DailyIQ
Last updated3 minutes ago

SWKS·Skyworks Solutions, Inc.

$76.59
+1.89 (+2.53%)
Overnight$76.56-0.03 (-0.04%)
High
$77.25
Open
$73.76
Market Cap
17.80B
52W High
$92.81
Low
$73.51
P. Close
$76.59
P/E
61.37
52W Low
$51.86
Fwd P/E
13.44
DailyIQ Est.
$70.75
Inst. Ownership
35.3%
Short Interest
11.98%
Days to Cover
4.3
Div. Yield
2.78%
Last Ex-Div
May 26, 2026
Div. Growth
11+ yrs
Technical Score (1D)
18
BEARISH
News Sentiment
42
BEARISH
SWKS is a momentum laggard on the 1D chart: a Technical Score of 18 with declining momentum and weak trend strength. The score ranks stocks against each other, so a reading this low says Skyworks Solutions, Inc. has been one of the weaker performers in the universe, not that it is oversold. Sentiment at 42 is aligned with that weakness. $76.95 is the level a recovery would need to reclaim, and $69.55 is the next downside reference below $71.03. DailyIQ's indicator breakdown shows how individual readings such as RSI (neutral range) and MACD (bullish) look right now. Those readings are context only and do not feed the Technical Score, which ranks SWKS's momentum against the rest of the universe.
LOW TARGET
$61 -20.3%
6 analysts
MEAN TARGET
$76 -1.2%
23 analysts
HIGH TARGET
$107 +39.8%
3 analysts
PRICE RANGE
$61.00 - $107.00
SB / B / H / S / SS
1/2/23/4/2
DAILYIQ EST.
$70.75 (-7.6%)
Sector
Technology
Industry
Semiconductors
Exchange
NMS
Country
United States
Symbol
SWKS
Description
Skyworks Solutions, Inc. is a global semiconductor manufacturer specializing in analog and mixed-signal solutions. The company's core business revolves around designing, producing, and distributing a wide array of components, including amplifiers, filters, and front-end modules. These products are essential for enabling wireless connectivity across a diverse range of applications. Skyworks' components are integrated into a variety of devices, such as smartphones, wearables, and infrastructure equipment, serving industries like automotive, aerospace, and consumer electronics. The company leverages a multi-channel sales strategy, utilizing direct sales, distributors, and representatives to reach its international customer base.
Bought (1Y)
0 shares
$0
Sold (1Y)
158,510 shares
$13.3M
BRUGGEWORTH ROBERT A-
Award/Grant1,722 shares2026-10-12
CLEMMER RICHARD L-
Award/Grant1,722 shares2026-10-12
Koopmans Chris-
Award/Grant1,722 shares2026-10-12
Koopmans Chris-
Award/Grant5,913 shares2026-10-05
Givens Jason KSVP, Gen. Counsel & Secretary
Award/Grant9,219 shares2026-10-05
69/ 100
Bullish
Overall: Bullish
✕Revenue declining year over year
✓Positive net margin
✓Positive operating cash flow
Gross Margin
41.2%
Net Margin
11.7%
Revenue CAGR
9.6%
Current Ratio
2.33x
Debt / Equity
0.17x
Return on Equity
8.3%
Earnings Summary
Skyworks Solutions, Inc. is a global semiconductor manufacturer specializing in analog and mixed‑signal components such as amplifiers, filters, and front‑end modules that enable wireless connectivity across smartphones, wearables, automotive, aerospace, and infrastructure equipment. Operating in the highly competitive technology sector, Skyworks relies on a multi‑channel sales strategy to reach an international customer base. In the most recent two quarters, Q1 2026 and Q2 2026, the company posted EPS of $1.54 and $1.15 respectively, both beating analyst estimates of $1.04 and $1.04, while revenue grew to $1.0354 billion and $943.7 million, a modest decline from the $1.0352 billion reported in Q3 2025. Compared to the prior two quarters (Q3 2025 and Q4 2025), EPS accelerated from $1.76 to $1.54, and revenue fell from $1.1002 billion to $1.0354 billion, indicating a slowdown in growth and profitability. Historically, Skyworks has delivered consistent EPS beats in the last four quarters, though revenue growth has fluctuated, with a notable dip in Q4 2025 where revenue was $965 million versus an estimate of $999 million. The company’s recent news highlights the completion of its merger with Qorvo on Oct 6, creating a larger RF semiconductor entity expected to generate $500 million in annual cost synergies, and the elimination of its dividend to fund the deal, signaling a shift toward growth.

EPS

EstBeatMiss
$0.93$1.16$1.40$1.63$1.87Q2'25Q3'25Q1'26Q2'26Q3'26Q4'25
QtrEstActual+/−
Q4'25$1.40 - -
Q3'26$1.04$1.08+4.3%
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%

Revenue

EstBeatMiss
$872M$936M$1.0B$1.1B$1.1BQ2'25Q3'25Q1'26Q2'26Q3'26Q4'25
QtrEstActual+/−
Q4'25$999M - -
Q3'26$939M$935M-0.4%
Q2'26$902M$944M+4.6%
Q1'26$901M$1.0B+14.9%
Q3'25 - $1.1B -
Q2'25 - $965M -

Market Data

SWKS Stock Snapshot

BEARISH18/100
$76.56−$0.03 (0.0%)
Market cap
17.80B
P/E ratio
61.4
Day range
$73.51 – $77.25
News sentiment
42/100 · Neutral
Analyst target
$75.65 (-1.2%)
Consensus
Hold · 32 analysts
52-week range+47.6% off low · -17.5% from high
$51.86$92.81
Price $76.56 DailyIQ Est. $70.75

SWKS's technical picture is under pressure, with momentum working against price. In Technology, names this size usually take direction from sector flows before company-level news.

Reverse DCF

What growth is priced into SWKS?

CHEAP

At today's price, Skyworks Solutions, Inc. needs to grow free cash flow about -1.5% a year for the next 10 years to justify its valuation at a 11.06% cost of capital. Over its actual history it has compounded free cash flow at 16.0% a year, so the market is asking for 17.5 percentage points below its own delivered rate. On that basis SWKS looks priced below what its own growth record supports.

Implied FCF growth
-1.5%
Historical FCF CAGR
16.0%
Growth gap
-17.5 pts
Verdict
CHEAP
Discount rate (WACC)
11.06%
Beta
1.26

Behaviour On Record

What SWKS's own history says about today's numbers

Realized volatility (21d)
74.8% 96th pct
Below its peak
-62.2%
vs 200-day average
+15.5%
Up days (1y)
50%

Skyworks Solutions, Inc. is currently running 74.8% annualised volatility over the last 21 sessions. Measured against SWKS's own 13 years of daily returns rather than a market-wide average, that is the 96th percentile — an extreme by its own standards, against a typical reading of 34.3%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

SWKS is trading -62.2% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -31.0%, and the deepest was -50.9% in 2022. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began — and where past declines also continued.

Price sits +15.5% from its 200-day moving average. Against every other day in its history, that gap ranks at the 77th percentile — a somewhat wider gap than its own norm. Over the past year SWKS closed higher on 50% of sessions, and it is currently 2 sessions into a falling streak.

On October specifically: over 13 years of records, SWKS finished the month higher 7 of 13 times, with a median return of +1.8% and an average of +0.7%. Its strongest month historically has been January at +3.8% on average, its weakest November at -0.5%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: SWKS has opened more than 2% away from the prior close in 165 of 3,266 sessions (5.1% of the time), with the largest gaps running +8.6% and -9.5%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 4 dated reports on file, SWKS moved an average of 4.3% in the session after earnings, closing higher 3 of those 4 times, with a median move of +2.4% and a largest of -7.1%.

All figures computed from 3,267 daily closes between 2013-10-14 and 2026-10-09, split-adjusted, recomputed daily. Percentiles are against SWKS's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of SWKS's sector?

Skyworks Solutions, Inc. sits in the Semiconductors sector, currently ranked 1st of 12 GICS sectors by relative-strength rotation score (weakening). Within its narrower Semiconductors industry group, SWKS ranks 1st of 15 tracked industries, weakening.

Sector rank
#1 of 12
Sector state
Weakening
Sector rotation score
45
Industry rank
#1 of 15

Options Market

What is the options market pricing for SWKS?

CallsPuts

For Skyworks Solutions, Inc.'s nearest expiry (2027-03-19, 156 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.00), with at-the-money implied volatility around 3.1%. The options market is pricing roughly a ±2.0% move by that expiry — a range of about $81.49–$84.89.

Put/call ratio (2027-03-19)
0.00
ATM implied volatility
3.1%
Total open interest
49
Expected move by 2027-03-19
±2.0% ($81.49–$84.89)

Analyst Rating Changes

Are analysts turning bullish or bearish on SWKS?

Mizuho most recently reiterated its rating on Skyworks Solutions, Inc. to Underperform on Oct 9, 2026 with a price target of $61 (from $52). Over the last 90 days, coverage has run 1 upgrade against 0 downgrades, a net bullish lean.

Latest action
Mizuho — Underperform
90-day upgrades
1
90-day downgrades
0
Net rating momentum
+1
DateFirmActionRatingPrice target
Oct 9, 2026MizuhoMaintainedUnderperform$52 → $61
Oct 6, 2026CitigroupMaintainedNeutral$64 → $90
Oct 6, 2026B. Riley SecuritiesUpgradeNeutral → Buy$68 → $107
Oct 1, 2026RBC CapitalMaintainedSector Perform$70 → $95
Aug 21, 2026BMO CapitalInitiatedMarket Perform$70
Jul 29, 2026Morgan StanleyMaintainedEqual-Weight$76 → $72
Jul 29, 2026JP MorganMaintainedNeutral$70 → $65
Jul 29, 2026StifelMaintainedHold$75 → $70
Jul 29, 2026TD CowenMaintainedHold$75 → $65
Jul 29, 2026MizuhoMaintainedUnderperform$55 → $52
Jul 29, 2026UBSMaintainedNeutral$65 → $70
Jul 29, 2026CitigroupMaintainedNeutral$77 → $64

Peers & ETF holders

SWKS peers & ETF holders

News Sentiment Analysis

Sentiment gathered from recent headlines

42/100
Strong NegativeNeutralStrong Positive
BEARISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
Mizuho analyst Vijay Rakesh maintained an Underperform rating for Skyworks Solutions (NASDAQ:SWKS) on October 9. The bank increased its price target from $52 to $61, signaling a more optimistic view of the company’s valuation. The Underperform stance suggests the analyst still believes the stock will underperform the broader market, despite the higher target. This mixed outlook reflects uncertainty about the company’s future performance relative to peers.
What did this article say?
Skyworks Solutions is scheduled to release its Q4 2026 earnings report. Analysts predict a double‑digit year‑over‑year decline in earnings per share. The forecast reflects broader market pressures and potential supply chain constraints affecting the company’s profitability. The guidance suggests a modest contraction in revenue growth for the period. This outlook may influence investor expectations for the upcoming quarter.
What did this article say?
Skyworks Solutions announced that its Si829x isolated safety gate driver, featuring ProVCD™ technology, has passed AEC‑Q100 automotive qualification and is now available for advanced prototyping. The qualification enables the driver to be used in EV traction inverter applications, supporting both SiC FETs and IGBTs. The release provides customers with samples, tools, user guides, and application notes to facilitate integration and improve system efficiency.
What did this article say?
Abigail P. Johnson disclosed a 12.6% ownership of Skyworks Solutions in a Form 13G filing dated September 30. The stake, one of the largest individual holdings in the company, was reported in October 2023. The filing indicates Johnson’s continued confidence in Skyworks’ business model and long‑term prospects. The disclosure may enhance investor perception of the company’s stability and attract additional institutional interest. No immediate operational or financial changes were announced as a result of the filing.
What did this article say?
Analysts raised Skyworks Solutions’ fair‑value estimate from $68.35 to $69.82 per share, reflecting optimism around the Qorvo acquisition. B. Riley highlighted immediate EPS accretion, a $500 million cost‑savings plan, and 5G/6G opportunities, lifting its target to $107. RBC Capital also increased its target to $95 after regulatory approval, citing operating‑expense synergies and limited RF overlap. The consensus view suggests a modest upside for SWKS as the merger progresses.
What did this article say?
Skyworks Solutions announced the elimination of its dividend to allocate capital toward the acquisition of Qorvo. The decision was made to support the integration and future growth of the combined entity. The move signals a shift from income to growth orientation for the company. Investors who rely on dividend income may view the change negatively, while those focused on long‑term value may see it as a strategic investment. The announcement was made during the company’s fiscal Q3 earnings release in late July.
What did this article say?
Citigroup analyst Atif Malik upgraded Skyworks Solutions (SWKS) to a neutral stance while lifting the price target from $64 to $90. The move reflects confidence in the company’s earnings prospects and its position in the semiconductor market. The upgrade suggests that analysts expect continued growth in demand for Skyworks’ RF solutions. This adjustment is likely to influence investor sentiment and could support the stock’s valuation.
What did this article say?
B. Riley Securities upgraded Skyworks Solutions from Neutral to Buy, citing stronger earnings prospects and a favorable product pipeline. The firm lifted its price target from $68 to $107, reflecting a bullish view on the company’s revenue growth. The upgrade signals confidence in Skyworks’ ability to capitalize on demand for wireless infrastructure and semiconductor components.
What did this article say?
B. Riley upgraded Skyworks Solutions (SWKS) from neutral to buy and raised its price target from $68 to $107. The rating change reflects confidence in the company’s earnings outlook and product pipeline. The upgrade signals a positive view of SWKS’s competitive position in the semiconductor market. The move may influence investor sentiment and trading activity for the stock.

Technical Analysis

Real-time indicators across multiple timeframes

18
BEARISH
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
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Institutional & Hedge Fund Ownership
25 tracked managers · $5.44B combined position · 14 adding, 11 trimming, 0 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
BlackRock, Inc.▼ Sell20,554,3318.84%$1.39B2026-08-07
Vanguard Group Inc▲ Buy21,103,8969.07%$1.34B2026-01-29
Geode Capital Management, LLC▲ Buy5,979,2202.57%$407.05M2026-08-12
Invesco Ltd.▼ Sell5,080,4982.18%$344.46M2026-08-14
Capital Research Global Investors▲ Buy4,385,5691.89%$297.34M2026-08-12
Goldman Sachs Group Inc▲ Buy3,576,9221.54%$242.52M2026-08-14
Capital World Investors▲ New2,916,1511.25%$197.72M2026-08-12
Morgan Stanley▲ Buy2,806,7481.21%$190.30M2026-08-13
Bank of America Corp▲ Buy2,668,1181.15%$180.90M2026-08-14
Norges Bank▲ Buy2,622,4841.13%$177.80M2026-08-12
Two Sigma Investments, LP▼ Sell2,146,1260.92%$145.51M2026-08-14
JPMorgan Chase & Co▲ Buy1,762,0960.76%$119.79M2026-08-12
Northern Trust Corp▼ Sell1,618,0420.70%$109.70M2026-08-13
FMR LLC (Fidelity)▲ Buy1,098,4180.47%$74.47M2026-08-13
Citigroup Inc▼ Sell1,025,0660.44%$69.50M2026-08-03
AQR Capital Management LLC▼ Sell618,2870.27%$41.92M2026-08-14
Gotham Asset Management, LLC▼ Sell388,0650.17%$26.31M2026-08-14
Balyasny Asset Management L.P.▲ Buy276,6450.12%$18.76M2026-08-14
Man Group plc▼ Sell243,7410.10%$16.53M2026-08-14
Millennium Management LLC▲ Buy160,2780.07%$10.87M2026-08-14
Wells Fargo & Company▲ Buy153,9140.07%$10.44M2026-08-14
AllianceBernstein L.P.▼ Sell159,7770.07%$8.56M2026-08-14
Canyon Capital Advisors LLC▲ New122,0000.05%$8.27M2026-08-14
Adage Capital Partners GP, L.L.C.▼ Sell99,0500.04%$6.72M2026-08-14
Prudential Financial Inc▼ Sell90,5760.04%$6.14M2026-08-12
Q2 2026 flow:9.24M sh bought ($626.75M)5.92M sh sold ($400.68M)net +3.33M sh (+$226.07M)
Congressional Trading Activity
10 disclosed trades · ~$129.0K est. traded value · 5 buys, 5 sells
MemberChamberStateTypeAmountTradedFiled
Alan ArmstrongSenateOK▲ Buy$1K - $15K2026-03-272026-07-21
Gilbert CisnerosHouseCA31▼ Sell$1K - $15K2026-02-102026-03-09
Gilbert CisnerosHouseCA31▲ Buy$1K - $15K2026-01-092026-02-13
John BoozmanSenateAR▼ Sell$1K - $15K2024-11-202024-12-17
Tommy TubervilleSenateAL▼ Sell$1K - $15K2024-05-082026-08-05
Tommy TubervilleSenateAL▲ Buy$15K - $50K2024-04-292024-05-15
Tommy TubervilleSenateAL▼ Sell$15K - $50K2024-04-052024-05-15
Tommy TubervilleSenateAL▲ Buy$1K - $15K2024-04-052024-05-15
Tommy TubervilleSenateAL▼ Sell$1K - $15K2023-10-172023-11-16
Tommy TubervilleSenateAL▲ Buy$1K - $15K2021-03-292021-07-23