SWKS
Skyworks Solutions, Inc.

Skyworks Solutions, Inc.SWKS

Technology · Semiconductors
85.48USD
+2.57%
Oct 28, 2026
SWKS overview ready
Key RF Front-End Supplier for Smartphones, Wi-Fi, Automotive, and IoT Connectivity
Skyworks is a merchant RF component supplier whose principal exposure remains smartphone and mobile-device radio front ends, with additional exposure to Wi-Fi infrastructure, automotive connectivity, and IoT devices.
Narrative is still early
Exposed to the Wireless Connectivity Upgrade Cycle narrative through RF Front-End Content in Connected Devices — component supplier.
An early price trend
Longer-term context reads early recovery, with a near-term setup of daily advance.
Fair valuation
The price broadly reflects the strength of its balance sheet, with upside and risk reasonably balanced.
Unremarkable fundamentals
Primary risk
Cyclical demand in consumer electronics.
Market Oct 27Filing Jul 3Price action Aug 9Research Jul 17

Conviction Level

CompanyFit4.0PriceAction8.6Valuation5.7CompanyPosition7.3BusinessQuality7.6

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
RF / Wireless Semiconductors has only one or two eligible stocks — no leadership reading
Price
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Price Action

An early price trend
Longer-term context reads early recovery, with a near-term setup of daily advance.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$12.9B
Avg Volume (60D)
7.4M
60 sessions
Revenue Growth YoY
-2.2%
FY2025 vs FY2024
Gross Margin
+40.7%
Trailing twelve months
Operating Margin
+7.6%
Trailing twelve months
Free Cash Flow Yield
+3.4%
P/E
44.3x
EV / Sales
3.1x
Market metrics as of Oct 27, 2026
Financial results for the period ended Jul 3, 2026
Filed balance-sheet data as of Jul 3, 2026

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads fair.
Skyworks Solutions, Inc. has a Fair valuation stance because the price broadly reflects the strength of its balance sheet, with upside and risk reasonably balanced.

Company Research

Thesis
Skyworks is a merchant RF component supplier whose principal exposure remains smartphone and mobile-device radio front ends, with additional exposure to Wi-Fi infrastructure, automotive connectivity, and IoT devices. Skyworks has genuine, direct exposure to a real multi-company wireless-RF content theme.
Opportunity
Limited opportunity
Rising wireless-band complexity and adoption of newer cellular, Wi-Fi, and connected-device standards increase demand for radio-frequency front-end modules, filters, switches, amplifiers, antenna tuning, and related connectivity components.
Key risk
Cyclical demand in consumer electronics.

Economic classification

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Business & Markets

Technology · Semiconductors
What they do

Skyworks Solutions designs, manufactures, and markets analog and mixed-signal semiconductor products globally, serving multiple end markets through its subsidiaries.

How it earns

The company generates revenue primarily through transactional sales of semiconductor components to device manufacturers and other customers.

Products & services
Amplifiers
Antenna tuners
Front-end modules
Low noise amplifiers
Digital power isolators
Customers & end markets
Smartphone and mobile device manufacturers
Automotive electronics
Wireless communication equipment makers
Market position

Skyworks is a leading supplier in the analog semiconductor space with a broad product portfolio serving wireless and automotive markets.

Demand drivers
Medium cyclicality

Demand is influenced by consumer electronics cycles and automotive production trends.