NASDAQ:SWKS

93.65
0.44 (0.47%) 1d
0

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Investor Insights

This summary was created by AI, based on 5 opinions in the last 12 months.

Skyworks Solutions Inc. (SWKS-Q) is a company that provides semiconductors for wireless handsets, which are extensively used in smartphones and the Internet of Things. While the sector has shown significant growth, the company's revenue outlook is uncertain due to macroeconomic factors, implying weaker demand for smartphones. Despite a strong rally day and a favorable valuation with no debt and healthy free cash flow, the stock is trading modestly. On the other hand, the company's strong exposure to smartphones and the Internet of Things has resulted in a solid quarter, but with light guidance due to the softness in smartphones. Overall, the stock's performance has been mixed, with both favorable valuation and uncertain demand.

Consensus
Mixed
Valuation
Fair Value
SELL

The sector is up 50% to date, but the revenue outlook is muddy due to the macro economy. So, he expects weaker demand for smartphones.

electrical / electronic
COMMENT

After earnings, is up only 1.5% on a strong rally day. Honestly, he's disappointed by this move.

electrical / electronic
BUY

Trades at 11x earnings, $1.6 billion free cash flow, 12% free cash flow yield and no debt! But guidance was weak. Bottoming of demand is not here, but further ahead. Is up modestly today.

electrical / electronic
BUY

Just bought Skyworks and Alibaba. China is a great contrary play, and BABA is cheap. Skyworks is in every smart phone in the world, and they've been re-rated 50%. They boast attractive demographics and valuation. 

electrical / electronic
BUY ON WEAKNESS

Has huge exposure to smartphones and the internet of things. When it reported a few weeks ago, the quarter was solid, though guidance light due to lightness in smartphones. Has pulled back to now trades at a cheap 12x PE estimates. Pays a 2.4% yield. Shares are up 12% for the year.

electrical / electronic
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

SWKS got a big push with the potential of 5G technology. 
It is down 8% in a year and up 24% in 2023. Relatively speaking, this is not so bad for a tech company. 
The balance sheet is strong and it is priced well at 12X earnings. 
Growth (EPS) should be in the 15% plus range over the next two years. 
The last quarter matched estimates but of course in this market investors are always looking for 'more'. 
The main issue here has been the decline in smartphone sales. 
There was a glut of inventory, and as this gets worked down we would expect better things from SKWS. 
That being said, a recession is not going to help sales. 
We think it is OK and worth holding. 
The combination of valuation, balance sheet and potential we think is decent.  
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electrical / electronic
BUY

Just bought it. Trades at 12x PE with an 11% free cash flow yield. They make cell phone chips (i.e iPhones), but only 2% exposure to China. SWKS has strong inventory management, so she bought it. Growth lies in growing demand for ever-more complex chips.

electrical / electronic
BUY
Allan Tong’s Discover Picks SWKS stock pays a 2.63% dividend yield based on a low 28.18% payout ratio in a space that seldom pays anything. In fact, the company raised its divvy by 11% in August, which means eight straight years of dividend growth or an 463.6% increase since it started paying a dividend. Read Mixed bag of 3 Defensive Stocks for our full analysis.
electrical / electronic
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 14/22, Down 7.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with SWKS has triggered its stop at $90. To remain disciplined, we recommend covering the position at this time.
electrical / electronic
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 14/22, Down 1.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with SWKS is progressing well. We now recommend to trail up the stop from $80 to $90.
electrical / electronic
BUY
Years of heavy investing and a smart acquisition, their EPS has soared. Numbers still look good. Yet, shares are down over 35% this year. It trades at 9x earnings. These stocks are out of fashion. SWKS is seen as only an Apple supplier, but they diversified a lot. Their last quarter was solid.
electrical / electronic
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly The semiconductor chip space has been under pressure this year due to supply chain issues and global economic concerns. However, as the market readjusts, the demand for chips will soon resume. SWKS provides wireless chips for mobile, automotive, home and industrial uses. It is a major supplier to Apple, but has been working to diversify into Android and wearable technology. It pays a good dividend, backed by a payout ratio under 30% of cash flow. Its recently reported earnings support a ROE of 30%. We recommend a stop loss at $80, looking to achieve $167 -- upside over 73%. Yield 2.3% (Analysts’ price target is $166.95)
electrical / electronic
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.
electrical / electronic
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.
electrical / electronic
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.
electrical / electronic
Showing 1 to 15 of 41 entries

Skyworks Solutions Inc.(SWKS-Q) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 4

Stockchase rating for Skyworks Solutions Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Skyworks Solutions Inc.(SWKS-Q) Frequently Asked Questions

What is Skyworks Solutions Inc. stock symbol?

Skyworks Solutions Inc. is a American stock, trading under the symbol SWKS-Q on the NASDAQ (SWKS). It is usually referred to as NASDAQ:SWKS or SWKS-Q

Is Skyworks Solutions Inc. a buy or a sell?

In the last year, 4 stock analysts published opinions about SWKS-Q. 3 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Skyworks Solutions Inc..

Is Skyworks Solutions Inc. a good investment or a top pick?

Skyworks Solutions Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Skyworks Solutions Inc..

Why is Skyworks Solutions Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Skyworks Solutions Inc. worth watching?

4 stock analysts on Stockchase covered Skyworks Solutions Inc. In the last year. It is a trending stock that is worth watching.

What is Skyworks Solutions Inc. stock price?

On 2024-05-17, Skyworks Solutions Inc. (SWKS-Q) stock closed at a price of $93.65.