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Stock Ratings / Technology / SWKS
SMTC (60) NXT (67) LSCC (52) SITM (49) ⌘ Pro Terminal β†’

Skyworks Solutions Inc. (SWKS) β€” RQD Stock Rating Cockpit

$87.58 -2.07% NASDAQ β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $87.46

Skyworks Solutions Inc. (SWKS) earns a Roarable Rating of B+ (Buy) with 80/100 RQD Confidence. High-quality cash engine (41% profit margin, 8% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

πŸ“Š Historical Track Record: Scores of 80/100 (B+) historically ranked in the Top 9% of excess returns over the next 90 days (+8.2% avg 90D alpha vs SPY β€’ 71.3% hit rate) β†’
ROARABLE B+ β€’ BUY Cap $13.30B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on SWKS Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is SWKS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-02, Skyworks Solutions Inc. (NASDAQ: SWKS) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 80/100 at a spot price of $87.58 (-2.07% 1D, market cap $13.30B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 19/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 714 tracked Technology issuers, SWKS ranks #11 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does SWKS compare to SMTC and NXT in the Technology sector?
β–Ό

Within the Technology sector (Semiconductors), SWKS carries a Roarable B+ (80/100 RQD), trailing P/E of 27.9x, gross margin of 41.2%, and ROIC of 7.8%. By comparison, SMTC (Semtech Corporation) holds a C- grade (60/100 RQD, P/E N/A, ROIC 2.4%, cap $13.14B) and NXT (Nextpower Inc.) posts a C+ grade (67/100 RQD, P/E 20.7x, ROIC 29.1%, cap $12.11B). Among the 5-stock peer group, NXT leads on earnings multiple (20.7x) while NXT leads on capital efficiency (29.1% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for SWKS?
β–Ό

Per SWKS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-10-03, CIK 0000004127), Skyworks Solutions Inc. generated $4.09B in revenue (-2.2% YoY), $477.1M in net income, and $1.11B in free cash flow against $7.87B in total assets and $949.0M in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $87.47 (-0.13%)🧬 Cannibal Buyback (-2.08% YoY Shares)βš™οΈ Cash Engine: 13/20 (C) β€’ 27.1% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 80/100 (B+) historically ranked in the Top 9% of excess returns over the next 90 days (+8.2% avg 90D alpha vs SPY β€’ 71.3% hit rate).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERBUY β€’ B+
025507510080
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B+ Β· Rk A-
Cash (13)Whales (19)SEC (18)Macro (15)CEO (15)
Each axis scored 0–20
12M PRICE TARGET CONE+9.9% Base Target
$114 Bull$96 Base$72 Bear
πŸ“¬ FREE SWKS RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for SWKS)Realized 20D OHLCV Swing Band: Β±8.3%
Deterministic 5-Pillar Attribution (80/100 Composite)
πŸ” WHY SWKS SCORES 80/100 (B+) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Whale & Options Positioning+19/20 pts (24% of score)

20D Institutional Volume Accumulation (Β±8.3% realized swing band)

β–² #2 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (23% of score)

Altman Z-Score 5.79 (FORTRESS SAFE (>3.0)) β€’ Piotroski F-Score 7/9

β–Ό #1 Drag / Risk Factor: Cash Engine Quality13/20 pts (-7 pt drag)

Capital intensity & 12.2% operating margin leave 7 pts on the table

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
72
Grade B$76.56+6.2% Next Q
Q2 (-2Q)
75
Grade B+$81.30+5.1% Next Q
Q3 (-1Q)
77
Grade B+$85.48+2.5% Next Q
Current
80
Grade B+$87.58+8.2% Hist 90D Ξ±
Trajectory: B (72) β†’ B+ (80)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the SWKS Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 80/100 (B+) score, SWKS faces multiple-compression risk if 27.9x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) β€” any gross margin slip below 38.7% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($81.37) or 200D SMA ($67.96) invalidates the momentum regime and cuts Target Base ($96.25) toward Bear Floor ($71.82).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $SWKSβ€’ $4.8M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œSWKS Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 80%NO 20%Trade / Inspect Odds β†’
RSI-14 MOMENTUMBULLISH MOMENTUM
64.430 Oversold Β· 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
5.79>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
7 / 99-Pt Accounting
52-WEEK LASER RANGE87% OF RANGE
L: $52$87.58H: $93
1. Money & Cash Health● MIXED
Are profits real cash in the bank?

Decent core business (41% profit margin), though cash flow growth is moderate rather than explosive right now.

Factor Grade: CRQD 13 / 20
2. Big Money & Insiders● BUYING
Are whales & executives buying or selling?

Hedge funds and options traders are leaning bullish, showing strong institutional appetite.

Factor Grade: A-RQD 34 / 40
3. Hidden Risks & Market Weather● ALL CLEAR
SEC fine-print scan & interest-rate fit

Clean SEC fine-print check with low hidden accounting risk and favorable interest-rate weather.

Factor Grade: A-RQD 33 / 40
MULTI-MODEL JEV QUANT JURY DELIBERATION

2-of-3 JEV AI Jury Bullish on SWKS

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
NEUTRAL (65)

7.8% ROIC with 41.2% gross margin and 8.32% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
BULLISH (90)

Altman-Z 5.79 and Piotroski 7/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
BULLISH (82)

34/40 institutional & smart-money positioning score with 15/20 macro alignment.

Bull Case: Why Buyers Like SWKS
  • βœ“Big institutional funds and options desks are actively positioning on the bullish side.
  • βœ“Company leadership has skin in the game with net positive insider conviction.
  • βœ“Clean SEC annual filing review with no major hidden accounting time-bombs.
Bear Case: What Could Go Wrong
  • !Broader market pullbacks can still drag down strong stocks in the short run.
ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (SWKS Tape Review)

  • βœ“Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • βœ“Forensic Red-Light accounting & dilution traps to review on your watchlist
  • βœ“Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) β†’$100K Arena
SWKS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +27.20%β–² ASCENDING CHANNEL
2026-11-02O $87.23H $89.43L $87.23C $87.58VOL 4.33M
RES: $95.49SUP: $75.95SMA50: $81.37SMA200: $67.96
$95.42$84.58$73.74$62.90$52.07RES $95.49SUP $75.95$87.582026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SWKS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ SWKS Butterfly Map β†’ + Track SWKS β†’
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
21.4%/yr Implied 5Y Growth

vs. -2.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on SWKS today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for SWKS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for SWKS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SWKS)

Technology Rank #11 of 714 βš”οΈ SMTC vs SWKS Full Matrix β†’

1. Head-to-Head Technology Peer Comparison (SWKS vs. SMTC, NXT, LSCC, SITM)

Industry: Semiconductors (95 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Skyworks Solutions Inc. (SWKS) ranks #11 by composite RQD confidence (80/100, grade B+) and #130 by equity capitalization ($13.30B). Within this direct 5-issuer industry benchmark cohort, NXT leads on earnings valuation at 20.7x trailing P/E, while NXT leads on capital efficiency and profitability with 29.1% ROIC and 32.6% gross margin. SWKS currently leads its immediate peer cohort in composite quantitative strength at 80/100 (B+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
SWKS ACTIVE
Skyworks Solutions Inc.
B+ 80/100 27.9x 41.2% 7.8% -2.07% $13.30B Benchmark Subject
SMTC
Semtech Corporation
C- 60/100 β€” 51.6% 2.4% -9.56% $13.14B /smtc-vs-swks β†’
NXT
Nextpower Inc.
C+ 67/100 20.7x 32.6% 29.1% -0.63% $12.11B /nxt-vs-swks β†’
LSCC
Lattice Semiconductor Corporation
D+ 52/100 β€” 68.2% 0.8% -9.74% $14.63B /lscc-vs-swks β†’
SITM
SiTime Corporation
D 49/100 β€” 53.6% -4.5% -8.40% $14.68B /sitm-vs-swks β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-10-03 β€’ CIK 0000004127

In its most recent audited fiscal period (FY2025, filed 2025-10-03), Skyworks Solutions Inc. (SWKS) reported GAAP revenue of $4.09B (-2.2% vs. FY2024 revenue of $4.18B , and -14.4% cumulative change since FY2023) , GAAP net income of $477.1M, operating cash flow of $1.30B, and free cash flow of $1.11B (-33.7% YoY). On the balance sheet, SWKS closed FY2025 with $7.87B in total assets against $949.0M in total debt (Altman Z-Score: 5.79, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-10-03 $4.09B $477.1M $1.30B $1.11B $7.87B $949.0M
FY2024 (FY) 2024-09-27 $4.18B $596.0M $1.82B $1.67B $8.33B $868.7M
FY2023 (FY) 2023-09-29 $4.77B $982.8M $1.86B $1.64B $7.31B $1.71B

3. SWKS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is SWKS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, Skyworks Solutions Inc. (NASDAQ: SWKS) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 80/100 at a spot price of $87.58 (-2.07% 1D, market cap $13.30B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 19/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 714 tracked Technology issuers, SWKS ranks #11 in composite RQD confidence.

How does SWKS compare to SMTC and NXT in the Technology sector?

Within the Technology sector (Semiconductors), SWKS carries a Roarable B+ (80/100 RQD), trailing P/E of 27.9x, gross margin of 41.2%, and ROIC of 7.8%. By comparison, SMTC (Semtech Corporation) holds a C- grade (60/100 RQD, P/E N/A, ROIC 2.4%, cap $13.14B) and NXT (Nextpower Inc.) posts a C+ grade (67/100 RQD, P/E 20.7x, ROIC 29.1%, cap $12.11B). Among the 5-stock peer group, NXT leads on earnings multiple (20.7x) while NXT leads on capital efficiency (29.1% ROIC).

What are the biggest fundamental strengths and SEC risk factors for SWKS?

Per SWKS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-10-03, CIK 0000004127), Skyworks Solutions Inc. generated $4.09B in revenue (-2.2% YoY), $477.1M in net income, and $1.11B in free cash flow against $7.87B in total assets and $949.0M in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is SWKS trading relative to its 50-day, 200-day, and 52-week technical levels?

SWKS last traded at $87.58 (-2.07% on volume of 5,155,033 shares), positioning the stock +7.63% above its 50-day simple moving average ($81.37) and +28.87% above its 200-day simple moving average ($67.96). Across its 52-week range of $51.93 to $92.80, SWKS sits at the 87.2% percentile with a 14-day RSI of 64.4 (BULLISH MOMENTUM) and an implied next-earnings move of Β±8.3% ($80.31 to $94.85).

SWKS Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS β€’ SEC EDGAR Γ— CBOE Γ— FRED

Should I buy, hold, or sell SWKS stock right now?

Skyworks Solutions Inc. (SWKS) currently earns a Roarable Rating of B+ (Buy β€” BUY) with 80/100 RQD Confidence. High-quality cash engine (41% profit margin, 8% return on capital) with steady institutional support.

What is SWKS's 12-month price target and RQD AI Jury consensus?

SWKS's 12-month base price target is $96.25 (range $71.82 to $113.57), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: SWKS RQD Cockpit SWKS 12M Forecast SWKS Earnings & Move SWKS Dividends & DRIP SWKS Insiders & 13F SWKS Whale Options SWKS Profit Sankey SWKS News & Why
ROARABLE RATING BRIEF β€’ RQD 80/100 (B+) βœ“ STAGE-C NUMBER FIREWALL VERIFIED

SWKS β€” Skyworks Solutions Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:15:14Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, SWKS scores 80 out of 100, a letter grade of B+, with the verdict label "Roarable Buy β€” Very Good Cash & Smart-Money Inflow." The five pillars are:

  • Fundamental Cash Engine: 13 / 20. Per the RQD rating, this pillar reflects ROIC of 7.8% and an FCF yield of 8.32%. Investor implication: cash generation is solid relative to the business's return on capital, but the ROIC figure is modest, so the company is not generating outsized returns on invested capital.
  • Whale 13F Flow: 19 / 20. Per the RQD rating, this pillar reflects institutional accumulation and options positioning. Investor implication: this is the strongest pillar, suggesting large holders have been adding exposure; a prospective investor should still note that institutional buying can reverse quickly.
  • Insider Conviction: 15 / 20. Per the RQD rating, this pillar reflects SEC Form 4 and Congressional PTR cluster flow. Investor implication: insider and congressional activity is moderately supportive, though the underlying trade-level detail is not included in the source data.
  • Macro Regime Fit: 15 / 20. Per the RQD rating, this pillar reflects a beta of 1.26 and sector sensitivity. Investor implication: the stock amplifies market moves, so drawdowns in risk-off regimes may be larger than the broader market's.
  • Forensic Balance Sheet: 18 / 20. Per the RQD rating, this pillar reflects an Altman Z-Score of 5.79, a Piotroski F-Score of 7/9, and Debt/Equity of 0.15. Investor implication: balance sheet strength is a major support, lowering near-term solvency risk.

Valuation tradeoff: Per the market data, the stock trades at a P/E (TTM) of 27.9 and a forward P/E of 25.9, with EV/EBITDA of 19. These multiples are elevated relative to the cash-flow yield, meaning upside depends on earnings growth or multiple sustainability. Revenue and net income in the SEC financials declined across the three reported fiscal years, which is a tension with the premium multiple that a prospective investor should weigh.

Upside drivers: strong institutional accumulation, a fortress-level balance sheet, and an FCF yield of 8.32%.

Constraints: declining reported revenue and net income across FY 2023–FY 2025, modest ROIC, and a beta above 1.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
89.43$13.3B27.925.9193.213.25%1.26$51.93 - $92.87.8%

Business

Skyworks Solutions Inc. is a NASDAQ-listed issuer in the Technology sector, operating in the Semiconductors industry, per the company profile. The source data does not describe specific products, customers, or revenue-generation mechanics beyond the reported financial lines. Market capitalization is $13.3B per the profile and market data.

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025 (filed 2025-10-03)$4086.9M$500.0M$477.1MN/A$1105.8M$1550.4M$949.0M
FY 2024 (filed 2024-09-27)$4178.0M$637.4M$596.0MN/A$1667.7M$1602.5M$868.7M
FY 2023 (filed 2023-09-29)$4772.4M$1125.0M$982.8MN/A$1641.6MN/A$1711.3M

Per the market data, gross margin is 41.2%, operating margin 12.2%, and net margin 11.7%, with ROIC of 7.8%. Per the RQD rating, the Altman Z-Score is 5.79 and the Piotroski F-Score is 7/9, both indicating financial strength. Debt/Equity of 0.15 per the RQD rating reflects a conservative balance sheet posture. Revenue and operating income declined across the three reported periods, while debt fell from $1711.3M in FY 2023 to $949.0M in FY 2025.

Recent Catalysts & News Wire Analysis

  • Qorvo deal (CATALYST, GREEN light): A headline reports that B.Riley upgraded the stock rating on the Qorvo deal. Another headline reports a fair value bump as "Qorvo deal views split analysts," indicating the transaction is a central and contested catalyst.
  • Recent price action (MARKET WIRE, YELLOW light): Headlines report the shares trading lower on one day and a run of "9 Straight Green Days, Up 12%," reflecting volatile short-term moves.
  • Valuation risk (RISK WATCH, RED light): A headline reports shares falling 3.2% with GF Value saying the stock is still overvalued, flagging a valuation-based risk.
  • Analyst forecast revisions (MARKET WIRE, YELLOW light): A Simply Wall St headline reports brokers upgrading their views with new forecasts.
  • Proprietary signals: The Butterfly Supply-Chain Graph reports no supply-chain links and no proprietary signals.

Open Questions

  • What are the terms and expected timeline of the Qorvo transaction, and how would it affect revenue and margins?
  • What specific revenue and product drivers explain the decline in reported revenue and net income across FY 2023–FY 2025?
  • Which institutional holders and insider trades underlie the whale and insider pillar scores?
  • What is the EPS for the reported fiscal years, which is listed as N/A in the financials?
  • What is the FY 2023 cash balance, which is listed as N/A?

SWKS Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Skyworks Solutions Inc. (SWKS) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to SWKS Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

SWKS Bull vs. Bear Conversation Board β€” What's Your Call at $87.58?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON SWKS 🐻 33% BEARISH CONVICTION
1. Pick Your Side on SWKS:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk πŸ‚ BULLISH 🎯 Target: $105.53 (+18.0%)
πŸ“Œ Pinned Debate

πŸ”₯ Official Bull vs. Bear Debate: Is SWKS (B+ β€’ RQD 80/100) a Buy at $89.43?

Welcome to the SWKS (Skyworks Solutions Inc.) Roar Pit. Current RQD Composite is 80/100 (Roarable Buy β€” Very Good Cash & Smart-Money Inflow) in Semiconductors. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (πŸ‚ Bull or 🐻 Bear) and drop your price target below.

VA ValDiscipline Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $67.07 (-25.0%)
Spot @ $89.43

Pump the brakes on SWKS β€” check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on SWKS, but look at what you are paying: 27.9x trailing P/E with 41.2% gross margins. Unless Skyworks Solutions Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

AL AlphaFlow_Cap Verified K Arena Trader πŸ‚ BULLISH 🎯 Target: $110.00 (+23.0%)
Spot @ $89.43

SWKS cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on SWKS, the market is fixating on short-term headline noise in Semiconductors and ignoring the balance sheet and cash flow trajectory. At $89.43 (52-wk range $51.93 - $92.80), any beat on forward guidance forces shorts and underweight funds to chase.

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