How Is Skyworks Solutions' Stock Performance Compared to Other Semiconductor Stocks?

Company Overview - Skyworks Solutions, Inc. (SWKS) is based in Irvine, California, and specializes in designing, manufacturing, and marketing high-performance analog and mixed signal semiconductors that facilitate wireless connectivity. The company has a market capitalization of $9.8 billion and operates across the US, Indo-Pacific, and EMEA regions [1]. Market Position - SWKS is categorized as a mid-cap stock, with its market cap exceeding the $2 billion to $10 billion range, indicating its significant size and influence within the semiconductor industry [2]. Stock Performance - Skyworks reached a 52-week high of $95.46 on January 21 but is currently trading 30.8% below that peak. The stock has declined 11.1% over the past three months, underperforming the iShares Semiconductor ETF (SOXX), which surged by 14.6% during the same period [3]. - Year-to-date, SWKS stock has dropped 25.6%, and over the past 52 weeks, it has decreased by 27.3%, significantly lagging behind SOXX's 37.5% increase in 2025 and 30.2% returns over the past year. The stock has mostly traded below its 200-day moving average and consistently below its 50-day moving average since early November, indicating a bearish trend [4]. Recent Financial Performance - Following the release of its Q4 results on November 4, Skyworks' stock prices increased by more than 2%. In Q4, the company achieved 5G content across premium Android smartphones, including models like Google Pixel 10 and Samsung Galaxy S25, and expanded in-vehicle infotainment programs with companies such as BYD and Stellantis [5]. - Skyworks reported a 7.3% year-over-year revenue growth to $1.1 billion, exceeding market expectations. The adjusted EPS increased by 13.5% to $1.76, surpassing consensus estimates by over 15%. However, the company has underperformed compared to its peer, Analog Devices, Inc. (ADI), which saw a 31% surge in 2025 and 28.7% returns over the past 52 weeks [6]. Analyst Consensus - Among 25 analysts covering SWKS stock, the consensus rating is a "Hold," with a mean price target of $84.56, suggesting a potential upside of 28.1% from current price levels [7].