NASDAQInformation TechnologySemiconductorsSnapshot 2026-08-31
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Create your account →Broken: Primary pillar broken — Non-GAAP EPS of $1.03 in June quarter: EPS $1.08 vs $1.03 target.
Skyworks keeps beating earnings estimates with EPS above $1.15 recently. Revenue guidance for the June quarter is steady near $925 million. The company maintains a stable dividend of $0.71 per share. The Qorvo acquisition may accelerate growth and market share.
Skyworks cut its EPS guidance for the June quarter to $1.03, signaling near-term weakness. The stock has sold off sharply, down 28% from its high. Revenue growth is expected to be slow at about 1.6% next year. Management remains volatile, raising execution risk.
The price is about 48% below our fair value near $119, reflecting cautious market views. Analysts expect only 1.6% revenue growth next year, which aligns with the recent guidance cut. Our fair value is well above the Street median, showing some optimism versus consensus.
Breaks if: failure to secure or loss of major Android OEM design win by 2030
Breaks if: dividend falls below $0.71 per share
EPS falls below $1.03 in 2026-Q2
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on long-term growth. The current thesis state is intact, supported by strong recent financial performance and ongoing management priorities.
The market appears to have a neutral valuation stance, with expectations slightly below peers. There is a low fragility tier, indicating that the current pricing does not reflect significant vulnerabilities.
Fundamentals are likely to remain robust, driven by strong earnings quality and ongoing management initiatives. However, there is an elevated risk due to potential volatility in management execution and sector headwinds.
The long-term thesis hinges on the successful execution of management priorities, particularly the merger with Qorvo and securing design wins. Additionally, the performance of sector bellwethers like NVDA, TSM, and AVGO will be crucial in shaping the broader tech momentum.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The latest earnings beat supports the thesis. However, concerns about the merger with Qorvo and revenue guidance threaten growth objectives. Analyst downgrades may also impact investor sentiment.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: revenue falls below $900 million or above $950 million in 2026-Q2
Overall, the outlook for SWKS remains cautiously optimistic over the next 1 to 3 years, but it is essential to monitor key developments closely. Not investment advice.
