Skyworks Solutions (SWKS)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
$82.92-2.90%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
Research Workspace
Put SWKS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Non-GAAP EPS of $1.03 in June quarter: Comparison needs review.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 32% in its worst 12-month stretch.
View RiskSkyworks' Qorvo merger has to close to justify the current price. The company ended its dividend to fund this deal. It also launched a $2 billion share buyback. The last quarter beat expectations by 66.2%. It trades at 17 times earnings. Peers trade at 53 times earnings. The price reflects less growth than we forecast. The primary pillar is under pressure. The thesis comparison is not yet verified. Peer multiples imply a price roughly in line with where it trades (about fair). The thesis is on watch.
Trailing returns as of 2026-11-04. SWKS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering SWKS (as of Nov 2026).
Based on 9 Wall Street analysts offering 12-month price targets for SWKS in the last 4 months.
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Compare SWKS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SWKS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SWKS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Advance and close merger with Qorvo
Confirms margin expansion target post-merger.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $82.92
The last 12 months of price, then the range of analyst 12-month targets from today’s $82.92.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Deliver results above expectations
Official earnings snapshot confirms delivery of results.
Advances: Deliver results above expectations
Beat estimates, directly supporting objective to exceed expectations.
Threatens: Secure multi-generational Android OEM design wins
iPhone component cuts may impact Android OEM design wins.
Advances: Advance and close merger with Qorvo
Upgrade indicates positive sentiment on Qorvo merger.
Advances: Advance and close merger with Qorvo
Price target increase indicates confidence in merger success.
Advance and close merger with Qorvo
Company extended exchange-offer deadlines, a procedural step in financing the acquisition.
Advances: Advance and close merger with Qorvo
Merger entering final stages materially advances the principal strategic objective.
