Why has SWKS stock underperformed the Nasdaq so dramatically over the past five years?

SWKS has declined approximately 57% over the past five years while the Nasdaq Composite surged — a gap of roughly 90 percentage points or more that reflects a structural mismatch between Skyworks' business mix and where the market has rewarded growth. The core problem: SWKS benefited enormously from the 2019-2021 5G handset upgrade cycle, which inflated both revenue expectations and the stock's multiple. When global smartphone unit volumes stalled, inventory overhang accumulated across the supply chain, and the market rotated aggressively into AI and high-performance compute semiconductors, SWKS was caught on the wrong side of all three trends simultaneously. Compound that with Apple's well-publicized effort to develop more in-house silicon capabilities, ongoing margin pressure from RF competition, and SWKS's relatively modest exposure to the AI chip boom that drove peers like Nvidia to extreme valuations, and the underperformance becomes easier to understand. The market has essentially re-rated SWKS from a high-growth 5G beneficiary to a mature, cash-generative analog supplier. Recent data shows SWKS up roughly 35% over the past three months, suggesting some recovery, but the multi-year gap versus the Nasdaq remains very wide.

Is SWKS stock a good buy in 2026 given its low valuation relative to semiconductor peers?

Wall Street consensus as of mid-2026 sits at 'Hold' with average price targets only modestly above current trading levels, suggesting analysts see limited near-term upside despite SWKS trading at a discount to many semiconductor peers. The valuation argument is real — SWKS generates solid free cash flow, carries a strong balance sheet, and trades at multiples well below higher-growth chip names — but the 'value trap' concern is equally real. A low multiple only resolves into outperformance if catalysts emerge to re-rate the stock, and the market has been unconvinced that automotive and IoT diversification can fill the gap left by slowing smartphone content growth. Recent Q2 FY2026 results showed revenue of approximately $944 million and adjusted EPS of $1.15, both above Street estimates, yet the stock has not seen sustained multiple expansion on the back of these beats. This pattern — beating numbers without meaningful re-rating — is a classic signal of a stock waiting for a narrative shift rather than just better fundamentals. This is not financial advice; individual risk tolerance and research should guide any trading decision.

How exposed is Skyworks Solutions to Apple — and what happens to SWKS if Apple develops in-house RF chips?

Apple has represented an estimated 50-60% of Skyworks' revenue in prior peak years, making it arguably the single most important variable in the SWKS investment thesis. This concentration means iPhone unit sell-through, Apple's content-per-device decisions, and any shifts in Apple's supplier strategy directly translate into SWKS revenue trajectory. When iPhone cycles are strong and RF content per device increases — as happened during early 5G adoption — SWKS benefits disproportionately. When cycles soften or Apple consolidates suppliers, the reverse is equally true. The in-house RF chip risk is the bear case that has hung over SWKS for several years. Apple has a well-documented strategy of bringing chip design in-house — they've done it with application processors, modems (via Qualcomm displacement), and various other components. If Apple successfully develops competitive in-house RF front-end capabilities and begins displacing Skyworks content across iPhone generations, the revenue impact could be severe given the concentration. Skyworks' diversification push into automotive, industrial, and IoT is partly a strategic hedge against exactly this scenario. However, RF front-end design at the performance level required by Apple is technically complex, and any displacement is likely to be gradual rather than sudden, giving traders a multi-year window to monitor design win announcements and Apple supplier reports as leading indicators.

What is the outlook for SWKS earnings in Q3 and Q4 FY2026, and what should traders watch for?

Following Q2 FY2026 results that beat revenue and EPS consensus estimates, the near-term earnings trajectory for SWKS depends heavily on inventory normalization across the smartphone supply chain, the pace of automotive and IoT revenue ramp, and management commentary on the back half of the fiscal year. Investors and traders should closely monitor guidance language around gross margin trends, since SWKS has faced pressure from product mix shifts and competitive pricing in RF front-end. Any commentary suggesting inventory digestion is nearing completion would be a meaningful positive signal. Key metrics to watch into Q3 and Q4 FY2026 include: mobile segment revenue growth or stabilization, the automotive and IoT segment contribution as a percentage of total revenue (any acceleration here supports the diversification narrative), free cash flow generation, and share repurchase activity which signals management confidence in the balance sheet. Earnings dates are high-volatility events for SWKS — the stock's 52-week range runs from roughly $52 to $91, reflecting how dramatically sentiment can shift.

How does Skyworks' automotive and IoT diversification strategy compare to NXP Semiconductors?

NXP Semiconductors has gained approximately 48% over the past year versus SWKS's roughly flat performance, and a key reason is that NXP entered the automotive semiconductor cycle with significantly deeper penetration — automotive represents a much larger share of NXP's total revenue mix, with established positions in vehicle networking, ADAS, and electrification. Skyworks is still in earlier innings of building out its automotive RF and wireless connectivity presence, which means the diversification benefits are real but not yet large enough to move the overall revenue needle in the way NXP's automotive exposure has. Skyworks' competitive angle in automotive centers on RF connectivity for V2X (vehicle-to-everything) communication, Bluetooth/Wi-Fi modules for in-cabin connectivity, and 5G telematics — all legitimate growth markets, but ones where Skyworks is competing against entrenched players including NXP, Qualcomm, and others. The IoT side similarly offers growth but is fragmented and price-competitive. The strategic logic is sound — reducing Apple concentration while riding secular connectivity growth — but the execution timeline is longer than the market initially hoped, which partially explains why NXP has outperformed SWKS so substantially despite both being exposed to similar end-market themes.

What are the main risks of trading SWKS CFDs with high leverage around earnings dates?

SWKS has demonstrated a 52-week price range spanning from roughly $52 to nearly $91 — an intraday or multi-day swing of 10-20% is entirely plausible around an earnings catalyst, especially given the stock's sensitivity to Apple-related headlines and guidance language around inventory and margins. When trading SWKS CFDs at high leverage on CoinUnited, even a modest adverse move is magnified dramatically relative to the margin posted. For context, a hypothetical $1,000 position at 100x leverage controls $100,000 notional exposure — a 1% move against you generates a $1,000 loss, eliminating the entire position value in that scenario. Beyond directional risk, earnings-period trading in SWKS carries specific event risks: management guidance misses on gross margin (historically sensitive for SWKS), unexpected commentary on Apple design win status, or broader semiconductor inventory guidance that conflicts with consensus assumptions can each trigger sharp moves in either direction regardless of the headline EPS number. The company has beaten estimates recently yet not seen sustained price appreciation, meaning a 'buy the rumor, sell the news' dynamic is a realistic outcome even on a solid print.

Does Skyworks Solutions pay a dividend, and how does that factor into the total return case for SWKS holders?

Yes, Skyworks Solutions pays a regular cash dividend, which has become an increasingly meaningful component of the total return argument given that the stock's price appreciation has been essentially flat over the past year and deeply negative over five years. For a stock that has declined roughly 57% over five years in price terms, dividend income has provided partial offset — though not nearly enough to close the gap versus the broader Nasdaq or leading semiconductor peers. The dividend is supported by Skyworks' strong free cash flow generation, which has remained relatively resilient even through the current cyclical softness. For CFD traders on CoinUnited, it's important to understand that CFD positions do not confer direct ownership of SWKS shares, and therefore do not receive actual dividend payments. Instead, dividend adjustments are typically reflected in CFD account positions around ex-dividend dates. For longer-term holders of actual SWKS shares, the dividend yield at current price levels represents a tangible return component that partially compensates for the stock's growth underperformance — and management's willingness to maintain or grow the dividend signals confidence in the underlying cash generation of the business even when top-line growth has been modest.

How are SWKS dividend payments handled when I hold a CFD position on CoinUnited rather than the actual shares?

When you hold a SWKS CFD on CoinUnited, you do not receive a formal dividend payment because you own price exposure, not the underlying equity. Instead, when Skyworks Solutions declares a dividend, the amount is reflected as a cash adjustment to your account — credited if you are long, debited if you are short. Skyworks has maintained a consistent quarterly dividend program and has grown its payout over time, so this adjustment can be material relative to short holding periods. Traders should track Skyworks' dividend declaration dates on the investor-relations calendar, because the ex-dividend adjustment affects the CFD mark the same day the stock goes ex-dividend on Nasdaq. Understanding this mechanism prevents confusion when you see an unexpected account entry around those dates.

What does Skyworks Solutions' current P/E ratio tell traders about its relative valuation within the semiconductor sector?

Skyworks' price-to-earnings ratio has compressed significantly from levels seen during the 5G smartphone upgrade cycle peak, reflecting both lower earnings estimates and reduced market confidence in near-term growth. A depressed P/E can indicate either a genuine value opportunity or a structural re-rating — the ratio alone does not answer which. Compared with diversified analog and mixed-signal peers, SWKS has historically traded at a modest discount because of its concentrated revenue exposure to a single smartphone OEM. Traders watching valuation should track the forward P/E alongside estimate revision trends: if analysts are still cutting earnings forecasts, a low headline multiple can be misleading. CoinUnited's SWKS CFD lets you express a view on this valuation gap without committing equity capital equal to the full share price, using leverage to size the position relative to your risk tolerance.

What does SWKS's revenue concentration in mobile end-markets mean for traders monitoring sector rotation?

Approximately two-thirds or more of Skyworks' revenue has historically derived from mobile handsets, which makes SWKS highly sensitive to smartphone unit cycles rather than broad semiconductor demand trends. When institutional capital rotates into AI-infrastructure or data-center chip names, SWKS often lags even if the Philadelphia Semiconductor Index (SOX) rallies, because its end-market exposure differs from server or GPU-oriented peers. Traders using SWKS CFDs should be aware that macro tailwinds for 'semiconductors' do not automatically translate into SWKS outperformance — the relevant leading indicator is global smartphone shipment data and content-per-device trends at the high end of the market. Monitoring reports from major handset supply-chain trackers provides more actionable context for SWKS than broad chip-sector headlines.

How does leverage work for SWKS CFDs on CoinUnited, and at what point could a position be liquidated?

On CoinUnited, SWKS CFDs are available with leverage, meaning you can control a larger notional exposure than the margin you deposit. For example, if you open a $1,000 position with 10x leverage, your notional exposure is $10,000 worth of SWKS price movement. A 10% adverse move in the CFD price would then produce a $1,000 loss — equal to your entire initial margin — triggering a liquidation if no additional funds are added. CoinUnited applies a maintenance margin threshold; when your account equity falls below that level, positions are automatically closed to prevent a negative balance. SWKS can move 5–15% or more on a single earnings day, so leverage amplifies both gains and losses around those events. Reviewing the specific margin requirements for SWKS on the platform before opening a position is essential.

Can I trade SWKS CFDs on CoinUnited outside of Nasdaq market hours, including weekends?

Yes. This differentiates the CFD from holding shares directly or using a traditional broker where execution is limited to exchange hours. However, liquidity conditions during off-hours and weekends differ from those during Nasdaq's core session: spreads may be wider and price discovery relies on futures markets, related securities, and the platform's own pricing model rather than live Nasdaq order flow. A material SWKS news event — such as an analyst downgrade, a supply-chain announcement, or a broader semiconductor sector move — can therefore cause a noticeable gap in the CFD price when Nasdaq reopens. Traders holding positions over the weekend should size accordingly and consider the overnight gap risk inherent in that flexibility.

What is weekend and overnight gap risk for SWKS, and how does it specifically affect CFD holders?

Gap risk for SWKS arises when the stock's opening price on Nasdaq differs materially from where it closed the prior session, typically after earnings releases, product announcements, or macro events that occur outside exchange hours. For CFD holders on CoinUnited, the CFD price will reprice to reflect that gap when markets open, which can mean a stop-loss order is filled at a price significantly worse than the level set. SWKS is particularly susceptible to gap risk around its quarterly earnings calls — management typically reports after the Nasdaq close — and around Apple product cycle announcements, which frequently move SWKS pre-market by several percent. A practical risk-management approach is to reduce position size before known binary events and to be explicit about the worst-case scenario if the stock gaps through a stop level. Leverage magnifies the dollar impact of any gap.

How does basis risk apply to a SWKS CFD, and will it always track the Nasdaq-listed share price exactly?

Basis risk refers to the possibility that the CFD price deviates from the underlying Nasdaq share price of SWKS. During core Nasdaq trading hours, CoinUnited prices the CFD to track the live exchange quote closely, but small differences can arise from the bid-ask spread, platform pricing methodology, and any financing adjustments. Outside Nasdaq hours — evenings, weekends, and US holidays — the CFD price is derived from available market signals such as futures and related instruments, not a live stock quote, so temporary divergences are more common. For short-term traders, this difference is typically small relative to normal SWKS price movements. For longer-hold positions, the cumulative overnight financing charges (swap rates) are a more significant cost to monitor. CoinUnited publishes its CFD pricing and financing terms in the product specification, which traders should review before opening a position.

What overnight financing charges should I expect when holding a SWKS CFD position for multiple days or weeks?

Holding a SWKS CFD beyond the same trading day incurs an overnight financing charge, sometimes called a swap rate, that reflects the cost of the leveraged exposure. This charge is applied to the full notional value of your position, not just your margin, so it compounds meaningfully over weeks or months. For a long CFD position, the charge is typically based on a benchmark short-term interest rate plus a platform spread; short positions may receive a credit or pay a charge depending on prevailing rates. At recent elevated interest rate levels, the annualized cost of carrying a leveraged stock CFD can be a few percent of notional value per year — material for positions held over earnings cycles. Traders who intend to hold SWKS exposure for months may find that the financing drag erodes returns relative to holding the stock outright, so the CFD structure is generally better suited to short- to medium-term tactical positioning.

How has SWKS stock historically behaved around earnings announcements, and what should CFD traders anticipate?

SWKS has shown a pattern of elevated implied volatility in the options market in the days leading up to quarterly earnings, with realized single-day moves of several percentage points being common depending on whether results and guidance meet, beat, or miss consensus. The guidance commentary is often more price-sensitive than the reported quarter itself, because Skyworks' forward visibility is closely tied to Apple's upcoming handset cycle and carrier-infrastructure spending. CFD traders should note that leverage amplifies these moves in both directions — a 7% single-day swing at 5x leverage translates into a 35% move on deposited margin. CoinUnited allows trading through earnings events, but the platform's margin requirements may adjust around high-volatility dates. Reviewing Skyworks' earnings calendar and having a clear risk plan — including maximum loss tolerance — before the event is a basic risk discipline.

What is Skyworks Solutions' competitive position in the RF front-end chip market, and who are its primary chip-design rivals?

Skyworks operates in the radio-frequency front-end market, supplying filters, amplifiers, and integrated modules that manage wireless signal transmission and reception in smartphones and connected devices. Its primary competitors include Qorvo, Broadcom's wireless division, and Murata, among others. The market has consolidated considerably over the past decade, leaving a small number of large players. Skyworks' competitive advantage has historically rested on its ability to integrate complex RF functions into compact modules, which reduces component count for handset OEMs. However, the company faces ongoing pressure from competitors offering comparable integration and, more strategically, from the possibility that large OEMs may seek to internalize portions of RF functionality over time. Understanding where Skyworks sits in this competitive landscape helps traders interpret news about design wins, supply agreements, or customer consolidation that can affect SWKS price movement.

Are there any regional restrictions on who can trade SWKS CFDs on CoinUnited, and do tax rules differ by country?

Eligibility to trade SWKS CFDs on CoinUnited depends on the regulatory framework in a trader's country of residence. CFD products are restricted or prohibited in certain jurisdictions — most notably for retail investors in the United States, where CFDs are not permitted under current regulatory rules — and CoinUnited complies with applicable local regulations when onboarding clients. Tax treatment of CFD gains and losses also varies significantly by country: some jurisdictions tax CFD profits as capital gains, others as income, and some apply specific financial transaction taxes. Because SWKS is a US-listed stock, holding the CFD does not make you a US shareholder and does not trigger US equity-specific tax obligations, but your own country's rules govern how your CFD profit or loss is reported. Consulting a qualified tax adviser familiar with CFD treatment in your jurisdiction before trading is the appropriate step; CoinUnited does not provide tax advice.

How does Skyworks Solutions' free cash flow profile affect its ability to sustain dividends and buybacks, which CFD traders track as valuation signals?

Skyworks has historically generated substantial free cash flow relative to its earnings, partly because its asset-light design model requires less capital expenditure than integrated device manufacturers that own fabrication facilities. This cash generation has funded both a growing dividend and periodic share repurchase programs. For CFD traders, these capital allocation decisions matter as valuation signals: buybacks reduce the share count, which supports earnings per share even during revenue-flat periods, while a well-covered dividend signals management confidence in recurring cash flows. A deterioration in free cash flow — driven by weaker smartphone volumes or elevated inventory levels — could pressure both the buyback pace and dividend growth expectations, which tends to weigh on the stock's multiple. Tracking Skyworks' quarterly free cash flow figure and its payout ratio relative to free cash flow, rather than net income alone, gives a clearer picture of dividend sustainability.

Diğer Kripto Paralara Git

SWKSSkyworks Solutions, Inc.

Hızlı Bağlantılar

Pozisyon Hesaplayıcı

Pozisyon Boyutu (USD)Kaldıraç

Gerekli Marj

$10.00

SWKS hareket ederse P&L

+1%+$10.00

+5%+$50.00

+10%+$100.00

{leverage}x Kaldıraç ile Ticarete Başla

Skyworks Solutions, Inc.

SWKS

$88.38

+5.09% (24h)

Hisse SenetleriSeviye CCoinUnited.io'da işlem görür1000x Kaldıraç

Today's SignalNext earnings2026-10-27Latest quarter revenue$935MQ3 2026Gross margin40.1%Q3 2026

How can you trade Skyworks Solutions, Inc.? Skyworks Solutions, Inc. (SWKS) is publicly listed. On CoinUnited, eligible users can trade a SWKS stock CFD — price exposure that tracks the share price. It is a price CFD, not equity (no shareholder voting; dividends reflected as an adjustment) — with leverage, from US$100. Access terms vary by jurisdiction and product eligibility.

How to trade it

Trading stock CFDs on CoinUnited + strategy

Ticaret Rejimi Durumu

Kaldıraç

1000x

(CoinUnited.io'da maksimum)

Volatilite

Genişleme

(8.49% 24h)

How the SWKS CFD works

Before you trade, understand exactly what you get, what you don't, and where the risk sits.

What you buy

Price exposure to the SWKS reference (a synthetic CFD) that tracks the CoinUnited reference up and down.

What you do NOT get

It is not equity: no shares, no voting rights; dividends are reflected as an adjustment, not paid to you.

Basis / session risk

The CoinUnited reference tracks the share price but can differ from the exchange price; extended-hours liquidity is thinner.

Leverage illustration: with $100 margin at 1000× leverage you open a $100,000 notional position; if price moves against you to the liquidation level the position is force-closed. High leverage magnifies both profit and liquidation risk.

Trading conditions on CoinUnited

Fee schedule as of 2026-08-19

Product type	CFD	Synthetic price exposure. You do not hold the underlying asset.
Trading fee	0,070%	Per side, at the standard tier. Falls with 30-day volume and reaches 0.000% at VIP 9.
Trading hours	Market session	Follows the market session and is closed at weekends and on market holidays.
Kaldıraç - gün içi	1.000x	Aktif işlem saatleri içinde geçerlidir. En küçük pozisyon büyüklüğünde 0,050% teminat gerektirir. Kullanılabilirlik ve üst sınır; ürüne, yetki alanına ve hesap uygunluğuna göre değişir; kaldıraç zararları büyütür ve pozisyonlar likide edilebilir.
Kaldıraç - gecelik	10x	İşlem günü sonrasına taşınan pozisyonlar için geçerlidir. En küçük pozisyon büyüklüğünde 5,000% teminat gerektirir.
Kaldıraç - hafta sonu ve tatiller	10x	Piyasa kapalıyken taşınan pozisyonlar için geçerlidir. En küçük pozisyon büyüklüğünde 5,000% teminat gerektirir - pozisyonunuzu hafta sonuna taşımadan önce büyüklüğünü kontrol edin.
Direction	Long or short	Take a position in either direction. A short position profits when the price falls and loses when it rises.
Funding	Crypto deposit	Fund and withdraw in crypto. No bank transfer or card is required.

See the full fee schedule →

Trading SWKS CFDs on CoinUnited.io: Strategies, Leverage & Risk Management

This section translates SWKS's specific behavioral patterns, earnings volatility profile, and sector dynamics into actionable CFD strategies and risk frameworks.

Understanding SWKS's Volatility Profile Before Selecting Leverage

Leverage selection for SWKS must begin with an honest assessment of the stock's demonstrated price range and event-driven behavior. The stock remains a cyclical, sentiment-sensitive RF semiconductor equity capable of wide swings across a single earnings cycle — characteristics that directly shape how leveraged CFD positions should be sized and managed.

Post-earnings moves are the primary driver of SWKS's elevated realized volatility.

As reported by Reuters-sourced earnings coverage (August 2026), SWKS beat consensus Q3 FY2026 EPS estimates by $0.05 ($1.08 actual vs. $1.03 consensus) and revenue estimates by $14.8 million ($934.8 million actual vs. $920.28 million consensus) — continuing a pattern of earnings beats even as the stock traded in the upper-$60 range in the days following the announcement.

These recurring beat-and-guide cycles generate the kind of directional gap risk that leveraged CFD traders must actively manage.

The pending Qorvo acquisition adds another dimension: deal-related balance sheet considerations — including anticipated new debt financing — mean that merger event risk, regulatory decisions, financing confirmations, or deal disruption can generate outsized intraday and overnight moves entirely independent of the operating business.

BMO's initiation of coverage with a Market Perform stance in August 2026, explicitly tied to merger-related developments, underscores how deal overhang continues to shape institutional sentiment.

Given these dynamics, leverage selection should follow a tiered approach:

Trading Context	Suggested Leverage Range	Rationale
Directional multi-week thesis	5x – 20x	Absorbs normal cyclical swings and earnings gap risk
Earnings event positioning	10x – 30x	Binary outcome; defined stop-loss essential
Short-term momentum scalp (intraday)	50x – 200x	Tight entry/exit; maximum leverage reserved for this only
Post-gap fade or mean reversion	10x – 50x	Shorter duration reduces overnight risk

Maximum leverage (approaching 1000x) is appropriate only for the shortest-duration scalps where a trader is monitoring the position in real time with pre-defined exit levels. For most SWKS directional theses — which require surviving potential inventory-driven drawdowns, earnings volatility, and deal-related balance sheet risk — moderate leverage preserves the ability to stay in the trade.

The most material structural advantage CoinUnited.io offers SWKS traders is immediate post-earnings execution. Skyworks, like most US-listed equities, reports quarterly results after the NYSE close at 4:00 pm ET.

Traditional equity investors must wait until the next regular session at 9:30 am ET to act — a gap of approximately 17.5 hours during which price discovery occurs entirely in illiquid pre-market channels.

CoinUnited traders face no such constraint. When SWKS reported its Q3 FY2026 results on August 3, 2026 — beating consensus on both revenue and EPS per Reuters-reported earnings coverage — CoinUnited CFD traders could have initiated positions within minutes of the announcement, hours before NYSE participants could act on the same information.

The same applies to analyst rating changes, trade policy developments, and Apple supply chain disclosures that often cross the wire outside US market hours. BMO's Market Perform initiation on August 21, 2026 — crossing after the core earnings event had already settled — illustrates how analyst commentary can reset positioning well outside regular trading hours.

When ratings or guidance revisions of that nature land after the close, the ability to execute immediately rather than waiting for the NYSE open is the difference between capturing the initial directional move and chasing it.

Earnings-Driven Gap Strategy: The Beat-and-Fade Pattern

A tactically useful pattern for SWKS is what traders refer to as a beat-and-fade setup — where a strong earnings beat drives an immediate post-announcement pop that partially or fully reverses once the broader market opens and profit-taking begins.

SWKS's recurring pattern of beating consensus while the stock consolidates rather than trends higher — reflected in the upper-$60 trading range following the Q3 FY2026 beat — creates precisely the kind of mixed-signal environment where the initial algorithmic reaction and the subsequent institutional re-evaluation diverge.

The Q3 non-GAAP gross margin of 44.9% compared to Q2's 45% provides exactly the kind of sequential margin compression narrative that can dampen enthusiasm even on an EPS beat.

For CoinUnited traders, a structured approach to this pattern might look as follows:

Step 1 — Pre-earnings preparation: Identify the upcoming earnings date and review guidance context. Q3 FY2026 revenue of $934.8 million came in below Q2 FY2026's $944 million on a sequential basis, and non-GAAP gross margin contracted slightly from 45% to 44.9% — the key swing variables to monitor against future results.

Step 2 — Post-announcement entry: If results beat consensus on revenue and EPS (as occurred in Q3 FY2026 with $934.8 million in revenue beating the $920.28 million consensus and non-GAAP EPS of $1.08 beating the $1.03 consensus, per Reuters-reported earnings coverage), open a long CFD position immediately post-announcement on CoinUnited while NYSE is closed.

Step 3 — Profit target into the open: Set a partial profit target at or before the NYSE open gap, capturing the overnight momentum before institutional selling absorbs the move. In beats where margin trends are mixed or sequential revenue has softened — as seen between Q2 and Q3 FY2026 — the fade risk into the open is elevated.

Step 4 — Stop placement: Define a hard stop below the pre-announcement price to limit downside if results are reinterpreted negatively. Weak guidance, margin commentary, or customer concentration disclosures can reverse an initial beat quickly.

Risk Management Framework Specific to SWKS

Skyworks carries specific risk characteristics that require deliberate position-sizing discipline on a leveraged CFD platform:

Earnings beat frequency with margin sensitivity: Q3 FY2026 illustrated a pattern where SWKS beats both EPS and revenue consensus while simultaneously showing sequential margin compression — non-GAAP gross margin declined from 45% in Q2 FY2026 to 44.9% in Q3 FY2026, and GAAP gross margin came in at 40.1% (earnings summary coverage, August 2026).

This creates asymmetric post-announcement risk — the initial beat-driven gap can reverse sharply if market participants focus on the margin trajectory or sequential revenue softness rather than the consensus outperformance.

Merger-related balance sheet and analyst risk: The pending Qorvo acquisition continues to introduce a distinct risk layer. BMO's August 2026 Market Perform initiation — explicitly linked to merger-related developments — signals that institutional analysts are calibrating coverage around deal uncertainty rather than pure operating fundamentals.

Merger announcements, regulatory decisions, or deal-collapse scenarios can generate outsized overnight moves that position sizing must be built to survive.

Sequential revenue and margin dynamics: Q2 FY2026 revenue of $944 million and gross margin of 45% set a benchmark that Q3 FY2026 modestly undershot on both metrics ($934.8 million revenue, 44.9% non-GAAP gross margin).

With the stock trading in the upper-$60 range post-Q3, the near-term trajectory remains heavily dependent on whether the business can stabilize or grow revenue sequentially — the primary swing variable for long-positioned traders to monitor heading into each quarterly report.

Rather than specifying precise stop levels — which shift with market conditions — think in percentage terms: a stop representing a 10–15% drawdown from entry keeps risk defined while allowing the position to breathe through normal cyclical noise.

⚡1000x💰Fees down to 0%⏱️10s Start

SWKS ile İşlem Yapmaya Hazır Mısınız?

1000x'e kadar kaldıraç

Şimdi SWKS Ticaret Yapın

Key facts & how to trade

The essentials + how you access it on CoinUnited

Access & Tradability Comparison

A CoinUnited stock CFD vs holding the underlying shares — how, when, and in what form you get exposure. The stock price is everywhere; this comparison is the differentiator.

Terms	CoinUnited (CFD)	Holding shares (exchange)
Product form	Stock CFD (price exposure)	Equity ownership
Trading hours	Market session	Exchange regular hours
Leverage	Available (by product terms)	None / margin account needed
Shareholder rights	None (no voting; dividends as adjustment)	Voting + dividends
Access	Eligible users, by region + product	Brokerage account required

*Access and minimum vary by jurisdiction and product eligibility.

Temel bilgiler

Bu şirket hakkında en çok alıntılanan veriler, her biri kaynağıyla birlikte: okuyucular ve yapay zekâ yanıt motorları için hızlı başvuru kutusu.

Birincil kaynak: Wikidata

Kuruluş	2002
Genel merkez	Woburn
Sektör	semiconductor industry
Halka açıklık durumu	Halka açık: SWKSExchange
Piyasa değeri	$13B (as of 2026-09-13)CoinUnited reference x SEC shares
F/K	~28.7CoinUnited reference / SEC annual EPS
52 haftalık aralık	$54.16 – $92.27CoinUnited daily kline
Sonraki bilanço	2026-10-27Finnhub
CoinUnited ürünü	Hisse senedi CFD'si - yalnızca fiyat maruziyeti, hisse mülkiyeti değil (oy hakkı yoktur; temettüler düzeltme olarak yansıtılır); kaldıraç mevcuttur.CoinUnited product terms

Fiyat & Piyasa Yapısı

24S Aralık: $84.785→$92.29

24S Düşük

$84.785

24S Yüksek

$92.29

TEKLİF / SATIŞ

$88.32 / $88.43

Grafik yükleniyor...

Company & financials

Business model + audited SEC financials

What Is Skyworks Solutions (SWKS)?

TL;DR

Skyworks Solutions is a cash-generative RF/analog semiconductor supplier trading at depressed multiples relative to its semiconductor peers, offering value-oriented traders a cyclical recovery play on smartphone normalization and automotive/IoT diversification — accessible as a 24/7 CFD on CoinUnited with up to 1000x leverage.

Skyworks Solutions, Inc. (SWKS) is a radio-frequency (RF) semiconductor company that designs and manufactures analog and mixed-signal chips enabling wireless connectivity across a broad spectrum of devices and systems — from smartphones and automobiles to industrial IoT nodes, broadband infrastructure, and data-center applications.

In the company's own words: *"Skyworks Solutions, Inc. designs, manufactures, and markets a broad range of proprietary analog and mixed signal semiconductors that enable wireless connectivity across a growing number of applications."* (MarketWatch – Skyworks Solutions Inc. Company Profile, August 2026).

Understanding Skyworks means understanding where the RF signal chain lives inside virtually every premium mobile device, and why that positioning has been simultaneously the company's greatest competitive advantage and its most significant source of valuation risk.

Business Model and Core Products

Skyworks operates at the intersection of analog engineering and wireless communications. Its chips — filters, amplifiers, switches, power amplifiers, and front-end modules — manage the transmission and reception of wireless signals across cellular (4G/5G), Wi-Fi, Bluetooth, and other radio standards.

According to BMO Capital Markets (via MarketBeat, August 2026), Skyworks is a leading RF supplier to mobile handsets with products supporting both transmit and receive sides of the RF signal chain, supplying all major handset manufacturers including U.S. smartphone and Korean OEM vendors.

The company's operations span two primary business groupings: a mobile segment and a High Performance Analog / broad markets division addressing automotive, aerospace, defense, infrastructure, and industrial IoT markets. Notably, automotive and data-center applications have emerged as incremental demand drivers alongside the traditional mobile core (LineVest, August 2026).

These chips are not glamorous, but they are mission-critical: without a precisely engineered RF front-end, a 5G smartphone is simply a glass rectangle.

Skyworks traces its origins to the merger of Alpha Industries and the wireless communications division of Conexant. The company is headquartered in Irvine, California, employs approximately 10,000 people, and is a constituent of the S&P 500, according to MarketWatch's company profile (August 2026). Its fiscal year ends in September.

For the trailing twelve months ending around August 2026, the company reported revenue of $4.09 billion and net income of $477.1 million, per MarketWatch — reflecting an ongoing normalization period as the broader handset market navigates inventory cycles and competitive RF market dynamics.

Revenue Concentration and the Apple Dynamic

Historically, the majority of Skyworks' revenue has derived from RF front-end content supplied to major smartphone OEMs, with Apple representing the single most consequential customer relationship.

This concentration has defined SWKS's investment profile across multiple cycles: during the 5G handset upgrade wave, Skyworks outperformed as content-per-device expanded; as handset unit volumes softened and RF competition intensified, the stock de-rated sharply.

In Q3 fiscal 2026, Skyworks reported revenue of $934.8 million and non-GAAP EPS of $1.08, beating its revenue guidance, with notable strength in automotive and data-center segments (LineVest, August 2026). Non-GAAP gross margin for the quarter came in at 44.9%, with non-GAAP gross profit of approximately $420 million (Yahoo Finance, August 2026).

These figures suggest diversification efforts are beginning to gain measurable traction beyond the mobile core.

Traders reviewing the broader 2026 Stocks Market Outlook will note that the de-rating of cyclical RF semiconductor names is part of a wider rotation toward AI-adjacent compute hardware, even as Skyworks positions itself to capture AI data center connectivity opportunities.

Strategic Pivot and the Qorvo Merger

To reduce dependence on smartphone cyclicality, Skyworks has been actively diversifying into automotive electronics (EV connectivity, V2X communications), smart home IoT, and broadband and wireless infrastructure. This transition is ongoing and, as of August 2026, has not yet translated into a meaningful valuation premium.

The most significant strategic development remains the announced merger with Qorvo, which would combine two of the world's leading RF semiconductor companies into a substantial U.S.-based RF, analog, and mixed-signal solutions leader.

BMO Capital Markets, initiating coverage at "Market Perform" on August 21, 2026, highlighted that this combination would "materially reshape the RF front-end landscape" (MarketBeat, August 2026).

Execution accelerated materially in early August 2026: on August 3, Skyworks filed a Form 8-K with the SEC providing unaudited pro forma financial information for the proposed merger, including combined balance sheet and operating statements (SEC Form 8-K; GuruFocus, August 2026).

On August 4, Skyworks issued three tranches of senior unsecured notes totaling $2.0 billion — $800 million of 5.000% notes due 2028, $600 million of 5.750% notes due 2032, and $600 million of 6.250% notes due 2036 — to help finance approximately $3.0 billion in cash consideration for the planned combination (SEC Form 8-K; StockTitan, August 2026).

In conjunction with this capital raise, Skyworks suspended its quarterly dividend and authorized up to $2.0 billion in share repurchases through January 2029, signaling a deliberate shift from income-oriented capital returns to buybacks ahead of the proposed close (SimplyWall.St, August 2026).

Leverage traders should note that the debt issuance associated with this transaction introduces acquirer multiple compression risk worth pricing into position sizing.

Financial Snapshot

Metric	Value	Source
Trailing 12-Month Revenue	$4.09 billion	MarketWatch, August 2026
Trailing 12-Month Net Income	$477.1 million	MarketWatch, August 2026
Q3 FY2026 Revenue	$934.8 million	LineVest, August 2026
Q3 FY2026 Non-GAAP EPS	$1.08 per share	LineVest, August 2026
Q3 FY2026 Non-GAAP Gross Margin	44.9%	Yahoo Finance, August 2026
Cash and Investments (latest quarter)	$814 million	Yahoo Finance, August 2026
Total Debt (after note repayment)	$497 million	Yahoo Finance, August 2026
Q4 FY2026 Revenue Guidance	$1.01B–$1.06B	Yahoo Finance, August 2026
Debt Issuance for Qorvo Merger	$2.0 billion (3 tranches)	SEC Form 8-K, August 2026
Share Repurchase Authorization	$2.0 billion through Jan 2029	SimplyWall.St, August 2026
Employees	~10,000	MarketWatch, August 2026

Son güncelleme: 2026-08-30

Anahtar Gözlemler

SWKS has dramatically underperformed the Nasdaq Composite over multi-year horizons (5-year return of approximately -57%) despite consistent earnings beats, revealing a market structure problem: the stock is penalized for mobile RF concentration even as the company diversifies into automotive and IoT.
Earnings beats have not translated into sustained multiple expansion — Q2 FY2026 results beat on both revenue ($943.7M) and EPS ($1.15) yet were met with post-bounce selling pressure, indicating the stock is trading on narrative (AI vs legacy RF) rather than fundamentals alone.
The analyst consensus of 'Hold' with average price targets clustered near current trading levels (~$72-$75) signals a market in equilibrium: downside is cushioned by profitability and balance sheet strength, but upside is capped by slow handset demand growth and lack of AI-chip exposure.
Skyworks' strategic pivot toward automotive, IoT, and infrastructure represents a structural diversification thesis that is not yet priced into the stock — if execution accelerates, this creates asymmetric upside relative to the current low-expectation base.
With a market cap of approximately $10.4 billion and membership in the S&P 500, SWKS retains institutional relevance and index-driven liquidity, making it a viable vehicle for both directional trades and event-driven strategies around earnings and sector rotation catalysts.

Key Financials

Audited · SEC filings

Reported figures from the company’s latest SEC filings — each linked to its source filing and period.

$935M

Quarterly revenue

Q3 2026 · SEC 10-Q

$34M

Net income

Q3 2026 · SEC 10-Q

40.1%

Gross margin

Q3 2026 · SEC 10-Q

$0.22

Diluted EPS

Q3 2026 · SEC 10-Q

Quarterly revenue

$1.2B

$1.0B

$860M

$953MQ1 2025

$965MQ2 2025

~$1.10BQ4 2025

$1.04BQ1 2026

$944MQ2 2026

$935MQ3 2026

~ Q4 is not filed as a standalone quarter — it is the annual 10-K figure minus the three filed quarters.

Figures are from the company’s audited SEC filings; each carries its filing source and period. Not investment advice.

Machine-readable table — same figures, per-metric source

Metric	Value	Source
Quarterly revenue (Q3 2026)	$935M	SEC 10-Q
Net income (Q3 2026)	$34M	SEC 10-Q
Gross margin (Q3 2026)	40.1%	SEC 10-Q
Diluted EPS (Q3 2026)	$0.22	SEC 10-Q

SWKS vs. Competitors: RF Semiconductor Market Position

Skyworks Solutions competes in a concentrated RF semiconductor landscape where scale, diversification, and end-market exposure increasingly separate winners from laggards — and as of August 2026, those structural differences explain much of the valuation dispersion between SWKS and its closest peers.

The competitive picture has also been materially reshaped by the pending Skyworks-Qorvo combination, announced in October 2025, which would eliminate SWKS's largest U.S. RF rival as an independent entity.

The RF Competitive Landscape: Who the Players Are

According to Mordor Intelligence's *RF Front End Module Industry – Share, Trends & Growth* analysis (August 2026), the primary competitors in the RF front-end module market include Broadcom, Skyworks, Qorvo, Qualcomm-TDK RF360, and Murata — with these five firms collectively controlling approximately 60% of the global RF front-end module market in 2024.

TechInsights further notes that Skyworks and Qualcomm collectively round out the top tier, together controlling over 70% of the global RF front-end market, underscoring Skyworks' position among the largest RF front-end suppliers globally.

These firms effectively define the RF front-end supply chain for major smartphone OEMs worldwide.

The broader market they compete in has been materially upgraded in size estimates.

Mordor Intelligence now projects the global RF front-end module market will grow from $29.25 billion in 2025 to $33.06 billion in 2026, ultimately reaching $60.99 billion by 2031 at a 13.02% CAGR — a more aggressive growth trajectory than prior estimates, driven by 5G deployment, sub-6 GHz proliferation (which accounted for 73.45% of market size in 2025), automotive

electrification, and industrial connectivity.

Within the more narrowly defined mobile phone RF component segment, Skyworks holds an estimated 21% market share in 2026 — placing it among the top two vendors globally — in a market sized at approximately $40.2 billion, according to Industry Research Biz (*Mobile Phone RF Component Market Size, Share, Growth, and Industry Analysis*, August 2026).

Broadcom: Diversification as a Valuation Moat

The valuation divergence between AVGO and SWKS is not primarily an RF story — it is a diversification story. Broadcom has methodically reduced its dependence on smartphone RF revenue by building dominant positions in data center networking, custom AI accelerators (XPUs), and enterprise software through its VMware acquisition.

Broadcom remains one of the top five RF front-end module market leaders alongside Skyworks, Qorvo, Qualcomm-TDK RF360, and Murata per Mordor Intelligence, but its RF business is now embedded within a revenue base that benefits from AI infrastructure spending, hyperscaler capex cycles, and software recurring revenues — all of which command significantly higher forward multiples than

handset-exposed RF supply.

For traders evaluating pair trades between AVGO and SWKS, this structural difference is the primary driver of the valuation gap, not near-term RF market dynamics.

Qorvo: From Competitor to Pending Combination

Qorvo has historically represented the most direct apples-to-apples comparison with Skyworks — both RF-focused, both supplying smartphone OEMs, and both among the top five RF front-end module market leaders. That independent competitive dynamic is now superseded by the pending merger.

As of August 2026, Dealroom.co characterizes Skyworks as Qorvo's largest U.S. competitor and closest rival in radio-frequency chips, with Qorvo valued at approximately $8.41 billion and pursuing the combination to gain scale in RF chip making.

The deal, announced October 2025, is a roughly $22 billion transaction that would create a combined entity with approximately $7.7 billion in annual revenue and $2.1 billion in adjusted EBITDA, incorporating a $5.1 billion mobile franchise and a $2.6 billion broad-markets business, per Alphastreet.

The near-term revenue scale differential is already visible: Skyworks' Q3 FY2026 revenue of $934.8 million runs approximately 19% higher than Qorvo's Q1 FY2027 revenue of $784.8 million, illustrating Skyworks' larger near-term RF scale ahead of the planned combination, per Sina Finance's August 2026 comparative analysis.

For leveraged traders, the transaction introduces acquirer-specific risk during the integration period and warrants pricing in potential multiple compression on SWKS until deal close and integration milestones are established.

NXP Semiconductors: A Benchmark for Automotive Conviction

Against NXP Semiconductors (NXPI), the performance divergence as of August 2026 remains instructive for sector rotation traders. NXP's automotive and industrial mixed-signal positioning has attracted significantly stronger institutional conviction, as the market prices in secular growth from vehicle electrification and ADAS adoption.

Skyworks' heavier smartphone dependency, by comparison, has translated into a structurally lower forward multiple despite comparable analog engineering capabilities.

Importantly, Skyworks' own Q3 FY2026 earnings call (July 2026) highlighted double-digit year-over-year growth in automotive and data center within its broad markets segment — suggesting SWKS is actively pursuing the same end-market pivot that has driven NXP's re-rating, though from a much smaller diversification base.

The Globe and Mail's August 2026 coverage of the Skyworks-Qorvo merger also noted that the combined entity would supply RF and front-end components across smartphones, infrastructure, automotive, and IoT markets, reinforcing the strategic intent to broaden beyond handsets.

The Apple In-House RF Threat

One structural overhang that differentiates Skyworks from peers without heavy Apple exposure is the well-documented risk of Apple developing in-house RF front-end components. Apple's vertical integration strategy — already executed in application processors, modems (via the internal modem program), and Wi-Fi chips — represents a long-term threat to Skyworks' content-per-device economics.

This risk is reinforced by Q3 FY2026 data: mobile represented 57% of Skyworks' total revenue at $934.8 million for the quarter, with the largest single customer accounting for approximately that same proportion of total revenue — an extraordinary concentration that embeds Apple-specific execution risk into every quarter.

Per CEO Phil Brace on the Q3 FY2026 earnings call, mobile revenue was "supported by healthy sell-through at our largest mobile customer and strong execution of new product ramps at our largest Android customer."

This is not a near-term binary event, but it is a recognized structural discount embedded in SWKS's forward multiple, and it is a risk that does not apply equally to the combined entity's more Android-diversified Qorvo book or to Broadcom's and NXP's non-handset businesses.

SWKS Relative to the Nasdaq: Quantifying the AI Rotation Penalty

The index-relative performance gap remains one of the starkest competitive contexts for leveraged traders.

The Nasdaq Composite's strong run driven by AI infrastructure investment has left RF-focused, handset-levered names like SWKS as relative value orphans — a dynamic that directly quantifies what might be called the AI rotation penalty, with institutional capital migrating toward high-performance compute and data center exposure.

Whether this gap represents a mean-reversion opportunity or a justified structural discount depends on whether SWKS's automotive, Wi-Fi, and data center diversification thesis can accelerate enough to re-rate the stock.

Q3 FY2026 results offered partial encouragement: broad markets grew 8% year-over-year, and CEO Brace noted that Wi-Fi, data center, and automotive collectively "grew 15% year-over-year" and represented nearly two-thirds of the broad markets segment.

The July 2026 launch of the Sky5 5G NR front-end module targeted at U.S. mid-band 5G, with reported carrier approval, also reinforces Skyworks' active product roadmap in the segment.

SWKS's Retained Differentiation

Despite competitive headwinds, Skyworks retains genuine technological differentiation in filter integration and RF system-in-package (SiP) architectures — complex multi-chip assemblies that integrate power amplifiers, filters, switches, and duplexers into a single compact module.

These SiP solutions are difficult to replicate quickly and represent a meaningful switching cost for OEM customers mid-design-cycle. This technical moat is one reason Skyworks ranks among the top five RF front-end module industry leaders per

Valuation & peers

Multiples vs peers + third-party analyst targets

Peer Valuation Comparison

How this stock trades versus comparable listed companies on trailing valuation multiples.

Company	Market cap	P/E	P/S
Skyworks Solutions, Inc. · SWKS	$13.3B	45.5x	3.3x
Tower Semiconductor Ltd. · TSEM	$23.9B	82.5x	13.9x
Entegris, Inc. · ENTG	$21.4B	70.2x	6.4x
MACOM Technology Solutions Holdings, Inc. · MTSI	$21.0B	85.9x	18.0x
Lattice Semiconductor Corporation · LSCC	$16.4B	452.8x	25.2x
Akamai Technologies, Inc. · AKAM	$15.5B	37.6x	3.6x

Third-party ratios (FMP), trailing twelve months. Multiples vary by data window; a negative or absent P/E means the company is loss-making. Not investment advice.

Analyst Price Targets

Buy

Wall Street sell-side analysts’ consensus 12-month price target and rating for this stock.

Consensus target

$71.75-18.8%

Target range

$52.00 – $85.00

Price-target coverage

8 analysts

Analyst ratings (60)

Buy 35Hold 23Sell 2

Targets by firm

Latest target from each of the 8 firms whose call was reported in the past 180 days. Each row links to the report.

Firm	Target	vs current
BMO Capital2026-08-20 · TheFly	$70.00	-20.8%
RBC Capital2026-07-29 · TheFly	$70.00	-20.8%
Morgan Stanley2026-07-29 · TheFly	$72.00	-18.5%
Mizuho Securities2026-07-29 · TheFly	$52.00	-41.2%
Stifel Nicolaus2026-07-29 · TheFly	$70.00	-20.8%
UBS2026-07-29 · TheFly	$70.00	-20.8%
Craig-Hallum2026-05-06 · TheFly	$85.00	-3.8%
KeyBanc2026-05-06 · TheFly	$85.00	-3.8%

Source: aggregated sell-side analyst consensus · as of 2026-09-13. These are third-party analyst opinions — not CoinUnited’s view, not a price prediction, and not investment advice.

Scenario calculator

Pick a third-party reference level and see what it implies at leverage. Reference levels only - not a CoinUnited forecast.

Scenario price

$88.38

+0.0% vs current

Your margin (USD)Leverage

Position size $100,000.00

P&L at this scenario (long)

+$0.00

Loss if liquidated -$1,000.00 (the full margin)

Liquidation price (long): $87.49 — a move of -1.0%

Trade SWKS

Simplified: excludes fees, funding and slippage. Reference levels are third-party marks (CoinUnited daily kline; aggregated sell-side analyst targets), not forecasts. Leverage magnifies losses as much as gains - at high leverage a small adverse move liquidates the position. Not investment advice.

Catalysts & news

Dated third-party developments · newest first

Catalyst Timeline

Dated third-party developments that move the stock — newest first, each classified bullish or bearish and linked to its source.

2024-07-30
Chip manufacturer reports Q revenue down to $905.5M YoY▼ Bearish
For the quarter concluding on June 28, the chip manufacturer reported revenues of $905.5 million, a decrease from $1.07 billion recorded the previous year.
Reuters
2024-05-09
Wolfe Research downgrades Skyworks Solutions▼ Bearish
7:54 a.m.: Wolfe Research lowers its rating on Skyworks Solutions. Wolfe Research suggests that investors seeking a rebound candidate post-earnings season might want to look beyond Skyworks Solutions.
CNBC
2024-04-30
Semiconductor firm guides Q revenue to $900M, below estimate▼ Bearish
The semiconductor firm anticipates its revenue for the upcoming quarter will be around $900 million, with a margin of error of 2%, which is significantly lower than the average analyst prediction of $1.02 billion, as reported by LSEG data.
Reuters

Machine-readable table — same developments, with source

Recent third-party developments classified bullish / bearish for the stock; verbatim, sourced.

Date	Development	Direction	Source
2024-07-30	For the quarter concluding on June 28, the chip manufacturer reported revenues of $905.5 million, a decrease from $1.07 billion recorded the previous year.	▼ Bearish	Reuters
2024-05-09	7:54 a.m.: Wolfe Research lowers its rating on Skyworks Solutions. Wolfe Research suggests that investors seeking a rebound candidate post-earnings season might want to look beyond Skyworks Solutions.	▼ Bearish	CNBC
2024-04-30	The semiconductor firm anticipates its revenue for the upcoming quarter will be around $900 million, with a margin of error of 2%, which is significantly lower than the average analyst prediction of $1.02 billion, as reported by LSEG data.	▼ Bearish	Reuters

Ana Çıkarımlar

•SWKS has dramatically underperformed the Nasdaq Composite over multi-year horizons (5-year return of approximately -57%) despite consistent earnings beats, revealing a market structure problem: the stock is penalized for mobile RF concentration even as the company diversifies into automotive and IoT.
•Earnings beats have not translated into sustained multiple expansion — Q2 FY2026 results beat on both revenue ($943.7M) and EPS ($1.15) yet were met with post-bounce selling pressure, indicating the stock is trading on narrative (AI vs legacy RF) rather than fundamentals alone.
•The analyst consensus of 'Hold' with average price targets clustered near current trading levels (~$72-$75) signals a market in equilibrium: downside is cushioned by profitability and balance sheet strength, but upside is capped by slow handset demand growth and lack of AI-chip exposure.
•Skyworks' strategic pivot toward automotive, IoT, and infrastructure represents a structural diversification thesis that is not yet priced into the stock — if execution accelerates, this creates asymmetric upside relative to the current low-expectation base.
•With a market cap of approximately $10.4 billion and membership in the S&P 500, SWKS retains institutional relevance and index-driven liquidity, making it a viable vehicle for both directional trades and event-driven strategies around earnings and sector rotation catalysts.

Ownership

Top institutional holders (SEC Form 13F)

Top Institutional Holders

SEC 13F

The largest institutional shareholders, from SEC Form 13F filings — who holds the stock and how much.

Institution	Shares	Value	% of shares
BlackRock, Inc.	21.4M	$1.1B	14.25%
Pzena Investment Management LLC	16.1M	$862.6M	10.71%
Vanguard Portfolio Management LLC	10.1M	$541.6M	6.72%
Vanguard Capital Management LLC	9.8M	$523.5M	6.50%
State Street Corp.	8.4M	$451.9M	5.61%
Invesco Ltd.	6.3M	$337.1M	4.18%
Geode Capital Management, LLC	5.8M	$313.5M	3.88%
FIL Ltd	5.2M	$278.8M	3.46%
Charles Schwab Investment Management Inc.	4.9M	$264.1M	3.28%
Dimensional Fund Advisors LP	4.6M	$247.0M	3.07%

Source: SEC Form 13F filings · 668 institutional holders · as of 31-MAR-2026. 13F data is quarterly and lagged (filed ~45 days after quarter-end) and covers US institutional managers (>$100M AUM) only — not insiders, retail, or foreign holders. Not investment advice.

Understand the risks

Read before trading

Trading Risks

An honest, up-front list of the risks — both out of respect for the trader and as a YMYL compliance requirement.

Leverage / Liquidation

High leverage means a small adverse move can trigger forced liquidation and loss of your full margin.

High-valuation volatility

A high P/E stock is very sensitive to interest-rate and narrative shifts; swings can be large.

Session gaps

After-hours and weekend gaps; extended-hours liquidity is thinner than the regular session.

Basis risk

The CFD reference price can diverge from the exchange execution price.

Earnings volatility

Price swings widen around earnings dates and other scheduled disclosures.

Regulatory / event

Recalls, policy changes, or company-specific events can cause sharp moves.

Reference

FAQ & glossary

Sıkça Sorulan Sorular

Skyworks Solutions designs and manufactures analog and mixed-signal RF (radio frequency) semiconductors — the chips that handle wireless signal transmission and reception inside smartphones, cars, smart home devices, and networking equipment. Their product portfolio includes RF front-end modules, amplifiers, filters, and integrated circuits that sit between the antenna and the digital processor in virtually every wireless device. Think of them as the 'plumbing' that makes wireless communication actually work at the hardware level. Apple has historically been Skyworks' single largest customer, accounting for a significant portion of annual revenue — some estimates have placed Apple-related sales at roughly 50-60% of total revenue in peak years. Samsung and other Android OEMs round out the handset customer base. Beyond smartphones, Skyworks supplies automotive OEMs and Tier 1 suppliers for connected car applications, as well as industrial and IoT customers. This customer concentration in premium smartphones is a defining characteristic of the SWKS investment thesis, creating both upside leverage during iPhone upgrade supercycles and meaningful downside risk when handset demand softens.

Sözlük

Borsada işlem gören hisse senetleri ve CFD'lerin temel terimleri, her biri tek satırda: sayfanın hem okuyucular hem de yapay zekâ yanıt motorları için belirsizlikten uzak olması için.

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Brüt kâr marjı	Brüt kâr / gelir; ürün düzeyindeki kârlılığı yansıtır.
Hisse başına kazanç	Hisse başına kazanç = net kâr / seyreltilmiş dolaşımdaki hisse sayısı.

sembol

SWKS

Pazarlar

Hisse Senetleri

CU Ürün Kodu

SWKS

Etiketler

Corporate Debt Refinancing Senior Notes

Source Map

Every figure on this page traces to a primary or named third-party source. "As of" dates the source; "last checked" dates our most recent read of it.

Every figure here is also published as machine-readable data, and re-checked on a schedule so a stale one shows up as stale. View the raw data

Field	Value	Source	As of	Last checked
Reference price	live	CoinUnited stock CFD reference (live)	—	—	—
Market cap	$13B	CoinUnited reference x SEC shares	2026-09-13	2026-09-13	—
P/E	~28.7	CoinUnited reference / SEC annual EPS	—	2026-09-13	—
52-week range	$54.16 – $92.27	CoinUnited daily kline	—	2026-09-13	—
Next earnings	2026-10-27	Finnhub	—	2026-09-13	—
Quarterly revenue	$935M	SEC 10-Q	Q3 2026	2026-09-13	View
Net income	$34M	SEC 10-Q	Q3 2026	2026-09-13	View
Gross margin	40.1%	SEC 10-Q	Q3 2026	2026-09-13	View
Diluted EPS	$0.22	SEC 10-Q	Q3 2026	2026-09-13	View
Institutional ownership	10 top holders	SEC Form 13F	31-MAR-2026	2026-09-13	View
Analyst price targets	$71.75 consensus	Aggregated sell-side analyst consensus	2026-09-13	2026-09-13	—
Peer valuations	6 peers	Third-party ratios (FMP), trailing twelve months	2026-09-13	2026-09-13	—
Founded	2002	Wikidata	—	2026-09-13	—
Headquarters	Woburn	Wikidata	—	2026-09-13	—
Industry	semiconductor industry	Wikidata	—	2026-09-13	—
CoinUnited product	Stock CFD — price exposure, not equity (no voting; dividends reflected as adjustment); leverage available	CoinUnited product terms	—	2026-09-13	—

Yazar Hakkında

CoinUnited.io Research Team

This Skyworks Solutions, Inc. page is compiled by CoinUnited.io's research team: analysts covering listed equities and global markets, working from primary filings and named third-party data rather than opinion.

Araştırma Metodolojimiz

Every figure is traced to a primary or named third-party source and dated: financial statements from the company’s SEC filings, institutional ownership from Form 13F, analyst targets from aggregated third-party coverage, and market data from the CoinUnited reference price. The Source Map on this page lists each one with its source and the date we last checked it.

Disclaimer: content is for informational and educational purposes only and is not personalized financial advice. A stock CFD carries significant risk and provides price exposure only, not equity ownership. Always conduct your own research and consult a qualified financial advisor.

Feragatnameler & Referanslar

Önemli Risk Uyarısı

A CoinUnited stock CFD gives price exposure to Skyworks Solutions, Inc. only, not equity ownership: no shareholder voting rights, no dividends, and no settlement in the underlying share.

Leverage magnifies losses as well as gains, and a position can be liquidated long before the underlying share price recovers. The underlying listing trades on exchange hours, so the reference price can gap between sessions.

Kullanıcıların, herhangi bir yatırım kararı almadan önce kendi araştırmalarını yapmaları ve nitelikli finans profesyonellerine danışmaları önerilir. Bu platformun oluşturucuları ve işletmecileri, sağlanan bilgilere dayanarak oluşabilecek herhangi bir finansal kayıp veya diğer zararlar için hiçbir sorumluluk kabul etmezler.

Leveraged trading is extremely risky and you may lose your entire deposit.

Metodoloji Genel Bakış

Figures on this page are compiled from primary and named third-party sources, not produced by a forecasting model. Each one carries its source and date in the Source Map above.

Financial statements: the company’s own SEC filings (10-K / 10-Q), read from XBRL
Market data: the CoinUnited reference price and daily closes
Institutional ownership: SEC Form 13F quarterly filings
Analyst targets: aggregated third-party sell-side coverage — third-party opinion, not CoinUnited’s view
Peer multiples: third-party trailing-twelve-month ratios

CoinUnited does not publish a price forecast or target for Skyworks Solutions, Inc..

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