Skyworks Solutions (SWKS) AI Stock Analysis

• Market Cap: $11.82B
• Dividend Yield: 3.55%
• Average Volume (3M): 3.52M
• Price to Earnings (P/E): 30.8
• Beta (1Y): 1.43
• Revenue Growth: -12.90%
• EPS Growth: -51.90%
• Country: US
• Employees: 10,100
• Sector: Technology
• Sector Strength: 87
• Industry: Semiconductors
• EPS (TTM): 1.24
• Shares Outstanding: 150,129,150
• 10 Day Avg. Volume: 2,980,870
• 30 Day Avg. Volume: 3,524,766
• PEG Ratio: -0.17
• Price to Book (P/B): 1.92
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 8.12
• Enterprise Value/Market Cap: 0.90
• Enterprise Value/Revenue: 0.64
• Enterprise Value/Gross Profit: 6.54
• Enterprise Value/Ebitda: 2.52
• 1Y Price Target: $67.64
• Price Target Upside: -14.12% Downside
• Rating Consensus: Hold
• Number of Analyst Covering: 18

• Rating: 75 Outperform
• Price Target: $89.00 ▲(13.00%Upside)

Skyworks Solutions demonstrates positive technical momentum and strong shareholder returns, which are key strengths. However, declining revenue, high valuation, and challenges in the mobile segment are significant risks. The balanced portfolio growth and strategic leadership changes offer opportunities to navigate competitive pressures.

Positive Factors

Financial Performance

Skyworks reported slightly better Mar-Qtr results and provided a better Jun-Qtr outlook reflecting normal seasonal mobile trends and a continued gradual recovery in its Broad Markets segment.

Leadership Change

Skyworks Solutions is undergoing a significant management refresh, with a new CEO, CFO, and Head of Sales, with optimism that this new team can reinvigorate the company’s competitive vigour.

Market Opportunities

The shift to Apple's internal modem presents a major opportunity for Skyworks as it opens up new sockets previously occupied by Qualcomm.

Negative Factors

Apple Content Loss

Investors continue to grapple with the firm’s challenged competitive position, particularly at its largest customer, where Skyworks estimates a greater than 10% dollar content loss in Apple’s iPhone 16 and a 20%-25% dollar content loss in Apple’s upcoming fall model, the iPhone 17.

Competitive Challenges

Skyworks recently lost share in the diversity receive socket to a competitor in the pro/pro max model, highlighting the competitive challenges they face.

Revenue Decline

The company’s revenue is expected to decline at a mid-to-upper single digit pace in both FY25 and FY26, which follows two additional years of low double digit annual contraction in both FY23 and FY24.

Skyworks Solutions Business Overview & Revenue Model

Company Description

Skyworks Solutions, Inc. is an American semiconductor company that specializes in the design, development, and manufacturing of analog and mixed-signal semiconductors. The company's products are used in a wide range of sectors, including mobile communications, automotive, broadband, wireless infrastructure, and aerospace. Skyworks Solutions is known for its innovative solutions that enable wireless connectivity, with a core focus on power amplifiers, front-end modules, and system-on-chip solutions, which are integral components in smartphones, tablets, and various IoT devices.

How the Company Makes Money

Skyworks Solutions generates revenue primarily through the sale of its semiconductor products to original equipment manufacturers (OEMs) and other technology companies. Its key revenue streams include the sale of integrated circuits and components used in mobile devices, wireless infrastructure, and automotive applications. Significant partnerships with major tech companies, particularly in the smartphone industry, contribute substantially to its earnings. The company benefits from the growing demand for wireless connectivity and the proliferation of IoT devices, which drive the need for its high-performance, energy-efficient semiconductor solutions.

Skyworks Solutions Financial Statement Overview

Summary

Skyworks Solutions faces challenges with declining revenue and shrinking margins. However, it maintains a robust balance sheet with low leverage and strong cash flow generation, despite a negative Free Cash Flow Growth Rate.

Income Statement

Skyworks Solutions has seen a decline in both revenue and net income over the recent periods, with a negative revenue growth rate from 2024 to TTM. The TTM Gross Profit Margin stands at 41.17%, and the Net Profit Margin is 10.43%, indicating shrinking profitability compared to previous years. The EBIT Margin at 11.88% and EBITDA Margin at 21.19% are also lower compared to historical data, emphasizing the pressure on operational efficiency and profitability.

Balance Sheet

The company's balance sheet shows a healthy equity position with a substantial equity base of $5.94 billion, and a Debt-to-Equity Ratio of 0.20, indicating low financial leverage. The Return on Equity (ROE) for TTM is 6.94%, showcasing moderate efficiency in generating profits from equity. The Equity Ratio of 75.34% suggests a strong capitalization with minimal reliance on debt.

Cash Flow

Skyworks Solutions shows a solid cash flow position with an Operating Cash Flow to Net Income Ratio of 3.73, indicating strong cash conversion from earnings. However, Free Cash Flow has decreased over the periods, leading to a negative Free Cash Flow Growth Rate. The Free Cash Flow to Net Income Ratio is 3.23, highlighting effective cash generation relative to net income, despite the declining trend.

Breakdown	TTM	Sep 2024	Sep 2023	Sep 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	3.95B	4.18B	4.77B	5.49B	5.11B	3.36B
Gross Profit	1.63B	1.72B	2.11B	2.60B	2.51B	1.61B
EBITDA	837.50M	1.12B	1.76B	2.21B	2.05B	1.26B
Net Income	412.10M	596.00M	982.80M	1.28B	1.50B	814.80M
Balance Sheet
Total Assets	7.89B	8.28B	8.43B	8.91B	8.59B	5.11B
Cash, Cash Equivalents and Short-Term Investments	1.51B	1.56B	734.40M	586.80M	1.03B	980.00M
Total Debt	1.21B	1.20B	1.51B	2.71B	2.24B	150.70M
Total Liabilities	1.95B	1.95B	2.34B	3.44B	3.29B	942.50M
Stockholders Equity	5.94B	6.34B	6.08B	5.47B	5.30B	4.16B
Cash Flow
Free Cash Flow	1.33B	1.67B	1.62B	914.90M	1.12B	806.00M
Operating Cash Flow	1.54B	1.82B	1.86B	1.42B	1.77B	1.20B
Investing Cash Flow	-324.80M	-355.90M	-224.40M	-378.90M	-3.13B	-581.40M
Financing Cash Flow	-1.03B	-819.00M	-1.48B	-1.36B	1.68B	-907.70M

Skyworks Solutions Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 78.76
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SWKS, the sentiment is Positive. The current price of 78.76 is above the 20-day moving average (MA) of 73.60, above the 50-day MA of 70.07, and above the 200-day MA of 77.77, indicating a bullish trend. The MACD of 2.06 indicates Negative momentum. The RSI at 74.56 is Negative, neither overbought nor oversold. The STOCH value of 92.30 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SWKS.

Skyworks Solutions Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CAMT	81 Outperform	$4.06B	33.64	24.82%	1.50%	32.63%	46.16%
CAMT	81 Outperform	$4.06B	33.64	24.82%	1.50%	32.63%	46.16%
SWKS	75 Outperform	$11.82B	30.76	6.70%	3.55%	-12.90%	-51.90%
TER	75 Outperform	$14.93B	26.34	21.55%	0.52%	9.61%	28.34%
QRVO	74 Outperform	$8.24B	150.96	1.60%	―	-1.34%	―
MTSI	70 Outperform	$10.47B	138.48	-7.70%	―	32.63%	-233.25%
AMKR	63 Neutral	$5.49B	17.42	7.76%	1.49%	-1.93%	-15.55%
AMKR	63 Neutral	$5.49B	17.42	7.76%	1.49%	-1.93%	-15.55%
Sector *	49 Neutral	C$2.97B	2.15	-83.78%	2.54%	12.97%	-24.70%

Skyworks Solutions Corporate Events

Skyworks Solutions Appoints Interim CFO Robert Schriesheim

On May 29, 2025, Skyworks Solutions, Inc. appointed Robert A. Schriesheim as interim Chief Financial Officer following Mark P. Dentinger’s decision not to join the company due to an unforeseen medical condition. Schriesheim, a long-serving board member, brings extensive experience from previous CFO roles at major companies. His appointment includes a compensation package with a base salary and a Restricted Stock Unit award. This leadership change is expected to maintain stability in the company’s financial operations during the search for a permanent CFO.

The most recent analyst rating on (SWKS) stock is a Sell with a $72.00 price target. To see the full list of analyst forecasts on Skyworks Solutions stock, see the SWKS Stock Forecast page.

Skyworks Solutions Stockholders Approve Key Proposals

At the Annual Meeting, Skyworks Solutions‘ stockholders voted on five proposals. The stockholders elected nine directors to serve until the next annual meeting and ratified KPMG LLP as the independent auditor for the 2025 fiscal year. They approved executive compensation and a proposal for a simple majority vote but rejected a proposal for disclosing Scope 3 greenhouse gas emissions.

The most recent analyst rating on (SWKS) stock is a Sell with a $72.00 price target. To see the full list of analyst forecasts on Skyworks Solutions stock, see the SWKS Stock Forecast page.

Skyworks Solutions Announces New CFO and Sales VP

On May 7, 2025, Skyworks Solutions, Inc. announced significant changes in its senior management team, with the appointment of Mark P. Dentinger as Senior Vice President and Chief Financial Officer and Todd J. Lepinski as Senior Vice President, Sales and Marketing, both effective June 2, 2025. These appointments are part of the company’s strategic efforts to strengthen its leadership as it navigates the competitive landscape. Dentinger, with extensive experience in financial leadership roles, will succeed Kris Sennesael, who is leaving for another opportunity. Lepinski, bringing a wealth of sales and marketing expertise, will take over from Carlos S. Bori, who will assist in the transition until November 2025. These leadership changes are expected to impact the company’s operations and market positioning positively.