Skyworks Solutions Inc. (SWKS) Buy, Sell or…

Skyworks Solutions Inc. (SWKS)

75.02

-4.91 (6.14%)

as of Jun 5, 2026, 3:13:12 pm Market Open.

71 watching

BUY

It's grossly undervalued. They have a lot of exposure to Apple. With hot inflation, he fears that consumers will spend more on groceries and gas, and less on $1,000 phones. But Skyworks is selling at private equity multiples, which makes it attractive.

BUY

It's part of the lesser-developed chips that go into Apple products. The shares are too low compared to their peers. Run by a good CEO.

BUY

He added to his holding. 50% of their business is with Apple while other businesses are growing nicely. They reported a good quarter and is selling at 10x earnings.

BUY

If Apple replaced SWKS' chip with their own? Possible, but SWKS is doing very well. Given the track record of peers like NXP, SWKS is still worth owning.

COMMENT

With each iteration of Apple's iPhone, the dollar content that SWKS has in the phone rises significantly. There could be static iPhone sales, but SWKS revenues will still grow.

BUY ON WEAKNESS

The chipmaker with huge exposure to the internet of things, smartphones and cars. Since peaking in April, shares have tumbled to $160. Reasons are supply chain woes and and fears that 5G wireless may be delayed. They delivered solid results two weeks ago, but their forecast was merely in line which wasn't enough to assure investors who are worried about production challenges with their top customer, Apple. Share sank from $171 to 164 and has been stuck there since. No, there's good news about the semis shortage.

COMMENT

They report Thursday. They're a key supplier to Apple. They can offer insight to when the semis shortage will end.

BUY

Some feel it's too cellphone-centric, but it's made some fine acquisitions. Will benefit from 5G.

BUY

He likes their acquisition and CEO, supplying chips to Apple. SWKS is the most bankable company that Apple works with.

COMMENT

He doesn't understand it nor why people are selling it, despite their Apple deal. Sellers will regret selling it.

BUY

He likes it. It's run by a fine CEO. The stock has gone down hard, but so has the whole cohort, but the cohort is starting to reverse itself. SWKS will likely recover a little later. SWKS made a good acquisition recently.

BUY

Yesterday, this chipmaker and great 5G play closed their Silicon Labs deal. The current chip shortage is especially dire in the car industry. So this deal will expand their footprint in cars, data centres and consumer markets. For years, the knock on SWKS was that it was levered to cell phones, but this deal demolishes that image.

BUY

Delivered their best all-time numbers last Thursday: 69% sales growth and a far better than expected EPS. They also unveiled a $2 billion buyback program. Since then, the stock has surged 12%. Plus, the current chip shortage won't hurt.

BUY ON WEAKNESS

An essential 5G play They make cell phone components and are a a huge supplier to Apple. Share have more than doubled since last March, but is pulling back a bit. A buying opportunity now.

BUY

This chipmaker is a premier 5G company. However, wait for earnings on Monday. He expects a blow-out quarter.

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Skyworks Solutions Inc. (SWKS)