SWKS

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Skyworks Solutions (SWKS). This company, which is in the Zacks Semiconductors - Radio Frequency industry, shows potential for another earnings beat. When looking at the last two reports, this chipmaker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 10.29%, on average, in the last two quarters. For the last reported quarter, Skyworks came out with earnings of $1.15 per share versus the Zacks Consensus Estimate of $1.04 per share, representing a surprise of 10.58%. For the previous quarter, the company was expected to post earnings of $1.4 per share and it actually produced earnings of $1.54 per share, delivering a surprise of 10.00%. Thanks in part to this history, there has been a favorable change in earnings estimates for Skyworks lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Skyworks has an Earnings ESP of +0.12% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on July 28, 2026. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, b...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Skyworks Solutions (SWKS) is back on investors’ radar as the company prepares to release its fiscal third quarter 2026 results and host an earnings call on July 28, alongside a detailed business outlook. See our latest analysis for Skyworks Solutions. Despite a recent 1 day share price gain of 1.64% to US$57.51, Skyworks Solutions has seen its 30 day share price return fall 24.59%, while the 1 year total shareholder return is down 17.76% and the 5 year total shareholder return has fallen 65.58%. This points to fading momentum ahead of the upcoming earnings update. If you are reassessing your semiconductor exposure before the earnings call, it could be a good time to see what else is moving through the 52 AI infrastructure stocks Bulls might see Skyworks Solutions as a beaten down semiconductor stock with improving annual revenue and net income, while bears point to the steep multi year share price decline. The key question is which story the current valuation supports. With Skyworks Solutions last closing at $57.51 versus a narrative fair value of $73.65, the valuation gap is built on specific growth and margin assumptions that go well beyond a simple rerating story. Read the complete narrative. Want to see what sits under that Broad Markets ambition, and how it feeds into higher earnings and a richer future profit multiple? The narrative leans on specific revenue growth, margin recovery and a re rated P/E that together underpin the $73.65 fair value, but the exact mix of these drivers is where the story really gets interesting. Result: Fair Value of $73.65 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, for Skyworks Solutions, the heavy reliance on one major mobile customer and ongoing pricing pressure in RF chips could quickly challenge that 21.9% undervalued narrative. Find out about the key risks to this Skyworks Solutions narrative. With that mixed sentiment around Skyworks Solutions, now is the time to review the data directly, weigh the concerns against the potential, and see the full breakdown of the 4 key rewards and 1 important warning sign If Skyworks Solutions has you rethinking your portfolio, do not stop here. Broaden your watchlist with other focuse...

Skyworks Solutions recently held its third-quarter fiscal 2026 earnings call and released results and a business outlook, while analysts had been expecting a sharp year-over-year profit decline and ongoing margin pressures from higher costs. Those expectations, combined with a downgrade from KeyBanc that flagged growth challenges and insider stock sales, have sharpened investor focus on Skyworks’ earnings resilience and customer concentration risks. We’ll now examine how the KeyBanc downgrade and expected profit decline influence Skyworks’ existing investment narrative around diversification and margins. We've uncovered the 10 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. To own Skyworks Solutions, you need to believe its heavy reliance on a single mobile customer can gradually be balanced by growth in broad markets like IoT, automotive, and infrastructure, while margins hold up in a competitive RF chip arena. The upcoming Q3 fiscal 2026 earnings call and the KeyBanc downgrade sharpen attention on whether near term profit pressure and customer concentration meaningfully alter that diversification and margin story; at this stage, the news mainly reinforces, rather than rewrites, those core questions. The most relevant recent announcement is Skyworks’ Q3 2026 revenue guidance of US$900 million to US$950 million, which now sits against analyst expectations for a 37.9% year over year EPS decline. Together with the downgrade and insider sales, this guidance frames the key short term catalyst as how convincingly management can discuss earnings resilience, cost control, and mix shift beyond smartphones, especially given softer recent revenue and net income trends. Yet behind this, investors should be aware that Skyworks’ dependence on a single customer still leaves the story vulnerable if that customer ever... Read the full narrative on Skyworks Solutions (it's free!) Skyworks Solutions' narrative projects $4.7 billion revenue and $583.7 million earnings by 2029. This requires 4.8% yearly revenue growth and about a $222.5 million earnings increase from $361.2 million today. Uncover how Skyworks Solutions' forecasts yield a $73.65 fair value, a 28% upside to its current price. While consensus sees moderate improvement, the most pessimistic analysts, assuming revenue growth of only about 1.4 percent and earnings near US$3...

Skyworks Solutions, Inc. (SWKS), headquartered in Irvine, California, designs, develops, manufactures, and markets proprietary semiconductor products. Valued at $8.8 billion by market cap, the company provides front-end modules, radio frequency subsystems, and system solutions to wireless handset and infrastructure customers worldwide. The semiconductor giant is expected to announce its fiscal third-quarter earnings for 2026 in the near term. Ahead of the event, analysts expect SWKS to report a profit of $0.64 per share on a diluted basis, down 37.9% from $1.03 per share in the year-ago quarter. The company has consistently surpassed Wall Street’s EPS estimates in its last four quarterly reports. Elon Musk Dubs Him ‘Scam Altman’ Not Sam — Then Altman Clapped Back: ‘Homeboy You’re The One Selling Space Datacenters’ Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy. Short Seller Hunterbrook Attacked Bloom Energy’s Supply-Chain Claims. BE Stock Is Bruised, But Not Broken. Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For the full year, analysts expect SWKS to report EPS of $3.61, down 21.4% from $4.59 in fiscal 2025. Its EPS is expected to decline 1.7% year over year to $3.55 in fiscal 2027. SWKS stock has underperformed the S&P 500 Index’s ($SPX) 20.3% gains over the past 52 weeks, with shares down 24% during this period. Similarly, it notably underperformed the State Street Technology Select Sector SPDR ETF’s (XLK) 43.7% gains over the same time frame. SWKS trailed on margin worries after guiding June-quarter gross margins flat at 45% amid higher expedite fees and commodity cost inflation. On May 5, SWKS shares closed up more than 5% after reporting its Q2 results. Its adjusted EPS of $1.15 surpassed Wall Street expectations of $1.04. The company’s revenue was $943.7 million, surpassing Wall Street forecasts of $900.1 million. For Q3, SWKS expects its adjusted EPS to be $1.03, and revenue in the range of $900 million to $950 million. Analysts’ consensus opinion on SWKS stock is cautious, with a “Hold” rating overall. Out of 24 analysts covering the stock, four advise a “Strong Buy” rating, 18 give a “Hold,” one recommends a “Moderate Sell,” and one advocates a “Strong Sell.” SWKS’ average analyst price...

July 28 at 4:30 p.m. EDT IRVINE, Calif., July 15, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, will host a conference call with analysts to discuss its third quarter fiscal 2026 results and business outlook on July 28, 2026, at 4:30 p.m. EDT. After the close of the market on July 28, and prior to the conference call, Skyworks will issue a copy of the earnings press release via GlobeNewswire. The press release may also be viewed on Skyworks’ website at www.skyworksinc.com/investors. To listen to the conference call, please visit the investor relations section of Skyworks’ website at https://investors.skyworksinc.com/events-presentations. Playback of the conference call will be available on Skyworks’ website at www.skyworksinc.com/investors beginning at 9 p.m. EDT on July 28. Additionally, a transcript of the company’s prepared remarks will be made available on our website promptly after their conclusion during the call. About Skyworks Skyworks Solutions, Inc. is empowering the wireless networking revolution. Our highly innovative analog and mixed-signal semiconductors are connecting people, places and things spanning a number of new and previously unimagined applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet and wearables. Skyworks is a global company with engineering, marketing, operations, sales and support facilities located throughout Asia, Europe and North America and is a member of the S&P 500® market index (Nasdaq: SWKS). For more information, please visit Skyworks’ website at: www.skyworksinc.com. Safe Harbor StatementAny forward-looking statements contained in this press release are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include without limitation information relating to future events, results and expectations of Skyworks. Forward-looking statements can often be identified by words such as “anticipates,” “expects,” “forecasts,” “intends,” “believes,” “plans,” “may,” “will” or “continue,” and similar expressions and variations or negatives of these words. Actual events and/or results may diff...

GREENSBORO, N.C., July 15, 2026 (GLOBE NEWSWIRE) -- Qorvo® (Nasdaq: QRVO), a leading global provider of connectivity and power solutions, will distribute fiscal 2027 first quarter financial results at approximately 4:00 p.m. (ET) on Tuesday, July 28, 2026. The press release will be available on the Company's Investor Relations website at the following URL: https://ir.qorvo.com (under “Financial Releases”). Given Qorvo's pending transaction with Skyworks, Qorvo has discontinued conducting conference calls and providing forward-looking guidance. About QorvoQorvo (Nasdaq:QRVO) supplies innovative semiconductor solutions that make a better world possible. We combine product and technology leadership, systems-level expertise and global manufacturing scale to quickly solve our customers’ most complex technical challenges. Qorvo serves diverse high-growth segments of large global markets, including automotive, consumer, defense & aerospace, industrial & enterprise, infrastructure and mobile. Visit www.qorvo.com to learn how our diverse and innovative team is helping connect, protect and power our planet. Qorvo is a registered trademark of Qorvo, Inc. in the U.S. and in other countries. All other trademarks are the property of their respective owners. This press release includes "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, statements about our plans, objectives, representations and contentions, and are not historical facts and typically are identified by terms such as "may," "will," "should," "could," "expect," "plan," "anticipate," "believe," "estimate," "forecast," "predict," "potential," "continue" and similar words, although some forward-looking statements are expressed differently. You should be aware that the forward-looking statements included herein represent management's current judgment and expectations as of the date the statement is first made, but our actual results, events and performance could differ materially from those expressed or implied by forward-looking statements. We caution you not to place undue reliance upon any such forward-looking statements. We do not intend to update any of these forward-looking statements or publicly announce the results of any revisions to these forward-looking st...

MaxLinear, Inc. MXL is expected to post its second-quarter 2026 earnings report next month, with four of its end markets likely to contribute favorably. Infrastructure, now the company’s largest revenue category, is likely to remain the primary growth driver as hyperscale customers rapidly scale AI-centric architectures. Management expects a step-up in data center revenue beginning in the second quarter, with additional upside as run rates continue to expand into 2027. Driving that momentum is the Keystone PAM4 DSP optical transceiver platform, which has been ramping up at multiple major hyperscale customers across both the United States and Asia, supporting both 400G and 800G PAM4 deployments for scale-up and scale-out applications. The Panther hardware storage accelerator SoC family is also gaining traction, with rising design win activity among Tier 1 network appliance and cloud service providers, setting up for higher storage accelerator revenues. At the same time, wireless infrastructure momentum is improving as carriers increase investments in 5G RAN access and backhaul to support cloud connected and edge AI functionality. In Broadband and Connectivity, Maxlinear is advancing large-scale deployments of single-chip fiber PON and Wi-Fi 7 gateway platforms with a second major Tier 1 service provider in North America, with acceleration expected in Europe later this year. Management believes these long-cycle deployments create a stable foundation, building on the integration and power efficiency advantages that support the company’s data center portfolio. Lastly, MaxLinear’s Industrial and multi-market segment is also likely to benefit from increased volume of shipments of high-performance analog products. MACOM Technology Solutions Inc. MTSI introduced a chip scale hot via process built on its AlGaAs diode technology. As an alternative to conventional chip and wire bonding and copper pillar-based surface mount technologies, MACOM’s hot via process simplifies surface mount assembly while delivering low insertion loss and high isolation. The first product using the AlGaAs hot via process technology is the MASW-011261, a broadband SP2T switch operating from 60 to 110 GHz. Skyworks Solutions, Inc. SWKS recently unveiled its new Si829x isolated safety gate driver for electric vehicle (EV) traction inverters and other electrified systems, including eTrucking, in...

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including Skyworks Solutions (NASDAQ:SWKS) and its peers. Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years. The 15 analog semiconductors stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.5% while next quarter’s revenue guidance was in line. Luckily, analog semiconductors stocks have performed well with share prices up 17.1% on average since the latest earnings results. Result of a merger of Alpha Industries and the wireless communications division of Conexant, Skyworks Solutions (NASDAQ: SWKS) is a designer and manufacturer of chips used in smartphones, autos, and industrial applications to amplify, filter, and process wireless signals. Skyworks Solutions reported revenues of $943.7 million, flat year on year. This print exceeded analysts’ expectations by 4.6%. Overall, it was an exceptional quarter for the company with a beat of analysts’ EPS and operating income estimates. “We delivered another strong quarter, reflecting consistent execution and improving momentum across our portfolio,” said Phil Brace, chief executive officer and president of Skyworks. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 1.1% since reporting and currently trades at $71.75. Is now the time to buy Skyworks Solutions? Access our full analysis of the earnings results here, it’s free. Headquartered in Dallas, Texas since the 1950s, Texas Instruments (NASDAQ:TXN) is the world’s largest producer of analog semiconductors. Texas Instruments reported revenues of $4.83 billion, up 18.6% year on year, outperforming analysts’ expectations by 6.6%. The business had a stunning quarter with...

IRVINE, Calif., June 11, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) (“Skyworks”), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today announced that, in connection with its previously announced offers to holders of Qorvo Notes (as defined herein) to exchange (the “Exchange Offers”) any and all outstanding 4.375% Senior Notes due 2029 (the “2029 Qorvo Notes”) and any and all outstanding 3.375% Senior Notes due 2031 (the “2031 Qorvo Notes” and, together with the 2029 Qorvo Notes, the “Qorvo Notes”) issued by Qorvo, Inc. (“Qorvo”) as set forth in the table below for, (1) with respect to the 2029 Qorvo Notes, up to $850,000,000 aggregate principal amount of new 4.375% Senior Notes due 2029 (the “New 2029 Skyworks Notes”) issued by Skyworks and (2) with respect to the 2031 Qorvo Notes, up to $700,000,000 aggregate principal amount of new 3.375% Senior Notes due 2031 (together with the New 2029 Skyworks Notes, the “New Skyworks Notes”) issued by Skyworks, and related consent solicitations by Skyworks, on behalf of Qorvo (the “Consent Solicitations”), to adopt certain proposed amendments to each indenture governing the applicable series of Qorvo Notes to, among other things, eliminate substantially all of the restrictive covenants, certain affirmative covenants and certain events of default (the “Proposed Amendments”), in exchange for the applicable Consent Payment (as defined herein), as of 5:00 p.m., New York City time, on June 11, 2026 (the “Early Participation Date” and the “Consent Revocation Deadline”), according to Global Bondholder Services Corporation, the information agent for the Exchange Offers and Consent Solicitations, the following respective principal amounts of each series of Qorvo Notes have been validly tendered and not validly withdrawn (and consents thereby validly given and not validly revoked): As of the Consent Revocation Deadline, Skyworks, on behalf of Qorvo, has received the requisite consents to adopt the Proposed Amendments to each series of Qorvo Notes. On June 11, 2026, Qorvo entered into two supplemental indentures, one with respect to each series of Qorvo Notes, with the subsidiary guarantors party thereto and the trustee for the Qorvo Notes (the “Supplemental Indentures”) to effect the Proposed Amendments, which, among other ch...

Broadcom AVGO shares dropped a massive 12.6% following its second-quarter fiscal 2026 results despite reporting strong revenue (beat the Zacks Consensus Estimate by 0.68%) and earnings (beat the consensus mark by 1.67%) beats, as investors appeared disappointed by the guidance and the lack of a meaningful increase to AVGO’s longer-term AI outlook. Broadcom raised its forecast for fiscal 2026 AI semiconductor revenues to $56 billion and reiterated expectations for more than $100 billion in AI revenues in fiscal 2027. However, this was not enough for investors who had anticipated an even larger upward revision given Broadcom’s record $30 billion in quarterly AI bookings, accelerating demand from hyperscale customers, and management's comments about “insatiable” AI demand. Broadcom also guided for gross margin to decline to approximately 74% in the third quarter of fiscal 2026 from 77.1% in the fiscal second quarter due to a greater mix of lower-margin AI semiconductor revenues, raising concerns that profitability may not scale as quickly as revenues. The combination of margin pressure and guidance that failed to exceed bullish investor assumptions triggered a sharp post-earnings selloff. So, what should investors do with the AVGO stock post the dip? Let’s find out. Broadcom shares have jumped 21.1% in the year-to-date (YTD) period, outperforming the broader Zacks Computer and Technology sector’s return of 22.1%. Broadcom shares have been benefiting from rising AI revenues driven by strong demand for custom AI accelerators (XPUs) despite lower margins on the chips that are hurting the revenue mix. An expanding portfolio bodes well for AVGO’s prospects, which are expected to push up the shares. AVGO’s prospect benefits from rising AI revenues. AI semiconductor revenue reached a record $10.8 billion in the fiscal second quarter, up 143% year over year, and Broadcom management expects it to rise to $16 billion in the fiscal third quarter, representing over 200% year over year growth. Management disclosed that AI semiconductor bookings exceeded $30 billion during the quarter, nearly three times quarterly AI shipments. CEO Hock Tan stated that visibility now extends through 2028, supported by commitments from major customers including Google, OpenAI, Anthropic and Meta Platforms. The company continues to receive large purchase orders and multi-gigawatt deployment co...

The earliest gains in the AI cycle accrued to the companies at its center. Nvidia (NVDA) and Broadcom (AVGO) led the initial part of the AI wave driven by demand for raw compute. Then the re-rating broadened, and smarter money looked one layer down the stack. Marvell (MRVL) caught up on its interconnect story. Intel (INTC) found fresh legs. This is how these cycles work. The wave moves outward from the core. So what could be next? Investors searching for the next AI beneficiaries may need to look beyond accelerators and networking chips toward the companies that enable connectivity across the broader ecosystem. Skyworks Solutions Skyworks (SWKS) has gained just about 13% over the past year, a period over which the S&P 500 rose roughly 28% and the broader semiconductor sector ran far ahead of it. The stock still sits about 55% below its 2021 highs. The reason is no mystery. The broader smartphone slowdown has dragged on its mobile business, while the AI trade has rewarded almost everyone else in chips. The company's large reliance on Apple for revenue has also been a factor. The stock trades at roughly 16x forward earnings with a dividend yield of about 4%, undemanding pricing in today's semiconductor market. You are largely paying for the existing business, but we think there could be AI and connectivity upside thrown in as well. That combination is relatively rare in semiconductors today. Many AI-linked names already trade at valuations that assume years of strong execution, while Skyworks still carries the valuation profile of a mature smartphone supplier despite growing exposure to AI, automotive, industrial, and networking markets. Data Center Timing Chips This is the most direct AI link and the most overlooked. AI data centers shuttle huge volumes of data between chips at extreme speeds, and that traffic has to stay perfectly synchronized or bits get lost. Skyworks recently launched a line of ultra-precise "timing" chips built for the fastest optical networking gear inside these facilities. [1] It taps the same high-speed interconnect demand driving Marvell and Broadcom, just one layer down. To be sure, this is a much smaller market than interconnects and accelerators, so it is a high-margin niche rather than a Broadcom-sized engine. Even so, it proves that Skyworks has some real, differentiated data center technology that could eventually pick up steam...

A month has gone by since the last earnings report for Skyworks Solutions (SWKS). Shares have added about 24.2% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Skyworks due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Skyworks Solutions, Inc. before we dive into how investors and analysts have reacted as of late. Skyworks Solutions reported second-quarter fiscal 2026 earnings of $1.15 per share, which beat the Zacks Consensus Estimate by 10.6% but declined 7.3% year over year. Revenues came in at $943.7 million, down 1% from the year-ago quarter and beat the consensus mark by 4.8%. Broad Markets stood out again, representing 42% of sales and rising 10% year over year, supported by momentum across WiFi, data center and automotive. SWKS said results landed above the high end of its outlook, citing upside in both mobile and broad markets. Management pointed to solid demand signals, lean channel inventories and strength in premium, high-complexity solutions as supportive factors during the reported quarter. On the call, the company also highlighted nine consecutive quarters of growth in Broad Markets, with roughly $400 million of quarterly revenues in that business. WiFi, data center and automotive together made up nearly two-thirds of Broad Markets and collectively grew 30% year over year, reinforcing the company’s diversification push. Mobile represented 58% of total revenues in the reported quarter, and Skyworks said performance ran ahead of its expectations on healthy sell-through at its top customer and product execution. Customer concentration remained elevated, with the largest customer accounting for approximately 60% of revenue.Management reiterated its view that long-term RF content opportunity remains intact, citing a stronger unit backdrop and the potential for rising RF complexity. The company also said it has not seen an impact from broader industry discussion around memory supply and pricing so far, while noting it is monitoring the environment closely. Skyworks emphasized a multi-generational design win with a leading Android OEM that is expected to generate over $1 billion in revenues through 2030. Management characterized the award...