Skyworks Solutions, Inc. (SWKS)

Over the past six months, Skyworks' stock price has been influenced by earnings reports, analyst reactions, and corporate developments. The company's 52-week stock price has ranged between $47.93 and $90.90. In late October 2025, Skyworks reported revenue of $1.10 billion and non-GAAP diluted EPS of $1.76 and announced a definitive agreement to combine with Qorvo, expected to close in early calendar year 2027. In early February 2026, Skyworks reported revenue of $1.035 billion and non-GAAP diluted EPS of $1.54, exceeding guidance midpoints. The stock experienced mixed analyst reactions, with some price-target cuts and "hold" reassessments, alongside some bullish notes. The company declared a quarterly dividend of $0.71 per share. Management guided for a sequential decline of approximately 20% in mobile revenue for the March quarter, while broad markets were expected to be flat sequentially. The stock has seen some rebound in early February 2026 after its Q1 beat, strong broad markets, and buybacks.

Demand for Skyworks Solutions' products exhibits seasonality, particularly in the mobile business segment, which is anticipated to experience a sequential decline of around 20% in the March quarter. The "Broad Markets" segment is expected to remain relatively flat sequentially and show high single-digit year-over-year growth, providing a more stable revenue stream.

Skyworks Solutions, Inc. is an American semiconductor company that produces semiconductors for wireless handsets and other devices enabling wireless connectivity. The company's products include power amplifiers, filters, switches, and integrated front-end modules. Skyworks caters to large smartphone manufacturers and has a growing presence in non-handset applications such as wireless routers, medical devices, automobiles, connected vehicles, enterprise infrastructure, satellite communications, data center networking, and emerging edge AI applications. Skyworks' products are utilized in the automotive, streaming, or broadcast industries.

Skyworks is a global company with facilities in Asia, Europe, and North America. Its headquarters are in Irvine, California, with other key locations including San Jose, California; Bangalore, India; Shinjuku, Tokyo; Paris, France; Munich, Germany; and Budapest, Hungary.

Skyworks Solutions Inc. maintains a strong brand reputation as an innovator in the semiconductor industry, underpinned by its focus on R&D. Strategic partnerships with leading smartphone manufacturers and expansion into diverse applications solidify its market position. There haven't been any widely reported specific events that have negatively impacted Skyworks' brand reputation, beyond general market and industry challenges. The company's board also reports strong "say-on-pay" support and extensive shareholder outreach.

Skyworks Solutions, Inc. has a broad institutional ownership base. Major institutional owners include Vanguard Group Inc. (approximately 12-13% of shares), BlackRock, Inc. (around 9-10%), and State Street Corp (about 4-5%). Other significant shareholders include Pzena Investment Management Llc, Charles Schwab Investment Management Inc, Invesco Ltd., and Geode Capital Management, Llc. Insiders typically hold less than 2% aggregate, with no individual holding above 1%. Voting power is widely dispersed among these institutional investors.