Skyworks Solutions (SWKS) AI Stock Analysis

• Market Cap: $10.31B
• Dividend Yield: 4.07%
• Average Volume (3M): 3.47M
• Price to Earnings (P/E): 22.5
• Beta (1Y): 1.60
• Revenue Growth: -2.18%
• EPS Growth: -16.84%
• Country: US
• Employees: 10,100
• Sector: Technology
• Sector Strength: 88
• Industry: Semiconductors
• EPS (TTM): 1.76
• Shares Outstanding: 148,679,760
• 10 Day Avg. Volume: 2,187,056
• 30 Day Avg. Volume: 3,470,460
• PEG Ratio: -1.47
• Price to Book (P/B): 2.07
• Price to Sales (P/S): 2.91
• P/FCF Ratio: 10.77
• Enterprise Value/Market Cap: 1.10
• Enterprise Value/Revenue: 1.10
• Enterprise Value/Gross Profit: 2.67
• Enterprise Value/Ebitda: 4.51
• 1Y Price Target: $82.79
• Price Target Upside: 19.43% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 17
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 64 Neutral
• Price Target: $65.00 ▼(-6.23% Downside)

Skyworks Solutions' overall stock score is primarily influenced by its strong earnings call performance and strategic initiatives, which suggest a positive outlook. However, declining financial performance and bearish technical indicators weigh down the score. The valuation is moderate, with a high P/E ratio offset by a decent dividend yield.

Positive Factors

Strategic Acquisition

The acquisition of Qorvo is expected to enhance Skyworks' scale and diversification, providing a complementary technology and product portfolio that strengthens its competitive position in the semiconductor industry.

Product Innovation

The introduction of new programmable clocks demonstrates Skyworks' commitment to innovation and positions the company to meet the increasing demands of next-gen connectivity, enhancing its market position in wireless and data center applications.

Cash Flow Generation

Strong free cash flow generation indicates efficient operations and financial health, providing Skyworks with the flexibility to invest in growth opportunities and manage economic uncertainties.

Negative Factors

Declining Revenue Growth

Consistent revenue contraction poses a risk to Skyworks' long-term growth prospects, potentially impacting its ability to maintain market share and invest in future innovations.

Profit Margin Decline

The decline in profit margins suggests increased cost pressures or pricing challenges, which could affect Skyworks' profitability and competitive edge in the semiconductor market.

Expected Mobile Revenue Decline

Anticipated declines in mobile revenue may impact Skyworks' financial performance, as the mobile segment is a significant contributor to its overall revenue, highlighting potential vulnerabilities in its business model.

Skyworks Solutions Business Overview & Revenue Model

Company Description

Skyworks Solutions, Inc., together with its subsidiaries, designs, develops, manufactures, and markets proprietary semiconductor products, including intellectual property in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and rest of Asia-Pacific. Its product portfolio includes amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, circulators/isolators, DC/DC converters, demodulators, detectors, diodes, wireless analog system on chip products, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, receivers, switches, synthesizers, timing devices, technical ceramics, voltage controlled oscillators/synthesizers, and voltage regulators. The company provides its products for use in the aerospace, automotive, broadband, cellular infrastructure, connected home, entertainment and gaming, industrial, medical, military, smartphone, tablet, and wearable markets. It sells its products through direct sales force, electronic component distributors, and independent sales representatives. The company was incorporated in 1962 and is headquartered in Irvine, California.

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. The company has established key partnerships with industry leaders in the mobile and IoT sectors, which significantly contributes to its revenue. Major revenue streams include sales of RF front-end modules, power amplifiers, and filter products that are used in smartphones, tablets, and other connected devices. Additionally, Skyworks benefits from the ongoing demand for 5G technology and the increasing integration of wireless communication features in automotive and industrial applications, which further fuels its earnings.

Skyworks Solutions Financial Statement Overview

Summary

Skyworks Solutions faces challenges with declining revenue and profit margins, impacting its overall financial performance. While the company has improved its leverage position, profitability metrics such as ROE have weakened. Cash flow generation remains relatively strong, but recent declines in free cash flow growth highlight potential risks. Overall, the company needs to address revenue contraction and enhance profitability to improve its financial standing.

Income Statement

Skyworks Solutions shows a declining trend in revenue and profit margins over the past few years. The Gross Profit Margin has decreased from 49.18% in 2021 to 41.16% in 2025, and the Net Profit Margin has also declined from 29.33% to 11.67% over the same period. The Revenue Growth Rate has been negative for the last three years, indicating a contraction in sales. Despite these challenges, the company maintains a positive EBIT and EBITDA margin, reflecting some operational efficiency.

Balance Sheet

The company's Debt-to-Equity Ratio has improved from 0.42 in 2021 to 0.21 in 2025, indicating better leverage management. However, the Return on Equity has decreased from 28.29% in 2021 to 8.29% in 2025, suggesting reduced profitability for shareholders. The Equity Ratio remains stable, reflecting a solid capital structure.

Cash Flow

Skyworks Solutions has experienced fluctuations in Free Cash Flow Growth, with a significant decline of 17.16% in 2025. The Operating Cash Flow to Net Income Ratio remains strong, indicating efficient cash generation relative to net income. However, the Free Cash Flow to Net Income Ratio has slightly decreased, reflecting challenges in converting profits into free cash flow.

Breakdown	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	4.09B	4.18B	4.77B	5.49B	5.11B
Gross Profit	1.68B	1.72B	2.12B	2.51B	2.49B
EBITDA	1.02B	1.12B	1.76B	2.21B	2.05B
Net Income	477.10M	596.00M	982.80M	1.28B	1.50B
Balance Sheet
Total Assets	7.92B	8.28B	8.43B	8.87B	8.59B
Cash, Cash Equivalents and Short-Term Investments	1.37B	1.56B	734.40M	586.30M	1.02B
Total Debt	1.20B	1.20B	1.51B	2.41B	2.41B
Total Liabilities	2.16B	1.95B	2.34B	3.40B	3.29B
Stockholders Equity	5.76B	6.34B	6.08B	5.47B	5.30B
Cash Flow
Free Cash Flow	1.11B	1.67B	1.62B	914.90M	1.12B
Operating Cash Flow	1.30B	1.82B	1.86B	1.42B	1.77B
Investing Cash Flow	-234.00M	-355.90M	-224.40M	-378.90M	-3.13B
Financing Cash Flow	-1.27B	-819.00M	-1.48B	-1.36B	1.68B

Skyworks Solutions Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 69.32
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SWKS, the sentiment is Neutral. The current price of 69.32 is above the 20-day moving average (MA) of 65.86, below the 50-day MA of 71.14, and above the 200-day MA of 69.07, indicating a neutral trend. The MACD of -0.87 indicates Negative momentum. The RSI at 54.14 is Neutral, neither overbought nor oversold. The STOCH value of 88.95 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SWKS.

Skyworks Solutions Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
RMBS	78 Outperform	$10.94B	48.22	19.66%	―	31.05%	30.35%
LSCC	73 Outperform	$10.79B	400.05	3.86%	―	-12.03%	-80.99%
ENTG	64 Neutral	$13.52B	46.99	7.71%	0.45%	0.59%	25.65%
SWKS	64 Neutral	$10.31B	22.54	7.89%	4.07%	-2.18%	-16.84%
MTSI	62 Neutral	$13.80B	-227.14	-4.42%	―	32.58%	-173.04%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
QRVO	60 Neutral	$8.31B	38.85	6.30%	―	-7.22%	―

Skyworks Solutions Corporate Events

Skyworks Solutions Announces Merger with Qorvo

On October 27, 2025, Skyworks Solutions, Inc. announced an Agreement and Plan of Merger with Qorvo, Inc., aiming to create a $22 billion enterprise. The merger, expected to close in early 2027, will see Qorvo shareholders receive cash and Skyworks stock, resulting in Skyworks owning 63% of the combined company. The merger is anticipated to enhance scale, diversify market presence, and achieve significant cost synergies, with a focus on innovation and expanded market reach in mobile and diversified broad markets. The transaction is expected to be immediately accretive to non-GAAP EPS and will strengthen the company’s domestic manufacturing position.

The most recent analyst rating on (SWKS) stock is a Buy with a $84.00 price target. To see the full list of analyst forecasts on Skyworks Solutions stock, see the SWKS Stock Forecast page.

Skyworks Solutions Announces Q4 Results and Merger Plan

On October 28, 2025, Skyworks Solutions announced preliminary financial results for the fourth quarter and full fiscal year 2025, reporting a Q4 revenue of $1.10 billion and a full-year revenue of $4.09 billion. The company also declared a quarterly cash dividend of $0.71 per share. Additionally, Skyworks revealed a definitive agreement to merge with Qorvo, aiming to establish a $22 billion U.S.-based leader in high-performance RF, analog, and mixed-signal solutions, with the transaction expected to close in early 2027.

The most recent analyst rating on (SWKS) stock is a Buy with a $84.00 price target. To see the full list of analyst forecasts on Skyworks Solutions stock, see the SWKS Stock Forecast page.

Skyworks Solutions Reappoints Philip Carter as CFO

On August 25, 2025, Skyworks Solutions announced the reappointment of Philip Carter as Senior Vice President and Chief Financial Officer, effective September 8, 2025. Carter, who previously served as Vice President, Corporate Controller at Skyworks, will succeed Robert A. Schriesheim, the interim CFO since May 2025. This strategic move is expected to strengthen Skyworks’ financial leadership, with Carter bringing experience from his recent role at Advanced Micro Devices. The announcement includes details of Carter’s compensation package and severance agreement, highlighting the company’s commitment to securing top talent for its leadership team.

The most recent analyst rating on (SWKS) stock is a Buy with a $79.00 price target. To see the full list of analyst forecasts on Skyworks Solutions stock, see the SWKS Stock Forecast page.