Skyworks Solutions Inc logo

Skyworks Solutions Inc(SWKS)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL RECENCY
2-STAR RATING
Consider higher Upturn Star rating
BUY for 30 days
PROFIT SINCE LAST BUY
+25.87% ▲
LAST CLOSE
$87.81
09/24/2026
(24-hour delay)

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*as per simulation (see disclosures)
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Upturn Advisory & Investor View for SWKS

09/24/2026: SWKS (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Skyworks Solutions is a semiconductor firm that provides essential RF and connectivity components for mobile devices and diverse industrial markets. The company has a leading position in 5G front-end modules, which remains its primary revenue driver. Its investment story focuses on diversifying into automotive and IoT to counter cyclical mobile industry risks. Risks include high customer concentration and exposure to geopolitical supply chain shifts. Overall, the stock may suit value or dividend-focused investors looking for exposure to the connectivity infrastructure space, provided they monitor the company’s progress in successfully scaling its non-mobile business segments.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitGrowth is currently tethered to the mature mobile cycle, making expansion into new areas the key variable.
Momentum investorWeak fitThe stock has seen periods of consolidation, requiring a clear upturn in mobile and industrial demand to justify momentum interest.
Value investorStrong fitThe company often trades at reasonable valuation multiples relative to historical averages.
Dividend investorStrong fitThe company offers a reliable dividend supported by strong cash flow generation.
Low-risk investorMixed fitExposure to volatile consumer electronics cycles introduces price volatility despite solid fundamentals.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highThe stock is highly sensitive to news regarding global smartphone sales and supply chain shifts.
Valuation riskLowShares have frequently traded at modest P/E ratios, limiting the downside valuation risk.
Competition risk (RF and connectivity)HighThe sector faces constant pressure from peers like Qorvo and Broadcom to innovate and maintain price parity.
Business qualityStrongSkyworks maintains high margins and a solid competitive moat in RF front-end integration.
Dividend incomeMediumDividends are well-covered, though growth is subject to the company's capital allocation priorities.
Execution riskMediumSuccessfully scaling the non-mobile segments is critical to reducing historical reliance on a few key customers.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Choppy
PRICE STABILITY

Choppy

The stock has experienced frequent reversals and pronounced short-term price swings.

Analysis of Past Performance

Type Stock
Historic Profit 18.01%
Avg. Invested days 30
Today’s Advisory Consider higher Upturn Star rating
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/24/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
SWKS receives a 3-star rating, supported by solid unit economics. The rating is constrained by weak price momentum, and limited analyst upside.

Company Fundamentals

★★★★★
SWKS has moderate overall fundamentals (3 stars), with solid financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, strong cash generation (FCF margin 27.1%) and solid profitability (net margin 11.7%) are partially offset by negative earnings growth (-19.9%), slightly negative revenue growth (-2.2%), very low insider ownership of 0.40%.

Financial Health Rating

★★★★★
SWKS's financial health is supported by strong cash strength, including free-cash-flow generation of $1.1B (27.1% of revenue). Profitability is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
SWKS's growth profile is soft, with the least-weak measure being revenue growth at -2.2% FY2025 versus FY2024. By comparison, while earnings growth (-19.9%, negative) and free-cash-flow growth (-33.7%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 123.6% and approximately 99.5% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership is only 0.40%, which materially reduces the ownership score.

Top 5 Institutional Investors

BlackRock Inc 14.25%
Pzena Investment Management, LLC 10.71%
Vanguard Portfolio Management, LLC 6.72%
Vanguard Capital Management, LLC 6.50%
State Street Corp 5.61%

Unit Economics (Per $1K Revenue)

★★★★★
SWKS generates approximately $412 of gross profit, $122 of operating income, and $271 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

★★★★★
Effective Tax Rate: 9.42%

Quantitative Style Profile

★★★★★
SWKS has a large-cap, liquid profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

High VolatilityLarge / Mega Cap StabilityShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 13.21B USD
Price to earnings Ratio 47.46
1Y Target Price 68.35
Price to earnings Ratio 47.46
1Y Target Price 68.35
Volume (30-day avg) 7.0M shares
Beta 1.52
52 Weeks Range 51.49 - 92.80
Updated Date 09/24/2026
52 Weeks Range 51.49 - 92.80
Updated Date 09/24/2026
Dividends yield (FY) 3.11%
Basic EPS (TTM) 1.85

How Company Makes Money

Business areaWhat it includesRetail investor read
Mobile CommunicationsRF modules for smartphones, 5G modems, and power amplifiers.The core revenue engine that depends on global smartphone upgrade cycles.
Broad MarketsConnectivity chips for automotive, IoT, industrial, and medical devices.The growth segment meant to lower the company's reliance on the mobile market.
GeographyGlobal sales with significant operations and demand exposure in Asia.Revenue is globally distributed, making the company sensitive to international trade policies.

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 47.46
Forward PE 17.83
Enterprise Value 13.42B
Price to Sales(TTM) 3.29
Enterprise Value 13.42B
Price to Sales(TTM) 3.29
Enterprise Value to Revenue 3.34
Enterprise Value to EBITDA 16.44
Shares Outstanding 150.47M
Shares Floating 149.74M
Shares Outstanding 150.47M
Shares Floating 149.74M
Percent Insiders 0.4
Percent Institutions 123.63

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI Summary

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Skyworks Solutions Inc

Exchange NASDAQ
Headquarters Irvine, CA, United States
IPO Launch date 1968-03-13
CEO, President & Director Mr. Philip Gordon Brace
Sector Technology
Industry Semiconductors
Full time employees 10000
Full time employees 10000

Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific. The company offers amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless ASoC, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, and optocouplers/optoisolators. It also provides phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, ProSLIC family of subscriber line interface circuits, receivers, system in package, switches, synthesizers, timing devices, voltage-controlled oscillators/synthesizers, and voltage regulators. The company sells its products through direct sales force, electronic component distributors, and independent sales representatives. Its products are used in aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables applications. The company was founded in 1962 and is headquartered in Irvine, California.