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SWSWKS

Skyworks Solutions, Inc.

$SWKS·$11B·Semiconductors·Technology
$79.10+2.9%YTD+36.5%1Y+6.6%
Price updated 6h ago·X counts updated 4d ago
SWSWKS
$SWKSSkyworks Solutions, Inc.
$79.10+2.87%247 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SWKS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

247X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SWKS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-09

Skyworks is at a tight convergence of the 200-DMA plus other majors around $64-$67 with the largest volume spike in months, and chartists flag a Bump & Run reversal setup on the 2-day chart. Skyworks extended the expiration of its $QRVO combo offer, keeping M&A optionality live.

Read what X is saying about $SWKS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SWKS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Skyworks at 76% of 52-week range — Qorvo M&A cleared, 200-DMA convergence, chartists eye a Bump & Run reversal.

Skyworks Solutions is an analog/mixed-signal semiconductor maker — RF front-end chips for smartphones (Apple is the dominant customer), plus broader connectivity ICs. The stock is up 36% YTD, above the 50-day with a tight convergence of key moving averages and the Qorvo acquisition cleared.

  • The P&L is improving: revenue fell 1% YoY to $943.7M last quarter at a 4.5% operating margin and EPS $0.24 — the margin is still ramping, but the mobile-RF cycle is finally stabilizing, with pricing holding and Apple content expanding.
  • The Qorvo acquisition is the specific catalyst — all necessary regulatory clearances received, Skyworks extending the exchange offer expiration date to keep the deal live; combined entity creates a mobile-RF duopoly that re-rates the whole segment.
  • Insider Carter's $380K F-InKind at $75.38 is a routine PSU-vesting event; the chart action (largest volume spike in months, Bump & Run reversal signal, 200-DMA bounce) is the technical setup.

Accelerating holds while the Qorvo deal closes and the combined-entity synergies become visible. A deal-timeline delay beyond year-end, or any specific Apple content-share loss commentary, is what cools the move; a signed definitive-close announcement plus a Q3 revenue beat (consensus $1.27 EPS) on Oct 27 is what extends the breakout.

Agrees with X sentimentX bulls on the Bump & Run reversal setup, 200-DMA convergence, largest-volume-spike-in-months, and the $QRVO M&A optionality are reading the mechanics right — the merger-arb plus technical breakout is a real combined thesis.

What to watch: Oct 27 earnings — mobile RF revenue trajectory, Apple content-share, Qorvo deal-closing timeline, and FY27 EPS guide. A deal delay or Apple content-share loss commentary is what cools the breakout.

On the calendar: 2026-10-27 — Q4 FY26 earnings

Read the AI verdict on $SWKS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs RF front-end modules and filters enabling cellular connectivity in smartphones; heavy revenue concentration in Apple supply chain.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $SWKS.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $SWKS

Partial — Designs RF front-end modules and filters enabling cellular connectivity in smartphones; heavy revenue concentration in Apple supply chain.; auto/industrial analog mix has limited direct AI capex exposure but benefits from overall fab utilization tightening.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+63.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
30.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
41.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$1.08$1.03+4.9%
Q1 2026May 5, 2026$1.15$1.04+10.6%
Q4 2025Feb 3, 2026$1.54$1.40+10.0%
Q3 2025Oct 28, 2025$1.76$1.52+15.8%
Next earningsTue, Oct 27·consensus EPS $1.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$943.7M-1.0%40.8%4.5%$0.24$-32.0M
Q1 FY26$1.0B-3.1%41.3%11.1%$0.53$339.0M
Q4 FY25$1.1B+7.3%40.7%10.1%$0.95$144.0M
Q3 FY25$965.0M+6.6%41.6%11.5%$0.70$246.0M

Forward consensus

4-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.9B$3.9B – $4.0B$5.04$5.01 – $5.0618
FY27$4.0B$3.9B – $4.2B$4.96$4.61 – $5.3418
FY28$4.3B$3.9B – $4.7B$5.81$2.22 – $10.9711
FY29$4.5B$4.3B – $4.7B$6.55$6.16 – $6.846

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.66%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+19.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 149.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.485-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 27 other (15 awards · 9 exempts · 3 inkinds) in window

See when $SWKS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 73
3New insider — initial holdingsOct 73
3New insider — initial holdingsOct 73
3New insider — initial holdingsOct 73
8-KMaterial agreementOct 78-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KAcquisition completedOct 58-K — Item 2.01: Acquisition completed · Item 5.02: Officer or director change · Item 8.01: Other event
8-KMaterial agreementAug 108-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Skyworks Solutions (SWKS) issued $2.0 billion in aggregate senior notes on August 10, 2026 in three tranches: $800 million of 5.000% Notes due 2028, $600 million of 5.750% Notes due 2032, and $600 million of 6.250% Notes due 2036, pursuant to its S-3ASR shelf registration. The proceeds are intended to fund the acquisition of Qorvo Inc.

424B5Prospectus supplement (offering)Aug 6424B5
AI summary

Skyworks Solutions (SWKS) filed a prospectus supplement for the $2.0 billion note offering funding the Qorvo acquisition. The notes offering accompanies the Merger Agreement under which Merger Sub I and Merger Sub II complete a two-step acquisition of Qorvo Inc. This is the prospectus companion to the concurrent 8-K disclosing the note issuance.

+ 46 other (18 425s · 8 routine 8-Ks · 6 13Gs · 3 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Apple Cut iPhone 18 Orders; What Does It Mean For Suppliers?marketbeat.com·16h agoHead to Head Survey: Semtech (NASDAQ:SMTC) and Skyworks Solutions (NASDAQ:SWKS)defenseworld.net·4d agoApple Drops 3% on Reported iPhone 18 Pro Component Order Cuts; Skyworks Slips, Qualcomm Treads Water247wallst.com·7d agoSkyworks Si829x Isolated Safety Gate Driver Qualified and Ready for Customer Evaluationglobenewswire.com·9d agoSkyworks vs Qualcomm: Why One Chip Maker Is Rewarding Shareholders While the Other Suspends Dividends247wallst.com·10d ago

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Voices on X · last 7 days

No standout posts about $SWKS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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