SWKS

Skyworks Solutions, Inc. (SWKS) | Rumor.io

Skyworks Solutions

SWKS

Attention (50-day avg)0.01%

Attention rank (50-day avg)#515

Bullish sentiment (50-day avg)92%

Price to earnings ratio46.3

Market capitalization13.2B

Earnings per share1.93

Dividend yield (TTM)3.24%

Revenue (annual)4.1B

Net income (annual)477.1M

Social

What share of all stock conversation is about SWKS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.03% +0.02	0.02% +0.01	0.01% +0.01	0% 0

Sep 16

Skyworks Solutions, Inc. ($SWKS) experienced a significant price swing, dropping 10% and then rebounding 11% in a single day, driven by Apple's foldable iPhone launch and progress on the Skyworks-Qorvo merger.
The proposed merger between Skyworks and Qorvo, valued at approximately $22 billion, is nearing completion, with the deal expected to close in the near future and potentially have a significant impact on the company.
Skyworks' stock price has been affected by the merger, with the company's stock price surging 13.5% after the rebound, and some analysts considering the deal to be a re-rating opportunity, rather than a blip in the market.

Generated by AI

Sentiment

Of the messages about SWKS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	78.05% -20.3	92.7% +8.32	86.32% +17.72
Bearish	0% 0	21.95% +20.3	7.3% -8.32	13.68% -17.72

Bullish· Sep 15

The merger between Skyworks Solutions and Qorvo is in its final stages, with management expressing high confidence in completion around late September/early October, which is expected to create an approximately $22B RF/analog semiconductor company.
Skyworks Solutions has been showing strong momentum, with a sharp rebound of 11% today, and is testing a major resistance zone, with the setup improving as buyers gain attention.
The $22B Qorvo merger is expected to unlock significant synergies, with management projecting $500M in synergies, and the combined company will have exposure across mobile, aerospace/defense, and AI data-center markets.

Bearish· Apr 30

The author believes $SWKS is overvalued and due for a correction to $200.
The company's stock price is seen as being "squeezed" and mispriced, implying a potential reversal in its trend.
The author has placed a sell order for $SWKS at $85 with a target of $200.

Generated by AI

Topics

Of the messages about SWKS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	25.07%	31.41%	16.49%	13.68%
Announcements	0%	0.06%	9.84%	16.06%
Analysts	24.98%	30.21%	28.91%	32.76%
Macro	24.98%	30.21%	29.19%	20.27%
Earnings	24.98%	8.11%	15.51%	15.64%
Controversies	0%	0%	0.06%	1.59%

Earnings· Jul 28

Skyworks Solutions ($SWKS) reported Q3 2026 earnings that beat expectations, with revenue of $935M, adjusted EPS of $1.08, and a Q4 revenue guidance of $1.01B-$1.06B, beating estimates.
The company announced a $2B buyback and suspended its dividend permanently, ahead of the Qorvo merger, which is expected to close within the fiscal year.
Despite the year-over-year declines in revenue and adjusted EPS, Skyworks delivered a solid quarter, with revenue and earnings above expectations, and reflected consistent execution across the portfolio.

Analysts· Oct 29

KeyBanc upgrades SWKS to Overweight from Sector Weight with a price target of $105, citing synergies and a forecast of $7.46 EPS for 2027.
Multiple analysts upgrade SWKS following a strong outlook, including Barclays, Citigroup, Piper Sandler, and KeyBanc, with price targets ranging from $88 to $140.
Citigroup upgrades SWKS to Neutral from Sell and raises the price target to $105, while Morgan Stanley raises its price target to $89 from $65.

Announcements· Oct 28

Skyworks Solutions ($SWKS) and Qorvo ($QRVO) have agreed to merge in a cash-and-stock deal valued at approximately $22 billion, creating a combined company with $7.7 billion in revenue and $2.1 billion in EBITDA.
Under the terms of the merger, Qorvo shareholders will receive $32.50 in cash and 0.96 of a Skyworks common share for each Qorvo share held, implying a value of $105.31 per Qorvo share, a 14.3% premium from the previous price.
The merger aims to achieve $500 million in annual cost synergies within three years, and the combined company will have a strong presence in the RF and analog semiconductor market, with a focus on AI data centers, IoT, defense, and mobile applications.

Controversies· Oct 28

Skyworks Solutions $SWKS reportedly held talks to acquire chip rival Qorvo, but the deal's success depends on Apple's and anti-trust approval.
The proposed merger between Skyworks Solutions $SWKS and Qorvo $QRVO is valued at approximately $22 billion, with Qorvo shareholders set to receive Skyworks stock and cash.
The deal was announced on October 27, 2025, with Qorvo to become a wholly owned subsidiary of Skyworks, following an agreement and plan of merger.

Macro· Jul 22

The beta of Skyworks Solutions to tariffs is 1.08, indicating a high sensitivity to tariff news.
The company's high sensitivity to tariffs is consistent with the overall list of stocks most affected by tariff news, which includes energy and airline companies.
The estimates of beta to tariffs are stable and significant, with high t-statistics for Skyworks Solutions (2.78) and other companies, including APA Corporation (3.62) and Halliburton (4.11).

Technical Analysis· Apr 30

$SWKS needs 183.03 (50 Day EMA) to create support above before going long.
A close below 194.84 could set up a 177-178 or 173-174 price range next week.
$SWKS's 80-day moving average has so far contained today's post-earnings bear gap.

Generated by AI

Community

Of the messages about SWKS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0.37%	11.59%	15.83%	14.47%
Newcomers	99.63%	88.41%	84.17%	85.53%

Regulars· Sep 11

$SWKS has gained 31% since Aug 12, 2026, with a 6.2% move today, extending its gains.
The stock has been blasted through the 0 fib at $85.36 and is now targeting the October 2025 high near $90.87.
$SWKS has been a top gainer, jumping 9.87% to end at $84.08 on strong buying, and is worth keeping an eye on.

Newcomers· Sep 16

Skyworks Solutions ($SWKS) had a huge breakout on the weekly chart, with a proposed merger with Qorvo nearing completion and already cleared a review by U.S. antitrust regulators.
The $22B Qorvo deal removing the single biggest overhang is a re-rating, not a blip, with the market justifying a 13% premium for certainty that could have been priced quietly a week ago.
The deal is now priced in, but what's not priced is what it's worth after it closes, with the street still valuing Skyworks at ~$70, while some analysts see the stock as overvalued at ~$90.

Generated by AI

A number of stocks fell in the morning session after OpenAI paused training of its frontier artificial intelligence models following a security breach, raising concerns over near-term hardware demand.

1d agoYahoo Finance

Skyworks Solutions Inc. stock underperforms Monday when compared to competitors

1d agoMarketWatch

Q2 Earnings Highs And Lows: Skyworks Solutions (NASDAQ:SWKS) Vs The Rest Of The Analog Semiconductors Stocks

2d agoBarchart.com

Skyworks Solutions Inc. stock outperforms competitors on strong trading day

4d agoMarketWatch

What Should Skyworks Solutions (SWKS) Investors Watch After Its Index Removal?

Skyworks Solutions (NasdaqGS:SWKS) is set to be removed from the PHLX Semiconductor Sector Index, affecting its role in that benchmark. The business reported new details on its planned merger with Qorvo, including an update on required regulatory and financing steps. Management also extended the related debt exchange offers that support the Qorvo transaction, keeping those terms open beyond the original deadline. The index removal and Qorvo merger updates matter, but investors should weigh...

4d agoYahoo Finance

Skyworks Solutions and Universal Display Stocks Trade Down, What You Need To Know

A number of stocks fell in the morning session after the 10-year Treasury yield climbed to 5.14% following strong September business activity data that raised expectations for tighter Federal Reserve interest rate policy.

5d agoYahoo Finance

Also Discussed

Investors talking about SWKS also mention

#	Name	Attention
1	Qorvo Inc.QRVO	0%0
2	NXP Semiconductors N.V.NXPI	0%-0.01
3	Cirrus Logic Inc.CRUS	0%0
4	Ambarella Inc.AMBA	0%0
5	QUALCOMM IncorporatedQCOM	0.11%+0.03
6	Gilead Sciences, Inc.GILD	0%-0.04
7	Texas Instruments Inc.TXN	0%0
8	Akamai Technologies Inc.AKAM	0%-0.49
9	CYBR - CyberArk Software Ltd.	——
10	Silicon Laboratories Inc.SLAB	0%new

Skyworks Solutions, Inc.

Technology
Semiconductors

Skyworks Solutions, Inc. is a semiconductor company focused on developing, manufacturing, and marketing analog and mixed-signal products that enable wireless connectivity. Its portfolio supports radio frequency functions used in smartphones, tablets, wearables, and cellular infrastructure, while also serving aerospace, automotive, broadband, connected home, defense, industrial, medical, and Internet of Things applications. The company provides components and integrated solutions such as amplifiers, filters, switches, front-end modules, and other RF devices that help manage signal transmission and reception across connected systems. Skyworks Solutions, Inc. plays an important role in the technology supply chain by supplying chips and connectivity solutions to device makers and infrastructure customers across global markets.

Website

Location

5260 California Avenue

Irvine, CA, 92617

United States

Social

What share of all stock conversation is about SWKS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.03% +0.02	0.02% +0.01	0.01% +0.01	0% 0

Sep 16

Skyworks Solutions, Inc. ($SWKS) experienced a significant price swing, dropping 10% and then rebounding 11% in a single day, driven by Apple's foldable iPhone launch and progress on the Skyworks-Qorvo merger.
The proposed merger between Skyworks and Qorvo, valued at approximately $22 billion, is nearing completion, with the deal expected to close in the near future and potentially have a significant impact on the company.
Skyworks' stock price has been affected by the merger, with the company's stock price surging 13.5% after the rebound, and some analysts considering the deal to be a re-rating opportunity, rather than a blip in the market.

Generated by AI

Sentiment

Of the messages about SWKS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	78.05% -20.3	92.7% +8.32	86.32% +17.72
Bearish	0% 0	21.95% +20.3	7.3% -8.32	13.68% -17.72

Bullish· Sep 15

The merger between Skyworks Solutions and Qorvo is in its final stages, with management expressing high confidence in completion around late September/early October, which is expected to create an approximately $22B RF/analog semiconductor company.
Skyworks Solutions has been showing strong momentum, with a sharp rebound of 11% today, and is testing a major resistance zone, with the setup improving as buyers gain attention.
The $22B Qorvo merger is expected to unlock significant synergies, with management projecting $500M in synergies, and the combined company will have exposure across mobile, aerospace/defense, and AI data-center markets.

Bearish· Apr 30

The author believes $SWKS is overvalued and due for a correction to $200.
The company's stock price is seen as being "squeezed" and mispriced, implying a potential reversal in its trend.
The author has placed a sell order for $SWKS at $85 with a target of $200.

Generated by AI

Topics

Of the messages about SWKS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	25.07%	31.41%	16.49%	13.68%
Announcements	0%	0.06%	9.84%	16.06%
Analysts	24.98%	30.21%	28.91%	32.76%
Macro	24.98%	30.21%	29.19%	20.27%
Earnings	24.98%	8.11%	15.51%	15.64%
Controversies	0%	0%	0.06%	1.59%

Earnings· Jul 28

Skyworks Solutions ($SWKS) reported Q3 2026 earnings that beat expectations, with revenue of $935M, adjusted EPS of $1.08, and a Q4 revenue guidance of $1.01B-$1.06B, beating estimates.
The company announced a $2B buyback and suspended its dividend permanently, ahead of the Qorvo merger, which is expected to close within the fiscal year.
Despite the year-over-year declines in revenue and adjusted EPS, Skyworks delivered a solid quarter, with revenue and earnings above expectations, and reflected consistent execution across the portfolio.

Analysts· Oct 29

KeyBanc upgrades SWKS to Overweight from Sector Weight with a price target of $105, citing synergies and a forecast of $7.46 EPS for 2027.
Multiple analysts upgrade SWKS following a strong outlook, including Barclays, Citigroup, Piper Sandler, and KeyBanc, with price targets ranging from $88 to $140.
Citigroup upgrades SWKS to Neutral from Sell and raises the price target to $105, while Morgan Stanley raises its price target to $89 from $65.

Announcements· Oct 28

Skyworks Solutions ($SWKS) and Qorvo ($QRVO) have agreed to merge in a cash-and-stock deal valued at approximately $22 billion, creating a combined company with $7.7 billion in revenue and $2.1 billion in EBITDA.
Under the terms of the merger, Qorvo shareholders will receive $32.50 in cash and 0.96 of a Skyworks common share for each Qorvo share held, implying a value of $105.31 per Qorvo share, a 14.3% premium from the previous price.
The merger aims to achieve $500 million in annual cost synergies within three years, and the combined company will have a strong presence in the RF and analog semiconductor market, with a focus on AI data centers, IoT, defense, and mobile applications.

Controversies· Oct 28

Skyworks Solutions $SWKS reportedly held talks to acquire chip rival Qorvo, but the deal's success depends on Apple's and anti-trust approval.
The proposed merger between Skyworks Solutions $SWKS and Qorvo $QRVO is valued at approximately $22 billion, with Qorvo shareholders set to receive Skyworks stock and cash.
The deal was announced on October 27, 2025, with Qorvo to become a wholly owned subsidiary of Skyworks, following an agreement and plan of merger.

Macro· Jul 22

The beta of Skyworks Solutions to tariffs is 1.08, indicating a high sensitivity to tariff news.
The company's high sensitivity to tariffs is consistent with the overall list of stocks most affected by tariff news, which includes energy and airline companies.
The estimates of beta to tariffs are stable and significant, with high t-statistics for Skyworks Solutions (2.78) and other companies, including APA Corporation (3.62) and Halliburton (4.11).

Technical Analysis· Apr 30

$SWKS needs 183.03 (50 Day EMA) to create support above before going long.
A close below 194.84 could set up a 177-178 or 173-174 price range next week.
$SWKS's 80-day moving average has so far contained today's post-earnings bear gap.

Generated by AI

Community

Of the messages about SWKS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0.37%	11.59%	15.83%	14.47%
Newcomers	99.63%	88.41%	84.17%	85.53%

Regulars· Sep 11

$SWKS has gained 31% since Aug 12, 2026, with a 6.2% move today, extending its gains.
The stock has been blasted through the 0 fib at $85.36 and is now targeting the October 2025 high near $90.87.
$SWKS has been a top gainer, jumping 9.87% to end at $84.08 on strong buying, and is worth keeping an eye on.

Newcomers· Sep 16

Skyworks Solutions ($SWKS) had a huge breakout on the weekly chart, with a proposed merger with Qorvo nearing completion and already cleared a review by U.S. antitrust regulators.
The $22B Qorvo deal removing the single biggest overhang is a re-rating, not a blip, with the market justifying a 13% premium for certainty that could have been priced quietly a week ago.
The deal is now priced in, but what's not priced is what it's worth after it closes, with the street still valuing Skyworks at ~$70, while some analysts see the stock as overvalued at ~$90.

Generated by AI

Skyworks Solutions

Social

Sep 16

Bullish· Sep 15

Bearish· Apr 30

Earnings· Jul 28

Analysts· Oct 29

Announcements· Oct 28

Controversies· Oct 28

Macro· Jul 22

Technical Analysis· Apr 30

Regulars· Sep 11

Newcomers· Sep 16

Skyworks Solutions and Himax Stocks Trade Down, What You Need To Know

Skyworks Solutions Inc. stock underperforms Monday when compared to competitors

Q2 Earnings Highs And Lows: Skyworks Solutions (NASDAQ:SWKS) Vs The Rest Of The Analog Semiconductors Stocks

Skyworks Solutions Inc. stock outperforms competitors on strong trading day

What Should Skyworks Solutions (SWKS) Investors Watch After Its Index Removal?

Skyworks Solutions and Universal Display Stocks Trade Down, What You Need To Know

Also Discussed

Skyworks Solutions, Inc.

Company Information

Location

Skyworks Solutions and Himax Stocks Trade Down, What You Need To Know

Skyworks Solutions Inc. stock underperforms Monday when compared to competitors

Q2 Earnings Highs And Lows: Skyworks Solutions (NASDAQ:SWKS) Vs The Rest Of The Analog Semiconductors Stocks

Skyworks Solutions Inc. stock outperforms competitors on strong trading day

What Should Skyworks Solutions (SWKS) Investors Watch After Its Index Removal?

Skyworks Solutions and Universal Display Stocks Trade Down, What You Need To Know

Also Discussed

Social

Sep 16

Bullish· Sep 15

Bearish· Apr 30

Earnings· Jul 28

Analysts· Oct 29

Announcements· Oct 28

Controversies· Oct 28

Macro· Jul 22

Technical Analysis· Apr 30

Regulars· Sep 11

Newcomers· Sep 16