Zacks Investment Research·1d ago
AI Stocks Plunge: Buy, Sell or Hold?Amid the sharp correction in AI stocks, investors question what to do next.
Skyworks is navigating a mature smartphone cycle with revenue declining 2.2% YoY in 2026Q3 and gross margin compressing to 40.1%. The company's high fixed-cost fab model is causing negative operating leverage, with operating income down 56% YoY.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue declined 2.2% YoY to $934.8M in 2026Q3, with gross margin slipping to 40.1% and operating income down 56% YoY, reflecting negative operating leverage.
Skyworks has a trailing P/E of 17.78 and forward P/E of 12.44, indicating potential undervaluation relative to earnings growth.
The company is well-positioned to benefit from growing global demand for ubiquitous, always-on wireless connectivity solutions.
Skyworks continues to develop new and featured products, staying at the forefront of semiconductor innovation.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | $1.28+0.8% vs $1.27 | $1.0B+0.9% vs $1.0B |
Q3 2026 Jul 28, 2026 | $1.08+4.9% vs $1.03 | $935M+1.0% vs $926M |
Q2 2026 May 5, 2026 | $1.15+10.6% vs $1.04 | $944M+4.7% vs $902M |
Q1 2026 Feb 3, 2026 | $1.54+10.0% vs $1.40 | $1.0B+3.4% vs $1.0B |
Amid the sharp correction in AI stocks, investors question what to do next.
Skyworks (SWKS) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
A quarter that beat on both lines wasn't enough to shield Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) from a steep selloff, because a soft profit outlook and a shrinking handset business drew more attention than the results.
Stocks surged after a political shake-up, but Wall Street analysts were far from unanimous on Thursday. Some household names got slashed while a struggling airline and a solar giant won new fans. Which side of the call are you on?
Benchmark SWKS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Skyworks Solutions, Inc. (SWKS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $82.19 | $12.37B | 72.35 | -3.11% | 4.35% | 3% | 2.58% | |
| $293.69 | $1.4T | 37.51 | 23.87% | 42.94% | 43.91% | 0.78% | |
| $363.56 | $177.09B | 43.11 | 16.89% | 29.79% | 12.26% | 1.07% | |
| $1190.44 | $58.49B | 65.66 | 26.43% | 23.85% | 24.04% | 0.5% | |
| $165.41 | $173.68B | 13.02 | -2.63% | 31.6% | 50.28% | 2.17% | |
| $141.20 | $123.52B | 49.27 | 42.09% | 27.93% | 16.22% | 0.17% |
Skyworks Solutions, Inc. (SWKS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Skyworks Solutions, Inc. (SWKS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
Aug 3, 2026·SEC
Jul 28, 2026·SEC
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Skyworks Solutions, Inc. (SWKS) stock FAQ — growth, dividends, profitability & financials explained
Skyworks Solutions, Inc. (SWKS) reported $3.96B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 3288% more than the $116.9M of fiscal year 1997.
Skyworks Solutions, Inc. (SWKS) revenue fell by 3.1% over the trailing twelve months, compared with the twelve months before.
Yes. Skyworks Solutions, Inc. (SWKS) earned $172.1M in net income over the trailing twelve months (a 4.3% net margin).
Yes. Skyworks Solutions, Inc. (SWKS) pays a dividend that yields 2.58% at the current price, a moderate yield.
Skyworks Solutions, Inc. (SWKS) had a return on equity (ROE) of 3.0% over the trailing twelve months. That is below the market's typical 10-15%.
Skyworks Solutions, Inc. (SWKS) had negative free cash flow of $8.7M over the trailing twelve months.
