An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.
In plain words · 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…
VERDICT
The label
Distribution
read at $59.35
Skyworks Solutions holds its Distribution at $59.35.
PHPhase · the trend structure carries the Distribution label
INInsiders · no filings inside 60 days, left as found
POPositioning · no disclosures inside 60 days, left as found
OPOptions · no verdict drawn today, left as found
SCScreen · passes the values gate
edge confirmed
edge broken
edge forming
Each arm is one independent read. Conviction is not a single call, it is how many edges converge.
INVESTOR
The investor read · the season, not the day
As held on the ledger · 2026-07-19
Phase
Distribution · caution
Quantitative state
Consolidating, no directional conviction, held for 1 days
Price
$59.35
Valuation
24.73 trailing · 11.56 forward price to earnings
Values screen
PASS· score 88.6
Beta
1.50
OPPORTUNITY
The opportunity · what the numbers say it is worth
Our framework reads OPPORTUNITY — it trades above our $58.69 fair value estimate, narrow competitive moat.
Read at
$59.35
24.73 P/E · 11.56 fwd
Our fair value
$58.69
1% premium
Analyst target (avg)
$74.00
+25% to current
Target low $55.00Analyst target rangeTarget high $85.00
▲ current $59.35 · | average target
Price history & projections · where it has been, where the models see it going
The valuation journey · where the price sits against fair value and the Street
Current
$59.35
you are here
Conservative
$49.50
-17%
Analyst avg
$74.00
+25%
Our fair value
$58.69
-1%
Analyst high
$85.00
+43%
Green marks levels above today's price, red below; the shaded band is the gap between the price and our fair value.
Reading the gap · Our more conservative model reads it as roughly fairly valued here, while the Street is more bullish — a quality-at-a-fair-price name rather than a deep-value one.
Revenue growth
-1.00%
Profit margin
8.93%
Debt to equity
20.63
Analyst consensus
Hold · 16 covering
Fair value and rating are our own model estimates; target range reflects third-party analyst estimates. Analysis, not advice.
SCREEN
The values screen, explained · five checks, plain English
This company clears both standards. There are two widely recognised ways to check whether a company is suitable for a Muslim investor. Here is how it did on each:
The common standard· AAOIFI Used by most halal investing apps✓ PASSES
Our stricter standard· asset-based The one Titan applies✓ PASSES
Business activityIts core business isn't built on prohibited lines — no gambling, alcohol, tobacco, weapons, or interest-based lending.Pass
Debt loadInterest-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 cashCash held in interest-bearing accounts and securities is 0.2% of assets, under the one-third limit.Pass
ReceivablesMoney owed to the company is 22.2% of assets, under the 49% limit.Pass
Revenue purityOnly 0.0% of revenue comes from non-compliant sources — under the 5% line.Pass
Every security is read against two recognised standards: our stricter asset-based screen (ratios measured against total assets) and the more widely used market-value standard (measured against market capitalisation). Where they agree we say so plainly; where they part ways — almost always on the debt check — we show both readings and mark it, because that disagreement is the finding, not a fault. We report the score; you and your scholar make the call.
PLAIN
The business, in plain words · what the numbers mean
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.
Screened names in the same industry · explore each on its own page.
TRADE
Where & how to trade · wherever in the world you are
SWKS trades on a US exchange. As a US-listed security it is accessible through almost any international broker offering US markets. New to this, or investing from outside the US? Our guide to accessing global markets covers brokers, currencies and the practical steps.
TRADER
The trader read · the latest dated commentary
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. Entered 2026-07-18 · Markup
JOURNAL
The dated journal · newest first, never edited
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.