SWKS·Skyworks Solutions, Inc.
SWKS|Analyst Targets
SWKS|Company Info
SWKS|Insider Trading
SWKS|Fundamentals
SWKS|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| 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
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| 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 | - |
SWKS|Monthly Returns
Market Data
SWKS Stock Snapshot
- 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
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?
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
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
Peers & ETF holders
SWKS peers & ETF holders
SemiconductorsMarket cap · today
News Sentiment Analysis
Sentiment gathered from recent headlines
Recent News Coverage
Most recent articles, ranked by recency (click to expand).
Technical Analysis
Real-time indicators across multiple timeframes
| Manager | Trend | Shares Held | % of Co. | Position Value | Filed |
|---|---|---|---|---|---|
| BlackRock, Inc. | ▼ Sell | 20,554,331 | 8.84% | $1.39B | 2026-08-07 |
| Vanguard Group Inc | ▲ Buy | 21,103,896 | 9.07% | $1.34B | 2026-01-29 |
| Geode Capital Management, LLC | ▲ Buy | 5,979,220 | 2.57% | $407.05M | 2026-08-12 |
| Invesco Ltd. | ▼ Sell | 5,080,498 | 2.18% | $344.46M | 2026-08-14 |
| Capital Research Global Investors | ▲ Buy | 4,385,569 | 1.89% | $297.34M | 2026-08-12 |
| Goldman Sachs Group Inc | ▲ Buy | 3,576,922 | 1.54% | $242.52M | 2026-08-14 |
| Capital World Investors | ▲ New | 2,916,151 | 1.25% | $197.72M | 2026-08-12 |
| Morgan Stanley | ▲ Buy | 2,806,748 | 1.21% | $190.30M | 2026-08-13 |
| Bank of America Corp | ▲ Buy | 2,668,118 | 1.15% | $180.90M | 2026-08-14 |
| Norges Bank | ▲ Buy | 2,622,484 | 1.13% | $177.80M | 2026-08-12 |
| Two Sigma Investments, LP | ▼ Sell | 2,146,126 | 0.92% | $145.51M | 2026-08-14 |
| JPMorgan Chase & Co | ▲ Buy | 1,762,096 | 0.76% | $119.79M | 2026-08-12 |
| Northern Trust Corp | ▼ Sell | 1,618,042 | 0.70% | $109.70M | 2026-08-13 |
| FMR LLC (Fidelity) | ▲ Buy | 1,098,418 | 0.47% | $74.47M | 2026-08-13 |
| Citigroup Inc | ▼ Sell | 1,025,066 | 0.44% | $69.50M | 2026-08-03 |
| AQR Capital Management LLC | ▼ Sell | 618,287 | 0.27% | $41.92M | 2026-08-14 |
| Gotham Asset Management, LLC | ▼ Sell | 388,065 | 0.17% | $26.31M | 2026-08-14 |
| Balyasny Asset Management L.P. | ▲ Buy | 276,645 | 0.12% | $18.76M | 2026-08-14 |
| Man Group plc | ▼ Sell | 243,741 | 0.10% | $16.53M | 2026-08-14 |
| Millennium Management LLC | ▲ Buy | 160,278 | 0.07% | $10.87M | 2026-08-14 |
| Wells Fargo & Company | ▲ Buy | 153,914 | 0.07% | $10.44M | 2026-08-14 |
| AllianceBernstein L.P. | ▼ Sell | 159,777 | 0.07% | $8.56M | 2026-08-14 |
| Canyon Capital Advisors LLC | ▲ New | 122,000 | 0.05% | $8.27M | 2026-08-14 |
| Adage Capital Partners GP, L.L.C. | ▼ Sell | 99,050 | 0.04% | $6.72M | 2026-08-14 |
| Prudential Financial Inc | ▼ Sell | 90,576 | 0.04% | $6.14M | 2026-08-12 |
| Member | Chamber | State | Type | Amount | Traded | Filed |
|---|---|---|---|---|---|---|
| Alan Armstrong | Senate | OK | ▲ Buy | $1K - $15K | 2026-03-27 | 2026-07-21 |
| Gilbert Cisneros | House | CA31 | ▼ Sell | $1K - $15K | 2026-02-10 | 2026-03-09 |
| Gilbert Cisneros | House | CA31 | ▲ Buy | $1K - $15K | 2026-01-09 | 2026-02-13 |
| John Boozman | Senate | AR | ▼ Sell | $1K - $15K | 2024-11-20 | 2024-12-17 |
| Tommy Tuberville | Senate | AL | ▼ Sell | $1K - $15K | 2024-05-08 | 2026-08-05 |
| Tommy Tuberville | Senate | AL | ▲ Buy | $15K - $50K | 2024-04-29 | 2024-05-15 |
| Tommy Tuberville | Senate | AL | ▼ Sell | $15K - $50K | 2024-04-05 | 2024-05-15 |
| Tommy Tuberville | Senate | AL | ▲ Buy | $1K - $15K | 2024-04-05 | 2024-05-15 |
| Tommy Tuberville | Senate | AL | ▼ Sell | $1K - $15K | 2023-10-17 | 2023-11-16 |
| Tommy Tuberville | Senate | AL | ▲ Buy | $1K - $15K | 2021-03-29 | 2021-07-23 |