Skyworks Solutions (SWKS)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
$82.92-2.90%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
QuarterlyIQ Insights · SWKS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -12.8% |
| Our one-year growth estimate | diamond | 41.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 54.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 40 industry peers · Company calendar date is not available
SWKS — debt issuance
Dated 2026-10-07
Entry into a Material Definitive Agreement. Exchange Offers and Consent Solicitations On October 7, 2026 (the “Settlement Date”), Skyworks Solutions, Inc. (the “Company”) completed its previously announced offers to holders (1) to exchange (the “Exchange Offers”) (i) any and all outstanding 4.375% Senior Notes due 2029 (the “2029 Qorvo Notes”) issued by Qorvo, Inc. (“Qorvo”) for up to $850,000,000 aggregate principal amount of new 4.375% Senior Notes due 2029 (the “New 2029 Skyworks Notes”) i…
Why it matters: Broad Markets made up about 39% of sales in the last outlook. Growth in this group can help offset swings in phone sales.
Watch forBroad Markets sales grow at least 5% year over year in the next report.
Also watch forBroad Markets sales fall year over year in the next report.
Why it matters: Skyworks has taken on debt to fund the deal. Merger costs and interest can weigh on profit and cash.
Worry ifThe first combined report shows merger or interest costs above the amounts in the deal filings.
Less concerning ifThe first combined report shows merger and interest costs at or below the amounts in the deal filings.
Why it matters: Skyworks ended its dividend plan and shifted capital toward debt paydown, share repurchases, and deals. Actual repurchases will show how it uses that plan.
Watch forA filing or company report says Skyworks bought back shares under its new $2 billion program.
Also watch forA full quarter passes with no reported share buybacks under the program. Debt remains.
Why it matters: Qorvo joined Skyworks on October 5. The next report can show how the combined business is doing.
Watch forThe next report gives combined revenue and profit, and both meet or beat the figures in its outlook.
Also watch forThe next report shows combined revenue or profit below the figures in its outlook.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$194 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $514 loss on $10,000 · 5.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,217 loss on $10,000 · 32.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The tech sector is still growing, but its trend has eased. A drop in sales growth would add pressure to Skyworks' growth plans.
Worry ifBroad Markets sales growth falls below zero year over year in a reported quarter.
Less concerning ifBroad Markets sales growth stays at or above 5% year over year in a reported quarter.