What changed
$SWKS — BUY 📊
Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Tai
🎯 Q1 FY26 | Rev $1B | EPS $1.15 vs $1.04 🟢
💡 Consensus was expecting low growth; the actual beat and potential upward revisions to FY2026 estimates mean the market hasn't fully priced in the earnings power. Current P/E of 29.4x trailing vs. ~16x forward suggests significant undervaluation if earnings trend continues.
📉 Reward/Risk: 2.82:1
🏢 Business Quality: 7/10 - Leading RF semiconductor supplier with strong customer relationships but high Apple dependency.
📊 Valuation: cheap - Based on forward P/E of ~16x on annualized $4.60 EPS, versus historical P/E of 29x and peer median around 20x.
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/SWKS0619
Also in play: $QRVO $QCOM $AVGO $TXN $NXPI $TSM
Why it matters
Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Tai