Skyworks Solutions (SWKS)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-07-07
$59.76-3.47%
Close 2026-07-07 · 1-day change
Reading SWKS? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track SWKS free→NASDAQInformation TechnologySemiconductorsSnapshot 2026-07-07
Reading SWKS? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track SWKS free→Skyworks keeps beating earnings estimates with EPS above $1.15 recently. Revenue guidance for the June quarter is steady near $925 million. The company maintains a stable dividend of $0.71 per share. The Qorvo acquisition may accelerate growth and market share.
Skyworks cut its EPS guidance for the June quarter to $1.03, signaling near-term weakness. The stock has sold off sharply, down 28% from its high. Revenue growth is expected to be slow at about 1.6% next year. Management remains volatile, raising execution risk.
The price is about 48% below our fair value near $119, reflecting cautious market views. Analysts expect only 1.6% revenue growth next year, which aligns with the recent guidance cut. Our fair value is well above the Street median, showing some optimism versus consensus.
Breaks if: failure to secure or loss of major Android OEM design win by 2030
Achieve a significant design win with a leading Android OEM, expected to generate over $1 billion in revenue through 2030.
Standing thesis, reviewed periodically — not a price target or 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.
Breaks if: dividend falls below $0.71 per share
Continue to pay a cash dividend of $0.71 per share.
Stated in 4 of last 4 quarters. The dividend per share was maintained at $0.71 in 2026-Q2, up from $0.70 in 2025-Q3. The company consistently maintains its dividend policy, reflecting stable capital allocation.
“Skyworks' board declared a cash dividend of $0.71 per share.”
“Declared a cash dividend of $0.71 per share.”
“Declared a cash dividend of $0.71 per share.”
“Declared a cash dividend of $0.70 per share.”
Breaks if: EPS falls below $1.03 in 2026-Q2
Expect non-GAAP diluted earnings per share of $1.03 at the mid-point of the revenue range for the June quarter.
Stated in 2 of last 2 quarters. Non-GAAP EPS for 2026-Q2 was $1.15, exceeding the guidance of $1.03. The company is delivering above its EPS guidance, indicating strong financial performance.
“Non-GAAP diluted earnings per share of $1.03 at the mid-point of the revenue range.”
“Non-GAAP diluted earnings per share of $1.04 at the mid-point of the revenue range.”
Breaks if: revenue falls below $900 million or above $950 million in 2026-Q2
Anticipate revenue of $900 million to $950 million for the June quarter.
Stated in 2 of last 2 quarters. Revenue for 2026-Q2 was $943.7 million, within the guidance range of $900 million to $950 million. The company is delivering on its revenue guidance, maintaining consistency in its projections.
“For the June quarter, we anticipate revenue of $900 million to $950 million.”
“For the March quarter, we anticipate revenue of $875 million to $925 million.”