B+
Bull case
25%
Probability
Target price
$78.00
-1.4% vs current
SWKS
Skyworks SolutionsCNasdaq / Semiconductors & Semiconductor Equipment
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$64.00
-19.1% vs current
B-
Bear case
25%
Probability
Target price
$52.00
-34.3% vs current
AI sentiment snapshot
Latest data as of 2026-05-08
Recent news sentiment (30D)
+16.7
Positive
Company
+17.2
Positive
Macro
+20.7
Positive
Pulse
-62.0
Negative
Sentiment proxy
+30.0
Score
AI commentary
This T+3 follow-up confirmed the company earnings source and showed a better-than-feared quarter, but sentiment still reads mixed rather than bullish. Primary evidence improved versus the prior baseline because the earnings release beat prior company guidance and added a large Android design-win datapoint, yet packet headlines and checked market coverage indicate the stock was sold after the print anyway. With no reliable broad analyst-revision set available as of 2026-05-08 and the Qorvo review still unresolved, the setup remains a cautious monitoring view instead of a clean rerating thesis.
RankAlpha Sentiment Codex - 2026-05-08
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-04catalystPost-earnings setup improved, but the market still wants proof the reset is durableMedium impact
Skyworks reported fiscal Q2 revenue of $944 million and non-GAAP EPS of $1.15, exceeding the high end of its prior revenue guide and above the prior midpoint EPS guide, then guided fiscal Q3 revenue to $900 million-$950 million with non-GAAP EPS of $1.03 at the midpoint. Management said Mobile outperformed expectations and Broad Markets should be about 43% of sales in Q3, but the mixed stock reaction suggests investors still question durability rather than the quarter itself [#8-K-2026-05-05].
2027-03-31eventQorvo merger remains the largest strategic swing factor and the biggest non-operating overhangHigh impact
The pending Qorvo transaction is still expected to close early in calendar 2027, but the FTC Second Request remains outstanding, extending the HSR waiting period until 30 days after substantial compliance unless terminated sooner. The same filing also notes a potential $100 million fee if certain regulatory approvals fail, which keeps the regulatory path as a material event risk even after stockholder approval [#10-Q-2026-05-05].
2027-05-05catalystAndroid design win and Broad Markets mix shift are the main fundamental upside leversHigh impact
Management highlighted a multi-generational Android OEM design win expected to generate more than $1 billion of revenue through 2030, plus continued Wi-Fi 7, data-center and automotive momentum. If Broad Markets keeps compounding and reaches a larger share of sales, Skyworks can reduce the market's dependence on handset-only framing [#8-K-2026-05-05].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-08 • Updated nightlySource: Internal modelMethodology