SWKS
Skyworks SolutionsCNasdaq / Semiconductors & Semiconductor Equipment
Last Price
At close
2026-06-02
Current thesis
The strongest post-print read is that Skyworks beat its own Q2 guide, guided Q3 above a weak market framing, and pointed to healthy mobile demand plus double-digit Broad Markets growth. If investors accept that Broad Markets can remain around the low-40s mix with continued Wi-Fi, data-center and automotive support, the stock can stabilize from a depressed operating narrative.
Posture
Mixed
Lead driver
Value
What changed
3 setup hits (3d) with net bullish as of 2026-06-03.
What can break
FTC Second Request on the Qorvo transaction remains unresolved, extending timing uncertainty and preserving regulatory failure risk [#10-Q-2026-05-05].
Momentum
38
Value
70
Sentiment
42
Setup hits (3d)
3 · Net Bullish
AI TargetsBase $64.00 · Bull $78.00 · Bear $52.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Bullish
Target $64.06
Why
Momentum38 · Δ7d +22.6
Value70 · Δ7d +0.8
Sentiment42 · Δ7d +9.7
So what
Balanced signals (Net Bullish). Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
38
34% active weight
Current posture
7d trendFlat
Δ7d
+22.6
Δ21d
-40.4
Value
70
32% active weight
Current posture
7d trendFlat
Δ7d
+0.8
Δ21d
-0.8
Sentiment
42
33% active weight
Current posture
7d trendImproving
Δ7d
+9.7
Δ21d
+0.5
Why this grade
Composite grade C. Momentum 38.3 / Value 69.6 / Sentiment 41.7
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$11.35B
Beta
1.32
Shares Out
149.93M
P/E (TTM)
21.2
P/S (TTM)
2.39
P/FCF (TTM)
15.19
Rev YoY
+7.3%
EPS YoY
+152.6%
Gross Margin
+41.2%
Op Margin
+12.2%
Net Debt
-$378.4M
Current Ratio
2.33
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology