DailyIQ
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Sector:TechnologyAll sectors
Last updated 1 hour ago

SWKS·Skyworks Solutions, Inc.

$.
-. (-.%)
High
$83.99
Open
$82.70
Market Cap
12.40B
52W High
$90.90
Low
$80.00
P. Close
$82.42
P/E
34.32
52W Low
$51.93
Fwd P/E
16.02
Mean Target
-
Technical Score (1D)
100
BUY
News Sentiment
44
BEARISH
Skyworks Solutions (SWKS) experienced a notable rally, with its stock price increasing by 9%, as part of a broader surge in the mobile chip sector. This positive movement was underpinned by Q1 revenue reaching $1.035 billion, with growth specifically attributed to advancements in Wi-Fi 7 technology, indicating investor confidence in companies focused on connectivity solutions. However, this recent optimism contrasts with ongoing analyst skepticism stemming from two consecutive years of 5.6% annual sales decline and a projected further 1.6% revenue decrease for the upcoming 12 months. Furthermore, the company has seen a significant 19 percentage point drop in its operating margin over the past five years, suggesting persistent market challenges for its wireless signal processing chips. Investors are currently favoring smaller, more focused players within the mobile and RF chip space. The market will be watching to see if SWKS can translate its Wi-Fi 7 advancements into sustained revenue growth and an improved operating margin to overcome these longer-term headwinds.
Earnings Summary
Skyworks Solutions, Inc. is a global semiconductor manufacturer specializing in analog and mixed-signal solutions, producing components essential for wireless connectivity across smartphones, wearables, and infrastructure equipment. As a player in the Technology sector's Semiconductors industry, Skyworks' products are integrated into a wide array of devices serving diverse markets including automotive and consumer electronics. Analyzing recent performance, Skyworks reported Q1 2026 actual EPS of $1.54 against an estimate of $1.04, and actual revenue of $1.035 billion against an estimate of $0.901 billion. This followed Q3 2025 where actual EPS was $1.76 versus an estimate of $1.53, and Q2 2025 where actual EPS was $1.33 against an estimate of $1.24. The company has demonstrated a pattern of beating analyst estimates for both EPS and revenue in recent quarters, including Q1 2026, Q3 2025, and Q2 2025. Historically, Skyworks has shown mixed year-over-year growth trends, with recent news indicating a 9% stock price increase fueled by Q1 revenue and advancements in Wi-Fi 7 technology, despite two consecutive years of sales decline and a projected further decrease for the upcoming year. The company has also seen a significant drop in its operating margin over the past five years. Recent news also mentions exchange offers related to the Qorvo acquisition and diversification efforts into non-handset applications like routers and automotive. Investors will be watching for continued adoption of Wi-Fi 7, the company's ability to secure design wins in upcoming mobile cycles, and the success of its diversification strategy to drive sustained revenue growth and improve operating margins.

EPS

EstBeatMiss
$0.94$1.17$1.40$1.63$1.87Q1'25Q2'25Q3'25Q1'26Q2'26Q4'25
QtrEstActual+/−
Q4'25$1.40 - -
Q2'26$1.04$1.15+10.1%
Q1'26$1.04$1.54+47.5%
Q3'25$1.53$1.76+15.3%
Q2'25$1.24$1.33+7.0%
Q1'25$1.20$1.24+3.1%

Revenue

EstBeatMiss
$872M$936M$1.0B$1.1B$1.1BQ1'25Q2'25Q3'25Q1'26Q2'26Q4'25
QtrEstActual+/−
Q4'25$999M - -
Q2'26$902M$944M+4.6%
Q1'26$901M$1.0B+14.9%
Q3'25 - $1.1B -
Q2'25 - $965M -
Q1'25 - $953M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

SWKS Stock Snapshot

SWKS is currently trading at $82.28, giving Skyworks Solutions, Inc. a market cap of 12.40B and a P/E ratio of 34.3. Today's range spans $80.00–$83.99, with shares opening at $82.70 and moving down $0.14 (0.2%) from the prior close. DailyIQ's technical score sits at 100/100 (BUY) with a news sentiment reading of 44/100.

Over the past year SWKS has traded between $51.93 and $90.90 - the current price is +58.4% off the 52-week low and -9.5% from the high.

Skyworks Solutions, Inc. (SWKS) is a large-cap in Technology with 12.40B in market cap, and the current setup is one of the cleaner bullish reads in the space. Technical score: 100/100 (BUY). Sentiment: neutral at 44/100. Price: $82.28 (in the upper portion of its 52-week range). The current P/E ratio stands at 34.3. The 52-week range of $51.93–$90.90 provides structural context - and the current technical/sentiment alignment is the type of setup that attracts both momentum and growth-oriented capital.

What makes SWKS's BUY setup (100/100) particularly actionable at 12.40B in Technology capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $82.28 (in the upper portion of its 52-week range in $51.93–$90.90), with sentiment running neutral at 44/100, the setup rewards conviction-sized positioning more than it does speculative small bets.

Recent News Coverage

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