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Updated 1d ago
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Skyworks Solutions, Inc.NasdaqGS:SWKS Stock Report

Market Cap US$12.6b
Updated 1d ago
Share Price
n/a
1Y18.7%
7D19.4%
1D5.1%
Portfolio Value
​
View

Skyworks Solutions, Inc.

NasdaqGS:SWKS Stock Report

Market Cap: US$12.6b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Skyworks Solutions (SWKS) Stock Overview

Develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific. More details

SWKS fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance0/6
Financial Health6/6
Dividends0/6

Rewards

Price-To-Earnings ratio (45.8x) is below the Semiconductor industry average (47.9x)

Earnings are forecast to grow 12.56% per year

Risk Analysis

Large one-off items impacting financial results


SWKS Community Fair Values

Create Narrative

See what 105 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
29.5% overvalued intrinsic discount
AnalystConsensusTarget
•1mo ago

Merger With Qorvo Will Drive Wireless Market Synergies Amid Competitive Risks

717
0
54
AN
AnalystHighTarget
9.3% overvalued intrinsic discount
AnalystHighTarget
•16d ago

5G And AI Will Drive Connected Device Revolution

146
0
4
AN
AnalystLowTarget
59.4% overvalued intrinsic discount
AnalystLowTarget
•1mo ago

Single Customer Overreliance And Tech Shifts Will Imperil Sustainability

83
0
1

Top Analyst Narratives

AN
AnalystConsensusTarget
29.5% overvalued intrinsic discount
AnalystConsensusTarget
•1mo ago

Merger With Qorvo Will Drive Wireless Market Synergies Amid Competitive Risks

717
0
54
AN
AnalystHighTarget
9.3% overvalued intrinsic discount
AnalystHighTarget
•16d ago

5G And AI Will Drive Connected Device Revolution

146
0
4
AN
AnalystLowTarget
59.4% overvalued intrinsic discount
AnalystLowTarget
•1mo ago

Single Customer Overreliance And Tech Shifts Will Imperil Sustainability

83
0
1
View all narratives

Skyworks Solutions, Inc. Competitors

Qorvo

Symbol: NasdaqGS:QRVO
Market cap: US$9.9b

Semtech

Symbol: NasdaqGS:SMTC
Market cap: US$15.6b

Rambus

Symbol: NasdaqGS:RMBS
Market cap: US$9.3b

GLOBALFOUNDRIES

Symbol: NasdaqGS:GFS
Market cap: US$25.2b

Price History & Performance

Summary of share price highs, lows and changes for Skyworks Solutions
Historical stock prices
Current Share PriceUS$88.35
52 Week HighUS$92.30
52 Week LowUS$51.93
Beta1.52
1 Month Change26.79%
3 Month Change19.44%
1 Year Change18.65%
3 Year Change-10.04%
5 Year Change-49.59%
Change since IPO6,016.54%

Recent News & Updates

Seeking Alpha • 16h

Skyworks Solutions: An Investment At Technology's Edge

Summary Skyworks Solutions is positioned for future growth, leveraging sector shifts and a transformative merger with Qorvo. The Qorvo merger brings synergy benefits, cost reductions of $500M+, and a more diversified business across defense, IoT, AI data centers, and automotive. SWKS targets $2B in financing for the merger and prioritizes stock repurchases over dividends, enhancing shareholder returns. Technical analysis signals a double bottom and potential breakout, with a possible price move from $70 toward $100 if patterns hold. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 27

SWKS: Qorvo Merger And Physical AI Content Will Drive Future Repricing

Skyworks Solutions' analyst price target has shifted lower, reflecting a move in fair value from about $85 to roughly $81 as analysts weigh decent recent results against merger execution risks and a smartphone market that several firms describe as under pressure. Analyst Commentary Recent research on Skyworks Solutions shows a mixed but generally constructive tone, especially around the pending Qorvo merger and the valuation reset after the latest earnings.
User avatar
Narrative Update • Aug 13

SWKS: Qorvo Merger And RF Content Upside Will Shape Returns

Analysts have trimmed their average price target on Skyworks Solutions to $68.25 from $73.65, reflecting updated expectations for revenue growth, profit margins, and future P/E assumptions, following a mix of cautious Qorvo merger commentary and smartphone market concerns in recent research. Analyst Commentary Recent research on Skyworks Solutions highlights a split view.

Recent updates

Seeking Alpha • 16h

Skyworks Solutions: An Investment At Technology's Edge

Summary Skyworks Solutions is positioned for future growth, leveraging sector shifts and a transformative merger with Qorvo. The Qorvo merger brings synergy benefits, cost reductions of $500M+, and a more diversified business across defense, IoT, AI data centers, and automotive. SWKS targets $2B in financing for the merger and prioritizes stock repurchases over dividends, enhancing shareholder returns. Technical analysis signals a double bottom and potential breakout, with a possible price move from $70 toward $100 if patterns hold. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 27

SWKS: Qorvo Merger And Physical AI Content Will Drive Future Repricing

Skyworks Solutions' analyst price target has shifted lower, reflecting a move in fair value from about $85 to roughly $81 as analysts weigh decent recent results against merger execution risks and a smartphone market that several firms describe as under pressure. Analyst Commentary Recent research on Skyworks Solutions shows a mixed but generally constructive tone, especially around the pending Qorvo merger and the valuation reset after the latest earnings.
User avatar
Narrative Update • Aug 13

SWKS: Qorvo Merger And RF Content Upside Will Shape Returns

Analysts have trimmed their average price target on Skyworks Solutions to $68.25 from $73.65, reflecting updated expectations for revenue growth, profit margins, and future P/E assumptions, following a mix of cautious Qorvo merger commentary and smartphone market concerns in recent research. Analyst Commentary Recent research on Skyworks Solutions highlights a split view.
Analysis Article • Aug 04

Some Investors May Be Willing To Look Past Skyworks Solutions' (NASDAQ:SWKS) Soft Earnings

Soft earnings didn't appear to concern Skyworks Solutions, Inc.'s ( NASDAQ:SWKS ) shareholders over the last week. Our...
User avatar
Narrative Update • Jul 29

SWKS: Qorvo Merger Execution Risks Will Constrain Future Returns

Skyworks Solutions' analyst price targets have generally moved lower, with the new fair value estimate reduced to $55.43 as analysts factor in softer revenue growth assumptions, lower profit margins, higher projected P/E multiples, and execution risk around the proposed Qorvo merger, despite recent reports of solid quarterly results and progress on the deal. Analyst Commentary Recent analyst commentary around Skyworks Solutions highlights a clear shift toward more cautious expectations, even as the company reports solid quarters and continues to work on the proposed Qorvo merger.
User avatar
Narrative Update • Jul 09

SWKS: RF Content Upside From 6G And Physical AI Will Drive Returns

Analysts have raised their price targets on Skyworks Solutions by around $10 to $14 into a range that centers near $80, reflecting updated models that show higher fair value estimates around $73.65, slightly adjusted discount rates, more optimistic revenue growth and profit margin assumptions, and a modestly lower future P/E multiple after recent management meetings and discussion of longer term RF content opportunities tied to 6G and Physical AI. Analyst Commentary Recent commentary around Skyworks Solutions from both bullish and cautious analysts offers a mix of optimism about longer term RF content opportunities and measured views on current handset demand and execution risk.
User avatar
Narrative Update • Jun 25

SWKS: Handset And 6G Timing Risks Will Limit Future Returns

Analysts have modestly adjusted the fair value estimate for Skyworks Solutions to $57.33 from $58.00, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions after recent price target increases of around $7 to $14 across several research firms and a new $80 target from RBC Capital. Analyst Commentary Recent research activity around Skyworks Solutions has centered on updated price targets and ratings, with investors weighing what the new targets imply relative to the refreshed fair value estimate of US$57.33.
Analysis Article • Jun 21

Skyworks Solutions (SWKS) Stock Could Be 7.8% Overvalued After Revenue And EPS Beat

Skyworks Solutions (SWKS) is back in focus after quarterly revenue and EPS both beat analyst estimates, with CEO Phil Brace pointing to solid execution and improving momentum across the company’s product portfolio as key drivers. See our latest analysis for Skyworks Solutions. At a share price of $72.45, Skyworks Solutions has seen a 32.96% 90 day share price return and a 12.51% year to date share price return, while the 5 year total shareholder return is down 53.17%. This suggests that...
User avatar
Narrative Update • Jun 11

SWKS: Reset Outlook Will Highlight AI Power And Qorvo Combination Upside Potential

Skyworks Solutions' analyst fair value has shifted from $95.03 to $85.00, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins, and a lower future P/E multiple. This comes alongside a recent cluster of higher Street price targets that reflect differing views on the stock's outlook.
User avatar
Narrative Update • May 28

SWKS: Reset Outlook Will Highlight Handset Risk And Future P/E Rerating Potential

Analysts have raised their price targets on Skyworks Solutions, with a fair value estimate increasing from about $89.37 to $95.03. This change reflects updated assumptions for revenue growth, profitability, and a lower future P/E multiple.
User avatar
Narrative Update • May 04

SWKS: Mixed Handset Outlook And 6G Initiatives Will Shape Future Returns

Analysts have made a small upward adjustment to the Skyworks Solutions fair value estimate to $67.21, reflecting updated discount rate and P/E assumptions after a mix of recent rating changes, price target cuts and a fresh upgrade on the stock. Analyst Commentary Recent Street research around Skyworks Solutions has been mixed, with both bullish and bearish analysts updating their views and price targets.
User avatar
Narrative Update • Apr 20

SWKS: Higher Future P/E Will Offset Recent Target Cuts

Skyworks Solutions' analyst price target has been trimmed by about $1, reflecting slightly lower assumptions for revenue growth and profit margins, partly offset by a higher assumed future P/E multiple as analysts reassess the stock following a series of recent target cuts across the Street. Analyst Commentary Recent Street research on Skyworks Solutions points to a reset in expectations, with several bearish analysts trimming price targets and reassessing the balance between execution risk and long term growth potential.
User avatar
Narrative Update • Apr 06

SWKS: Recalibrated Outlook Will Highlight Handset Risk And Future P/E Rerating Potential

Analysts have trimmed their price targets on Skyworks Solutions, with one internal fair value estimate moving from about $109.78 to $89.37 as they factor in a higher discount rate, assume a lower profit margin, and apply a richer future P/E multiple. Analyst Commentary Street research on Skyworks Solutions has recently centered on recalibrating price targets, with a cluster of firms revisiting their assumptions around discount rates, margins, and handset exposure.
User avatar
Narrative Update • Mar 22

SWKS: Handset Concentration And Neutral Sector Positioning Will Shape Future Returns

Analysts have trimmed Skyworks Solutions' price targets by up to $28 to around the mid $60s to upper $60s, citing updated views on handset exposure, sector preferences that currently favor areas like AI accelerators and wafer fab equipment, as well as refreshed assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Skyworks Solutions clusters around a common theme, with multiple firms cutting price targets into the mid to upper US$60s range and leaning toward more neutral positioning.
User avatar
Narrative Update • Mar 08

SWKS: Higher Future P/E And 6G Pipeline Will Support Margin Resilience

Analysts have trimmed their average price target for Skyworks Solutions to reflect a shift toward lower fair value estimates near $68, a higher assumed P/E of about 26x, and expectations for a different balance of revenue growth and profit margins ahead. Analyst Commentary Recent Street research around Skyworks has tilted cautious, with several firms revisiting their models and trimming price targets.
User avatar
Narrative Update • Feb 22

SWKS: Recalibrated Outlook Sets Stage For Future P/E Multiple Re Rating

Analysts have reduced their Skyworks Solutions price targets. Our fair value estimate has shifted to $109.78 from $117.40 as they factor in more tempered revenue growth and profit margins, alongside a higher assumed future P/E multiple of 28.64x.
User avatar
Narrative Update • Feb 08

SWKS: Handset Headwinds And Qorvo Merger Synergies Will Shape Future Returns

Analysts have reduced their fair value estimate for Skyworks Solutions to $58 from $70, reflecting a lower future P/E assumption, updated views on revenue growth and margins, and recent price target cuts across the Street. Analyst Commentary Recent research on Skyworks has tilted cautious, with a cluster of bearish analysts cutting price targets and revisiting their assumptions on growth, margins, and capital allocation.
User avatar
Narrative Update • Jan 24

SWKS: Qorvo Merger Synergies Will Support Stronger Margins Despite Regulatory Overhang

Analysts have nudged their Skyworks Solutions price target lower to about $78 from roughly $84, reflecting slightly higher discount assumptions, even as they highlight improved margin and revenue outlooks following recent merger focused research updates. Analyst Commentary Recent research on Skyworks Solutions centers on the proposed merger with Qorvo and a reset in price targets across the semiconductor group.
User avatar
Narrative Update • Jan 09

SWKS: Merger With Qorvo Will Create Scale Synergies And Pricing Power

Analysts made only a slight upward adjustment to their fair value estimate for Skyworks Solutions to about $117 per share, reflecting modestly higher assumptions for revenue growth, profit margins, and future P/E following the Qorvo merger related research updates. Analyst Commentary Street research around the proposed merger with Qorvo has been a major driver of recent opinion on Skyworks, with several firms rethinking both ratings and price targets as they factor in potential cost savings and scale benefits.
User avatar
Narrative Update • Dec 26

SWKS: Qorvo Merger Will Drive Synergies And Strengthen RF Industry Position

We are raising our Skyworks Solutions fair value estimate from $91.67 to $117.09 per share, as analysts cite accelerating revenue growth, modest margin expansion, and meaningful valuation synergies from the proposed Qorvo merger. These factors support higher future earnings and a richer multiple, despite a slightly higher discount rate.
User avatar
Narrative Update • Dec 12

SWKS: Merger Synergies With Qorvo Will Offset Ongoing Handset And Apple Risks

Our updated narrative lifts Skyworks Solutions' fair value estimate to $70, up from $58, as analysts cite the Qorvo merger's valuation and cost synergies as sufficient to offset lingering handset and Apple exposure headwinds. Analyst Commentary Recent Street research around the Skyworks and Qorvo merger has shifted from outright skepticism to a more balanced, wait and see stance.
User avatar
Narrative Update • Nov 27

SWKS: Qorvo Merger Will Deliver Synergy And Margin Upside Despite Sector Risks

Skyworks Solutions' analyst price target was raised to $73 from $65, as analysts point to the anticipated valuation and cost synergies from its planned merger with Qorvo. These factors are expected to help offset ongoing challenges in the handset market.
Analysis Article • Nov 14

Skyworks Solutions' (NASDAQ:SWKS) Soft Earnings Don't Show The Whole Picture

Investors were disappointed with the weak earnings posted by Skyworks Solutions, Inc. ( NASDAQ:SWKS ). However, our...
User avatar
Narrative Update • Nov 13

SWKS: Upcoming Qorvo Merger Will Unlock Margin Upside And Synergy Benefits

Skyworks Solutions’ analyst price target has increased slightly to $83.63, as analysts cite anticipated synergies from the Qorvo merger, an improved margin outlook, and benefits from industry consolidation supporting this upward revision. Analyst Commentary Following the announcement of the Skyworks Solutions and Qorvo merger, analysts have offered both optimistic and cautious perspectives on the future of the combined company.
User avatar
Narrative Update • Oct 30

Merger With Qorvo Will Drive Wireless Market Synergies Amid Competitive Risks

Analysts have raised their price target for Skyworks Solutions from approximately $72 to $84 per share. They cite the favorable outlook following the Qorvo merger, improved industry positioning, and expectations for margin expansion despite ongoing regulatory and market headwinds.
User avatar
Narrative Update • Sep 04

Advanced Wireless And IoT Expansion Will Drive Future Opportunity

Analysts remain cautious on Skyworks Solutions, balancing potential upside from near-term Apple-driven demand against weaker supply chain execution and muted industry growth expectations, resulting in an unchanged consensus price target of $72.47. Analyst Commentary Bullish analysts see potential for upside in Skyworks due to possible stronger-than-expected near-term Apple iPhone demand, driven by tariff-induced order pull-forwards and stable build expectations in the Asia supply chain.

Shareholder Returns

SWKSUS SemiconductorUS Market
7D19.4%-1.4%-1.0%
1Y18.7%50.5%14.1%

Return vs Industry: SWKS underperformed the US Semiconductor industry which returned 50.5% over the past year.

Return vs Market: SWKS exceeded the US Market which returned 14.1% over the past year.

Price Volatility

Is SWKS's price volatile compared to industry and market?
SWKS volatility
SWKS Average Weekly Movement7.3%
Semiconductor Industry Average Movement11.3%
Market Average Movement6.9%
10% most volatile stocks in US Market15.3%
10% least volatile stocks in US Market2.9%

Stable Share Price: SWKS has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: SWKS's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
196210,000Phil Bracewww.skyworksinc.com

Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific. The company offers amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless ASoC, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, and optocouplers/optoisolators. It also provides phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, ProSLIC family of subscriber line interface circuits, receivers, system in package, switches, synthesizers, timing devices, voltage-controlled oscillators/synthesizers, and voltage regulators.

Skyworks Solutions, Inc. Fundamentals Summary

How do Skyworks Solutions's earnings and revenue compare to its market cap?
SWKS fundamental statistics
Market capUS$12.64b
Earnings (TTM)US$290.10m
Revenue (TTM)US$4.01b
45.8x
P/E Ratio
3.3x
P/S Ratio

Is SWKS overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SWKS income statement (TTM)
RevenueUS$4.01b
Cost of RevenueUS$2.38b
Gross ProfitUS$1.64b
Other ExpensesUS$1.35b
EarningsUS$290.10m

Last Reported Earnings

Jul 03, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.93
Gross Margin40.73%
Net Profit Margin7.23%
Debt/Equity Ratio8.7%

How did SWKS perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 03:25
End of Day Share Price 2026/09/11 00:00
Earnings2026/07/03
Annual Earnings2025/10/03

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Skyworks Solutions, Inc. is covered by 49 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brett SimpsonArete Research Services LLP
James KelleherArgus Research Company
Cody AcreeAscendiant Capital Markets LLC

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