Skyworks Solutions, Inc. (SWKS) Stock Price & Analysis
Skyworks Solutions, Inc. (SWKS) closed at USD 82.39 on Thursday, October 22, 2026, up 0.21% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 82.22; the Oct 22, 2026 session ranged USD 80–82.51 on volume of 3,515,660 shares. Market capitalization is $19.38B, with a 52-week range of USD 51.93–92.8 (NMS). Source: Nexqual, retrieved October 23, 2026 at 08:37 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SWKS.md
Key facts (SWKS)
- Last four reported quarters (through Jul 3, 2026): revenue $4.01B, net income $290M (7.2% margin), free cash flow $434M (SEC filings).
- Valuation: P/E 66.8x (avg 22.7x at the last 3 fiscal year-ends), EV/EBITDA 32.1x, net cash $302M.
- 1 of 80 tracked superinvestors hold SWKS (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Hold (mean 2.96 on a 1–5 scale) (24 analysts), mean target USD 77.51 (range 61–107).
- Total return with dividends: 1Y +12.3% vs S&P 500 +14.9%; 5Y -42.5% vs S&P 500 +80.3%.
- Next earnings: 2026-11-03, EPS estimate USD 1.27, revenue estimate $1.04B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SWKS)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $5.11B | $5.49B | $4.77B | $4.18B | $4.09B | $4.01B |
| Gross profit | $2.51B | $2.60B | $2.11B | $1.72B | $1.68B | — |
| Operating income | $1.61B | $1.53B | $1.13B | $637M | $500M | $305M |
| Net income | $1.50B | $1.28B | $983M | $596M | $477M | $290M |
| EPS (diluted) | $8.97 | $7.81 | $6.13 | $3.69 | $3.08 | — |
| Free cash flow | $1.13B | $935M | $1.65B | $1.67B | $1.11B | $434M |
| Gross margin | 49.2% | 47.5% | 44.2% | 41.2% | 41.2% | — |
| Operating margin | 31.6% | 27.8% | 23.6% | 15.3% | 12.2% | 7.6% |
| Net margin | 29.3% | 23.2% | 20.6% | 14.3% | 11.7% | 7.2% |
| Revenue growth | +52.3% | +7.4% | -13.0% | -12.5% | -2.2% | — |
| Cash + short-term investments | $1.02B | $586M | $734M | $1.56B | $1.37B | — |
| Total debt | $2.24B | $2.19B | $1.29B | $994M | $996M | — |
Fiscal years end Oct. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 3, 2026) (SWKS)
P/E 66.8x · P/S 4.8x · EV/EBITDA 32.1x · EV/Sales 4.8x · P/FCF 44.6x · P/B 3.4x · FCF yield 2.24% · Earnings yield 1.50% · Dividend yield (paid, TTM) 2.20% · Net cash $302M · EV $19.1B
P/E at fiscal year-ends: Oct 2025 25.3x, Sep 2024 26.8x, Sep 2023 16.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (SWKS)
1 of 80 tracked investors hold SWKS. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 3.18% | $1.08B | Reduced -0.8% |
Analysts (SWKS)
Consensus Hold (mean 2.96 on a 1–5 scale), 24 analysts; mean target USD 77.51 (low 61, high 107).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | Susquehanna | Target raised | Neutral | $65 → $90 |
| 2026-10-09 | Mizuho | Target raised | Underperform | $52 → $61 |
| 2026-10-06 | Citigroup | Target raised | Neutral | $64 → $90 |
| 2026-10-06 | B. Riley Securities | Upgrade | Neutral → Buy | $68 → $107 |
| 2026-10-01 | RBC Capital | Target raised | Sector Perform | $70 → $95 |
| 2026-08-21 | BMO Capital | Initiated | Market Perform | $70 |
| 2026-07-29 | Morgan Stanley | Target lowered | Equal-Weight | $76 → $72 |
| 2026-07-29 | JP Morgan | Target lowered | Neutral | $70 → $65 |
| 2026-07-29 | Stifel | Target lowered | Hold | $75 → $70 |
| 2026-07-29 | TD Cowen | Target lowered | Hold | $75 → $65 |
| 2026-07-29 | Mizuho | Target lowered | Underperform | $55 → $52 |
| 2026-07-29 | UBS | Target raised | Neutral | $65 → $70 |
Total return (dividends reinvested) (SWKS)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +12.3% | -42.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +12.3% | -10.5% |
| Volatility (annualized) | 50.9% | 38.7% |
| Max drawdown | -33.0% (Oct 2025→Mar 2026) | -65.5% (Oct 2021→Mar 2025) |
SWKS revenue by region (quarter ended Jul 3, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $704.9M | 75.4% | -2.7% |
| Taiwan | $72.5M | 7.8% | -4.4% |
| China | $66.6M | 7.1% | +3.1% |
| EMEA | $45.3M | 4.8% | +2.0% |
| South Korea | $35.9M | 3.8% | -21.1% |
| Asia Other | $9.6M | 1.0% | -4.0% |
| Total revenue | $934.8M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
SWKS suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Apple (AAPL) | “In each of the fiscal years ended October 3, 2025 ("fiscal 2025"), September 27, 2024 ("fiscal 2024"), and September 29, 2023 ("fiscal 2023"), Apple, through sales to multiple distributors and contract manufacturers for multiple applications including smartphones, tablets, desktop and notebook computers, watches, and other devices, constituted more than ten percent of our net revenue.” |
| Customer | Amazon (AMZN) | “Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.” |
| Customer | Cisco (CSCO) | “Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.” |
| Customer | Alphabet (Google) (GOOGL) | “Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.” |
| Customer | Honeywell (HON) | “Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.” |
| Customer | Lenovo | “Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.” |
| Customer | Microsoft (MSFT) | “Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.” |
| Customer | Samsung Electronics | “Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.” |
| Customer | Sony (SONY) | “Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.” |
| Customer | Tesla (TSLA) | “Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.” |
| Customer | Xiaomi | “Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.” |
| Competitor | Qorvo (QRVO) | “Our competitors include Analog Devices, Broadcom, Cirrus Logic, Murata Manufacturing, NXP Semiconductors, Qorvo, Qualcomm, and Texas Instruments.” |
| Competitor | Analog Devices (ADI) | “Our competitors include Analog Devices, Broadcom, Cirrus Logic, Murata Manufacturing, NXP Semiconductors, Qorvo, Qualcomm, and Texas Instruments.” |
| Competitor | Broadcom (AVGO) | “Our competitors include Analog Devices, Broadcom, Cirrus Logic, Murata Manufacturing, NXP Semiconductors, Qorvo, Qualcomm, and Texas Instruments.” |
| Competitor | Cirrus Logic (CRUS) | “Our competitors include Analog Devices, Broadcom, Cirrus Logic, Murata Manufacturing, NXP Semiconductors, Qorvo, Qualcomm, and Texas Instruments.” |
| Competitor | NXP Semiconductors (NXPI) | “Our competitors include Analog Devices, Broadcom, Cirrus Logic, Murata Manufacturing, NXP Semiconductors, Qorvo, Qualcomm, and Texas Instruments.” |
| Competitor | Qualcomm (QCOM) | “Our competitors include Analog Devices, Broadcom, Cirrus Logic, Murata Manufacturing, NXP Semiconductors, Qorvo, Qualcomm, and Texas Instruments.” |
| Competitor | Texas Instruments (TXN) | “Our competitors include Analog Devices, Broadcom, Cirrus Logic, Murata Manufacturing, NXP Semiconductors, Qorvo, Qualcomm, and Texas Instruments.” |
Quoted from the company's 10-K filed Nov 7, 2025.
Companies that name SWKS in their SEC reports
| Relationship to SWKS | Company | Filing | Sentence |
|---|---|---|---|
| competitor | AXT INC (AXTI) | 10-K Mar 17, 2026 | “We face competition for our wafer substrate products from other manufacturers of substrates, such as Sumitomo, JX, Freiberger, Umicore, Vital and CCTC, and from companies, such as Qorvo and Skyworks, that are actively considering alternative materials to GaAs and marketing semiconductor devices using these alternative materials.” |
| competitor | MACOM Technology Solutions Holdings, Inc. (MTSI) | 10-K Nov 14, 2025 | “We primarily compete with Analog Devices, Inc. ("ADI"), Broadcom Inc. ("Broadcom"), Credo Technology Group Holding Ltd. ("Credo"), Marvell Technology Inc. ("Marvell"), MaxLinear Inc. ("MaxLinear"), Microchip Technology Incorporated ("Microchip"), NXP Semiconductors N.V. ("NXP"), Qorvo, Inc. ("Qorvo"), Semtech Corporation ("Semtech"), Skyworks Solutions, Inc. ("Skyworks") and Sumitomo Electric Device Innovations, I…” |
| partner | QUALCOMM INC/DE (QCOM) | 10-K Nov 5, 2025 | “Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.” |
SWKS customer concentration
In the period ended Oct 3, 2025, a single direct customer accounted for 67% of revenue, per the company's 10-K filed Nov 7, 2025. The company does not name it.
SWKS analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.27 | $1.30 | -2.4% | $1.04B | 20 |
| Next quarter (ends Dec 2026) | $1.55 | $1.37 | +13.2% | $2.00B | 5 |
| Current fiscal year (ends Sep 2026) | $5.03 | $5.00 | +0.5% | $3.95B | 23 |
| Next fiscal year (ends Sep 2027) | $5.89 | $5.13 | +14.7% | $7.60B | 6 |
SWKS options: expected move
Options price a move of about ±13.9% (±$11.45) by Nov 20, 2026, which includes earnings on Nov 3, 2026. Over the last 8 reports the stock moved ±5.9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 62.0% | ±13.9% |
| Dec 18, 2026 | 56 | 55.4% | ±17.3% |
| Jan 15, 2027 | 84 | 54.9% | ±21.0% |
| Feb 19, 2027 | 119 | 56.6% | ±25.6% |
| Mar 19, 2027 | 147 | 54.1% | ±27.1% |
| May 21, 2027 | 210 | 54.5% | ±32.5% |
| Jun 17, 2027 | 237 | 54.3% | ±34.3% |
| Sep 17, 2027 | 329 | 54.8% | ±40.6% |
30-day implied volatility 61% vs 65.8% realized over the last 30 trading days. Put/call ratio (volume) 0.55. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 08:37 UTC)
| Price | USD 82.39 |
|---|---|
| Change | ▲ 0.21% (up) |
| Previous Close | USD 82.22 |
| Open | USD 80.45 |
| Day Range | USD 80 – 82.51 |
| 52-Week Range | USD 51.93 – 92.8 |
| Volume | 3,515,660 shares |
| Market Cap | $19.38B |
| Exchange | NMS |
Technical Analysis (SWKS)
Nexqual's technical model rates SWKS "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 08:37 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 55.72 (neutral) |
| vs SMA50 | Above (USD 78.36) |
| MACD | 0.05 (positive) |
Analyst Ratings (SWKS)
Wall Street analysts rate SWKS "Hold" based on 24 analysts, with a mean price target of USD 77.51 (range USD 61–107), per Nexqual as of October 23, 2026 at 08:37 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 24 |
| Mean Target | USD 77.51 |
| High Target | USD 107 |
| Low Target | USD 61 |
| Buy / Hold / Sell | 3 / 19 / 2 |
Earnings (SWKS)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 1.27 |
| Revenue Estimate | $1.04B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.08 vs est 1.03 ▲ beat |
| 2026-03-31 | USD 1.15 vs est 1.04 ▲ beat |
| 2025-12-31 | USD 1.54 vs est 1.4 ▲ beat |
| 2025-09-30 | USD 1.76 vs est 1.53 ▲ beat |
Source: Nexqual, October 23, 2026 at 08:37 UTC.
Financials & Fundamentals (SWKS)
| Total Revenue | $4.01B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -3.10% |
| Gross Margin | +40.73% |
| Operating Margin | +8.82% |
| Profit Margin | +7.23% |
| ROE | +5.09% |
| Debt / Equity | 0.12 |
| Current Ratio | 3.1 |
| Total Cash | $799.20M |
| Total Debt | $681.10M |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $434.20M (10.8% of revenue) |
Source: Nexqual, October 23, 2026 at 08:37 UTC.
Financial Health Score (SWKS)
Nexqual rates Skyworks Solutions, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 08:37 UTC.
| Growth | Weak — Revenue -2% YoY (annual), declining |
|---|---|
| Profitability | Strong — Gross margin 41%, operating 9% (last 12 months) |
| Balance Sheet | Strong — $799M cash and investments vs $497M debt (Jul 2026, SEC), net cash |
| Cash Flow | Solid — FCF $434M (last 4 quarters to Jul 2026, SEC), 11% margin |
| Efficiency | Mixed — ROE 5%, ROA 3.4% |
Ownership (SWKS)
| Insider Ownership | +0.39% |
|---|---|
| Institutional Ownership | +83.28% |
| Shares Outstanding | 235.17M |
| Float | 149.43M |
| Short % of Float | +29.32% |
Source: Nexqual, October 23, 2026 at 08:37 UTC.
Leadership (SWKS)
Skyworks Solutions, Inc. is led by Philip Gordon Brace, CEO, President & Director, per Nexqual as of October 23, 2026 at 08:37 UTC.
| CEO, President & Director | Philip Gordon Brace |
|---|---|
| Senior VP, CFO and Principal Financial & Accounting Officer | Philip Matthew Carter |
| Senior Vice President of Human Resources | Karilee A. Durham |
| Vice President of Investor Relations | Rajvindra S. Gill |
| Senior VP & President of Advanced Cellular | Frank P. Stewart |
Major Backers & Investors (SWKS)
Notable institutional backers of Skyworks Solutions, Inc. include Pzena Investment Management LLC, Price (T.Rowe) Associates Inc, FIL LTD, according to Nexqual as of October 23, 2026 at 08:37 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Pzena Investment Management LLC | 10.62% |
| Price (T.Rowe) Associates Inc | 7.83% |
| FIL LTD | 5.66% |
| Charles Schwab Investment Management, Inc. | 4.09% |
| SmallCap World Fund Inc | 3.97% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 20.11% |
| Vanguard Group | 17.99% |
| State Street | 8.32% |
| Dimensional Fund Advisors | 5.13% |
| Geode Capital | 4.99% |
Source: Nexqual, October 23, 2026 at 08:37 UTC.
From Skyworks Solutions, Inc.'s Latest SEC 10-K Filing (filed 2025-11-07)
Key Strengths & Strategy (as disclosed to the SEC)
- From our breakthrough Sky5® unifying platform to our 5G small cell solutions, our approach across both infrastructure and user equipment facilitates powerful, high-speed, end-to-end 5G connectivity.
- We invested $785.5 million, $631.7 million, and $606.8 million in research and development during fiscal 2025, fiscal 2024, and fiscal 2023, respectively.
- Together, our industry-leading technology enables us to deliver the highest levels of product performance and integration.
- Our customers value the scale of our global supply chain, our innovative technology, our ability to curate and deliver unique solutions, and our system engineering expertise, resulting in deep customer loyalty.
Legal & Regulatory Risks (Item 1A, quoted)
- We may be subject to risks of litigation and disputes.
- We may be subject to claims of infringement of third-party intellectual property rights or demands that we license third-party technology.
- We may be subject to warranty claims, product recalls, and other liability claims.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| TSEM | Tower Semiconductor Ltd. | USD 167.71 | ▼ 11.52% |
| MTSI | MACOM Technology Solutions Hold | USD 229.73 | ▼ 15.87% |
| GFS | GlobalFoundries Inc. | USD 43.37 | ▼ 9.08% |
| CBRS | Cerebras Systems Inc. | USD 108.94 | ▼ 7.66% |
| SITM | SiTime Corporation | USD 462.72 | ▼ 9.13% |
| LSCC | Lattice Semiconductor Corporati | USD 96.4 | ▼ 10.57% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:37 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt