Skyworks Solutions Stock: Is SWKS Underperforming the Technology Sector?

Core Insights - Skyworks Solutions, Inc. is a global designer and manufacturer of analog and mixed-signal semiconductors, focusing on wireless communication and key components for smartphones and 5G infrastructure, with a market capitalization of approximately $12.3 billion [1] Company Performance - Skyworks Solutions is classified as a "large-cap stock," indicating its financial strength and global market presence, which reflects its consistent performance and innovation capabilities [2] - The stock has experienced a 19.9% pullback from its 52-week high of $101.50, while shares have surged 12.3% over the past three months, compared to a 15.4% rise in the Technology Select Sector SPDR Fund (XLK) [3] - Year-to-date, SWKS is down 8.4%, significantly lagging behind XLK's 20.5% rise, and has plunged 17.2% over the past 52 weeks compared to XLK's 26.2% increase [4] Market Trends - The stock has been in a bearish trend for much of the past year, remaining below its 200-day and 50-day moving averages, but recently showed bullish momentum by breaking above both moving averages, indicating a potential shift in performance [5] Competitive Landscape - The decline in stock price is attributed to intensified competition in the smartphone sector, with a projected 20% to 25% reduction in component supply to Apple Inc. for the iPhone 17 series, which is expected to significantly impact revenue in fiscal 2026 [6]