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Skyworks Solutions (CH:AWM)
NASDAQ:AWM

Skyworks Solutions (AWM) Price & Analysis

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AWM Stock Chart & Stats

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Bulls Say, Bears Say

Bulls Say
Strong Balance Sheet, Low LeverageSkyworks' low TTM debt-to-equity (~0.17) and sizable equity (~$5.8B) versus assets (~$7.9B) give the company durable financial flexibility. That conservatism supports investment in R&D, dividends and M&A (Qorvo integration) while reducing refinancing risk across semiconductor cycles.
Large Multigenerational Android Design WinA multigenerational design win with a leading Android OEM that is expected to deliver >$1B through 2030 provides multi-year revenue visibility and higher RF content per device. This secures long-term customer design-in, supports stable volume cadence and helps offset mobile cyclical swings.
Broad-market Diversification & Product InnovationBroad markets (Wi‑Fi, data center, automotive) now drive ~42% of sales and have shown consecutive growth, indicating durable diversification beyond mobile. Combined with product innovation (BAW filters, timing, Wi‑Fi 8/next‑gen RF) this expands TAM and reduces single‑market dependency over the medium term.
Bears Say
TTM Revenue Decline And Margin CompressionA ~23% TTM revenue decline and net margin contraction to ~9% reflect weakened operating leverage and pressure on profitability. Persistently lower sales and compressed margins reduce free cash flow and ROE (now ~6%), limiting reinvestment capacity and shareholder returns until recovery resumes.
High Customer Concentration (~60% Rev)Relying on a single customer for ~60% of revenue creates durable business risk: allocation shifts, design wins by competitors or pricing/contract leverage could materially swing sales. This concentration constrains negotiating power and makes revenue more exposed to one partner's demand cycles.
Qorvo Deal Regulatory And Timing RiskPhase II regulatory review in China and other timing uncertainty could delay the Qorvo close and realization of targeted $500M+ synergies. Protracted review risks integration sequencing, deters immediate capital‑structure benefits from indenture amendments and creates execution drag over quarters.

Skyworks Solutions News

AWM FAQ

What was Skyworks Solutions’s price range in the past 12 months?
Currently, no data Available
What is Skyworks Solutions’s market cap?
Skyworks Solutions’s market cap is CHF7.54B.
    When is Skyworks Solutions’s upcoming earnings report date?
    Skyworks Solutions’s upcoming earnings report date is Aug 05, 2026 which is in 31 days.
      How were Skyworks Solutions’s earnings last quarter?
      Skyworks Solutions released its earnings results on May 05, 2026. The company reported $0.921 earnings per share for the quarter, beating the consensus estimate of $0.836 by $0.085.
        Is Skyworks Solutions overvalued?
        According to Wall Street analysts Skyworks Solutions’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Skyworks Solutions pay dividends?
          Skyworks Solutions does not currently pay dividends.
          What is Skyworks Solutions’s EPS estimate?
          Skyworks Solutions’s EPS estimate is 0.82.
            How many shares outstanding does Skyworks Solutions have?
            Currently, no data Available
            What happened to Skyworks Solutions’s price movement after its last earnings report?
            Skyworks Solutions reported an EPS of $0.921 in its last earnings report, beating expectations of $0.836. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Skyworks Solutions?
              Currently, no hedge funds are holding shares in CH:AWM
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Skyworks Solutions Stock Smart Score

                8
                Outperform
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                Company Description

                Skyworks Solutions

                Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific. The company offers amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless ASoC, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, and optocouplers/optoisolators. It also provides phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, ProSLIC family of subscriber line interface circuits, receivers, system in package, switches, synthesizers, timing devices, voltage-controlled oscillators/synthesizers, and voltage regulators. The company sells its products through direct sales force, electronic component distributors, and independent sales representatives. Its products are used in aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables applications. The company was founded in 1962 and is headquartered in Irvine, California.

                Skyworks Solutions (AWM) Earnings & Revenues

                AWM Earnings Call

                Q2 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call communicated a largely positive operational and strategic picture: revenue and EPS beat, strong cash position and dividend, meaningful multigenerational Android design win (> $1B through 2030), robust broad market momentum (nine quarters of growth, +double-digit YoY) and progress on the Qorvo transaction with $500M+ synergies targeted. Offsetting items include near-term input cost pressures, customer concentration (~60% of revenue), seasonal Q3 guidance implying lower EPS (~$1.03 vs $1.15), and regulatory timing risk on the merger. Overall, the positives (beats, large design win, product roadmap, broad-market growth and merger upside) outweigh the manageable near-term headwinds and risks.View all CH:AWM earnings summaries

                AWM Net revenue Breakdown

                77.25%77.25%6.22%6.34%4.65%4.55%0.99%
                77.25% U.S.
                6.22% China
                6.34% Taiwan
                4.65% South Korea
                4.55% EMEA
                0.99% Other Asia-Pacific
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                AWM Stock 12 Month Forecast

                Average Price Target

                $58.56
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