SWKS surged 27% in a month to $88.35, now trading above its $68.35 consensus ****** yst target with most ****** ysts rating it Hold or worse.
The Qorvo merger could unlock $500M+ in synergies, but a regulatory delay leaves Skyworks holding $2B in new debt against shrinking revenue.
At 46x trailing P/E with 14 downward EPS revisions and the CFO selling into the rally, momentum is doing all the heavy lifting.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and Skyworks Solutions didn't make the cut. Enter your email to see the names that beat SWKS. The report is free. Enter your email and see if any of your stocks made the cut.
At $88.35, Skyworks Solutions (NASDAQ:SWKS) is a Hold. The stock has ripped past its consensus ****** yst price target of $68.35, and with a pending merger, a fresh capital allocation framework, and a mixed fundamental picture, the case for chasing here is as thin as the case for stepping in front of the momentum.

#skyworks #solutions #analyst #target

Skyworks Solutions (SWKS) shares rallied and printed a new 52-week high on Sept. 11 after chief executive Phil Brace said the pending merger with Qorvo has entered its final phases. As investors cheered the disclosure, SWKS's relative strength index (RSI) soared into the early 80s, indicating overbought conditions that often trigger profit-taking in the near term.
Including today's gains, Skyworks stock is up more than 50% versus its low in mid-July.
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#swks

SWKS surged 9% and QRVO gained 6% as CEO Phil Brace confirmed China's SAMR review hit its final phase, targeting a year-end close.
SOXX dropped 2% on the same session, isolating the rally as merger-arb repricing, with AAPL the largest customer for both companies post-merger.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Skyworks Solutions didn't make the cut. Enter your email to see the names that beat SWKS. The report is free. Enter your email and see if any of your stocks made the cut.
Shares of Skyworks Solutions (NASDAQ:SWKS) are up 10% to $84.24 in Thursday midday trade, while Qorvo (NASDAQ:QRVO) stock is climbing 6% to $111.49. The paired rally arrives on a session when the broader chip complex is red, which frames the move as merger-arb repricing driven by transaction odds.
The iShares Semiconductor ETF (NASDAQ:SOXX) is down 2%. Meanwhile, the Invesco QQQ Trust (NASDAQ:QQQ) is off 0.9%, so the divergence between the two RF names and the wider market isn't subtle.

#soxx #enter

Skyworks Solutions, Inc. (SWKS), headquartered in Irvine, California, designs, develops, manufactures, and markets proprietary semiconductor products. Valued at $8.8 billion by market cap, the company provides front-end modules, radio frequency subsystems, and system solutions to wireless handset and infrastructure customers worldwide. The semiconductor giant is expected to announce its fiscal third-quarter earnings for 2026 in the near term.
Ahead of the event, ****** ysts expect SWKS to report a profit of $0.64 per share on a diluted basis, down 37.9% from $1.03 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
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SpaceX (SPCX) was essentially hyped up as the IPO to end all IPOs. With OpenAI pushing its public debut back to 2027 and uncertainty swirling around how sustainable AI spending will be, it may very well be.
Just 25 days into its trading life, and ******* eX has become incredibly boring.
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For those who love options trading, NextEra Energy (NEE) might very well be considered an ideal candidate. That might sound strange at first glance because of how unsexy the core business is. After all, why bother spending too much time on NEE stock when you have so many other hot names, such as semiconductor companies or AI playsz, at your disposal?
Further, the soft performance of NEE stock would seem to negate any excitement. On a year-to-date basis, shares are up 9%, which is decent but not particularly jaw-dropping. Plus, its recent print is quite shallow, losing 0.43% in the trailing five sessions. NextEra has failed to convince the Barchart Technical Opinion screener, which rates NEE as a Weak Sell.
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Analysts covering Micron Technology (MU) continue to raise their annual revenue forecasts for Aug. 2027 as well as their price targets. But MU stock is off its peak. That presents an opportunity for value buyers.
For example, 2-week out-of-the-money MU puts now yield over 5.8% for short-sellers. This article will show how that works.
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A put ratio spread is an advanced option trade and generally not suitable for beginners, but it can have its place within an option portfolio.
It is generally considered a neutral strategy, although it has the ability to make a profit in up, down and sideways markets.
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Pzena Investment Management recently released its first-quarter 2026 commentary for "Pzena Focused Value Strategy." A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter due to the Iran conflict and the related energy price hike, compounded by continued AI-related uncertainty. Despite this volatility, energy stocks led the value index higher, but the portfolio fell short of the index and returned -4.7% (net) vs. 2.1% for the Russell 1000 Value Index. Despite the uncertainty, the firm believes that the current environment presents a strong long-term opportunity. In addition, you can check the Fund's top five holdings to see its best picks for 2026.
In its first-quarter 2026 investor letter, Pzena Focused Value Strategy highlighted stocks like Skyworks Solutions, Inc. (NASDAQ:SWKS). Headquartered in Irvine, California, Skyworks Solutions, Inc. (NASDAQ:SWKS) designs, develops, and manufactures ******* og and mixed-signal semiconductor products. On June 22, 2026, Skyworks Solutions, Inc. (NASDAQ:SWKS) stock closed at $76.18 per share. One-month return of Skyworks Solutions, Inc. (NASDAQ:SWKS) was -8.68%, and its shares gained 3.76% of their value over the last twelve months. Skyworks Solutions, Inc. (NASDAQ:SWKS) has a market capitalization of $11.46 billion.
Pzena Focused Value Strategy stated the following regarding Skyworks Solutions, Inc. (NASDAQ:SWKS) in its Q1 2026 investor letter:
"We added to our existing position in Skyworks Solutions, Inc. (NASDAQ:SWKS), a leading RF component supplier to smartphone manufacturers, on weakness driven by fears that elevated memory chip pricing could pressure smartphone volumes."
Skyworks Solutions, Inc. (NASDAQ:SWKS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 35 hedge fund portfolios held Skyworks Solutions, Inc. (NASDAQ:SWKS) at the end of the first quarter, compared to 43 in the previous quarter. While we acknowledge the potential of Skyworks Solutions, Inc. (NASDAQ:SWKS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.