Core Insights - Skyworks Solutions (SWKS) shares have decreased by 32.8% over the past year, underperforming the Zacks Computer & Technology sector, which returned 26.3%. The company faces challenges from a tough macroeconomic environment, ongoing inventory digestion in certain markets, and tariff uncertainties. However, an expanding product portfolio is expected to enhance the company's future prospects [1] Product Innovations - At CES 2026, Skyworks launched the SKY66424-11, the industry's first highly integrated Wi-SUN/LoRaWAN RF front-end module designed for smart home and smart city applications. This module features advanced SAW or acoustic filtering, amplification, and switching, which reduces loss in a compact design while improving performance and connectivity for next-generation infrastructure [2] - The company is expanding its portfolio of automotive-grade solutions, including V2X Front-end Modules and Notch Filters, as well as the SKY5A2110, a GNSS L1 + L5 Dual-Frequency Automotive LNA FEM aimed at next-generation GNSS receiver applications [3] Market Demand - Skyworks is experiencing strong demand in both Mobile and Broad Markets. The Mobile Markets are driven by significant customer demand and new AI-driven Android products, while the Broad Markets are growing due to advancements in edge IoT, automotive, and infrastructure, supported by the adoption of WiFi 7 and connected vehicles [4] Company Positioning - Skyworks offers a comprehensive portfolio of radio and analog solutions, covering everything from transceivers to antennas, along with all necessary manufacturing process technologies. The company is a leader in passive devices and advanced integration, holding approximately 5000 patents and intellectual property [5] Financial Outlook - The Zacks Consensus Estimate for first-quarter fiscal 2026 net sales is $998.1 million, reflecting a year-over-year decrease of 6.6%. The earnings estimate for the same period is $1.41 per share, unchanged over the past 30 days, indicating a year-over-year decrease of 11.9% [6] - For fiscal 2026, the net sales estimate is $3.63 billion, representing a year-over-year decrease of 11.2%. The earnings estimate for fiscal 2026 is $4.46 per share, also unchanged over the past 30 days, indicating a year-over-year decrease of 24.8% [7] Stock Performance - Skyworks currently holds a Zacks Rank 3 (Hold). In comparison, top-ranked stocks in the sector include Micron Technology (MU), Ciena (CIEN), and NVIDIA (NVDA), each with a Zacks Rank 1 (Strong Buy) [8] - Long-term earnings growth rates for Micron Technology, Ciena, and NVIDIA are projected at 52.06%, 41.75%, and 46.31%, respectively. Over the past year, shares of these companies have surged by 241.6%, 215.3%, and 35% [9]

I wanted to revisit one of my smaller positions in my portfolio to see what has been happening since my last article over a year ago , where I maintained a buy ratingMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we have a beneficial long posi ...

Core Insights - The information technology sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Apple Inc (NASDAQ:AAPL) has an RSI value of 25.5, with shares closing at $260.35 after a 6% decline over the past month and a 52-week low of $169.21 [7] - Hewlett Packard Enterprise Co (NYSE:HPE) has an RSI value of 28, with shares closing at $22.43 after a 5.7% decline over the past five days and a 52-week low of $11.96 [7] - Skyworks Solutions Inc (NASDAQ:SWKS) has an RSI value of 22.2, with shares closing at $59.82 after a 14% decline over the past month and a 52-week low of $47.93 [7]

Core Insights - The information technology sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Apple Inc (NASDAQ:AAPL) has an RSI value of 25.5, with shares closing at $260.35 after a 6% decline over the past month [7] - Hewlett Packard Enterprise Co (NYSE:HPE) has an RSI value of 28, with shares closing at $22.43 after a 6% drop in the last five days [7] - Skyworks Solutions Inc (NASDAQ:SWKS) has an RSI value of 22.2, with shares closing at $59.82 after a 14% decline over the past month [7]

Founded in 1962, the Irvine, California-based Skyworks Solutions, Inc. (SWKS) develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States and internationally. The company has a market cap of $9.7 billion. Skyworks Solutions is expected to release its Q1 2026 earnings soon. Ahead of the event, analysts expect the company to generate a profit of $1.06 per share on a diluted basis, down 19.1% from $1.31 per share in the year-ago quarter. The company h ...

Summary of Key Points from Conference Call Transcripts Industry Overview: Semiconductors Core Insights - **Strong Demand for AI Infrastructure**: Companies like Nvidia, AMD, and Marvell reported ongoing strong demand for AI infrastructure, driven by both physical and agentic AI in the medium term [2][6]. - **Incremental Drivers**: Nvidia introduced a new context memory storage platform aimed at enhancing AI model performance, while AMD is set to launch its MI400 series GPUs in 2026 and MI500 series in 2027 [2][9]. - **Market Dynamics**: Micron noted a robust DRAM supply/demand environment with strong pricing, consistent with previous earnings calls, and similar strength in the NAND market due to AI datacenter demand [2][19]. Company-Specific Highlights - **Nvidia (NVDA)**: - Anticipates a strong volume ramp for its Rubin platform in 2H26, with no major supply constraints reported [6][8]. - Launched an AI-native storage infrastructure platform to support larger context memory for GPUs, enhancing model performance [8]. - Price target set at $250 based on a 30X P/E multiple [7]. - **AMD (AMD)**: - Introduced the MI440X GPU for enterprise AI and plans to launch the Helios rack in 2026 [9][12]. - Price target set at $210 based on a 30X P/E multiple [10]. - **Analog Devices (ADI)**: - Experiencing a cyclical recovery with demand led by Industrial and Communications markets, though customer restocking is minimal [11][13]. - Price target set at $300 based on a 30X P/E multiple [14]. - **Marvell Technology (MRVL)**: - Announced acquisition of XConn Technologies to enhance networking capabilities, with strong order momentum [15][16]. - Price target set at $90 based on a 27X P/E multiple [18]. - **Micron Technology (MU)**: - Strong DRAM market conditions with expectations of ~20% growth in industry bit supply for CY2026 [20]. - Price target set at $235 based on a 15X P/E multiple [20]. - **ON Semiconductor (ON)**: - Stable demand trends with no notable customer restocking activity [22]. - Price target set at $60 based on a 17X P/E multiple [23]. - **Skyworks Solutions (SWKS)**: - Solid unit traction at major customers, though potential demand destruction in the smartphone market is a concern [25][29]. - Not rated currently [26]. - **Texas Instruments (TXN)**: - Highlighted refreshed product lines across various applications, but revenue conversion may take time [27]. - Price target set at $156 based on a 25X P/E multiple [28]. - **Synopsys (SNPS)**: - Emphasized synergies between chip design and physical simulation, with a new product expected in 1H26 [30]. - Price target set at $600 based on a 40X P/E multiple [31]. Additional Considerations - **Market Risks**: Key risks across companies include potential slowdowns in AI infrastructure spending, increased competition, and supply constraints [7][10][18]. - **Inventory Levels**: Many companies report lean inventories, with expectations of future restocking as demand stabilizes [11][13][22]. This summary encapsulates the critical insights and projections from the conference call transcripts, highlighting the semiconductor industry's current landscape and individual company trajectories.

NEW YORK and NEW ORLEANS, Jan. 7, 2026 /PRNewswire/ -- Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF") are investigating the proposed sale of Qorvo, Inc. (NasdaqGS: QRVO) to Skyworks Solutions, Inc. (NasdaqGS: SWKS). Under the terms of the proposed transaction, shareholders of Qorvo will receive $32.50 in cash and 0.960 of a Skyworks common share for each share of Qorvo that they own. KSF is seeking to determine whether this consideration a ...

Core Insights - Skyworks Solutions, Inc. introduced the SKY66424-11, the first highly integrated Wi-SUN®/LoRaWAN® RF front-end module for smart home and smart city applications, offering superior performance and reduced loss in a compact design [1] - The company is showcasing innovations across various sectors including audio, automotive, gaming, mobile, power, and Wi-Fi®, emphasizing its role in connected intelligence [2] - Skyworks is advancing automotive connectivity with a portfolio of automotive-grade solutions that enhance connectivity, electrification, and in-vehicle experiences [3] Product Innovations - The SKY5A2110 GNSS L1 + L5 Dual-Frequency Automotive LNA FEM is designed for next-generation GNSS receiver applications, providing faster satellite positioning and robust interference immunity [5] - Next-generation isolation solutions are developed to support high-voltage AI server power supplies and advanced EV architectures, enhancing reliability and power efficiency [5] - Skyworks' audio solutions deliver superior fidelity and ultra-low latency for gaming and consumer electronics, meeting the demand for high-quality audio experiences [5] - Advanced LoRaWAN Sub-GHz solutions are introduced to improve connectivity for smart grids and remote energy monitoring, enabling accurate billing and real-time insights [5] - Bluetooth range extension technology is launched for e-bikes, enhancing connectivity in interference-heavy conditions [5] Company Overview - Skyworks Solutions, Inc. is a leading developer and provider of analog and mixed-signal semiconductors for various applications including automotive, broadband, and IoT ecosystems [4] - The company operates globally with facilities in Asia, Europe, and North America and is a member of the S&P 500® market index [6]

In the current market session, Skyworks Solutions Inc. (NASDAQ:SWKS) share price is at $65.11, after a 0.20% drop. Over the past month, the stock spiked by 1.50%, but over the past year, it actually fell by 28.71%. With good short-term performance like this, and questionable long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio.Evaluating Skyworks Solutions P/E in Comparison to Its PeersThe P/E ratio measures the current share price to the compa ...

This semiconductor supplier to global OEMs saw a notable insider sale amid a year marked by declining share performance.On November 19, 2025, Robert John Terry, SVP, Gen. Counsel & Secretary of Skyworks Solutions (SWKS +0.87%), reported the sale of 4,945 shares in multiple open-market transactions, as disclosed in a SEC Form 4 filing.Transaction summaryMetricValueShares sold4,945Transaction value~$308,000Post-transaction shares19,824Post-transaction value (direct ownership)~$1.2 millionTransaction value bas ...