SWKS

Skyworks Solutions, Inc.

TechnologySemiconductorsNASDAQ

$77.85

+$4.56 (5.86%)today

Conviction

7/ 10

Fair Value$67.16

Upside-13.73%

Signal0

Market Cap$8.5B

52W Range$51.68–$90.90

Next EarningsMay 12

Conviction History

Conviction Changes

Mar 19, 2026, 1:08 AM5→7conviction-rescore

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$66.56

Current Price$54.44

Upside / Down+22.3%

P(Undervalued)87.9%

P(20%+ Up)54.7%

P(15%+ Down)1.2%

Fair Value Distribution — percentile bands

87.9% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

-4.8%/yr

±3.4% · revenue growth to justify current price

FCF-Based Reverse DCF

-9.3%/yr

±2.2% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Bull Case

No analysis yet

Bear Case

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Research Feed

sec_10qMar 4

Conviction: unchanged

Q1 FY2026 10-Q: Revenue Headwinds, Merger Overhang, R&D Push

SWKS Q1 FY2026: -3.1% revenue (customer loss offset by Wi-Fi gains), 41.3% gross margin (mix-pressure), operating margin collapsed 17%→10% due to +15% R&D investment in next-gen tech. Strong OCF .5M. ...