SWKS stock sentiment todaySkyworks Solutions, Inc.
Sentiment verdict
Gossip first, financials second — COLD at 78% confidence.
Last updated · cached analysis, refreshes periodically
SWKS
Skyworks Solutions, Inc.Skyworks is caught in a 'value trap' cycle driven by extreme Apple concentration and a stagnant smartphone recovery.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for SWKS. Not financial advice.
Price · last 12 months
Gossip
The narrative is dominated by 'Apple fatigue' and market share loss concerns. Investors are worried about Apple's internal 5G modem development and a shifting RF landscape where content gains have plateaued.
- ·Heavy reliance on iPhone replacement cycles
- ·Perceived loss of RF socket share to Broadcom and Qorvo
- ·Lack of meaningful diversification into AI/Datacenter compared to peers
Financial
While Skyworks maintains high margins and strong free cash flow, revenue growth has turned negative. The valuation looks cheap on a P/E basis, but it reflects a lack of top-line catalysts.
- ·Forward P/E around 11x, significantly below 5-year average
- ·Operating margins remain robust near 25-30%
- ·Inventory levels have been elevated but are slowly normalizing
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Over 60% revenue concentration with a single customer (Apple)
- ·Slowdown in broad markets (IoT, Auto, Industrial)
- ·Increased competition from Chinese domestic RF suppliers
Peer temperature
How direct competitors stack up against SWKS right now.
- NEUTRALQRVOQorvo, Inc.
NEUTRAL — Similar mobile exposure but showing slightly better traction in Android mid-tier recovery.
See full analysis → - HOTAVGOBroadcom Inc.
HOTTER — Superior AI infrastructure tailwinds and software recurring revenue offset any mobile volatility.
See full analysis → - NEUTRALADIAnalog Devices, Inc.
HOTTER — More diversified industrial/automotive end-markets provide a more defensive profile than Skyworks' mobile focus.
See full analysis →
- SWKS+10.5%
- QRVO+8.0%
- AVGO-14.4%
- ADI-4.1%
Analyst price target
Consensus average of 12 analysts · median 70.00
Source: StockAnalysis.com · updated 2026-08-21
AI-generated analysis for informational purposes only. Not financial advice.