Skyworks Solutions, Inc. (SWKS) AI Stock Analysis

Skyworks Solutions, Inc. designs, develops, manufactures, and markets proprietary semiconductor products globally. Its product lineup includes amplifiers, antenna tuners, digital radios, filters, voltage regulators, wireless analog system on chip products, DC/DC converters, and optocouplers. The company also produces technical ceramics and timing devices. These components serve markets such as aerospace, automotive, broadband, cellular infrastructure, medical devices, and consumer electronics, including smartphones, tablets, and wearables. Headquartered in Irvine, California, Skyworks distributes products through direct sales channels, electronic component distributors, and independent sales representatives across the United States, China, South Korea, Taiwan, Europe, and other regions.

Skyworks experienced several consecutive years of contraction following FY2022, when revenue peaked at $5.49B with a net margin of 23.2%. By FY2024, revenue dropped 12.5% to $4.18B, and in FY2025 revenue declined 2.2% to $4.09B as net income fell to $477.1M with an 11.7% net margin. Operating margin compressed from 31.6% in FY2021 to 12.2% in FY2025. In the latest quarter ended June 30, 2026, revenue decreased 3.1% year-over-year, while quarterly earnings dropped 68.6%. Over the five years from FY2020 to FY2025, revenue achieved a compound annual growth rate of 4.0%.

As of June 30, 2026, Skyworks held $799.2M in cash and short-term investments against total debt of $681.1M, yielding a positive net cash position of $118.1M. The company maintains a conservative capital structure with a debt-to-equity ratio of 0.12 and a current ratio of 3.10. Total assets stood at $7.42B against shareholders' equity of $5.74B. In FY2025, operating cash flow was $1.30B, supporting $195.0M in capital expenditures, $432.6M in dividends paid, and $44.4M in share buybacks.

At $79.70 per share, Skyworks carries a market capitalization of $18.74B and an enterprise value of $13.42B. The stock trades at a trailing price-to-earnings multiple of 41.3x, above the 30.8x median of its S&P 500 Technology peers. Its forward price-to-earnings ratio is 17.8x, lower than the peer median of 20.9x. The company's enterprise value to EBITDA sits at 16.4x compared to the peer median of 19.9x. Over the past year, the stock returned 10.5%, lagging the 16.8% return of the S&P 500 benchmark SPY.

Wall Street coverage includes 2 Strong Buy, 1 Buy, 19 Hold, 1 Sell, and 1 Strong Sell ratings. The mean price target of $76.04 implies a 4.6% discount to the last close of $79.70. Analysts forecast FY2026 revenue of $3.95B and earnings per share of $5.03, representing a 15.2% decline. For FY2027, consensus estimates project revenue of $7.57B and earnings per share of $5.70. Skyworks beat consensus earnings estimates in all 4 of the last 4 quarters, with its next earnings report scheduled for October 27, 2026.

This page is an AI-written research summary of Skyworks Solutions, Inc. (SWKS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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