Expectations trend
FY2028 · fiscal year ending 2028-10-02 · fmp
$7.59 → $7.59 · observed estimates
Skyworks Solutions (SWKS)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
$82.92-2.90%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for SWKS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Secure multi-generational Android OEM design win > $1B revenue | A supporting condition in Skyworks Solutions's published investment case. The stated target is significant design win generating > $1 billion revenue through 2030. | Intact | failure to secure or loss of major Android OEM design win by 2030 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-10-02 · fmp
$7.59 → $7.59 · observed estimates
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a semiconductor business with a multi-year thesis tied to Android design wins and growth in Broad Markets, alongside its merger with Qorvo. The thesis is intact, though its signal recently shifted from mildly favorable to mixed, and elevated risk tempers the strong recent results.
Valuation is tagged as justified, with SWKS described as cheap versus peers, while the model also shows a 32% premium versus peers. The expectations gap is slightly negative, suggesting expectations are a little ahead of what the evidence supports; confidence in this valuation read is medium.
Recent financial performance is strong, and management has reported sustained Android design-win momentum, including a design win expected to generate more than $1 billion in revenue through 2030. Broad Markets growth remains a stated priority, though its latest reported revenue was lower quarter over quarter with some seasonality noted. Near-term miss risk is assessed as low, but recent peer misses and a deep miss in SWKS’s history make guidance worth watching.
Over the multi-year view, progress depends on sustaining Android design wins and Broad Markets growth, and on completing the Qorvo merger after regulatory approvals. In the near term, a guidance cut would be a meaningful negative; steadier results from major technology companies or Federal Reserve rate cuts could support the sector backdrop.
The 1-to-3-year thesis remains intact, with strong recent fundamentals balanced by elevated execution and sector risks. The central questions are whether growth priorities continue to deliver and whether the merger closes as planned. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Dividend per share maintained at $0.71 |
| The company maintains a stable dividend of $0.71 per share. |
| Intact |
| dividend falls below $0.71 per share |
Dividend per share: $0.71 per share FY2026-Q3; GAAP. Published target: >= $0.71 per share. Target period is not explicitly aligned with this observation. Jul 28, 20260.71 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Non-GAAP EPS of $1.03 in June quarter | Revenue guidance for the June quarter is steady near $925 million. | Broken | EPS falls below $1.03 in 2026-Q2 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue of $900M to $950M in June quarter | Revenue guidance for the June quarter is steady near $925 million. | Broken | revenue falls below $900 million or above $950 million in 2026-Q2 | Revenue: $934.8M FY2026-Q3; GAAP. Published target: >= $900 million and <= $950 million. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Jul 28, 2026934,800,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$7.95B → $7.95B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-11-04 | $7.59 | $7,945,913,577 | 5 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 19 Hold · 2 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 10 recorded
2 raises · 1 cuts · 0 unchanged · 5 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.