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SWSWKS

Skyworks Solutions, Inc.

$SWKS·$9.1B·Semiconductors·Technology
$59.35+3.0%YTD-7.5%1Y-17.8%
Mentions · last 7 days
2026-07-10: 20 posts2026-07-11: 89 posts2026-07-12: 159 posts2026-07-13: 281 posts2026-07-14: 145 posts2026-07-15: 191 posts2026-07-16: 135 posts1,131+19%
Price updated 58m ago·X counts updated 35m ago
SWSWKS
$SWKSSkyworks Solutions, Inc.
$59.35+2.98%1.1k posts+19%
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 2026-07-16

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

Cup-and-handle setup with $5M call flow and 6.3% FCF yield — Q2 print on August 4 is the arbiter.

Skyworks Solutions is the RF-front-end analog semi supplier to Apple and Android OEMs whose 2026 tape has spent the year at 14% of the 52-week range. A clean cup-and-handle setup with real call flow and a 6.3% FCF yield anchors the coiling read.

  • The core business is stabilizing but not accelerating: Q1 2026 revenue fell 1% YoY to $944M, gross margin held at 41%, and operating margin at 4.5% shows the smartphone-RF cycle is still trough-adjacent — but 30x TTM P/E with 6.3% FCF yield reflects the mean-reversion setup rather than a broken thesis.
  • The technical setup is confirming a base: SWKS is forming a clear cup-and-handle pattern alongside QRVO, big call buyers with almost $5M in call spike, and the $95 call level is where the OI is stacking — real technical structure into the August 4 print.
  • The peer-group positioning matters: SWKS is grouped with QRVO, QCOM, and ON in the RF-and-analog peer set, and the group has been showing signs of the smartphone cycle bottoming — the setup rewards affirmation of an upgrade cycle, not aggressive chasing.

The August 4 Q3 FY26 earnings are the near-term arbiter — Q3 revenue trajectory (need return to positive YoY), gross margin expansion above 41%, and any commentary on iPhone 17/18 socket wins extend the coiling setup toward $70. A revenue miss or Apple-socket concern stalls the tape below $55.

Agrees with X sentimentX is bullish, cites a clear cup-and-handle pattern alongside QRVO, ~$5M in call spike, and the SWKS 95C 8/21 rolling into 20K-size OI similar to mid-May. The A+ entry off the monthly retest of DP + VPOC is real technical structure. Mechanics support the coiling read: Q1 revenue -1% YoY but gross margin holding at 41%, 6.3% FCF yield, and position at 14% of 52-week range — the August 4 print has to affirm.

What to watch: The August 4 Q3 FY26 earnings. Watch Q3 revenue trajectory (need return to positive YoY), gross margin expansion above 41%, and iPhone 17/18 socket-win commentary. Revenue miss or Apple-socket concern stalls the tape sub-$55; steady recovery + Apple affirmation extends toward $70.

On the calendar: 2026-08-04 — Q3 FY26 earnings

X sentiment

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

Bullish sentiment11 posts analyzed · as of 2026-06-29

Skyworks Solutions is forming a clear cup-and-handle pattern alongside QRVO. Big call buyers are flagged with almost $5M in call spike. The bull flag on the daily is showing breakout signs. The $SWKS 95 calls (7/17) at $0.90 flagged as high-confidence. The $SWKS 95c 8/21 saw OI roll into 20,000 size positions similar to mid-May. SWKS is in a strong peer group with QRVO, QCOM, ON. Posters call out the A+ entry off the monthly retest of DP + VPOC after massive buy volume. Tone is bullish on the technical breakout and options flow.

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; end markets and revenue mix have limited overlap with the AI capex and HBM/compute demand cycle.

Top industry ETF

$SMHVanEck Semiconductor ETF
+50.8%YTD
+90.8%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
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%
Q2 2025Aug 5, 2025$1.33$1.24+7.3%
Next earningsTue, Jul 28·consensus EPS $1.03

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

3-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$5.17$4.59 – $5.9716
FY28$4.4B$4.4B – $4.4B$6.13$4.05 – $8.807

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.1.1×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.15%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.-17.7%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.-11.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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.

+ 17 other (9 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-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.

8-KShareholder voteFeb 118-K — Item 5.07: Shareholder vote
+ 33 other (8 425s · 5 13Gs · 4 routine 8-Ks · 3 proxys) in window

Recent news

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

Skyworks Sets Date for Third Quarter Fiscal 2026 Earnings Release and Conference Callglobenewswire.com·2d agoThe 5 Smartphone Chip Stocks Poised for the Next Handset Upgrade Wave247wallst.com·7d ago4 Overlooked Dividend Stocks Yielding 4%+ to Buy in July247wallst.com·8d agoSkyworks Solutions Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Skyworks Solutions, Inc. - SKWbusinesswire.com·10d agoSkyworks: The Discount Is Too Wide For The Catalysts Aheadseekingalpha.com·31d 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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