Skyworks Solutions, Inc.

NasdaqGS:SWKS 株式レポート

時価総額：US$9.4b

Skyworks Solutions 将来の成長

Future 基準チェック /16

Skyworks Solutions利益と収益がそれぞれ年間17.7%と4.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.1% 17.9%なると予測されています。

主要情報

17.7%

収益成長率

17.90%

EPS成長率

Semiconductor 収益成長27.4%
収益成長率4.6%
将来の株主資本利益率13.14%
アナリストカバレッジ

Good

最終更新日26 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 25

SWKS: Handset And 6G Timing Risks Will Limit Future Returns

Analysts have modestly adjusted the fair value estimate for Skyworks Solutions to $57.33 from $58.00, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions after recent price target increases of around $7 to $14 across several research firms and a new $80 target from RBC Capital. Analyst Commentary Recent research activity around Skyworks Solutions has centered on updated price targets and ratings, with investors weighing what the new targets imply relative to the refreshed fair value estimate of US$57.33.
分析記事 • Jun 21

Skyworks Solutions (SWKS) Stock Could Be 7.8% Overvalued After Revenue And EPS Beat

Skyworks Solutions (SWKS) is back in focus after quarterly revenue and EPS both beat analyst estimates, with CEO Phil Brace pointing to solid execution and improving momentum across the company’s product portfolio as key drivers. See our latest analysis for Skyworks Solutions. At a share price of $72.45, Skyworks Solutions has seen a 32.96% 90 day share price return and a 12.51% year to date share price return, while the 5 year total shareholder return is down 53.17%. This suggests that...
Seeking Alpha • Jun 17

Skyworks: The Discount Is Too Wide For The Catalysts Ahead

Summary I rate Skyworks Solutions a Buy with a $116 price target, reflecting 53% upside potential from current levels. My growth drivers are the premium Android win, which helps reduce the one-customer mobile concern; then the Broad Markets give SWKS a better mix, and Qorvo adds scale and synergy potential. My valuation uses $6.03 of FWD EPS and a 19.16x FWD non-GAAP P/E multiple, which sits between SWKS' historical 13.4x multiple and the broader peer level of about 24.92x. The key risks are customer concentration, a slower mobile recovery, Qorvo integration risk, and the possibility that investors keep applying a depressed multiple until reported growth improves. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 11

SWKS: Reset Outlook Will Highlight AI Power And Qorvo Combination Upside Potential

Skyworks Solutions' analyst fair value has shifted from $95.03 to $85.00, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins, and a lower future P/E multiple. This comes alongside a recent cluster of higher Street price targets that reflect differing views on the stock's outlook.
ナラティブの更新 • May 28

SWKS: Reset Outlook Will Highlight Handset Risk And Future P/E Rerating Potential

Analysts have raised their price targets on Skyworks Solutions, with a fair value estimate increasing from about $89.37 to $95.03. This change reflects updated assumptions for revenue growth, profitability, and a lower future P/E multiple.
ナラティブの更新 • May 04

SWKS: Mixed Handset Outlook And 6G Initiatives Will Shape Future Returns

Analysts have made a small upward adjustment to the Skyworks Solutions fair value estimate to $67.21, reflecting updated discount rate and P/E assumptions after a mix of recent rating changes, price target cuts and a fresh upgrade on the stock. Analyst Commentary Recent Street research around Skyworks Solutions has been mixed, with both bullish and bearish analysts updating their views and price targets.
ナラティブの更新 • Apr 20

SWKS: Higher Future P/E Will Offset Recent Target Cuts

Skyworks Solutions' analyst price target has been trimmed by about $1, reflecting slightly lower assumptions for revenue growth and profit margins, partly offset by a higher assumed future P/E multiple as analysts reassess the stock following a series of recent target cuts across the Street. Analyst Commentary Recent Street research on Skyworks Solutions points to a reset in expectations, with several bearish analysts trimming price targets and reassessing the balance between execution risk and long term growth potential.
ナラティブの更新 • Apr 06

SWKS: Recalibrated Outlook Will Highlight Handset Risk And Future P/E Rerating Potential

Analysts have trimmed their price targets on Skyworks Solutions, with one internal fair value estimate moving from about $109.78 to $89.37 as they factor in a higher discount rate, assume a lower profit margin, and apply a richer future P/E multiple. Analyst Commentary Street research on Skyworks Solutions has recently centered on recalibrating price targets, with a cluster of firms revisiting their assumptions around discount rates, margins, and handset exposure.
ナラティブの更新 • Mar 22

SWKS: Handset Concentration And Neutral Sector Positioning Will Shape Future Returns

Analysts have trimmed Skyworks Solutions' price targets by up to $28 to around the mid $60s to upper $60s, citing updated views on handset exposure, sector preferences that currently favor areas like AI accelerators and wafer fab equipment, as well as refreshed assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Skyworks Solutions clusters around a common theme, with multiple firms cutting price targets into the mid to upper US$60s range and leaning toward more neutral positioning.
ナラティブの更新 • Mar 08

SWKS: Higher Future P/E And 6G Pipeline Will Support Margin Resilience

Analysts have trimmed their average price target for Skyworks Solutions to reflect a shift toward lower fair value estimates near $68, a higher assumed P/E of about 26x, and expectations for a different balance of revenue growth and profit margins ahead. Analyst Commentary Recent Street research around Skyworks has tilted cautious, with several firms revisiting their models and trimming price targets.
ナラティブの更新 • Feb 22

SWKS: Recalibrated Outlook Sets Stage For Future P/E Multiple Re Rating

Analysts have reduced their Skyworks Solutions price targets. Our fair value estimate has shifted to $109.78 from $117.40 as they factor in more tempered revenue growth and profit margins, alongside a higher assumed future P/E multiple of 28.64x.
ナラティブの更新 • Feb 08

SWKS: Handset Headwinds And Qorvo Merger Synergies Will Shape Future Returns

Analysts have reduced their fair value estimate for Skyworks Solutions to $58 from $70, reflecting a lower future P/E assumption, updated views on revenue growth and margins, and recent price target cuts across the Street. Analyst Commentary Recent research on Skyworks has tilted cautious, with a cluster of bearish analysts cutting price targets and revisiting their assumptions on growth, margins, and capital allocation.
ナラティブの更新 • Jan 24

SWKS: Qorvo Merger Synergies Will Support Stronger Margins Despite Regulatory Overhang

Analysts have nudged their Skyworks Solutions price target lower to about $78 from roughly $84, reflecting slightly higher discount assumptions, even as they highlight improved margin and revenue outlooks following recent merger focused research updates. Analyst Commentary Recent research on Skyworks Solutions centers on the proposed merger with Qorvo and a reset in price targets across the semiconductor group.
ナラティブの更新 • Jan 09

SWKS: Merger With Qorvo Will Create Scale Synergies And Pricing Power

Analysts made only a slight upward adjustment to their fair value estimate for Skyworks Solutions to about $117 per share, reflecting modestly higher assumptions for revenue growth, profit margins, and future P/E following the Qorvo merger related research updates. Analyst Commentary Street research around the proposed merger with Qorvo has been a major driver of recent opinion on Skyworks, with several firms rethinking both ratings and price targets as they factor in potential cost savings and scale benefits.
ナラティブの更新 • Dec 26

SWKS: Qorvo Merger Will Drive Synergies And Strengthen RF Industry Position

We are raising our Skyworks Solutions fair value estimate from $91.67 to $117.09 per share, as analysts cite accelerating revenue growth, modest margin expansion, and meaningful valuation synergies from the proposed Qorvo merger. These factors support higher future earnings and a richer multiple, despite a slightly higher discount rate.
ナラティブの更新 • Dec 12

SWKS: Merger Synergies With Qorvo Will Offset Ongoing Handset And Apple Risks

Our updated narrative lifts Skyworks Solutions' fair value estimate to $70, up from $58, as analysts cite the Qorvo merger's valuation and cost synergies as sufficient to offset lingering handset and Apple exposure headwinds. Analyst Commentary Recent Street research around the Skyworks and Qorvo merger has shifted from outright skepticism to a more balanced, wait and see stance.
ナラティブの更新 • Nov 27

SWKS: Qorvo Merger Will Deliver Synergy And Margin Upside Despite Sector Risks

Skyworks Solutions' analyst price target was raised to $73 from $65, as analysts point to the anticipated valuation and cost synergies from its planned merger with Qorvo. These factors are expected to help offset ongoing challenges in the handset market.
分析記事 • Nov 14

Skyworks Solutions' (NASDAQ:SWKS) Soft Earnings Don't Show The Whole Picture

Investors were disappointed with the weak earnings posted by Skyworks Solutions, Inc. ( NASDAQ:SWKS ). However, our...
ナラティブの更新 • Nov 13

SWKS: Upcoming Qorvo Merger Will Unlock Margin Upside And Synergy Benefits

Skyworks Solutions’ analyst price target has increased slightly to $83.63, as analysts cite anticipated synergies from the Qorvo merger, an improved margin outlook, and benefits from industry consolidation supporting this upward revision. Analyst Commentary Following the announcement of the Skyworks Solutions and Qorvo merger, analysts have offered both optimistic and cautious perspectives on the future of the combined company.
ナラティブの更新 • Oct 30

Merger With Qorvo Will Drive Wireless Market Synergies Amid Competitive Risks

Analysts have raised their price target for Skyworks Solutions from approximately $72 to $84 per share. They cite the favorable outlook following the Qorvo merger, improved industry positioning, and expectations for margin expansion despite ongoing regulatory and market headwinds.
ナラティブの更新 • Sep 04

Advanced Wireless And IoT Expansion Will Drive Future Opportunity

Analysts remain cautious on Skyworks Solutions, balancing potential upside from near-term Apple-driven demand against weaker supply chain execution and muted industry growth expectations, resulting in an unchanged consensus price target of $72.47. Analyst Commentary Bullish analysts see potential for upside in Skyworks due to possible stronger-than-expected near-term Apple iPhone demand, driven by tariff-induced order pull-forwards and stable build expectations in the Asia supply chain.
分析記事 • Aug 20

Skyworks Solutions (NASDAQ:SWKS) Is Increasing Its Dividend To $0.71

Skyworks Solutions, Inc. ( NASDAQ:SWKS ) has announced that it will be increasing its periodic dividend on the 16th of...
分析記事 • Aug 03

Skyworks Solutions, Inc.'s (NASDAQ:SWKS) Share Price Not Quite Adding Up

Skyworks Solutions, Inc.'s ( NASDAQ:SWKS ) price-to-earnings (or "P/E") ratio of 24.7x might make it look like a sell...
分析記事 • Jul 20

Are Investors Undervaluing Skyworks Solutions, Inc. (NASDAQ:SWKS) By 38%?

Key Insights Skyworks Solutions' estimated fair value is US$118 based on 2 Stage Free Cash Flow to Equity Skyworks...
分析記事 • Jul 07

Capital Allocation Trends At Skyworks Solutions (NASDAQ:SWKS) Aren't Ideal

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha • Mar 15

Skyworks: Broad Market Stagnation Troubling As Apple Exercises Market Power (Rating Upgrade)

Summary Skyworks Solutions faces significant challenges due to its heavy reliance on Apple, which is shifting towards dual-sourcing, impacting Skyworks' revenue and profit margins. Despite efforts to diversify into emerging technologies like AI, 5G, and IoT, Skyworks has yet to demonstrate substantial growth outside of its Apple dependency. Skyworks' valuation has declined, making it relatively cheap in its sector, but high short interest and stagnant growth prospects keep me neutral on the stock. I expect Skyworks to maintain a price range of $55 to $75, with a forward P/E ratio of around 15X, reflecting its current stagnation. Crashing consumer sentiment may spell trouble for consumer electronics and iPhone sales, potentially adding to Skyworks' woes. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:SWKS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/20284,3965257109697
9/30/20274,0223237631,01520
9/30/20263,91523870781921
4/3/20264,044361672960N/A
1/2/20264,0543941,0721,319N/A
10/3/20254,0874771,0761,301N/A
6/27/20254,0123961,3251,577N/A
3/28/20253,9524121,3231,536N/A
12/27/20244,0455271,2251,427N/A
9/27/20244,1785961,6421,825N/A
6/28/20244,3727801,5431,714N/A
3/29/20244,5388551,5691,747N/A
12/29/20234,6459051,6631,858N/A
9/29/20234,7729831,6201,856N/A
6/30/20234,9611,0401,4231,727N/A
3/31/20235,1221,1121,2381,635N/A
12/30/20225,3041,1851,1371,616N/A
9/30/20225,4861,2759151,425N/A
7/1/20225,3901,2999531,587N/A
4/1/20225,2731,3701,0231,646N/A
12/31/20215,1101,3891,2381,869N/A
10/1/20215,1091,4981,1201,772N/A
7/2/20214,7551,4191,1111,641N/A
4/2/20214,3751,2111,1341,627N/A
1/1/20213,9701,0678811,291N/A
10/2/20203,3568158061,205N/A
6/26/20203,2267791,0061,355N/A
3/27/20203,257793N/A1,305N/A
12/27/20193,301826N/A1,217N/A
9/27/20193,377854N/A1,367N/A
6/28/20193,558929N/A1,158N/A
3/29/20193,6851,071N/A1,207N/A
12/28/20183,7881,133N/A1,449N/A
9/28/20183,868918N/A1,261N/A
6/29/20183,844914N/A1,471N/A
3/30/20183,851874N/A1,527N/A
12/29/20173,789823N/A1,321N/A
9/29/20173,6511,010N/A1,456N/A
6/30/20173,502976N/A1,494N/A
3/31/20173,353915N/A1,321N/A
12/30/20163,277898N/A1,246N/A
9/30/20163,289995N/A1,078N/A
7/1/20163,334978N/A873N/A
4/1/20163,3931,000N/A954N/A
1/1/20163,380958N/A955N/A
10/2/20153,258798N/A993N/A

アナリストによる今後の成長予測

収入対貯蓄率: SWKSの予測収益成長率 (年間17.7% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: SWKSの収益 ( 17.7% ) US市場 ( 18.4% ) よりも低い成長が予測されています。

高成長収益: SWKSの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SWKSの収益 ( 4.6% ) US市場 ( 12.7% ) よりも低い成長が予測されています。

高い収益成長: SWKSの収益 ( 4.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SWKSの 自己資本利益率 は、3年後には低くなると予測されています ( 13.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/06 05:21
終値2026/07/02 00:00
収益2026/04/03
年間収益2025/10/03

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Skyworks Solutions, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49

アナリスト機関
Brett SimpsonArete Research Services LLP
James KelleherArgus Research Company
Cody AcreeAscendiant Capital Markets LLC