DailyIQ
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Last updated 4 minutes ago

SWKS·Skyworks Solutions, Inc.

$.
-. (-.%)
High
$57.41
Open
$56.79
Market Cap
8.44B
52W High
$90.90
Low
$55.55
P. Close
$57.51
P/E
23.37
52W Low
$51.93
Fwd P/E
55.82
DailyIQ Est.
$73.18
Technical Score (1D)
27
SELL
News Sentiment
46
MIXED
Skyworks Solutions will host its Q3 fiscal 2026 earnings conference call on July 28 at 4:30 p.m. EDT, with the press release to follow after market close. The call will detail the company’s revenue trends, product mix, and cost management, all of which analysts have flagged as key drivers for the upcoming quarter. Forecasts released earlier this week predict a double‑digit decline in profit for the quarter, raising expectations that the company will need to tighten margins or shift product focus. If the earnings miss guidance, the market will likely reassess the valuation of Skyworks’ high‑frequency RF components amid a broader semiconductor slowdown. Conversely, a stronger‑than‑expected revenue mix or cost containment could support the stock and lift sentiment toward the broader wireless infrastructure sector. The timing of the call—just after market close—means that any surprises will be reflected in the next trading session’s opening range. Traders should watch the guidance for the next quarter, especially any updates on the rollout of new RF solutions for 5G and IoT. Pay close attention to the company’s commentary on supply‑chain constraints, as persistent shortages could dampen revenue growth. Finally, monitor the post‑call transcript for any forward‑looking statements that could signal a shift in the company’s growth strategy.
Earnings Summary
Skyworks Solutions, Inc. is a global semiconductor manufacturer specializing in analog and mixed‑signal RF components that enable wireless connectivity across smartphones, wearables, automotive, aerospace, and consumer electronics. Operating within the highly competitive semiconductor sector, the company designs, produces, and distributes amplifiers, filters, and front‑end modules through a multi‑channel sales strategy. In the most recent reporting cycle, Skyworks posted Q1 2026 revenue of $1.035 billion, up 8.7 % YoY from $953 million in Q1 2025, while Q2 2026 revenue fell 2.2 % YoY to $944 million from $965 million in Q2 2025; EPS rose 24 % YoY in Q1 2026 to $1.54 from $1.24, but declined 13.5 % in Q2 2026 to $1.15 from $1.33. The company consistently beat analyst estimates, posting EPS of $1.60 in Q4 2024, $1.24 in Q1 2025, $1.33 in Q2 2025, $1.76 in Q3 2025, $1.54 in Q1 2026, and $1.15 in Q2 2026, all above guidance. Historically, Skyworks has maintained a streak of earnings beats over the past seven quarters, with revenue growth fluctuating but generally upward, and EPS growth strong in the first half of 2025 before a modest decline in the second half of 2026. Recent analyst commentary highlights margin pressure and intensified competition, with KeyBanc downgrading the firm to neutral and warning of potential input‑cost‑driven margin erosion; the company’s upcoming earnings call is expected to address cost‑management, product‑mix shifts, and 5G/IoT RF solution rollouts amid supply‑chain constraints. Investors should watch the Q3 2026 guidance for updates on revenue mix, margin trends, and any strategic moves to differentiate its high‑frequency RF offerings, as well as management’s commentary on supply‑chain resilience and cost‑control initiatives.

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 $57.11, giving Skyworks Solutions, Inc. a market cap of 8.44B and a P/E ratio of 23.4. Today's range spans $55.55–$57.41, with shares opening at $56.79 and moving down $0.40 (0.7%) from the prior close. DailyIQ's technical score sits at 27/100 (SELL) with a news sentiment reading of 46/100.

Over the past year SWKS has traded between $51.93 and $90.90 - the current price is +10.0% off the 52-week low and -37.2% 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 +29.0%.

SWKS sits at $57.11 (near 52-week lows in $51.93–$90.90) with a SELL read (27/100) and neutral sentiment (46/100). At 8.44B in Technology market cap (P/E: 23.4), this is a stock where the exit can be harder than the entry in volatile markets - a feature of thin-float names that makes risk management more important than it would be in larger-cap peers.

Small-cap Technology names with SELL technicals (27/100) and neutral sentiment (46/100) like SWKS tend to experience sentiment-driven re-ratings more sharply in both directions. At $57.11 (near 52-week lows in $51.93–$90.90), the current setup suggests a stock that needs a material positive catalyst — not incremental improvement — to reverse the technical and sentiment readings that now define the 8.44B market cap trajectory.