Skyworks Solutions (SWKS) 주식 개요
는 자회사와 함께 미국, 대만, 중국, 한국, 유럽, 중동, 아프리카 및 아시아 태평양 지역에서 아날로그 및 혼합 신호 반도체 제품 및 솔루션을 개발, 제조 및 판매하고 있습니다. 자세히 보기
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Analyst Price Targets
Skyworks Solutions, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$70.13 |
| 52주 최고가 | US$90.90 |
| 52주 최저가 | US$51.93 |
| 베타 | 1.48 |
| 1개월 변동 | 24.43% |
| 3개월 변동 | 12.55% |
| 1년 변동 | -3.98% |
| 3년 변동 | -29.51% |
| 5년 변동 | -57.28% |
| IPO 이후 변동 | 4,755.16% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.Seeking Alpha • Feb 08
Skyworks: Buy This Undervalued Dividend Machine
Summary Skyworks Solutions is undervalued, trading at a 13.3 forward P/E and offering a 4.6% dividend yield. SWKS is diversifying beyond Apple, with broad market segment sales up 11% YoY and strong growth in automotive, IoT, and data centers. The pending Qorvo merger is expected to generate $500 million in annual synergies and reduce revenue cyclicality. I maintain a 'buy' rating on SWKS, citing undervaluation, robust cash flow, and double-digit total return potential. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • Jun 23
Skyworks Solutions (NASDAQ:SWKS) Seems To Use Debt Quite Sensibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...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 AlphaSeeking Alpha • Feb 07
Skyworks: Price Crash Is Overblown
Summary Skyworks Solutions' shares dropped over 20% due to some negative news, despite better-than-expected earnings and guidance. The revenue decline was anticipated, and profitability exceeded estimates, making the share price reaction seem overblown. New CEO Philip Brace's appointment and concerns about Skyworks' role in iPhone 17 are insufficient to justify the market's harsh reaction. The current share price drop in SWKS presents a potential buying opportunity for long-term investors, given the company's solid fundamentals and guidance. Read the full article on Seeking Alpha주주 수익률
| SWKS | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | 1.9% | 13.1% | 2.6% |
| 1Y | -4.0% | 117.4% | 26.2% |
수익률 대 산업: SWKS은 지난 1년 동안 117.4%의 수익을 기록한 US Semiconductor 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: SWKS은 지난 1년 동안 26.2%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| SWKS volatility | |
|---|---|
| SWKS Average Weekly Movement | 6.5% |
| Semiconductor Industry Average Movement | 10.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: SWKS는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: SWKS의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1962 | 10,000 | Phil Brace | www.skyworksinc.com |
는 자회사와 함께 미국, 대만, 중국, 한국, 유럽, 중동, 아프리카 및 아시아 태평양 지역에서 아날로그 및 혼합 신호 반도체 제품 및 솔루션을 개발, 제조 및 판매하고 있습니다. 이 회사는 증폭기, 안테나 튜너, 감쇠기, 차량용 튜너 및 디지털 라디오, 무선 ASoC, DC/DC 컨버터, 복조기, 감지기, 디지털 전력 절연기, 다이오드, 방향성 커플러, 다이버시티 수신 모듈, 필터, 프론트 엔드 모듈, 하이브리드, 발광 다이오드 드라이버, 저잡음 증폭기, 믹서, 변조기, 광 커플러/옵토이즈솔레이터를 제공합니다. 또한 위상 고정 루프, 위상 시프터, 전력 분배기/결합기, 이더넷을 통한 전력 공급, 전력 절연기, 가입자 회선 인터페이스 회로의 ProSLIC 제품군, 수신기, 시스템 인 패키지, 스위치, 합성기, 타이밍 장치, 전압 제어 발진기/합성기 및 전압 조정기 등을 제공합니다.
Skyworks Solutions, Inc. 기초 지표 요약
| SWKS 기초 통계 | |
|---|---|
| 시가총액 | US$10.04b |
| 순이익 (TTM) | US$361.20m |
| 매출 (TTM) | US$4.04b |
29.2x
주가수익비율(P/E)2.6x
주가매출비율(P/S)SWKS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SWKS 손익계산서 (TTM) | |
|---|---|
| 매출 | US$4.04b |
| 매출원가 | US$2.38b |
| 총이익 | US$1.66b |
| 기타 비용 | US$1.30b |
| 순이익 | US$361.20m |
최근 보고된 실적
Apr 03, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 2.40 |
| 총이익률 | 41.08% |
| 순이익률 | 8.93% |
| 부채/자본 비율 | 17.3% |
SWKS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Skyworks Solutions 배당 일정 | |
|---|---|
| 배당락일 | May 26 2026 |
| 배당 지급일 | Jun 16 2026 |
| 배당락일까지 남은 일수 | 13 days |
| 배당 지급일까지 남은 일수 | 34 days |
SWKS는 안정적으로 배당을 지급합니까?
SWKS 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 14:41 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/04/03 |
| 연간 수익 | 2025/10/03 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Skyworks Solutions, Inc.는 50명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Kelleher | Argus Research Company |
| Cody Acree | Ascendiant Capital Markets LLC |