Skyworks Solutions, Inc. (SWKS)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Skyworks Solutions, Inc. (SWKS) trades at $62.56 with AI Score 67/100 (Grade B+). Skyworks Solutions, Inc. designs, develops, manufactures, and markets proprietary semiconductor products. Market cap: $9.41B, Sector: Technology.
Price live · AI analysis from May 10, 2026SWKS stock analysis for 2026: Analysts have set a consensus price target of $71.50 for Skyworks Solutions, Inc., suggesting 14.3% upside from the current price of $62.56. The AI MoonshotScore is 67/100, indicating a bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
SWKS: 1/1 perspectives are bullish.
How is this calculated? →Skyworks Solutions, Inc. (SWKS) Technology Profile & Competitive Position
Skyworks Solutions, Inc. is a semiconductor company focused on designing and manufacturing connectivity solutions for a diverse range of markets. With a broad product portfolio and global reach, Skyworks caters to industries including mobile, automotive, and IoT, positioning itself as a key player in the evolving semiconductor landscape.
What Is the Investment Thesis for SWKS?
Skyworks Solutions presents a mixed investment thesis. The company's diverse product portfolio and exposure to multiple high-growth markets, such as automotive and IoT, offer significant growth potential. Skyworks' dividend yield of 4.24% provides an attractive income stream for investors. However, the company's P/E ratio of 14.1 suggests a relatively high valuation compared to some peers. The company's beta of 1.30 indicates higher volatility compared to the overall market. Investors should carefully consider the company's growth prospects, valuation, and risk factors before making an investment decision. Key catalysts include expansion in 5G infrastructure and automotive connectivity solutions. Potential risks include increased competition and economic downturns affecting consumer spending on electronics.
Based on FMP financials and quantitative analysis
SWKS Key Highlights
- Market capitalization of $9.41B, reflecting its significant presence in the semiconductor industry.
- P/E ratio of 14.1, indicating investor expectations for future earnings growth.
- Profit margin of 8.9%, showcasing the company's ability to generate profit from its revenue.
- Gross margin of 41.1%, reflecting the efficiency of its production and pricing strategies.
- Dividend yield of 4.24%, providing a substantial return to shareholders.
Who Are SWKS's Competitors?
SWKS is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| TSEM Tower Semiconductor Ltd. | $219.05 | -10.76% | $24.48B | 56 |
| MTSI MACOM Technology Solutions Holdings, Inc. | $322.26 | -8.09% | $24.59B | 85 |
| AMKR Amkor Technology, Inc. | $69.65 | -12.93% | $17.26B | 62 |
| ENTG Entegris, Inc. | $146.66 | -11.22% | $22.34B | 61 |
| LSCC Lattice Semiconductor Corporation | $136.53 | -6.68% | $18.71B | 72 |
| ARM Arm Holdings plc American Depositary Shares | $315.28 | -6.58% | $335.46B | 72 |
| MRVL Marvell Technology, Inc. | $245.29 | -9.84% | $214.58B | 69 |
| SLAB Silicon Laboratories Inc. | $218.22 | -0.07% | $7.20B | 69 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SWKS's Key Strengths?
- Diverse product portfolio catering to multiple markets.
- Strong relationships with key customers.
- Proprietary technology and intellectual property.
- Established manufacturing capabilities.
What Are SWKS's Weaknesses?
- Reliance on a few key customers.
- Exposure to cyclicality in the semiconductor industry.
- Competition from larger semiconductor companies.
- Dependence on third-party manufacturers.
What Could Drive SWKS Stock Higher?
- Expansion in 5G infrastructure driving demand for RF solutions.
- Growth in automotive connectivity solutions increasing revenue from automotive customers.
- Increasing adoption of IoT devices creating new market opportunities.
- Launch of new products targeting specific applications.
- Strategic partnerships with key customers.
What Are the Key Risks for SWKS?
- Intense competition in the semiconductor industry.
- Economic downturns affecting consumer spending on electronics.
- Technological obsolescence.
- Reliance on a few key customers.
- Geopolitical risks and trade tensions.
What Are the Growth Opportunities for SWKS?
- Expansion in 5G Infrastructure: The ongoing rollout of 5G networks globally presents a significant growth opportunity for Skyworks. The demand for high-performance RF solutions in 5G infrastructure is expected to drive increased revenue for Skyworks, with a projected market size of hundreds of billions of dollars over the next decade. Skyworks' expertise in developing advanced filters and amplifiers positions it to capture a substantial share of this market. The timeline for this growth opportunity is ongoing, as 5G deployment continues to accelerate.
- Automotive Connectivity Solutions: The increasing adoption of connected car technologies is driving demand for automotive connectivity solutions. Skyworks' products, including automotive tuners and digital radios, are well-suited for this market. The automotive semiconductor market is projected to reach tens of billions of dollars by 2030, offering substantial growth potential for Skyworks. The company's focus on developing reliable and high-performance solutions gives it a competitive edge in this market. This growth opportunity is expected to unfold over the next 5-10 years.
- Internet of Things (IoT) Devices: The proliferation of IoT devices is creating a growing market for connectivity solutions. Skyworks' broad product portfolio, including amplifiers, filters, and switches, caters to the diverse needs of IoT applications. The IoT market is projected to reach trillions of dollars by 2028, presenting a significant growth opportunity for Skyworks. The company's ability to provide cost-effective and energy-efficient solutions positions it to capture a substantial share of this market. This growth opportunity is ongoing, as the IoT ecosystem continues to expand.
- Connected Home Market: The increasing adoption of smart home devices and connected appliances is driving demand for connectivity solutions in the connected home market. Skyworks' products, including Wi-Fi and Bluetooth connectivity solutions, are well-suited for this market. The connected home market is projected to reach hundreds of billions of dollars by 2027, offering substantial growth potential for Skyworks. The company's focus on developing secure and reliable solutions gives it a competitive edge in this market. This growth opportunity is expected to unfold over the next 3-5 years.
- Wearable Technology: The growing popularity of wearable devices, such as smartwatches and fitness trackers, is driving demand for connectivity solutions in the wearable technology market. Skyworks' products, including low-power amplifiers and filters, are well-suited for this market. The wearable technology market is projected to reach tens of billions of dollars by 2028, presenting a significant growth opportunity for Skyworks. The company's ability to provide compact and energy-efficient solutions positions it to capture a substantial share of this market. This growth opportunity is ongoing, as the wearable technology market continues to evolve.
What Opportunities Does SWKS Have?
- Expansion in 5G infrastructure.
- Growth in automotive connectivity solutions.
- Increasing adoption of IoT devices.
- Expansion in the connected home market.
What Threats Does SWKS Face?
- Intense competition in the semiconductor industry.
- Economic downturns affecting consumer spending.
- Technological obsolescence.
- Geopolitical risks and trade tensions.
What Are SWKS's Competitive Advantages?
- Proprietary technology and intellectual property.
- Strong relationships with key customers.
- Diverse product portfolio catering to multiple markets.
- Established manufacturing capabilities.
- Global sales and distribution network.
What Does SWKS Do?
Skyworks Solutions, Inc. was founded in 1962 and is headquartered in Irvine, California. The company designs, develops, manufactures, and markets proprietary semiconductor products, including intellectual property. Skyworks' evolution has been marked by a strategic focus on connectivity solutions, catering to the growing demand for wireless communication across various industries. Its product portfolio includes a wide array of semiconductors such as amplifiers, attenuators, filters, switches, and synthesizers. These products are integral to the functionality of devices in the aerospace, automotive, broadband, cellular infrastructure, connected home, entertainment and gaming, industrial, medical, military, smartphone, tablet, and wearable markets. Skyworks sells its products through a combination of direct sales, electronic component distributors, and independent sales representatives, ensuring broad market access. Skyworks has established itself as a significant player in the semiconductor industry, leveraging its expertise in connectivity to serve a diverse customer base globally.
What Products and Services Does SWKS Offer?
- Designs and develops proprietary semiconductor products.
- Manufactures and markets semiconductor products.
- Provides connectivity solutions for various markets.
- Offers amplifiers, filters, switches, and synthesizers.
- Caters to the mobile, automotive, and IoT industries.
- Sells products through direct sales and distributors.
- Provides solutions for aerospace, broadband, and medical markets.
How Does SWKS Make Money?
- Designs and develops semiconductor products with intellectual property.
- Manufactures products in-house or through contract manufacturers.
- Sells products to OEMs and ODMs through direct sales and distributors.
- Generates revenue from product sales and licensing agreements.
What Industry Does SWKS Operate In?
Skyworks Solutions operates in the semiconductor industry, a sector characterized by rapid technological advancements and intense competition. The industry is driven by increasing demand for electronic devices and connectivity solutions across various sectors, including telecommunications, automotive, and consumer electronics. Skyworks competes with other semiconductor companies, such as TSEM: Tower Semiconductor Ltd., MTSI: MACOM Technology Solutions Holdings, Inc., AMKR: Amkor Technology, Inc., ENTG: Entegris, Inc., and LSCC: Lattice Semiconductor Corporation, in a fragmented market. The company's focus on connectivity solutions and diverse market exposure positions it to capitalize on industry growth trends.
Who Are SWKS's Key Customers?
- Smartphone manufacturers
- Automotive companies
- IoT device makers
- Aerospace and defense contractors
- Medical device companies
FY2026 estForward Outlook
Wall Street analysts project Skyworks Solutions, Inc. revenue of about $3.92B for fiscal 2026, with EPS near $4.99. The estimate reflects 17 contributing analysts.
F-Score 7/9Financial Health
Skyworks Solutions, Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 4.59 places it in the safe zone, indicating low near-term bankruptcy risk.
ROE 6%Key Financial Metrics
Return on equity for Skyworks Solutions, Inc. stands at 6.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.6%, showing how much profit it generates from its asset base. SWKS trades at a trailing price-to-earnings ratio of 14.08, below the Technology sector average of ~38x. Its free cash flow yield is 7.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.38 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.6%, the inverse of the P/E and a quick read on earnings relative to price.
Skyworks Solutions, Inc. (SWKS) Valuation Context
Valued at $9.41B, SWKS is classified as a mid-cap stock. Relative to its peer group, SWKS's quantitative score of 67/100 is roughly in line with the peer average of 67/100.
Company Profile
Skyworks Solutions, Inc. operates in the Semiconductors industry within the Technology sector. It is headquartered in Irvine, US. The company is led by CEO Philip Gordon Brace. SWKS has traded publicly since 1984.
SWKS Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future, indicating that those closest to the business see potential upside.
- Community sentiment has turned positive, with discussions highlighting the company's role in the growing 5G market, which could drive demand for their products.
- Analysts have noted that Skyworks has a solid track record of adapting to market changes, positioning them well for future growth opportunities.
- Recent partnerships in the automotive sector have sparked interest, as the demand for connectivity in vehicles is expected to rise significantly.
Bear Case
- Concerns about supply chain disruptions persist, which could impact production timelines and overall efficiency.
- Some community members express skepticism about the sustainability of growth, given the competitive landscape in semiconductor manufacturing.
- Recent earnings calls hinted at potential margin pressures due to rising costs, causing unease among investors.
- Market perception has been mixed, with some analysts cautioning that the current valuation may not fully reflect the risks associated with market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
From the Earnings Call
“Looking ahead to the third quarter of fiscal 2026, we expect revenue to range between $900 million to $950 million.”
— Philip Carter, CFO
“Our three growth engines, WiFi, data center and automotive, accounted for nearly 2/3 of our broad markets business and collectively grew 30% year-over-year.”
— Philip Brace, CEO
SWKS Q2 FY2026 earnings call transcript · 2026-05-05
SWKS Latest News
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SWKS Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SWKS.
Price Targets
Consensus target: $71.50
SWKS MoonshotScore
What does this score mean?
The MoonshotScore rates SWKS's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
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Is Skyworks Solutions Stock Underperforming the Nasdaq?
Latest Skyworks Solutions, Inc. Analysis
Leadership: Philip Gordon Brace
Chief Executive Officer
Philip Gordon Brace serves as the Chief Executive Officer of Skyworks Solutions, Inc. His career spans several decades in the semiconductor industry, marked by leadership roles and technical expertise. He has a strong background in engineering and business management. Prior to joining Skyworks, Brace held key positions at leading technology companies, contributing to their growth and innovation. His experience includes strategic planning, product development, and operational management.
Track Record: Under Philip Gordon Brace's leadership, Skyworks Solutions has focused on expanding its presence in high-growth markets, such as automotive and IoT. He has overseen the development of new products and technologies, strengthening the company's competitive position. Brace has also emphasized operational efficiency and customer satisfaction, contributing to the company's financial performance. His strategic decisions have helped Skyworks navigate the evolving semiconductor landscape.
Common Questions About SWKS (Technology)
What does Skyworks Solutions, Inc. do?
Skyworks Solutions, Inc. designs, develops, manufactures, and markets proprietary semiconductor products, including intellectual property. The company's products are used in diverse markets, including aerospace, automotive, broadband, cellular infrastructure, connected home, entertainment and gaming, industrial, medical, military, smartphone, tablet, and wearable markets. Skyworks sells its products through direct sales force, electronic component distributors, and independent sales representatives, ensuring broad market access and global reach.
What do analysts say about SWKS stock?
Analyst consensus on Skyworks Solutions, Inc. is mixed, with some analysts highlighting the company's growth potential in 5G and automotive markets, while others express concerns about competition and economic uncertainty. Key valuation metrics, such as the P/E ratio, suggest a relatively high valuation compared to some peers. Growth considerations include the company's ability to capitalize on emerging market trends and maintain its competitive position. Investors should conduct their own due diligence and consider their individual investment objectives before making any investment decisions.
What are the main risks for SWKS?
The main risks for Skyworks Solutions, Inc. include intense competition in the semiconductor industry, economic downturns affecting consumer spending on electronics, technological obsolescence, reliance on a few key customers, and geopolitical risks and trade tensions. Increased competition could lead to pricing pressures and reduced market share. Economic downturns could reduce demand for the company's products. Technological obsolescence could render the company's products obsolete. Reliance on a few key customers could expose the company to customer-specific risks. Geopolitical risks and trade tensions could disrupt the company's supply chain and sales.
What are the key factors to evaluate for SWKS?
Skyworks Solutions, Inc. (SWKS) holds an AI score of 67/100 (moderate). P/E: 14.1x vs the S&P 500's ~20-25x. Analysts target $71.50 (+14%). Not financial advice.
How frequently does SWKS data refresh on this page?
SWKS prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SWKS's recent stock price performance?
Skyworks Solutions, Inc. (SWKS) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diverse product portfolio catering to multiple markets. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SWKS overvalued or undervalued right now?
Skyworks Solutions, Inc. (SWKS) trades at 14.1x earnings. Analysts target $71.50 (+14%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying SWKS?
Before investing in Skyworks Solutions, Inc. (SWKS), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are based on the most recent available data.
- Analyst opinions are based on consensus estimates and may vary.