Skyworks Solutions (SWKS)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-07-07
$59.76-3.47%
Close 2026-07-07 · 1-day change
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Track SWKS free→A long-form read on the 1–3 year hold thesis. Slower and deeper than the daily snapshot — it refreshes only when the evidence moves.
This investment represents a durable compounder with a focus on technology. The current thesis state is intact, supported by recent financial performance that remains strong relative to its industry.
The market appears to have priced in a neutral valuation, suggesting that expectations are aligned with the company's recent performance. There is a slight divergence, as SWKS is seen as cheap compared to its peers.
Management has shown robust earnings quality, delivering on revenue guidance while facing mixed results on EPS guidance. There is a moderate risk level, with a low probability of missing earnings expectations in the near term.
The thesis hinges on key factors such as the potential for the Fed to cut interest rates, which could benefit SWKS and the tech sector. Additionally, performance from major sector players like NVDA, TSM, and AVGO will be crucial for maintaining momentum.
Overall, the outlook for SWKS remains stable over the next 1 to 3 years, contingent on external economic factors and sector performance. Not investment advice.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports a positive outlook. The expected completion of the Qorvo acquisition also strengthens the company's position. There are no new threats noted at this time.
as of 2026-07-07
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: The merger closing is key for Skyworks' growth and financial stability.
Confirms:An official announcement that the merger with Qorvo has closed.
Disproves:News of merger delays or cancellation.
Why it matters: Lower guidance means weaker demand. This could hurt investor confidence.
Confirms:Management thinks revenue will be less than $900 million for the June quarter.
Disproves:Revenue guidance meets or exceeds $950 million for the June quarter.
Why it matters: This guidance will indicate how well Skyworks is performing and its growth outlook.
Confirms:Revenue guidance for the June quarter is raised above $900 million.
Disproves:Revenue guidance for the June quarter is lowered below $850 million.
Why it matters: Confirming the dividend shows the company is stable. It also shows commitment to shareholders.
Confirms:Dividend payment of $0.71 per share is confirmed on June 16, 2026.
Disproves:Dividend payment is canceled or reduced on June 16, 2026.
Why it matters: Changes to the dividend can show shifts in money use and health.
Confirms one read:Management announces a rise in the dividend per share to above $0.71.
Confirms the other:The dividend per share is cut or remains at $0.71.
Why it matters: Lower EPS guidance may show profit problems. This could change how the market views the company.
Confirms:Management issues non-GAAP EPS guidance below $1.03 for the June quarter.
Disproves:Non-GAAP EPS guidance meets or exceeds $1.03 for the June quarter.
Why it matters: Keeping the dividend shows financial strength. A cut may mean bigger problems.
Confirms one read:Management confirms the dividend per share will stay the same or go up.
Confirms the other:Management announces a cut to the dividend per share.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Why it matters: A successful conversion would prove the growth plan works. It would help revenue long-term.
Confirms:Revenue from the Android OEM design win exceeds $100 million within the next year.
Disproves:No revenue from the Android OEM design win reported in the next year.
Why it matters: The result will affect Skyworks' finances and future growth.
Confirms one read:Most Qorvo Notes are submitted by the September 1 deadline.
Confirms the other:Less than 50% of Qorvo Notes are tendered by the September 1 deadline.
Why it matters: New funding could enhance Skyworks' growth opportunities in key markets.
Confirms one read:The government announced new funding of over $100 million.
Confirms the other:No new government funding announcements in the next quarter.
Why it matters: This guidance will show how management expects earnings to perform in the near term.
Confirms:Non-GAAP EPS guidance is raised above $1.50.
Disproves:Non-GAAP EPS guidance is lowered below $1.30.