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SWSWKS

Skyworks Solutions, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketBullish-leaning chatter
$SWKS·$11B·Semiconductors·Technology
$65.79-2.3%YTD+4.1%1Y-12.4%
Mentions · last 7 days
2026-08-20: 6 posts2026-08-21: 1 posts2026-08-22: 3 posts35+9%
Price updated 2d ago·X counts updated 8d ago
SWSWKS
$SWKSSkyworks Solutions, Inc.
$65.79-2.33%35 posts+9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SWKS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-25

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

RF-chip supplier just raised $2B in senior notes to fund the Qorvo acquisition — four consecutive small EPS beats through the merger process.

Skyworks Solutions makes RF and mixed-signal semiconductors for smartphones, IoT, automotive, and broadband — historically an Apple-dependent supplier now positioning for the Qorvo acquisition. The stock is down 13% over trailing year but up 4% year-to-date on merger-related interest.

  • On August 10 Skyworks issued $2.0B in senior notes: $800M at 5.000% due 2028, $600M at 5.750% due 2032, $600M at 6.250% due 2036 — proceeds funding the Qorvo acquisition; combined entity gets a $2B share buyback program
  • Four consecutive positive EPS surprises: Q3 FY26 +4.9%, Q2 +10.6%, Q1 +10%, Q4 25 +15.8% — the smaller beats reflect a mid-cycle position (Q3 revenue was -3% YoY but EPS beat)
  • Q2 FY26 revenue was $944M (down 1% year-over-year) with 41% gross margin and 4.5% operating margin — the operational profile is stable-to-recovering
  • Analyst FY26 revenue estimate is $3.92B on $4.99 EPS growing to $4.02B / $5.15 EPS in FY27 — the stock at $66.86 is 13.4x forward, cheap for the combined-company scale
  • Free cash flow yield is 6.3% at $10.6B market cap — solid
  • Insider signal is null this period
  • One noted grumble: management cut the dividend to fund buybacks under the combined Qorvo strategy — real trade-off but capital-return math favors buybacks at current multiples
  • Position vs 200-day moving average is +5% — the stock has stabilized after the drawdown
  • Beta 1.51 — cyclically amplified

The Qorvo merger is the whole story — combined RF-chip franchise with $2B buyback capacity at 13x forward is a real deep-value setup if the integration executes.

Agrees with X sentimentX is bullish on the Q3 beat, $2B buyback for the combined entity, and semi-cohort strength. Fair — the operational cadence is confirming and the merger creates a scaled RF-chip franchise; dividend cut is the trade-off worth flagging.

What to watch: The Qorvo merger completion timeline and any early integration synergy commentary in the Q4 FY26 print on October 27 — those two together determine whether the combined-entity thesis is on track.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-04

Skyworks' Q3 print beat — revenue $935M vs $920.3M, adjusted EPS $1.08 vs $1.02, adjusted operating income $182M vs $172.2M — despite -3% YoY revenue and -19% EPS given the mid-cycle position. A $2B buyback was announced for the combined Qorvo-SWKS company, and SWKS/QRVO stand out as 'firm in semis while the rest sell.' The one grumble is management cutting the dividend to fund buybacks. Bulls dominate.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $SWKS

Neutral — Designs RF front-end modules and filters enabling cellular connectivity in smartphones; heavy revenue concentration in Apple supply chain; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+85.1%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 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.9B$3.9B – $4.0B$4.99$4.79 – $5.2317
FY27$4.0B$3.7B – $4.2B$5.15$4.55 – $5.9316
FY28$4.4B$4.0B – $4.6B$6.13$3.90 – $8.427
FY29$4.4B$4.2B – $4.6B$6.25$5.74 – $6.535

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.0.9×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.36%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.+1.0%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.+3.1%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 today3.2% 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.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.

+ 16 other (8 exempts · 8 awards) 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

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.

424B5Prospectus supplement (offering)Aug 3424B5
AI summary

SWKS filed a 424B5 prospectus supplement offering $2,000 in notes/securities. This is a live dilutive capital-markets transaction; size and pricing are material.

S-3ASRAuto-shelf registrationAug 3S-3ASR
AI summary

SWKS filed a shelf registration statement (S-3ASR) covering $0.25 in securities. This is a primary shelf that may be used for future equity or debt offerings. Shelf registrations are preparatory; actual dilution occurs only when securities are drawn down.

8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

At Skyworks Solutions' (SWKS) May 13, 2026 Annual Meeting, stockholders approved the 2026 Long-Term Incentive Plan (previously adopted by the Board subject to shareholder approval) and elected nine directors including Alan Batey, Kevin Beebe, Philip Brace, Eric Guerin, Christine King, Suzanne McBride, David McGlade, Robert Schriesheim, and Maryann Turcke. The 2026 LTIP became effective upon stockholder approval and provides the framework for future equity grants. Detailed vote tallies for all nine director nominees and other proposals are included. This is routine annual meeting governance; the LTIP approval enables Skyworks to continue equity compensation grants through the pending Qorvo merger period.

+ 38 other (12 425s · 6 routine 8-Ks · 5 13Gs · 3 proxys) in window

Recent news

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

Skyworks (SWKS) Up 8.9% Since Last Earnings Report: Can It Continue?zacks.com·3d agoAlgert Global LLC Raises Stock Holdings in Skyworks Solutions, Inc. $SWKSdefenseworld.net·4d ago50,366 Shares in Skyworks Solutions, Inc. $SWKS Acquired by Bank of Nova Scotiadefenseworld.net·5d agoSkyworks Solutions (NASDAQ:SWKS) and Navitas Semiconductor (NASDAQ:NVTS) Financial Contrastdefenseworld.net·10d agoQorvo's Fate Is Tied to a Skyworks Buyout. Here's What Its Latest Insider Filings Showfool.com·22d 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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