2026-10-25
Skyworks Solutions clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
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latest tape · as of 18:04 UTC
The Screen · Technology · Semiconductors
Skyworks Solutions
SWKS · a US exchange · USD · Market cap $18.7B · 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…
Not yet scored83.43 USD
Price as of 23 Oct 2026Daily close, not a live quoteLast reviewed 5 days ago
Screened 2026-10-23 · the tape above runs as of 18:04 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
- Price83.43 USD at the 23 Oct 2026 close
- Our ratingQuality, fully valued, current read markdown
- Ethical screenNot yet scored
- OptionsOpen interest leans heavily to calls (put/call 0.36)
- Last reviewed23 Oct 2026 (5 days ago)
A summary of the dated readings below, not a live quote and not advice.
PRICE · FAIR-VALUE RANGE1M3M6MYTD1Y3Y5Y
What this means: price 83.43 against the desk's fair-value range, base estimate 60.07, over the last year.
- Trend Markdown
- Insiders no filings inside 60 days, left as found
- Positioning no disclosures inside 60 days, left as found
- Options put/call open interest 0.36, read 2026-10-27
- Ethical screen not yet scored
Price83.43 USD
Fair value60.07
Ethical score88.6/100
RatingQUALITY, FULLY VALUED
Our investment reviews on this name
2026-10-25Read Markdown79.70+4.7% to today Distribution gives way to Markdown after a 9% slide in 2 weeks
2026-10-11Read Distribution88.04-5.2% to today ✓Markup gives way to Distribution after a 20% rise in 14 weeks
2026-07-02Read Markup73.57+13.4% to today ✓First review on file: Markup
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
The full research record, in depth, below
This name holds its markdown label.
Skyworks Solutions holds its Markdown at $83.43. Consolidating, no directional conviction, held for 8 days.
| Phase | Markdown · caution |
| Quantitative state | Consolidating, no directional conviction, held for 8 days |
| Price at the screen | $83.43 |
| Valuation | 41.08 trailing · 13.99 forward price to earnings |
| Values screen | Not scored · score 88.6 |
| Beta | 1.48 |
Five Screens, Shown in Full
This security has not been fully scored against the values screen yet.
| 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 |
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.
The Ethical ReadThe Read, in Plain English
Skyworks Solutions clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
Read as at 2026-10-27. It updates when the underlying figures move, and past reads are kept below.
2026-09-24
Clears
Skyworks Solutions clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 15%, inside the ~33% line, and almost none of its income is interest, so it passes.
Earlier reads, kept as written. The ethical profile is tracked over time, not overwritten.
What the Numbers Say It Is WorthThe Fair Value Range
Our analysis reads QUALITY, FULLY VALUED: it trades above our $60.07 fair value estimate, narrow competitive moat.
Fair value range in USD, drawn from the 2026-10-23 screen. The gold marker is the market price at the same screen. The price runs 24.6% above the base estimate.
Third-party analyst targets: 17 covering, consensus Hold. The average target sits −14% from the screen price.
Reading the gap · Both our model and the Street see limited upside at this price.
Price History & ProjectionsWhere 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 2026-10-23 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 WordsChipmaker 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.
| Forward P/E | 14.0xreasonably valued |
| Trailing P/E | 41.1xexpensive: the price assumes strong growth ahead |
| EPS, trailing | 1.94 |
| EPS, forward | 5.70 |
| Revenue growth | -3.1%revenue is shrinking |
| Profit margin | 7.2%thin but positive margins |
| Return on equity | 5.1%a modest return on shareholder capital |
| FCF yield | 2.39% |
| Dividend yield | 4.24% |
| Debt to equity | 0.12minimal debt: a conservative balance sheet |
| Current ratio | 3.10comfortably covers its short-term bills |
| Beta | 1.48moves a little more than the market |
| Short interest, float | 0.29% |
| 52-week range | 51.93 - 92.80 |
| Moat | NARROW |
| Market cap | $18.7B |
| Employees | 10,000 |
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 TradeSWKS 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.
Every Entry, As Written
2026-10-28
Markdown $79.70
+0.0% Entry 11
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. 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 holding around 25% above its long-term trend line with momentum reading neutral. 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. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27
Markdown $79.70
+0.0% Entry 10
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. 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 holding around 25% above its long-term trend line with momentum reading neutral. 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. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25
Markdown · changed $79.70
+0.0% Entry 9
The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 20% above its long-term trend line with momentum reading bearish. 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.
2026-10-18
Distribution $79.70
-9.5% Entry 8
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 9.5% 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.
2026-10-11
Distribution · changed $88.04
+0.0% Entry 7
The framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. 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.
2026-10-02
Markup $88.04
+4.8% Entry 6
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 4.8% 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.
2026-09-14
Markup $84.03
+25.7% Entry 5
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 25.7% 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.
2026-08-14
Markup $66.84
-9.1% Entry 4
Our analysis 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.
2026-07-18
Markup $73.57
+0.0% Entry 3
Our analysis 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.
2026-07-03
Markup $73.57
+0.0% Entry 2
Our analysis 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.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
- Could You Have Held Motorola Solutions Stock Through Its Falls? Yahoo Finance · 5d ago
- What Does NVIDIA Offer That Skyworks Does Not? Yahoo Finance · 6d ago
- Starboard Value CEO Jeff Smith Lays Out Case for New Bets Yahoo Finance · 7d ago
- Skyworks Sets Date for Fourth Quarter Fiscal 2026 Earnings Release and Conference Call Yahoo Finance · 8d ago
- SPDR S&P Semiconductor ETF (XSD) Sells Synaptics, Analog Devices on Friday Yahoo Finance · 8d ago
Headlines from third-party outlets, linked for reference: not our reporting, not advice.
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Screened names in the same industry · explore each on its own page.
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-14 | MCGLADE DAVID P | Director | 3,664 | · | |
| 2026-05-14 | BATEY ALAN S | Director | 3,664 | · | |
| 2026-05-14 | KING CHRISTINE | Director | 4,071 | · | |
| 2026-05-14 | BEEBE KEVIN L | Director | 3,664 | · | |
| 2026-05-14 | SCHRIESHEIM ROBERT A | Chief Financial Officer | 3,664 | · | |
| 2026-05-14 | MCBRIDE SUZANNE E | Director | 3,664 | · | |
| 2026-05-14 | GUERIN ERIC | Director | 3,664 | · | |
| 2026-05-14 | TURCKE MARYANN | Director | 3,664 | · | |
| 2026-02-17 | TURCKE MARYANN | Director | 692 | · | |
| 2025-11-19 | TERRY ROBERT JOHN | General Counsel | 4,945 | $307,982 |
Public filings, recorded as found. The full tape lives at Insider Intelligence.
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 2026-07-07 | Ro Khanna | Democrat | buy | 1K–15K |
| 2026-07-07 | Ro Khanna | Democrat | buy | 1K–15K |
| 2026-07-07 | Ro Khanna | Democrat | buy | 1K–15K |
| 2026-03-27 | Alan Armstrong | Republican | buy | 1K–15K |
| 2024-05-08 | Tommy Tuberville | Republican | sell | 1K–15K |
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $69.53 | +1.1% | $0.71 | $1,021 | +2.1% |
| 2 months | $55.87 | +25.8% | $0.71 | $1,271 | +27.1% |
| 3 months | $54.72 | +28.4% | $0.71 | $1,297 | +29.7% |
| 6 months | $66.86 | +5.1% | $1.42 | $1,073 | +7.3% |
| 1 year | $71.92 | -2.3% | $2.84 | $1,017 | +1.7% |
| 2 years | $86.65 | -18.9% | $5.64 | $876 | -12.4% |
| 3 years | $94.20 | -25.4% | $8.36 | $835 | -16.5% |
| 5 years | $148.15 | -52.6% | $13.08 | $563 | -43.7% |
Historical returns from market close data. Past performance does not guarantee future results.
This entry now belongs to the ledger. Whatever SWKS does next, these words stay.
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