ALTSTATION.IO

Skyworks Solutions, Inc. (SWKS) Stock Analysis

By Nova Skye | AltStation.io | Updated February 07, 2026

Price

$62.05

Change

+1.85%

Market Cap

$9.30B

Avg Volume

3.5M

Company Overview

Skyworks Solutions, Inc. develops and manufactures semiconductor products, specifically analog and mixed-signal solutions. Their extensive product line includes amplifiers, antenna tuners, filters, and front-end modules used primarily in wireless communications. Key buyers are OEMs and manufacturers in sectors like aerospace, automotive, and smartphones. With headquarters in Irvine, California, Skyworks operates globally, serving markets across the U.S., Asia, and Europe.

Skyworks holds a strong position as a market leader in the RF semiconductor industry, particularly in 4G LTE and emerging 5G technologies. Their edge comes from a broad product portfolio and established relationships with major smartphone manufacturers, such as Apple and Samsung. However, they face competition from companies like Qorvo and Broadcom, as well as threats from potential supply chain disruptions and price fluctuations in raw materials.

Currently, Skyworks is experiencing moderate growth driven by increased demand for 5G technology and connected devices. The company’s recent focus on diversifying into automotive and IoT applications indicates a strategic pivot to capture new markets. They recently announced a record revenue of $1.51 billion for the last quarter, showcasing their ongoing resilience and ability to adapt to market changes.

Key Financials

Market Cap

$9.30B

Revenue

$4.05B

EBITDA

$901.50M

Gross Margin

40.9%

Profit Margin

9.7%

Revenue Growth

-3.1%

Total Cash

$1.57B

Total Debt

$996.20M

Free Cash Flow

$1.81B

52-Week Price Performance Analysis

Price Statistics

P/E Ratio

23.77

Forward P/E

12.42

Beta

1.32

52-Week High

$90.90

52-Week Low

$47.93

EPS

$2.61

50-Day Avg

$62.84

200-Day Avg

$70.03

Price/Book

1.61

Technical Analysis

The 52-week chart for Skyworks Solutions, Inc. (SWKS) shows a generally bearish trend, with significant price fluctuations. The stock peaked at approximately $80 in early September before facing a steep decline, dropping below $60 by mid-December. Key support is observed around $60, while resistance levels are evident at $70 and the recent high near $80. The formation of lower highs since September suggests ongoing weakness. Recently, over the last few weeks, the price has been consolidating near $62, hinting at a brief increase in momentum but still below the 50-day moving average. Current trading at $62.05 places the stock at the lower end of its 52-week range, indicating limited upside potential unless a solid breakout occurs above resistance.

Recent News and Developments

Here’s a summary of the latest news and developments for Skyworks Solutions, Inc

(SWKS) stock in the past week:

### 1

Skyworks Exceeds Q1 2026 Earnings Expectations and Provides Upbeat Q2 Guidance

Market Update

Skyworks Solutions announced strong fiscal first-quarter 2026 results on February 3, 2026, surpassing its own revenue and earnings per share (EPS) guidance. The company reported $1.04 billion in revenue and an adjusted EPS of $1.54, exceeding analyst expectations of $1.00 billion and $1.40, respectively. Furthermore, Skyworks issued optimistic guidance for the second fiscal quarter of 2026, projec

Market Sentiment and Analyst Recommendations

Bull Case

Skyworks beat Q1 2026 earnings badly — $1.04B revenue and $1.54 adjusted EPS versus $1.00B and $1.40 expected. That’s real outperformance, not guidance beats. Q2 guidance of $875-925M revenue is also above consensus, suggesting demand isn’t collapsing despite the -3.1% annual revenue decline. The Qorvo merger closing in early 2027 will create a combined RF powerhouse with scale advantages in 5G and IoT. At 23.77 P/E with $1.57B cash against $996M debt, the balance sheet is solid. The new SKY66424-11 RF front-end module for Wi-SUN and LoRaWAN addresses real growth markets in smart infrastructure. Stock is trading near 52-week lows at $62.05, so risk-reward skews favorable if execution continues.

Bear Case

Revenue is down 3.1% year-over-year, which is not a growth story. The 52-week chart shows lower highs since September and a brutal decline from $90.90 to $62.05 — that’s a 32% collapse. Morgan Stanley just cut its price target from $89 to $68, a 24% reduction, signaling analyst confidence is eroding. The P/E of 23.77 is expensive for a company with negative revenue growth. The Qorvo merger won’t close until early 2027, leaving 11 months of uncertainty and regulatory risk. Semiconductor sector headwinds are real and ongoing, and smartphone/IoT demand remains soft. Stock is trading below its 50-day moving average with limited catalysts to drive a breakout above $70 resistance.

What to Watch

The Skyworks-Qorvo shareholder votes on February 11, 2026 are the near-term event. If either vote fails, the stock could crater. Monitor Q2 2026 actual results in May against the $875-925M guidance range — a miss would confirm the revenue decline is accelerating. Watch gross margins closely; the company projects healthy margins post-merger, but current-quarter performance will signal if that’s realistic. Track the regulatory review timeline for the merger; any FTC delays or conditions would push the close date past early 2027. Watch for $70 resistance on the chart; a clean break above that level with volume would suggest institutional accumulation is real. Finally, monitor smartphone and IoT shipment data from IDC and Gartner; if demand stabilizes, SWKS could re-rate higher.

Analyst Consensus

HOLD

Based on 20 analyst opinions

Low Target

$58.00

Mean Target

$71.50

High Target

$140.00

Earnings and Financial Data

Sector

Technology

Industry

Semiconductors

Employees

10,000

Earnings & Dividends

Next Earnings

Feb 03, 2026

EPS (Trailing)

$2.61

Dividend Yield

466.0%

Payout Ratio

108.0%

Frequently Asked Questions

Is SWKS a good stock to buy?

Currently, analysts recommend holding SWKS with a target price of $71.50. With a P/E ratio of 23.77 and a forward P/E of 12.42, the stock may have growth potential, but it’s not a strong buy at this moment.

What is SWKS’s price target?

The consensus price target for Skyworks Solutions is $71.50. Given the current price of $62.05, this suggests a potential upside of about 15%.

Does SWKS pay a dividend?

Yes, SWKS offers a significant dividend yield of 466.0%. This is unusually high, and investors should consider its sustainability amidst the company’s financial health.

What are the key metrics for SWKS?

Skyworks has a market cap of $9.30 billion, a P/E ratio of 23.77, and a 52-week price range of $47.93 to $90.90. These indicators show that while the stock has been volatile, it also represents a solid player in the semiconductor industry.

What industry does SWKS operate in?

Skyworks Solutions operates in the technology sector, specifically within the semiconductor industry. With increasing demand for semiconductors, there may be growth opportunities, albeit the market is competitive.

Related Stock Reports

Disclaimer: This report is for informational purposes only and does not constitute financial advice. The analysis and opinions expressed are those of AltStation.io and should not be relied upon as the sole basis for investment decisions. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results. Updated February 07, 2026.