Skyworks Solutions trades with favorable valuation metrics versus semiconductor peers and attracted a recent cluster of bullish analyst attention, but erratic earnings results and a 30% short interest reflect genuine uncertainty about the company's growth trajectory.
Thesis pillars
- Analyst Cluster Sentiment Boost→Stable
- Relative Valuation Peer Advantage↓Deteriorating
- Free Cash Flow Resilience→Stable
- +1 more pillar — see the Why tab for full reasoning
Skyworks Solutions, Inc. (SWKS) Stock Analysis
Technology · Semiconductors
Hold if already holding. Not a fresh buy at $91.19, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: sole-source suppliers; Analyst target reached - limited upside remaining.
Skyworks Solutions designs and manufactures analog and mixed-signal semiconductors for smartphones, automotive, IoT, and aerospace applications, with Apple constituting more than 10% of net revenue in each of fiscal 2023-2025. The company employs approximately 10,000 workers... Read more
Hold if already holding. Not a fresh buy at $91.19, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: sole-source suppliers; Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 4.4/10, high confidence.
Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 47d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About Skyworks Solutions, Inc.
About Skyworks Solutions, Inc.
Skyworks Solutions designs and produces analog and mixed-signal semiconductors for smartphones, automotive infotainment, IoT, and 5G infrastructure, investing $785.5 million in R&D in fiscal 2025—up from $631.7 million in fiscal 2024 and $606.8 million in fiscal 2023. Apple constituted more than 10% of net revenue in each of fiscal 2023, 2024, and 2025, reflecting the company's concentration in the smartphone front-end market. The company employed approximately 10,000 workers as of October 3, 2025, distributed across Mexico (54%), the United States (24%), and Asia (20%).
Skyworks generates hardware sales revenue from RF front-end modules, filters, power management ICs, amplifiers, and timing devices used by OEMs—including Apple, Samsung, Google, and Motorola—in smartphones, connected home devices, automotive systems, and industrial applications. Products are sold globally through a direct sales force, electronic component distributors, and independent representatives spanning approximately 6,900 customers and 4,900 unique products. The company operates a hybrid manufacturing model combining internal wafer fabs in Osaka, Japan, with assembly and test facilities in Singapore and Mexicali, Mexico, supplemented by third-party foundries. Skyworks competes against Analog Devices, Broadcom, Murata Manufacturing, NXP Semiconductors, Qorvo, Qualcomm, and Texas Instruments. The company also discloses dependence on a limited number of sole-source suppliers for certain components, and has entered certain fixed-price supply agreements based on anticipated future requirements.
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The pending Qorvo merger announced October 27, 2025 introduces binary financial exposure: Skyworks faces a $298.7 million termination fee if it accepts a Superior Proposal or changes its board recommendation, or a $100.0 million fee if antitrust or foreign investment regulatory approvals are not obtained by the Outside Date of April 27, 2027 (extendable to October 27, 2027). Closing also requires Skyworks to incur substantial additional indebtedness via a Bridge Commitment Letter; if Qorvo's existing senior notes are assumed, their restrictive covenants—limiting additional debt, dividends, and asset dispositions—would apply to the combined company, potentially constraining operating flexibility post-close.
See also: Technology · Semiconductors
From Skyworks Solutions, Inc.'s most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-09-18Recent Developments — Skyworks Solutions, Inc.
Latest news
- NEWS BofA cuts Skyworks Solutions stock price target on merger execution concerns - Investing.com — Investing.com negative
- NEWS Skyworks Solutions Inc (SWKS) Stock Up 5.3% and Still Undervalued -- GF Score: 74/100 - GuruFocus — GuruFocus positive
- NEWS Skyworks Solutions Inc. stock underperforms Wednesday when compared to competitors despite daily gains - MarketWatch — MarketWatch negative
- NEWS Skyworks Solutions (SWKS) Q3 Earnings and Revenues Beat Estimates - Yahoo Finance — Yahoo Finance positive
- NEWS Skyworks Solutions (NASDAQ:SWKS) Exceeds Q2 Expectations But Stock Drops - StockStory — StockStory positive
Generated 2026-09-18T10:17:03Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWCustomerApple10-K Item 1: 'Apple...constituted more than ten percent of our net revenue'
- HIGHSuppliersole-source suppliers10-K Item 1: 'we are currently dependent on a limited number of sole-source suppliers'
Material Events(8-K, last 90d)
- 2026-05-19Item 5.02LOWStockholders approved the 2026 Long-Term Incentive Plan at the May 13, 2026 Annual Meeting. Routine equity incentive plan adoption by shareholder vote; no officer departure or change in senior leadership disclosed.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
3 floor-breakers
Revenue shrinking — -3.1% YoY. Growth thesis broken unless recovery story develops.static
Negative sentiment — recent news tone and/or analyst downgrades drag the composite below neutral.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $91.19, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: sole-source suppliers; Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $105.02 (+15.2%), stop $84.93 (−7.4%), A.R:R -2.2:1. Score 4.4/10, high confidence.
Take-profit target: $105.02 (-32.6% upside). Target $105.02 (+15.2%), stop $84.93 (−7.4%), A.R:R -2.2:1. Stop-loss: $84.93.
Concentration risk — Supplier: sole-source suppliers; Analyst target reached - limited upside remaining; Near 52-week high (1.1% away).
Skyworks Solutions, Inc. trades at a P/E of 46.8 (forward 17.2). TrendMatrix value score: 5.1/10. Verdict: Hold.
31 analysts cover SWKS with a consensus score of 2.8/5. Average price target: $68.
What does Skyworks Solutions, Inc. do?Skyworks Solutions designs and manufactures analog and mixed-signal semiconductors for smartphones, automotive, IoT,...
Skyworks Solutions designs and manufactures analog and mixed-signal semiconductors for smartphones, automotive, IoT, and aerospace applications, with Apple constituting more than 10% of net revenue in each of fiscal 2023-2025. The company employs approximately 10,000 workers distributed across Mexico (54%), the United States (24%), and Asia (20%), and invested $785.5 million in R&D during fiscal 2025.