SWKS · a US exchange · USD · Market cap $12.6B · 10,000 employees
Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Mid…
Screened 2026-09-10 · the tape above runs as of 22:12 UTC · 11 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markup label.
Skyworks Solutions holds its Markup at $84.03. Consolidating, no directional conviction, held for 1 days.
As held on the ledger · 2026-09-10
Phase
Markup
Quantitative state
Consolidating, no directional conviction, held for 1 days
Price at the screen
$84.03
Valuation
43.54 trailing · 16.93 forward price to earnings
Values screen
PASS· score 88.6
Beta
1.52
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
15.20%
Below 33%
Interest-bearing debt is just 15.2% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.18%
Below 33%
Cash held in interest-bearing accounts and securities is 0.2% of assets, under the one-third limit.
Pass
Receivables
22.22%
Below 49%
Money owed to the company is 22.2% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads OPPORTUNITY: it trades above our $55.97 fair value estimate, narrow competitive moat.
Fair value range in USD, drawn from the 2026-09-10 screen. The gold marker is the market price at the same screen. The price runs 33.4% above the base estimate.
Third-party analyst targets: 17 covering, consensus Hold. The average target sits −17% from the screen price.
Reading the gap · Both our model and the Street see limited upside at this price.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-10 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Chipmaker Faces Classic Cyclical Value Trap
Every handset upgrade cycle eventually slows, and Skyworks sits squarely in the path of that slowdown. Revenue already fell 1 percent, returns on equity sit at just 6 percent, and the forward multiple of 11.6 times reflects earnings that may have peaked rather than a genuine bargain. The shares trade right at our fair value with a negative margin of safety, so the low price-to-earnings ratio serves as a warning, not an invitation.
A narrow moat in analog chips and a clean ethical screen keep the name on the opportunity list, yet profit margins of only 9 percent and stalled top-line growth leave little room for error. Sixteen analysts rate the stock a hold with a median target well above the current price, but their collective caution matches the weak fundamentals on display.
The real risk remains the cycle itself. Any fresh drop in smartphone or infrastructure demand will hit earnings before the multiple can offer protection, and customer concentration adds further pressure in this narrow-moat business.
Analysis, not advice.
The risks · The things to watch: it already moves more than the market on an average day.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
SWKS trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-08-14Markup$66.84-9.1%Entry 4
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 9.1% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bullish. Over the past year the shares are down 2%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (19 analysts) rates it hold, with a mean price target of $74.
2026-07-18Markup$73.57+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bullish. Over the past year the shares are down 2%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (19 analysts) rates it hold, with a mean price target of $74.
2026-07-03Markup$73.57+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Markup$73.57Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.