Skyworks Solutions (SWKS)

NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-15

$79.70+0.76%

Close 2026-10-16 · 1-day change

Read the published Living FV report summary

Investment OutlookAs of Oct 15, 2026

What could strengthen or challenge Skyworks Solutions’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Living FV™

Living Fair Value by QuarterlyIQ

A valuation that evolves as the business changes.

A published Living FV snapshot is not available yet. The valuation workflow remains discoverable; a market target cannot supply the missing evidence.

View Living FV report and workflow

What the Thesis Depends On

4 key conditions need to be met for the investment thesis to play out.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Secure multi-generational Android OEM design win > $1B revenue	A supporting condition in Skyworks Solutions's published investment case. The stated target is significant design win generating > $1 billion revenue through 2030.	Intact	failure to secure or loss of major Android OEM design win by 2030	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 15, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 4 of last 4 quarters. Management highlighted securing multi-generational Android OEM design wins, including a $1 billion+ revenue design win through 2030 in 2026-Q2. Prior quarters showed consistent 5G content wins with premium Android smartphones. The trajectory is delivering sustained design win momentum. Delivery assessment Oct 15, 2026
Dividend per share maintained at $0.71	The company maintains a stable dividend of $0.71 per share.	Intact	dividend falls below $0.71 per share	Dividend per share: $0.71 per share FY2026-Q3; GAAP. Published target: >= $0.71 per share. Target period is not explicitly aligned with this observation. Source published Jul 28, 20260.71 USD/share · source valueSource reportLast status assessment Oct 15, 2026 Measurement source consolidated · GAAP FY2026-Q3 · Period ending Jul 3, 2026 Source: company_financial_results. Reference: 82907c38-e0ad-4177-b338-b76fa291a3d6. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Non-GAAP EPS of $1.03 in June quarter	Revenue guidance for the June quarter is steady near $925 million.	Broken	EPS falls below $1.03 in 2026-Q2	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 15, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue of $900M to $950M in June quarter	Revenue guidance for the June quarter is steady near $925 million.	Broken	revenue falls below $900 million or above $950 million in 2026-Q2	Revenue: $934.8M FY2026-Q3; GAAP. Published target: >= $900 million and <= $950 million. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Source published Jul 28, 2026934,800,000 USD · source valueSource reportLast status assessment Oct 15, 2026 Measurement source consolidated · GAAP FY2026-Q3 · Period ending Jul 3, 2026 Source: company_financial_results. Reference: 82907c38-e0ad-4177-b338-b76fa291a3d6. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-10-03 · fmp

FY2028 EPSUnavailable

$5.80 → Unavailable · observed estimates

FY2028 revenueUnavailable

$4.31B → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-10-04	$5.80	$4,306,453,026	5 / 12
2026-10-05	$5.80	$4,306,453,026	5 / 12
2026-10-06	$5.80	$4,306,453,026	5 / 12
2026-10-07	$5.80	$4,306,453,026	5 / 12
2026-10-08	Unavailable	Unavailable	1 / 2
2026-10-09	Unavailable	Unavailable	1 / 2
2026-10-10	Unavailable	Unavailable	1 / 2
2026-10-11	Unavailable	Unavailable	1 / 2
2026-10-12	Unavailable	Unavailable	1 / 2
2026-10-13	Unavailable	Unavailable	1 / 2
2026-10-14	Unavailable	Unavailable	1 / 2
2026-10-15	Unavailable	Unavailable	1 / 2

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	6	18	2
2026-06-01	6	18	2
2026-07-01	5	19	2
2026-08-01	2	20	2
2026-09-01	2	20	2
2026-10-01	3	19	2

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 3 Buy / Strong Buy · 19 Hold · 2 Sell / Strong Sell

1 upgrades0 downgrades3 maintains

Recent actions · Sep 16–Oct 15 · 4 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

Mizuho SecuritiesOct 9 · prior Jul 29

$52.00 → $61.00+17.3%

Loop Capital MarketsOct 6

$107.00New observation · no comparable prior

B.Riley FinancialOct 6

$107.00New observation · no comparable prior

$0$58.85$117.70

1 raises · 0 cuts · 0 unchanged · 2 without a comparable prior

How this is measured

Sep 16, 2026–Oct 15, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Secure multi-generational Android OEM design win > $1B revenueDirect metric needs a verified mapping
Dividend per share maintained at $0.71Dividend per share: $0.71 per share
Non-GAAP EPS of $1.03 in June quarterPublished status: Broken
Revenue of $900M to $950M in June quarterPublished status: Broken

Next proof point

Oct 27, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.1%Typical daily move · historical

Downside history

-33.1%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Skyworks Solutions outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 10, 2026

What kind of bet this is

This investment represents a durable compounder with a focus on technology and communications. The current thesis is intact, supported by strong recent financial performance and ongoing management initiatives.

What's priced into Skyworks Solutions

The market appears to have a neutral valuation stance on SWKS, with expectations slightly below peers. The current pricing suggests that investors are not overly optimistic, reflecting a modest expectations gap.

What the fundamentals likely do

Management has demonstrated robust earnings quality and is focused on securing design wins and driving growth in key segments. While there is some near-term risk, the probability of missing expectations is low, although industry peers have faced challenges recently.

What Skyworks Solutions hinges on

The thesis hinges on several factors, including the successful completion of the Qorvo merger, continued design wins in the Android market, and the performance of sector bellwethers like NVDA and TSM. Additionally, any changes in guidance could significantly impact sentiment.

Bottom line

Overall, SWKS shows promise for the next 1-3 years, supported by strong fundamentals and a favorable sector environment. Not investment advice.

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.