monthly price increase, driven by a 3.9% rise in gasoline prices. European shares also climbed, while Asian markets declined.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Skyworks Solutions, Inc. (SWKS) Goldman Sachs Communacopia + Technology Conference 2026 September 10, 2026 5:25 PM EDT
Company Participants
Philip Brace - CEO, President & Director
Conference Call Participants
James Schneider - Goldman Sachs Group, Inc., Research Division
Presentation
James Schneider
Goldman Sachs Group, Inc., Research Division
Okay. Good afternoon, everybody. Welcome to the Goldman Sachs Communacopia & Technology Conference. My name is Jim Schneider. I'm the semiconductor analyst here at Goldman Sachs. It's my pleasure to welcome Skyworks and CEO, Phil Brace to the stage. Welcome, Phil.
Philip Brace
CEO, President & Director
Thanks, Jim. Thanks for having us. Always a pleasure to be here.
Question-and-Answer Session
James Schneider
Goldman Sachs Group, Inc., Research Division
Great. Phil, you're in the final stages of closing your proposed merger with Qorvo. This is something investors have been very focused on as a landmark event for the industry. I know you expect the transition to close relatively soon here. You completed the financing to permit the disclosure. Where do we stand today in terms of finalizing close any remaining conditions?
Philip Brace
CEO, President & Director
Yes. Thanks for the question. Pretty consistent with what we said in the last earnings call. Certainly, we are very confident that we're going to close this calendar year. We're preparing to close this fiscal year. And then subsequent to the earnings call, we talked about the fact we kind of issued an 8-K said that we -- the HSR waiting periods and the waiting periods for the U.S. FTC had expired without further action.
We then also went out and raised the debt and actually what turned out to be pretty good interest rates since we raised it since then. I wish to say that was with foresight, but sometimes it's better to be lucky than good. And
Americkým akciím se počtvrté za sebou nevedlo. Špatná nálada plyne z růstu cen ropy a dalších inflačních tlaků, které vytvářejí významný prostor pro brzký růst sazeb FEDu. Pokračující nejistota v Hormuzském průlivu a očekávané americké midterms vzývají investory k vyčkávání a zavírání zisků.
Index Dow Jones -0,6 % na 52064,1 b.
S&P 500 -0,58 % na 7591,75 b.
Nasdaq Composite -0,65 % na 26081,72 b.
Index S&P 500 -0,58 % na 7591,75 b. Nejsilnij1í sektory S&P Zmina Nejslab1í sektory S&P Zmina Komunikaení slu 3/4 by +0,3 % Základní materiály -1,5 % Nezbytná spotoeba +0,2 % Utility -1 % Finanení sektor -0,3 % Informaení technologie -0,9 % Nejsilnij1í akcie S&P Zmina Nejslab1í akcie S&P Zmina Skyworks Solutions (SWKS) +9,8 % Cooper Cos (COO) -15 % Reddit (RDDT) +6,1 % Baker Hughes (BKR) -6,7 % Charter Communications (CHTR) +5,0 % Freeport-McMoRan (FCX) -6,6 % Elevance Health (ELV) +5,0 % Hewlett Packard Enterprise (HPE) -6,2 % Apple (AAPL) +3,6 % FactSet Research Systems (FDS) -5,8 %
Martin Varecha
Fio banka, a.s.
Prohlášení
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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IRVINE, Calif., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today announced that executives will participate in a fireside chat at the Goldman Sachs Communacopia and Technology Conference in San Francisco at 2:25p.m. PDT on Sept. 10, 2026.
The event will be webcast live and archived for replay for one week following the conference in the “Investors” section of Skyworks’ website at 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 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.
Bank of Nova Scotia acquired a new stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 50,366 shares of the semiconductor manufacturer’s stock, valued at approximately $3,415,000.
Other institutional investors have also recently added to or reduced their stakes in the company. Commerce Bank bought a new stake in Skyworks Solutions in the second quarter worth approximately $777,000. Northwestern Mutual Wealth Management Co. acquired a new stake in shares of Skyworks Solutions in the 2nd quarter valued at $722,000. Quantbot Technologies LP acquired a new stake in shares of Skyworks Solutions in the 2nd quarter valued at $102,000. Evolve Private Wealth LLC bought a new stake in Skyworks Solutions in the second quarter worth $473,000. Finally, EP Wealth Advisors LLC bought a new stake in Skyworks Solutions in the second quarter worth $347,000. 85.43% of the stock is currently owned by institutional investors and hedge funds.
Skyworks Solutions Stock Performance Shares of NASDAQ:SWKS opened at $65.70 on Wednesday. The company has a debt-to-equity ratio of 0.09, a current ratio of 3.10 and a quick ratio of 1.94. The business’s fifty day moving average price is $65.20 and its two-hundred day moving average price is $64.04. Skyworks Solutions, Inc. has a fifty-two week low of $51.93 and a fifty-two week high of $90.90. The stock has a market capitalization of $9.89 billion, a price-to-earnings ratio of 34.04 and a beta of 1.51.
Skyworks Solutions (NASDAQ:SWKS – Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.05. Skyworks Solutions had a return on equity of 10.74% and a net margin of 7.23%.The company had revenue of $934.80 million during the quarter, compared to analysts’ expectations of $925.97 million. During the same period last year, the business earned $1.33 earnings per share. The business’s revenue was down 3.1% on a year-over-year basis. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. As a group, analysts predict that Skyworks Solutions, Inc. will post 3.64 EPS for the current fiscal year. Wall Street Analysts Forecast Growth A number of analysts have weighed in on SWKS shares. JPMorgan Chase & Co. reduced their price target on Skyworks Solutions from $70.00 to $65.00 and set a “neutral” rating for the company in a research report on Wednesday, July 29th. Weiss Ratings raised Skyworks Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, July 30th. B. Riley Financial boosted their target price on Skyworks Solutions from $60.00 to $68.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. Stifel Nicolaus reduced their target price on Skyworks Solutions from $75.00 to $70.00 and set a “hold” rating for the company in a report on Wednesday, July 29th. Finally, Bank of America reaffirmed an “underperform” rating and set a $65.00 target price on shares of Skyworks Solutions in a research report on Wednesday, July 29th. Four analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Skyworks Solutions presently has a consensus rating of “Hold” and a consensus price target of $74.00.
Read Our Latest Analysis on Skyworks Solutions
(Free Report)
Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company’s portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.
Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.
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Algert Global LLC raised its holdings in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 123.3% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 91,280 shares of the semiconductor manufacturer’s stock after purchasing an additional 50,400 shares during the period. Algert Global LLC owned 0.06% of Skyworks Solutions worth $6,189,000 as of its most recent SEC filing.
Several other large investors have also recently modified their holdings of the stock. OMERS ADMINISTRATION Corp purchased a new stake in Skyworks Solutions in the second quarter worth approximately $809,000. Sanctuary Advisors LLC purchased a new stake in Skyworks Solutions in the second quarter worth about $574,000. Connor Clark & Lunn Investment Management Ltd. purchased a new position in Skyworks Solutions during the second quarter valued at approximately $1,504,000. Meiji Yasuda Asset Management Co Ltd. purchased a new position in shares of Skyworks Solutions during the 2nd quarter valued at $215,000. Finally, Twin Tree Management LP purchased a new position in shares of Skyworks Solutions in the second quarter valued at about $937,000. Hedge funds and other institutional investors own 85.43% of the company’s stock.
Skyworks Solutions Trading Up 1.4% Shares of Skyworks Solutions stock opened at $66.62 on Thursday. The stock has a market cap of $10.02 billion, a PE ratio of 34.52 and a beta of 1.51. The firm has a fifty day moving average price of $65.15 and a 200 day moving average price of $64.08. The company has a debt-to-equity ratio of 0.09, a current ratio of 3.10 and a quick ratio of 1.94. Skyworks Solutions, Inc. has a 1 year low of $51.93 and a 1 year high of $90.90.
Skyworks Solutions (NASDAQ:SWKS – Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share for the quarter, beating analysts’ consensus estimates of $1.03 by $0.05. Skyworks Solutions had a net margin of 7.23% and a return on equity of 10.74%. The company had revenue of $934.80 million during the quarter, compared to analysts’ expectations of $925.97 million. During the same quarter in the previous year, the company earned $1.33 earnings per share. The firm’s revenue for the quarter was down 3.1% on a year-over-year basis. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. Equities research analysts predict that Skyworks Solutions, Inc. will post 3.64 earnings per share for the current year. Analysts Set New Price Targets A number of brokerages recently weighed in on SWKS. Benchmark restated a “hold” rating on shares of Skyworks Solutions in a research report on Monday, July 27th. Morgan Stanley decreased their price target on Skyworks Solutions from $76.00 to $72.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 29th. Citigroup reduced their target price on shares of Skyworks Solutions from $77.00 to $64.00 and set a “neutral” rating on the stock in a research report on Wednesday, July 29th. JPMorgan Chase & Co. reduced their price target on shares of Skyworks Solutions from $70.00 to $65.00 and set a “neutral” rating for the company in a report on Wednesday, July 29th. Finally, TD Cowen dropped their price objective on Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Four research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Skyworks Solutions presently has an average rating of “Hold” and an average price target of $74.00.
Get Our Latest Stock Report on SWKS
(Free Report)
Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company’s portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.
Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.
Further Reading Five stocks we like better than Skyworks Solutions Williams-Sonoma’s Quarter Gave Bulls More Than Just a Beat-and-Raise Alcoa’s Gallium Project Opens a New Door Beyond Aluminum Oura’s $16 Billion IPO Could Put a New Price on Wearable Tech Can Tesla’s Flying Roadster Distract From Its Real Risks? Want to see what other hedge funds are holding SWKS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report).
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A month has gone by since the last earnings report for Skyworks Solutions (SWKS - Free Report) . Shares have added about 8.9% in that time frame, outperforming the S&P 500.
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 the latest earnings report in order to get a better handle on the recent catalysts for Skyworks Solutions, Inc. before we dive into how investors and analysts have reacted as of late.
SWKS Q3 Earnings Beat on Broad Markets, AI Data Center GrowthSkyworks Solutions reported third-quarter fiscal 2026 non-GAAP earnings of $1.08 per share, beating the Zacks Consensus Estimate by 4.85%. Earnings declined 18.8% year over year from $1.33.
Revenues of $934.8 million fell 3.1% year over year but topped the consensus mark by 1.38%. Results benefited from healthy mobile demand and continued Broad Markets growth, with automotive and data center delivering double-digit gains.
SWKS Broad Markets Maintains Growth MomentumBroad Markets generated approximately $403 million in revenues, rising 8% year over year and accounting for 43% of total sales. Management highlighted that demand for several fast-growing products remained ahead of available supply during the quarter.
Wi-Fi, data center and automotive represented nearly two-thirds of the business and collectively grew 15% year over year. Artificial Intelligence (AI) data center was the fastest-growing operation, expanding at a rate above the 50% annual growth outlook provided in the prior quarter despite supply constraints.
Wi-Fi 7 adoption and early customer work on Wi-Fi 8 supported the connectivity pipeline. In automotive, connected-car and infotainment applications drove current growth, while management highlighted multiyear engagements with global automakers and suppliers. Demand for several faster-growing products exceeded available supply, partly offset by softness in consumer-oriented Internet of Things products.
Skyworks Mobile Mix Remains ConcentratedMobile contributed 57% of total revenues. Performance was supported by healthy sell-through at the largest customer and successful new-product ramps at the company’s largest Android customer.
The largest customer generated approximately 57% of total revenues. Management maintained its expectation for roughly flat blended mobile content this year, with stronger unit demand helping offset previously disclosed content pressure.
Skyworks also reiterated that its major Android design win extends through 2030. The customer performed particularly well during the reported quarter, although management expects the normal seasonal pattern to moderate that contribution in the September quarter.
SWKS Expands Automotive & Data Center PipelineSkyworks added automotive engagements spanning telematics and in-vehicle infotainment with leading global original equipment manufacturers. The company expects connectivity and power products to broaden its presence across multiyear vehicle platforms.
In the data center, SWKS expanded its design-win pipeline with precision timing products for a hyperscaler switch platform and isolation solutions for 800-volt high-voltage direct-current power architectures. Rising data rates and rack density are supporting demand for advanced timing, connectivity and power-delivery solutions.
Skyworks Margins Contract on Input Cost PressureNon-GAAP gross profit was $420 million, resulting in a gross margin of 44.9%. The margin contracted 220 basis points from 47.1% in the year-ago quarter as higher input costs continued to weigh on profitability.
Operating expenses on a GAAP basis were $326.5 million, up 12.4% year over year. Research and development expenses increased 4.2% year over year, while selling, general and administrative expenses rose 10.5%.
Non-GAAP operating income totaled $181.6 million, down from $224.4 million a year earlier. The operating margin declined 390 basis points to 19.4%. Management is pursuing cost controls and selective price increases, primarily across its longer-life Broad Markets products, to offset cost inflation.
Skyworks Maintains Balance Sheet StrengthSkyworks ended the quarter with approximately $814 million in cash and investments and $497 million in debt after repaying $500 million of notes that matured during the period.
Operating cash flow totaled $70.4 million in the third quarter compared with $314.1 million a year earlier. The company reported negative free cash flow of $16.7 million against positive free cash flow of $252.7 million in the prior-year quarter.
The company paid $106.9 million in dividends during the quarter. However, Skyworks said it will not declare quarterly dividends going forward, redirecting capital toward share repurchases, debt reduction and strategic acquisitions.
The board replaced the prior repurchase authorization with a new $2 billion stock buyback program for the combined company, set to expire in January 2029.
Skyworks Guides for a Seasonal Mobile RampFor the fourth quarter of fiscal 2026, Skyworks expects revenues to be between $1.01 billion and $1.06 billion. At the midpoint of $1.035 billion, management projects non-GAAP earnings of $1.27 per share.
Mobile revenues are expected to grow sequentially in the high teens, driven by seasonal product launches at the largest customer. Broad Markets is projected to increase approximately 5% year over year and represent about 39% of sales. Gross margin is forecast between 44% and 45%, with operating expenses of $235 million to $245 million.
SWKS Advances Its Pending Qorvo CombinationSkyworks said regulatory reviews for the Qorvo transaction are progressing and expressed optimism that the combination could close within calendar 2026. The company expects to raise approximately $2 billion of acquisition-related debt financing, with fourth-quarter guidance including about $5 million of incremental net interest expense.
The board authorized a new $2 billion share-repurchase program for the combined company and decided not to declare quarterly dividends going forward. Capital will instead be directed toward share repurchases, debt reduction and opportunistic acquisitions following the transaction.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates review.
VGM ScoresCurrently, 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 score 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 broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Skyworks has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Caisse de depot et placement du Quebec acquired a new stake in Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 21,700 shares of the semiconductor manufacturer’s stock, valued at approximately $1,471,000.
A number of other institutional investors also recently modified their holdings of the company. AdvisorNet Financial Inc grew its position in Skyworks Solutions by 93.8% in the 1st quarter. AdvisorNet Financial Inc now owns 531 shares of the semiconductor manufacturer’s stock valued at $28,000 after purchasing an additional 257 shares during the period. J.Safra Asset Management Corp bought a new position in shares of Skyworks Solutions in the second quarter valued at $28,000. Fideuram Asset Management Ireland dac bought a new position in shares of Skyworks Solutions in the fourth quarter valued at $29,000. CYBER HORNET ETFs LLC acquired a new position in shares of Skyworks Solutions during the second quarter valued at about $32,000. Finally, MUFG Securities EMEA plc acquired a new position in shares of Skyworks Solutions during the second quarter valued at about $33,000. 85.43% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In A number of research firms recently weighed in on SWKS. Benchmark restated a “hold” rating on shares of Skyworks Solutions in a report on Monday, July 27th. Weiss Ratings upgraded Skyworks Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, July 30th. BNP Paribas Exane boosted their price objective on Skyworks Solutions from $60.00 to $70.00 in a report on Wednesday, May 6th. BMO Capital Markets assumed coverage on Skyworks Solutions in a research note on Friday, August 21st. They issued a “market perform” rating and a $70.00 price objective for the company. Finally, Loop Capital raised their target price on Skyworks Solutions from $60.00 to $70.00 in a report on Wednesday, May 6th. Four analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $74.00.
Read Our Latest Stock Report on SWKS Skyworks Solutions Stock Performance NASDAQ SWKS opened at $65.79 on Friday. The company has a fifty day moving average price of $64.91 and a 200-day moving average price of $64.13. The firm has a market cap of $9.90 billion, a price-to-earnings ratio of 34.09 and a beta of 1.51. The company has a debt-to-equity ratio of 0.09, a current ratio of 3.10 and a quick ratio of 1.94. Skyworks Solutions, Inc. has a 1 year low of $51.93 and a 1 year high of $90.90.
Skyworks Solutions (NASDAQ:SWKS – Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share for the quarter, beating analysts’ consensus estimates of $1.03 by $0.05. Skyworks Solutions had a net margin of 7.23% and a return on equity of 10.74%. The company had revenue of $934.80 million for the quarter, compared to analyst estimates of $925.97 million. During the same period last year, the firm earned $1.33 earnings per share. The firm’s revenue was down 3.1% on a year-over-year basis. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. As a group, equities research analysts predict that Skyworks Solutions, Inc. will post 3.64 EPS for the current fiscal year.
Skyworks Solutions Company Profile (Free Report)
Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company’s portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.
Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.
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Connor Clark & Lunn Investment Management Ltd. bought a new stake in Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 22,181 shares of the semiconductor manufacturer’s stock, valued at approximately $1,504,000.
Other hedge funds have also made changes to their positions in the company. BlackRock Inc. acquired a new stake in shares of Skyworks Solutions during the 2nd quarter valued at approximately $1,393,584,000. Pzena Investment Management LLC grew its holdings in shares of Skyworks Solutions by 27.6% in the 1st quarter. Pzena Investment Management LLC now owns 16,108,138 shares of the semiconductor manufacturer’s stock worth $862,591,000 after acquiring an additional 3,481,658 shares during the period. State Street Corp increased its stake in Skyworks Solutions by 1.0% in the 4th quarter. State Street Corp now owns 6,600,800 shares of the semiconductor manufacturer’s stock valued at $418,557,000 after purchasing an additional 64,187 shares in the last quarter. Charles Schwab Investment Management Inc. increased its stake in Skyworks Solutions by 2.4% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 5,901,731 shares of the semiconductor manufacturer’s stock valued at $374,229,000 after purchasing an additional 137,506 shares in the last quarter. Finally, FIL Ltd raised its holdings in Skyworks Solutions by 50.5% during the fourth quarter. FIL Ltd now owns 5,190,211 shares of the semiconductor manufacturer’s stock worth $329,111,000 after purchasing an additional 1,742,338 shares during the last quarter. Institutional investors and hedge funds own 85.43% of the company’s stock.
Wall Street Analysts Forecast Growth SWKS has been the topic of a number of research analyst reports. B. Riley Financial boosted their target price on Skyworks Solutions from $60.00 to $68.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. JPMorgan Chase & Co. dropped their price target on Skyworks Solutions from $70.00 to $65.00 and set a “neutral” rating for the company in a research report on Wednesday, July 29th. Stifel Nicolaus cut their price target on Skyworks Solutions from $75.00 to $70.00 and set a “hold” rating for the company in a research note on Wednesday, July 29th. Craig Hallum boosted their price objective on shares of Skyworks Solutions from $75.00 to $85.00 in a research report on Wednesday, May 6th. Finally, Weiss Ratings raised shares of Skyworks Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, July 30th. Four research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $74.00.
View Our Latest Report on Skyworks Solutions Skyworks Solutions Price Performance SWKS stock opened at $65.79 on Friday. Skyworks Solutions, Inc. has a 1 year low of $51.93 and a 1 year high of $90.90. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.94 and a current ratio of 3.10. The stock’s 50 day moving average price is $64.91 and its 200 day moving average price is $64.13. The firm has a market cap of $9.90 billion, a P/E ratio of 34.09 and a beta of 1.51.
Skyworks Solutions (NASDAQ:SWKS – Get Free Report) last announced its earnings results on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.05. Skyworks Solutions had a return on equity of 10.74% and a net margin of 7.23%.The firm had revenue of $934.80 million for the quarter, compared to analysts’ expectations of $925.97 million. During the same quarter in the prior year, the firm earned $1.33 EPS. Skyworks Solutions’s quarterly revenue was down 3.1% on a year-over-year basis. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. On average, sell-side analysts expect that Skyworks Solutions, Inc. will post 3.64 earnings per share for the current fiscal year.
Skyworks Solutions Company Profile (Free Report)
Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company’s portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.
Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.
Further Reading Five stocks we like better than Skyworks Solutions From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week
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Navitas Semiconductor (NASDAQ:NVTS – Get Free Report) and Skyworks Solutions (NASDAQ:SWKS – Get Free Report) are both technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, institutional ownership, risk, valuation, analyst recommendations, dividends and earnings.
Volatility and Risk Navitas Semiconductor has a beta of 3.86, indicating that its share price is 286% more volatile than the S&P 500. Comparatively, Skyworks Solutions has a beta of 1.51, indicating that its share price is 51% more volatile than the S&P 500.
Valuation & Earnings This table compares Navitas Semiconductor and Skyworks Solutions”s gross revenue, earnings per share (EPS) and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Navitas Semiconductor $45.92 million 73.74 -$116.95 million ($1.33) -9.75 Skyworks Solutions $4.09 billion 2.50 $477.10 million $1.93 35.20 Skyworks Solutions has higher revenue and earnings than Navitas Semiconductor. Navitas Semiconductor is trading at a lower price-to-earnings ratio than Skyworks Solutions, indicating that it is currently the more affordable of the two stocks.
Analyst Recommendations This is a breakdown of recent recommendations for Navitas Semiconductor and Skyworks Solutions, as reported by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Navitas Semiconductor 2 2 2 0 2.00 Skyworks Solutions 2 17 4 0 2.09 Navitas Semiconductor currently has a consensus price target of $15.92, suggesting a potential upside of 22.74%. Skyworks Solutions has a consensus price target of $74.22, suggesting a potential upside of 9.25%. Given Navitas Semiconductor’s higher possible upside, equities research analysts clearly believe Navitas Semiconductor is more favorable than Skyworks Solutions.
Institutional & Insider Ownership 46.1% of Navitas Semiconductor shares are owned by institutional investors. Comparatively, 85.4% of Skyworks Solutions shares are owned by institutional investors. 12.4% of Navitas Semiconductor shares are owned by insiders. Comparatively, 0.2% of Skyworks Solutions shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.
Profitability This table compares Navitas Semiconductor and Skyworks Solutions’ net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Navitas Semiconductor -856.85% -13.13% -11.91% Skyworks Solutions 7.23% 10.74% 7.95% Summary Skyworks Solutions beats Navitas Semiconductor on 10 of the 14 factors compared between the two stocks.
(Get Free Report)
Navitas Semiconductor Corporation designs, develops, and markets gallium nitride power integrated circuits, silicon carbide, associated high-speed silicon system controllers, and digital isolators used in power conversion and charging. The company’s products are used in mobile, consumer, data center, solar, electric vehicle, industrial motor drive, smart grid, and transportation applications. It operates in the United States, Europe, China, rest of Asia, and internationally. The company was founded in 2013 and is based in Torrance, California.
About Skyworks Solutions (Get Free Report)
Skyworks Solutions, Inc., together with its subsidiaries, designs, develops, manufactures, and markets proprietary semiconductor products in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and the rest of Asia-Pacific. Its product portfolio includes amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, DC/DC converters, demodulators, detectors, diodes, wireless analog system on chip products, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, receivers, switches, synthesizers, timing devices, voltage controlled oscillators/synthesizers, and voltage regulators. The company products are the used in aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, military, smartphone, tablet, and wearable markets. It sells its products through direct sales force, electronic component distributors, and independent sales representatives. Skyworks Solutions, Inc. was founded in 1962 and is based in Irvine, California.
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Cetera Investment Advisers increased its stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 24.2% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 51,731 shares of the semiconductor manufacturer’s stock after acquiring an additional 10,091 shares during the period. Cetera Investment Advisers’ holdings in Skyworks Solutions were worth $2,770,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Pzena Investment Management LLC lifted its stake in shares of Skyworks Solutions by 27.6% in the first quarter. Pzena Investment Management LLC now owns 16,108,138 shares of the semiconductor manufacturer’s stock worth $862,591,000 after buying an additional 3,481,658 shares during the last quarter. Norges Bank acquired a new position in Skyworks Solutions in the 4th quarter valued at $121,304,000. FIL Ltd raised its holdings in Skyworks Solutions by 50.5% in the 4th quarter. FIL Ltd now owns 5,190,211 shares of the semiconductor manufacturer’s stock worth $329,111,000 after acquiring an additional 1,742,338 shares during the period. Capital Research Global Investors acquired a new position in Skyworks Solutions during the 4th quarter worth $102,279,000. Finally, First Trust Advisors LP lifted its position in Skyworks Solutions by 51.7% during the 1st quarter. First Trust Advisors LP now owns 2,218,826 shares of the semiconductor manufacturer’s stock worth $118,818,000 after acquiring an additional 756,280 shares during the last quarter. 85.43% of the stock is currently owned by institutional investors and hedge funds.
Skyworks Solutions Stock Up 5.7% SWKS opened at $70.62 on Friday. The company has a market capitalization of $10.63 billion, a P/E ratio of 36.59 and a beta of 1.51. The company has a debt-to-equity ratio of 0.09, a current ratio of 3.10 and a quick ratio of 1.94. The firm’s fifty day moving average price is $66.90 and its two-hundred day moving average price is $63.12. Skyworks Solutions, Inc. has a fifty-two week low of $51.93 and a fifty-two week high of $90.90.
Skyworks Solutions (NASDAQ:SWKS – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.05. The company had revenue of $934.80 million during the quarter, compared to analysts’ expectations of $925.97 million. Skyworks Solutions had a net margin of 7.23% and a return on equity of 10.74%. The business’s revenue was down 3.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.33 EPS. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. On average, analysts anticipate that Skyworks Solutions, Inc. will post 3.64 EPS for the current year.
Analyst Ratings Changes Several equities research analysts have recently issued reports on the company. Benchmark reaffirmed a “hold” rating on shares of Skyworks Solutions in a research report on Monday, July 27th. B. Riley Financial increased their target price on Skyworks Solutions from $60.00 to $68.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Weiss Ratings raised Skyworks Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, July 30th. Stifel Nicolaus dropped their price target on Skyworks Solutions from $75.00 to $70.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Finally, KeyCorp lowered Skyworks Solutions from an “overweight” rating to a “sector weight” rating in a report on Tuesday, July 14th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Skyworks Solutions has a consensus rating of “Hold” and an average target price of $74.22.
View Our Latest Stock Report on Skyworks Solutions
Skyworks Solutions Company Profile (Free Report)
Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company’s portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.
Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.
Featured Stories Five stocks we like better than Skyworks Solutions Datadog’s Drop Says More About Expectations Than Earnings D-Wave’s Quantum Breakthrough Couldn’t Save QBTS From a Sell-Off Cloudflare’s Beat-and-Raise Quarter Puts Its AI Edge Story in Focus Solventum Nears Inflection Point As It Begins to Unlock Value Want to see what other hedge funds are holding SWKS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report).
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California State Teachers Retirement System raised its holdings in Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 22.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 171,987 shares of the semiconductor manufacturer’s stock after acquiring an additional 31,033 shares during the period. California State Teachers Retirement System owned approximately 0.11% of Skyworks Solutions worth $9,210,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also modified their holdings of SWKS. Jackson Creek Investment Advisors LLC acquired a new position in Skyworks Solutions during the fourth quarter worth $1,388,000. AlphaQuest LLC grew its stake in Skyworks Solutions by 662.4% during the 4th quarter. AlphaQuest LLC now owns 53,355 shares of the semiconductor manufacturer’s stock worth $3,383,000 after purchasing an additional 46,357 shares in the last quarter. Mitsubishi UFJ Trust & Banking Corp grew its stake in Skyworks Solutions by 1,718.1% during the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 125,830 shares of the semiconductor manufacturer’s stock worth $7,980,000 after purchasing an additional 118,909 shares in the last quarter. Vanguard Group Inc. increased its holdings in Skyworks Solutions by 1.9% during the 4th quarter. Vanguard Group Inc. now owns 21,103,896 shares of the semiconductor manufacturer’s stock worth $1,338,198,000 after purchasing an additional 389,168 shares during the period. Finally, OFI Invest Asset Management acquired a new stake in Skyworks Solutions in the 4th quarter valued at about $19,403,000. 85.43% of the stock is owned by institutional investors and hedge funds.
Skyworks Solutions Stock Down 1.6% Shares of NASDAQ:SWKS opened at $61.29 on Tuesday. The firm has a 50 day simple moving average of $67.90 and a 200-day simple moving average of $62.90. Skyworks Solutions, Inc. has a twelve month low of $51.93 and a twelve month high of $90.90. The company has a current ratio of 3.10, a quick ratio of 1.94 and a debt-to-equity ratio of 0.09. The company has a market capitalization of $9.22 billion, a PE ratio of 31.76 and a beta of 1.51.
Skyworks Solutions (NASDAQ:SWKS – Get Free Report) last posted its earnings results on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.05. Skyworks Solutions had a net margin of 7.23% and a return on equity of 10.74%. The firm had revenue of $934.80 million for the quarter, compared to the consensus estimate of $925.97 million. During the same period last year, the firm posted $1.33 EPS. The company’s revenue was down 3.1% on a year-over-year basis. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. On average, equities analysts predict that Skyworks Solutions, Inc. will post 3.62 EPS for the current fiscal year.
Analysts Set New Price Targets Several equities analysts have recently issued reports on the company. Citigroup decreased their price objective on Skyworks Solutions from $77.00 to $64.00 and set a “neutral” rating for the company in a research note on Wednesday, July 29th. Stifel Nicolaus reduced their target price on shares of Skyworks Solutions from $75.00 to $70.00 and set a “hold” rating on the stock in a report on Wednesday, July 29th. Craig Hallum lifted their price target on shares of Skyworks Solutions from $75.00 to $85.00 in a research note on Wednesday, May 6th. Barclays upgraded shares of Skyworks Solutions from an “equal weight” rating to an “overweight” rating and boosted their price target for the stock from $60.00 to $70.00 in a report on Wednesday, April 22nd. Finally, Morgan Stanley dropped their price objective on shares of Skyworks Solutions from $76.00 to $72.00 and set an “equal weight” rating on the stock in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $74.22.
Read Our Latest Stock Report on SWKS
Skyworks Solutions Profile (Free Report)
Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company’s portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.
Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.
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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.
Skyworks Solutions, Inc. (NASDAQ:SWKS – Get Free Report) gapped down prior to trading on Wednesday after JPMorgan Chase & Co. lowered their price target on the stock from $70.00 to $65.00. The stock had previously closed at $64.68, but opened at $58.59. JPMorgan Chase & Co. currently has a neutral rating on the stock. Skyworks Solutions shares last traded at $60.0940, with a volume of 2,453,515 shares.
Other analysts have also recently issued reports about the company. KeyCorp cut Skyworks Solutions from an “overweight” rating to a “sector weight” rating in a research report on Tuesday, July 14th. UBS Group increased their target price on Skyworks Solutions from $65.00 to $70.00 and gave the stock a “neutral” rating in a research report on Wednesday. Mizuho lowered their target price on Skyworks Solutions from $55.00 to $52.00 and set an “underperform” rating for the company in a research note on Wednesday. Craig Hallum raised their target price on Skyworks Solutions from $75.00 to $85.00 in a research note on Wednesday, May 6th. Finally, BNP Paribas Exane lifted their price target on Skyworks Solutions from $60.00 to $70.00 in a research report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, Skyworks Solutions currently has a consensus rating of “Hold” and a consensus target price of $74.22.
Get Our Latest Analysis on Skyworks Solutions
Key Stories Impacting Skyworks Solutions Here are the key news stories impacting Skyworks Solutions this week:
Positive Sentiment: Skyworks reported fiscal third-quarter revenue of approximately $935 million and non-GAAP diluted EPS of $1.08, exceeding analyst expectations of about $926 million and $1.03, respectively. Growth in Broad Markets—particularly automotive and AI data-center applications—helped offset weakness in other businesses. Skyworks fiscal third-quarter results Positive Sentiment: Management issued fourth-quarter EPS guidance of $1.27, above the roughly $1.23 consensus estimate, with revenue guidance of $1.0 billion to $1.1 billion. The company also authorized a new $2 billion share-repurchase program, which could support per-share results over time. Skyworks Q3 release and capital allocation update Positive Sentiment: Skyworks and Qorvo announced expected leadership appointments for their planned combination. RBC described the transaction favorably, citing potential cost synergies and relatively stable core business trends. Regulatory approvals are progressing, although the deal remains pending. RBC view on the Qorvo transaction Neutral Sentiment: Analyst sentiment remains mixed. UBS raised its target to $70 while maintaining a Neutral rating, whereas JPMorgan, Morgan Stanley, Stifel, TD Cowen, Citigroup, RBC and Mizuho lowered targets, generally retaining Neutral, Hold or equivalent ratings. Analyst revisions following earnings Negative Sentiment: Revenue declined 3.1% year over year and EPS fell from $1.33 a year earlier, while margin pressure and weaker wireless-related demand overshadowed the quarterly beat. Investors may also be concerned about the reported dividend suspension and plans to raise approximately $2 billion in acquisition debt financing. Morgan Stanley analysis of Skyworks Hedge Funds Weigh In On Skyworks Solutions Institutional investors and hedge funds have recently made changes to their positions in the business. Pzena Investment Management LLC boosted its holdings in Skyworks Solutions by 27.6% in the first quarter. Pzena Investment Management LLC now owns 16,108,138 shares of the semiconductor manufacturer’s stock worth $862,591,000 after acquiring an additional 3,481,658 shares in the last quarter. Norges Bank purchased a new stake in shares of Skyworks Solutions in the fourth quarter worth $121,304,000. FIL Ltd grew its stake in shares of Skyworks Solutions by 50.5% in the fourth quarter. FIL Ltd now owns 5,190,211 shares of the semiconductor manufacturer’s stock worth $329,111,000 after acquiring an additional 1,742,338 shares during the last quarter. Capital Research Global Investors bought a new position in shares of Skyworks Solutions during the fourth quarter valued at $102,279,000. Finally, First Trust Advisors LP increased its holdings in shares of Skyworks Solutions by 51.7% during the first quarter. First Trust Advisors LP now owns 2,218,826 shares of the semiconductor manufacturer’s stock valued at $118,818,000 after acquiring an additional 756,280 shares in the last quarter. Institutional investors own 85.43% of the company’s stock.
Skyworks Solutions Trading Down 5.4% The firm has a 50-day moving average price of $68.95 and a 200-day moving average price of $62.84. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.70 and a current ratio of 2.38. The stock has a market cap of $9.20 billion, a PE ratio of 31.70 and a beta of 1.50.
Skyworks Solutions (NASDAQ:SWKS – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 EPS for the quarter, beating the consensus estimate of $1.03 by $0.05. The company had revenue of $934.80 million for the quarter, compared to the consensus estimate of $925.97 million. Skyworks Solutions had a net margin of 7.23% and a return on equity of 10.73%. Skyworks Solutions’s revenue for the quarter was down 3.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.33 EPS. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. As a group, equities analysts anticipate that Skyworks Solutions, Inc. will post 3.62 EPS for the current fiscal year.
Skyworks Solutions Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, May 26th were issued a dividend of $0.71 per share. The ex-dividend date was Tuesday, May 26th. This represents a $2.84 dividend on an annualized basis and a dividend yield of 4.6%. Skyworks Solutions’s dividend payout ratio is presently 117.84%.
About Skyworks Solutions (Get Free Report)
Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company’s portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.
Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.
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Skyworks Solutions reported quarterly earnings of $1.08 per share which beat the analyst consensus estimate of $1.01 per share. The company reported quarterly sales of $934.800 million which beat the analyst consensus estimate of $920.280 million.
Skyworks Solutions sees fourth-quarter adjusted EPS of $1.27, versus market estimates of $1.28. The company sees sales of $1.010 billion-$1.060 billion, versus estimates of $1.021 billion.
“We delivered a solid quarter with revenue and earnings above expectations, reflecting consistent execution across the portfolio,” said Phil Brace, chief executive officer and president of Skyworks. “Mobile performed well on healthy demand, and Broad Markets delivered another quarter of year-over-year growth, led by double-digit gains in automotive and data center.
Skyworks Solutions shares fell 3.2% to trade at $62.55 on Wednesday.
These analysts made changes to their price targets on Skyworks Solutions following earnings announcement.
RBC Capital analyst Srini Pajjuri maintained the stock with a Sector Perform and lowered the price target from $80 to $70. Citigroup analyst Atif Malik maintained the stock with a Neutral and lowered the price target from $77 to $64. UBS analyst Timothy Arcuri maintained the stock with a Neutral and raised the price target from $65 to $70. Considering buying SWKS stock? Here’s what analysts think:
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Key Takeaways Skyworks beat fiscal Q3 estimates as Broad Markets grew 8% and AI data center expanded above 50%.SWKS expects fiscal Q4 revenues of $1.01B-$1.06B, with mobile sales rising in the high teens.Skyworks ended dividends, authorized a $2B buyback and aims to close the Qorvo deal in 2026. Skyworks Solutions (SWKS - Free Report) reported third-quarter fiscal 2026 non-GAAP earnings of $1.08 per share, beating the Zacks Consensus Estimate by 4.85%. Earnings declined 18.8% year over year from $1.33.
Revenues of $934.8 million fell 3.1% year over year but topped the consensus mark by 1.38%. Results benefited from healthy mobile demand and continued Broad Markets growth, with automotive and data center delivering double-digit gains.
SWKS Broad Markets Maintains Growth MomentumBroad Markets generated approximately $403 million in revenues, rising 8% year over year and accounting for 43% of total sales. Management highlighted that demand for several fast-growing products remained ahead of available supply during the quarter.
Wi-Fi, data center and automotive represented nearly two-thirds of the business and collectively grew 15% year over year. Artificial Intelligence (AI) data center was the fastest-growing operation, expanding at a rate above the 50% annual growth outlook provided in the prior quarter despite supply constraints.
Wi-Fi 7 adoption and early customer work on Wi-Fi 8 supported the connectivity pipeline. In automotive, connected-car and infotainment applications drove current growth, while management highlighted multiyear engagements with global automakers and suppliers. Demand for several faster-growing products exceeded available supply, partly offset by softness in consumer-oriented Internet of Things products.
Skyworks Mobile Mix Remains ConcentratedMobile contributed 57% of total revenues. Performance was supported by healthy sell-through at the largest customer and successful new-product ramps at the company’s largest Android customer.
The largest customer generated approximately 57% of total revenues. Management maintained its expectation for roughly flat blended mobile content this year, with stronger unit demand helping offset previously disclosed content pressure.
Skyworks also reiterated that its major Android design win extends through 2030. The customer performed particularly well during the reported quarter, although management expects the normal seasonal pattern to moderate that contribution in the September quarter.
SWKS Expands Automotive & Data Center PipelineSkyworks added automotive engagements spanning telematics and in-vehicle infotainment with leading global original equipment manufacturers. The company expects connectivity and power products to broaden its presence across multiyear vehicle platforms.
In the data center, SWKS expanded its design-win pipeline with precision timing products for a hyperscaler switch platform and isolation solutions for 800-volt high-voltage direct-current power architectures. Rising data rates and rack density are supporting demand for advanced timing, connectivity and power-delivery solutions.
Skyworks Margins Contract on Input Cost PressureNon-GAAP gross profit was $420 million, resulting in a gross margin of 44.9%. The margin contracted 220 basis points from 47.1% in the year-ago quarter as higher input costs continued to weigh on profitability.
Operating expenses on a GAAP basis were $326.5 million, up 12.4% year over year. Research and development expenses increased 4.2% year over year, while selling, general and administrative expenses rose 10.5%.
Non-GAAP operating income totaled $181.6 million, down from $224.4 million a year earlier. The operating margin declined 390 basis points to 19.4%. Management is pursuing cost controls and selective price increases, primarily across its longer-life Broad Markets products, to offset cost inflation.
Skyworks Maintains Balance Sheet StrengthSkyworks ended the quarter with approximately $814 million in cash and investments and $497 million in debt after repaying $500 million of notes that matured during the period.
Operating cash flow totaled $70.4 million in the third quarter compared with $314.1 million a year earlier. The company reported negative free cash flow of $16.7 million against positive free cash flow of $252.7 million in the prior-year quarter.
The company paid $106.9 million in dividends during the quarter. However, Skyworks said it will not declare quarterly dividends going forward, redirecting capital toward share repurchases, debt reduction and strategic acquisitions.
The board replaced the prior repurchase authorization with a new $2 billion stock buyback program for the combined company, set to expire in January 2029.
Skyworks Guides for a Seasonal Mobile RampFor the fourth quarter of fiscal 2026, Skyworks expects revenues to be between $1.01 billion and $1.06 billion. At the midpoint of $1.035 billion, management projects non-GAAP earnings of $1.27 per share.
Mobile revenues are expected to grow sequentially in the high teens, driven by seasonal product launches at the largest customer. Broad Markets is projected to increase approximately 5% year over year and represent about 39% of sales. Gross margin is forecast between 44% and 45%, with operating expenses of $235 million to $245 million.
SWKS Advances Its Pending Qorvo CombinationSkyworks said regulatory reviews for the Qorvo transaction are progressing and expressed optimism that the combination could close within calendar 2026. The company expects to raise approximately $2 billion of acquisition-related debt financing, with fourth-quarter guidance including about $5 million of incremental net interest expense.
The board authorized a new $2 billion share-repurchase program for the combined company and decided not to declare quarterly dividends going forward. Capital will instead be directed toward share repurchases, debt reduction and opportunistic acquisitions following the transaction.
SWKS’s Zacks Rank & Stocks to ConsiderSkyworks Solutions currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Computer and Technology sector include ASE Technology (ASX - Free Report) , nVent Electric (NVT - Free Report) , and Tokyo Electron (TOELY - Free Report) . Each stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of ASE Technology have gained 110.7% in the year-to-date period. ASX is set to report the second quarter of 2026 results on July 30.
Shares of nVent Electric have surged 39% in the year-to-date period. NVT is slated to report second-quarter 2026 results on July 31.
Tokyo Electron shares have gained 49.3% in the year-to-date period. TOELY is set to report first-quarter fiscal 2027 results on July 30.
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, /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].
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Revenue: $935 million, above the midpoint of guidance.Non-GAAP Diluted Earnings Per Share: $1.08, $0.05 above the midpoint of guidance.Gross Margin: Approximate
MarketBeat Week in Review – 06/23 - 6/27Skyworks Solutions NASDAQ: SWKS reported fiscal third-quarter revenue and non-GAAP earnings above the midpoint of its guidance, while outlining progress toward its proposed combination with Qorvo and a revised capital allocation strategy for the combined company.
For the June quarter, Skyworks generated revenue of $935 million and non-GAAP diluted earnings per share of $1.08, which Chief Executive Officer and President Phil Brace said was $0.05 above the midpoint of the company’s outlook. Revenue from mobile represented 57% of sales, while broad markets accounted for 43%.
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Skyworks Stock Down 16% in 2025, Poised for AI Edge SurgeChief Financial Officer and Senior Vice President Philip Carter said Skyworks’ largest customer represented approximately 57% of total revenue during the quarter. Mobile results were supported by healthy sell-through at that customer and new product ramps at Skyworks’ largest Android customer, he said.
Qorvo transaction advances Brace said regulatory reviews of Skyworks’ planned Qorvo combination were continuing to progress. In China, the review has advanced to phase three with the State Administration for Market Regulation, or SAMR, which Brace described during the question-and-answer session as the final stage of that process.
Cirrus Logic Stock Surges on Strong Apple iPhone Upgrade CycleThe company is working with regulators in the remaining jurisdictions and is now optimistic that the transaction can close within calendar 2026. Skyworks is preparing for a closing as early as its current fiscal year, although Brace noted that the deal remains subject to regulatory approvals and customary closing conditions.
In preparation for a potentially earlier closing, Skyworks anticipates raising approximately $2 billion in debt financing in the near term, subject to market and other conditions. Carter said the company ended the June quarter with approximately $814 million in cash and investments and $497 million in debt, after retiring $500 million of notes that matured during the period.
Skyworks also announced the expected leadership team for the combined company. Carter is expected to serve as chief financial officer, while Qorvo President and CEO Bob Bruggeworth is expected to join the combined company’s board of directors. Brace said the company’s integration planning remains on track and that management continues to expect at least $500 million in synergies.
Dividend discontinued as buyback program expands The board approved a new capital allocation framework for the combined company that emphasizes stock repurchases, debt reduction and strategic acquisitions. As part of the change, Skyworks will no longer declare a quarterly dividend.
The company replaced a repurchase authorization that had been scheduled to expire in February 2027 with a new $2 billion share repurchase program expiring in January 2029. Brace said the new approach is intended to provide greater flexibility and direct capital toward what management considers higher-return uses.
“We determined that we would allocate that capital towards both share repurchases, de-levering the balance sheet, and strategic opportunistic M&A,” Brace said in response to an analyst question about ending the dividend.
He added that the company is focused first on closing and integrating the Qorvo transaction. Over the longer term, management expects diversification-oriented acquisitions to remain part of its strategy, while maintaining discipline around returns and potential accretion.
Broad markets growth offset by consumer softness Broad markets revenue was approximately $403 million, up 8% from a year earlier. Skyworks said its Wi-Fi, data center and automotive businesses represented nearly two-thirds of broad markets revenue and collectively grew 15% year over year.
Brace said demand in those growth areas is running ahead of the company’s available supply. AI data center was the company’s fastest-growing business and was tracking ahead of the more than 50% annual growth rate discussed in the prior quarter, despite supply constraints. The company cited demand for high-speed connectivity, precision timing and advanced power-delivery products as data centers move toward higher data rates and higher-density architectures.
Wi-Fi 7 adoption continued, while the company said it is collaborating with customers on Wi-Fi 8. In automotive, Skyworks cited demand tied to connected vehicles and infotainment systems, as well as engagements with global automakers and tier-one suppliers on multiyear vehicle platforms.
However, Brace said strength in the growth engines was partly offset by softness in more consumer-exposed areas of the broad markets business, including consumer IoT-related devices.
September-quarter outlook For the fiscal fourth quarter, Skyworks forecast revenue of $1.01 billion to $1.06 billion. At the midpoint of $1.035 billion, the company expects non-GAAP diluted earnings per share of $1.27, based on an estimated 152 million diluted shares.
Mobile revenue is expected to increase sequentially in the high-teens percentage range, supported by seasonal product launches at Skyworks’ largest customer. Broad markets revenue is expected to grow approximately 5% year over year and represent about 39% of total sales. Gross margin is expected to be between 44% and 45%, reflecting a seasonal shift toward mobile and continued input-cost pressure. Operating expenses are expected to range from $235 million to $245 million. During the June quarter, gross margin was approximately 45%, while operating income was $182 million, or a 19.4% operating margin. Carter said rising input costs remained a headwind and are expected to persist into the September quarter. The company is pursuing cost reductions and selective price increases, primarily in broad markets, where products can have longer lifecycles and more pricing flexibility.
Brace said mobile demand signals remain stable, channel inventories are lean, and the company’s guidance reflects its current view of customer demand and inventory conditions. Looking further ahead, he said Skyworks sees increasing RF complexity from higher uplink demands, expanded receive paths, satellite connectivity and other changes that could support higher RF content in devices over time.
About Skyworks Solutions (NASDAQ:SWKS)Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company's portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.
Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Skyworks Solutions (SWKS - Free Report) came out with quarterly earnings of $1.08 per share, beating the Zacks Consensus Estimate of $1.03 per share. This compares to earnings of $1.33 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +4.85%. A quarter ago, it was expected that this chipmaker 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 surpassed consensus EPS estimates four times.
Skyworks, which belongs to the Zacks Semiconductors - Radio Frequency industry, posted revenues of $934.8 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.38%. This compares to year-ago revenues of $965 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Skyworks shares have added about 0.1% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Skyworks?While Skyworks has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Skyworks was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.33 on $1.03 billion in revenues for the coming quarter and $5.05 on $3.93 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Semiconductors - Radio Frequency is currently in the top 19% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the broader Zacks Computer and Technology sector, DigitalOcean Holdings, Inc. (DOCN - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 4.
This company is expected to post quarterly earnings of $0.26 per share in its upcoming report, which represents a year-over-year change of -55.9%. The consensus EPS estimate for the quarter has been revised 8.1% higher over the last 30 days to the current level.
DigitalOcean Holdings, Inc.'s revenues are expected to be $276.15 million, up 26.3% from the year-ago quarter.
Entropy Technologies LP increased its stake in Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 66.4% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 49,035 shares of the semiconductor manufacturer’s stock after purchasing an additional 19,573 shares during the quarter. Entropy Technologies LP’s holdings in Skyworks Solutions were worth $2,626,000 at the end of the most recent quarter.
Several other hedge funds also recently made changes to their positions in the stock. Parallel Advisors LLC lifted its holdings in Skyworks Solutions by 5.3% during the 3rd quarter. Parallel Advisors LLC now owns 3,233 shares of the semiconductor manufacturer’s stock worth $249,000 after purchasing an additional 163 shares in the last quarter. Beacon Pointe Advisors LLC grew its holdings in Skyworks Solutions by 4.7% during the 4th quarter. Beacon Pointe Advisors LLC now owns 4,445 shares of the semiconductor manufacturer’s stock valued at $282,000 after buying an additional 200 shares in the last quarter. Asset Management One Co. Ltd. grew its holdings in Skyworks Solutions by 2.8% during the 4th quarter. Asset Management One Co. Ltd. now owns 7,881 shares of the semiconductor manufacturer’s stock valued at $505,000 after buying an additional 213 shares in the last quarter. Unison Advisors LLC increased its position in shares of Skyworks Solutions by 1.2% during the first quarter. Unison Advisors LLC now owns 18,418 shares of the semiconductor manufacturer’s stock valued at $986,000 after buying an additional 219 shares during the period. Finally, Global Retirement Partners LLC increased its position in shares of Skyworks Solutions by 16.0% during the fourth quarter. Global Retirement Partners LLC now owns 1,672 shares of the semiconductor manufacturer’s stock valued at $106,000 after buying an additional 230 shares during the period. 85.43% of the stock is currently owned by hedge funds and other institutional investors.
Skyworks Solutions Stock Performance NASDAQ SWKS opened at $60.21 on Monday. The stock’s 50-day simple moving average is $69.46 and its two-hundred day simple moving average is $62.82. Skyworks Solutions, Inc. has a twelve month low of $51.93 and a twelve month high of $90.90. The company has a quick ratio of 1.70, a current ratio of 2.38 and a debt-to-equity ratio of 0.09. The company has a market capitalization of $9.06 billion, a price-to-earnings ratio of 24.98 and a beta of 1.50.
Skyworks Solutions (NASDAQ:SWKS – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.15 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.11. The firm had revenue of $943.70 million during the quarter, compared to analyst estimates of $901.76 million. Skyworks Solutions had a return on equity of 11.52% and a net margin of 8.93%.The company’s revenue was down 1.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.24 earnings per share. Skyworks Solutions has set its Q3 2026 guidance at 1.030-1.030 EPS. Research analysts forecast that Skyworks Solutions, Inc. will post 3.62 EPS for the current fiscal year.
Skyworks Solutions Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, May 26th were given a $0.71 dividend. The ex-dividend date was Tuesday, May 26th. This represents a $2.84 dividend on an annualized basis and a yield of 4.7%. Skyworks Solutions’s payout ratio is presently 117.84%.
Analyst Upgrades and Downgrades SWKS has been the topic of a number of recent analyst reports. Loop Capital increased their price target on shares of Skyworks Solutions from $60.00 to $70.00 in a report on Wednesday, May 6th. BNP Paribas Exane boosted their price objective on shares of Skyworks Solutions from $60.00 to $70.00 in a research note on Wednesday, May 6th. Barclays raised shares of Skyworks Solutions from an “equal weight” rating to an “overweight” rating and upped their target price for the stock from $60.00 to $70.00 in a report on Wednesday, April 22nd. Mizuho reissued an “underperform” rating and issued a $46.00 price target (down from $60.00) on shares of Skyworks Solutions in a report on Monday, April 20th. Finally, B. Riley Financial raised their price target on shares of Skyworks Solutions from $60.00 to $68.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Skyworks Solutions has a consensus rating of “Hold” and an average price target of $77.47.
View Our Latest Analysis on Skyworks Solutions
Skyworks Solutions Profile (Free Report)
Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company’s portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.
Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.
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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.
