SWKS

AI Research

Q1 2026 EPS beats at $1.54 vs $1.26; revenue -3.1% YoY; dividend paid today; Hold consensus

Skyworks Solutions reported Q1 FY2026 EPS of $1.54, beating estimates of $1.26 by 22%, though revenue declined 3.1% YoY, reflecting ongoing challenges in reducing mobile market dependency. The company is navigating a pivotal period with diversification efforts and a significant merger on the horizon, with a quarterly dividend paid today (March 17, 2026). The consensus rating is "Hold" with an average target of $70.50, and the stock is down 20.3% over six months despite the earnings beat.