DailyIQ
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Sector:TechnologyAll sectors
Last updated 5 minutes ago

SWKS·Skyworks Solutions, Inc.

$.
+. (+.%)
After Hours
High
$61.31
Open
$59.14
Market Cap
9.10B
52W High
$90.90
Low
$59.14
P. Close
$60.39
P/E
25.18
52W Low
$51.93
Fwd P/E
11.73
DailyIQ Est.
$73.18
Technical Score (1D)
32
SELL
News Sentiment
50
MIXED
Jim Cramer’s latest Mad Money episode highlighted that Skyworks Solutions’ CEO is actively pursuing a turnaround, a shift that could reverse the firm’s recent performance decline. The CEO’s renewed focus on cost discipline and product pipeline expansion signals a strategic pivot that may lift operating margins in the coming quarters. If these initiatives materialize, they could improve earnings per share and restore investor confidence, potentially stabilizing the stock over the next 1–10 trading days. The market will be watching the company’s next earnings release for evidence of cost savings and revenue growth, as well as any updated guidance that reflects the new strategy. Analysts will also scrutinize operational metrics such as inventory levels and supply‑chain efficiency to gauge execution speed. While Cramer remains neutral, the CEO’s public commitment raises expectations that the company can rebound, but uncertainty remains about the timing and scale of improvements. Investors should monitor any press releases or conference calls that detail the turnaround plan’s milestones. A key watch item will be whether Skyworks can meet or exceed its revised revenue targets in the next quarter. Finally, any signs of continued weakness or missed guidance could quickly erode the optimism generated by the CEO’s statements.
Earnings Summary
Skyworks Solutions, Inc. (SWKS) is a global semiconductor manufacturer that designs, produces and distributes analog and mixed‑signal components such as amplifiers, filters and front‑end modules for wireless connectivity across smartphones, wearables, automotive and infrastructure applications. The company’s multi‑channel sales strategy serves an international customer base through direct sales, distributors and representatives. In the latest reporting period, SWKS posted EPS of $1.54 in Q1 2026 and $1.15 in Q2 2026, both exceeding consensus estimates of $1.04 and $1.04 respectively, continuing a streak of earnings beats in seven of the last eight quarters. Revenue, however, declined from $1.100 billion in Q3 2025 to $1.035 billion in Q1 2026 and further to $944 million in Q2 2026, indicating a recent slowdown in top‑line growth. Historically, the firm has consistently outperformed analyst expectations on EPS while revenue growth has slowed in recent quarters, suggesting that margin expansion has helped sustain earnings momentum. Recent news highlights a price‑target lift by RBC to $80 and a sector‑perform rating, reflecting confidence in Skyworks’ ability to capture growth in wireless infrastructure demand, but also noting supply‑chain constraints that could dampen production and profitability. Investors should watch for the upcoming earnings call to assess guidance on revenue and margin trends, monitor any updates on component availability or logistics issues, and pay attention to the company’s discussion of its credit‑card portfolio performance, as changes in underwriting standards could impact future profitability. Key will be how the company navigates supply‑chain resilience and whether it can maintain its earnings trajectory amid broader market volatility.

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 $60.51, giving Skyworks Solutions, Inc. a market cap of 9.10B and a P/E ratio of 25.2. Today's range spans $59.14–$61.31, with shares opening at $59.14 and moving up $0.12 (0.2%) from the prior close. DailyIQ's technical score sits at 32/100 (SELL) with a news sentiment reading of 50/100.

Over the past year SWKS has traded between $51.93 and $90.90 - the current price is +16.5% off the 52-week low and -33.4% from the high. 32 analysts cover the stock with a Hold consensus and a mean 12-month target of $73.65 (range $55.00–$85.00), implying upside of +21.7%.

The data doesn't make a strong case for SWKS right now: 32/100 technical score (SELL), neutral sentiment (50/100), price $60.51 (in the lower half of its 52-week range). The current P/E ratio stands at 25.2. For a small-cap with 9.10B in Technology market cap, this kind of setup often leads to rangebound or drifting price action - the kind of environment where holding the stock has opportunity cost and the exit is easier said than done in thin markets. Annual range: $51.93–$90.90.

For SWKS (small-cap, Technology, 9.10B market cap), the SELL technical reading (32/100) and neutral news sentiment (50/100) at $60.51 (in the lower half of its 52-week range) describe a stock where the cost of patience is higher than in large-cap equivalents — thin float dynamics mean that time spent waiting for a catalyst can erode position value without the passive bid support that larger names receive. The $51.93–$90.90 annual range defines the structural stakes.