Skyworks Solutions (SWKS)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
$74.02+3.52%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · SWKS
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-06. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $74 SWKS trades at 14× p/e, below its 49× p/e peer median. Our $83 fair value sits above the price. We hold it with medium confidence: the peer anchor overstates how cheap it looks. Analysts target $52–$80. Note: our $83 fair value sits above the entire analyst range ($52–$80). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $70.00 | — | — | Analyst | high |
| dcf fcff | 12M | $8.73 | — | — | Hist. CAGR | high |
| graham number | 12M | $66.53 | — | — | TTM | high |
| Mgmt guidance | 12M | $157.93 | 49.4 | 3.20 | Mgmt | high |
| Peer P/FCF |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
$52.00 – $80.00 (median $70.00) · 8 analysts · as of 2026-08-20
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Richer than its own typical valuation.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $58.71 |
| 45.3 |
| 1.30 |
| TTM |
| high |
| Peer P/E | 12M | $116.42 | 26.2 | 4.44 | ntm analyst | high |
| Peer P/S | 12M | $223.30 | 8.3 | 26.99 | TTM | high |
| residual income | 12M | $46.02 | — | — | TTM | high |
| Own P/E history | 12M | $57.13 | 12.4 | 4.59 | TTM | high |
| triangulated | 12M | $265.83 | 49.4 | 5.39 | Triangulated | high |
| Mgmt guidance | 3Y | $140.05 | 49.4 | 2.84 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $8.10 | 45.3 | 0.18 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $222.19 | 26.2 | 8.48 | Analyst | medium |
| Peer P/S | 3Y | $223.81 | 8.3 | 27.06 | guidance | medium |
| Own P/E history | 3Y | $105.50 | 12.4 | 8.48 | Analyst | medium |
| Mgmt guidance | 5Y | $129.27 | 49.4 | 2.62 | Mgmt(prov.) | high |
| Peer P/E | 5Y | $222.53 | 26.2 | 8.49 | Analyst | high |
| Peer P/S | 5Y | $224.15 | 8.3 | 27.10 | guidance | high |
| Own P/E history | 5Y | $105.66 | 12.4 | 8.49 | Analyst | high |