NASDAQInformation TechnologySemiconductorsSnapshot 2026-07-31
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Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue of $900M to $950M in June quarter: rev $944M vs target $900-$950M (Q2 FY2026).
View ThesisManagement screens strong on earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 35% in its worst 12-month stretch.
View RiskSkyworks Solutions (SWKS) must maintain its growth to justify its current price. The company reported a non-GAAP EPS of $1.08, beating expectations. It trades at 12× P/E, while the peer median is 49×. This suggests that the market expects less growth than what SWKS could deliver. A specific risk is the potential for a guidance cut, with a 14% miss probability. Peer multiples imply a price about 20% above where it trades.
Trailing returns as of 2026-07-31. SWKS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering SWKS (as of Jul 2026).
Based on 7 Wall Street analysts offering 12-month price targets for SWKS in the last 4 months.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Threatens: Advance and close merger with Qorvo
Concerns about merger execution could hinder growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $62.28
The last 12 months of price, then the range of analyst 12-month targets from today’s $62.28.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Advance and close merger with Qorvo
Q4 revenue guidance supports merger financing strategy.
Threatens: Revenue guidance for June quarter
Q3 results decline may impact revenue guidance.
Downgrade may affect investor sentiment and valuation.
Downgrade may impact revenue guidance and investor sentiment.
Downgrade reflects concerns about competitive pressures in the smartphone market.
Accelerates strategic growth through acquisition.
Advances: Revenue guidance for June quarter
Earnings surpassing estimates supports revenue guidance.
