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Skyworks Solutions, Inc.NasdaqGS:SWKS Stock Report

Market Cap US$10.1b
Share Price
US$68.53
US$67.21
2.0% overvalued intrinsic discount
1Y-6.5%
7D2.6%
Portfolio Value
View

Skyworks Solutions, Inc.

NasdaqGS:SWKS Stock Report

Market Cap: US$10.1b

Skyworks Solutions (SWKS) Stock Overview

Develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific. More details

SWKS fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance1/6
Financial Health5/6
Dividends4/6

SWKS Community Fair Values

Create Narrative

See what 95 others think this stock is worth. Follow their fair value or set your own to get alerts.

Skyworks Solutions, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Skyworks Solutions
Historical stock prices
Current Share PriceUS$68.53
52 Week HighUS$90.90
52 Week LowUS$51.93
Beta1.48
1 Month Change18.30%
3 Month Change10.35%
1 Year Change-6.53%
3 Year Change-32.59%
5 Year Change-58.89%
Change since IPO4,644.39%

Recent News & Updates

Recent updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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 Alpha
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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 Alpha
Seeking 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 Alpha

Shareholder Returns

SWKSUS SemiconductorUS Market
7D2.6%0.4%-0.9%
1Y-6.5%100.9%24.4%

Return vs Industry: SWKS underperformed the US Semiconductor industry which returned 110% over the past year.

Return vs Market: SWKS underperformed the US Market which returned 26.7% over the past year.

Price Volatility

Is SWKS's price volatile compared to industry and market?
SWKS volatility
SWKS Average Weekly Movement6.5%
Semiconductor Industry Average Movement10.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Stable Share Price: SWKS has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: SWKS's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
196210,000Phil Bracewww.skyworksinc.com

Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific. The company offers amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless ASoC, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, and optocouplers/optoisolators. It also provides phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, ProSLIC family of subscriber line interface circuits, receivers, system in package, switches, synthesizers, timing devices, voltage-controlled oscillators/synthesizers, and voltage regulators.

Skyworks Solutions, Inc. Fundamentals Summary

How do Skyworks Solutions's earnings and revenue compare to its market cap?
SWKS fundamental statistics
Market capUS$10.09b
Earnings (TTM)US$361.20m
Revenue (TTM)US$4.04b
28.5x
P/E Ratio
2.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SWKS income statement (TTM)
RevenueUS$4.04b
Cost of RevenueUS$2.38b
Gross ProfitUS$1.66b
Other ExpensesUS$1.30b
EarningsUS$361.20m

Last Reported Earnings

Apr 03, 2026

Next Earnings Date

n/a

Earnings per share (EPS)2.40
Gross Margin41.08%
Net Profit Margin8.93%
Debt/Equity Ratio17.3%

How did SWKS perform over the long term?

See historical performance and comparison

Dividends

4.1%
Current Dividend Yield
117%
Payout Ratio

Does SWKS pay a reliable dividends?

See SWKS dividend history and benchmarks
When do you need to buy SWKS by to receive an upcoming dividend?
Skyworks Solutions dividend dates
Ex Dividend DateMay 26 2026
Dividend Pay DateJun 16 2026
Days until Ex dividend9 days
Days until Dividend pay date30 days

Does SWKS pay a reliable dividends?

See SWKS dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/15 14:35
End of Day Share Price 2026/05/15 00:00
Earnings2026/04/03
Annual Earnings2025/10/03

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Skyworks Solutions, Inc. is covered by 50 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brett SimpsonArete Research Services LLP
James KelleherArgus Research Company
Cody AcreeAscendiant Capital Markets LLC