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Skyworks Solutions
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Skyworks Solutions Community
NasdaqGS:SWKS Community
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Skyworks Solutions
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Skyworks Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Advanced Wireless And IoT Expansion Will Drive Future Opportunity
Key Takeaways Expanding into high-margin markets like automotive and IoT is driving revenue diversification and improved profitability. Strategic manufacturing optimization and R&D investment are enhancing operational efficiency and sustaining technological leadership.
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US$72.47
FV
8.9% overvalued
intrinsic discount
1.00%
Revenue growth p.a.
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10 days ago
author updated this narrative
Skyworks Solutions
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
5G And AI Will Drive Connected Device Revolution
Key Takeaways Acceleration in mobile and IoT RF content, plus design wins in diverse markets, is expected to drive stronger and more stable earnings and margin expansion. Strategic technology investments and manufacturing shifts are unlocking operational leverage, positioning Skyworks for resilient long-term growth across key connected device and automotive sectors.
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US$91.67
FV
13.9% undervalued
intrinsic discount
2.17%
Revenue growth p.a.
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10 days ago
author updated this narrative
Skyworks Solutions
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Single Customer Overreliance And Tech Shifts Will Imperil Sustainability
Key Takeaways Heavy reliance on a single customer and slow diversification increase vulnerability to revenue loss and margin pressure amid global competition and shifting market demand. Rising regulatory, trade, and compliance costs, along with lengthening device replacement cycles, threaten long-term profitability and stable growth potential.
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US$58
FV
36.1% overvalued
intrinsic discount
-4.25%
Revenue growth p.a.
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10 days ago
author updated this narrative