Skyworks Solutions, IncNasdaq: SWKS
Information Technology · Semiconductors
$69.40
-1.10%
Vol: 3.0M
Research Digest
Friday, May 1, 2026
Skyworks launches Si86Px digital isolators; analysts cautiously optimistic on foldable iPhone
Skyworks announced Si86Px digital isolators with integrated power on April 28, a compact solution for space-constrained industrial designs. Analysts mention Skyworks as primed to benefit from upcoming foldable iPhone. Stock navigating complex geopolitical landscape with analysts cautious. Current price $63.03 with 4.6% dividend. Hold consensus with $70.38 PT (+13.24% upside). Traded high $90.90 to low $51.93 over 52 weeks.
Previous Market Intelligence
13 daysApr 30Skyworks Solutions faces headwinds from weak demand despite Barclays upgradeNegative▶
Skyworks Solutions navigates declining revenues and operational pressures. Barclays upgraded to Overweight with $70 PT, betting on Apple product delays. Mizuho downgraded to Sell on April 23. Company launched Si86Px digital isolators but Q2 earnings expected May 5 amid macro uncertainty.
Apr 16Skyworks faces double-digit earnings decline for Q1 2026 amid trade tensions; May 5 earnings aheadNegative▶
Skyworks Solutions faces significant headwinds entering Q1 2026 earnings on May 5. Analysts project double-digit earnings declines due to U.S.-China trade tensions and geopolitical pressures affecting semiconductor supply chains. Stifel lowered price target from $72 to $65, maintaining Buy rating. Company is lobbying investors to vote against ESG proposal on greenhouse gas reporting at May 13 annual meeting. Former CEO Liam Griffin received $24.7M compensation in 2025. Stock trading at $57.94 as of April 16, down from 52-week high of $90.90.
Apr 15Skyworks Solutions faces multi-year share decline amid semiconductor headwinds; governance amendments proposed for May 13 vote.Mixed▶
Skyworks proposed Charter amendments on April 8 to remove supermajority voting provisions, while shareholders will vote on an ESG proposal at the May 13 meeting. SWKS traded at $56.36 on April 10, down 14.29% year-to-date with 3-5 year total returns declining 43-66%. Bank of America lifted its chip industry outlook by $300B on April 8 due to AI-driven demand, though SWKS continues to face customer concentration risks.
Apr 14Skyworks Solutions merges with Qorvo to create larger RF semiconductor portfolio; CEO transition to Philip G. Brace announced.Neutral▶
Skyworks Solutions announced a merger agreement with Qorvo to combine RF semiconductor portfolios with cost synergies within 24-36 months. CEO Philip G. Brace will lead the combined entity. FY2025 revenue of $4.1 billion with 12.2% operating margin. Q1 2026 EPS of $1.54 exceeded $1.40 consensus. Shareholder meeting May 13 for governance proposals.
Apr 13Skyworks Solutions navigates governance proposals while stock down 14.29% year-to-date amid chip sector pressure.Neutral▶
Skyworks Solutions proposes charter amendments to remove supermajority voting provisions while facing ESG shareholder proposal on greenhouse gas reporting. Q2 2026 guidance set at $1.04 EPS. Stock down 14.29% YTD. Consensus analyst rating is Hold with average price target of $70.50.
Apr 10Skyworks Solutions stock down 14.29% YTD; Qorvo merger awaiting final approval with governance vote on May 13.Neutral▶
Skyworks Solutions reported strong fiscal 2025 results with revenue of $4.1B, GAAP diluted EPS of $3.08, and returned $1.263B through buybacks and dividends, yet stock trails with 14.29% YTD decline. The company is progressing toward its Qorvo merger which received shareholder approval in February 2026. Governance proposals to be voted May 13. Former CEO Liam K. Griffin received $24.7M in 2025 compensation.
Apr 9Skyworks Solutions completes Qorvo merger approval with shareholder vote in February 2026Neutral▶
Skyworks announced merger agreement with Qorvo approved by shareholders in February 2026. Expected to deliver larger portfolio, stronger innovation pipeline, manufacturing advances and cost synergies within 24-36 months. FY2025 revenue $4.1B with 24.4% non-GAAP operating margin. Introduced new SKY63104/5/6 jitter attenuating clocks. Facing bifurcated semiconductor market challenges with 15 analysts rating Hold at $72.85 target.
Apr 8Skyworks Solutions completes Qorvo merger agreement; navigates AI market shift with analyst mixed ratingsMixed▶
Skyworks Solutions shareholders approved Qorvo merger proposals in February 2026 with expected synergies within 24-36 months. FY2025 revenue reached $4.1B with non-GAAP operating margin of 24.4%. Despite analyst upgrades focused on AI technologies, stock remains under pressure from industry headwinds and key customer reliance.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Skyworks and Qorvo merge to create $22B RF semiconductor leader.Positive▶
Skyworks and Qorvo entered agreement to combine in cash-and-stock transaction valuing combined enterprise at ~$22B. US-based global leader in RF, analog, and mixed-signal semiconductors. Expected $500M+ annual cost synergies within 24-36 months. Phil Brace as CEO. Shareholder vote May 13, 2026.
Apr 3Skyworks surges 3.7% on strong Q1 earnings beat and announced Qorvo merger expected to generate $500M in synergies.Positive▶
Skyworks Solutions surged 3.7% on April 2 after exceeding Q1 fiscal 2026 expectations with EPS of $1.54 versus $1.40 forecast and revenue of $1.04 billion. A proposed merger with Qorvo aims to generate $500 million in synergies. Q2 guidance forecasts $875-925 million revenue.
Apr 2Skyworks Q1 FY26 EPS of $1.54 beats estimates of $1.26; shareholders approve Qorvo merger; AI connectivity showcased at Embedded World.Mixed▶
Skyworks reported Q1 FY26 EPS $1.54, beating estimates $1.26 by 22.2%, with strong revenue metrics. Shareholders approved stock issuance for Qorvo merger on Feb 11, 2026. Demonstrated AI connectivity and power technologies at Embedded World 2026. However, several analysts cut targets in early February: Craig-Hallum from $85 to $75, TD Cowen from $75 to $65, Stifel from $72 to $65. Apple represents 69% of revenue, creating concentration risk. Q2 FY26 earnings scheduled May 5.
Apr 1Skyworks up 1.46% on 6G RF development; Q2 earnings beat 10% with 5.27% dividend yield.Positive▶
Skyworks reported strong Q2 earnings with EPS of $1.54 beating estimates of $1.40. Unveiled high-performance 6G RF front-end power amplifier at MWC. Stock gained 1.46% with 5.27% dividend yield.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| SWKSSKYWORKS | $69.40 | -1.10% | +25.4% | 14.1x | 1.30 | $10.6B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
| AVGOBROADCOM | $420.41 | +0.71% | +32.8% | 23.0x | 1.25 | $1.98T |
| MUMICRON | $541.19 | +4.65% | +36.9% | 5.1x | 1.61 | $583.2B |
| AMDADVANCED | $360.21 | +1.61% | +61.0% | 32.0x | 1.96 | $578.0B |
| INTCINTEL | $99.64 | +5.46% | +86.1% | 63.8x | 1.35 | $474.9B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.