SWKS
SKYWORKS SOLUTIONS, INC.Evidence as of 2026-09-03Overview · SKYWORKS SOLUTIONS, INC.
Skyworks Solutions, Inc., together with its subsidiaries, designs, develops, manufactures, and markets proprietary semiconductor products in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and the rest of Asia-Pacific. Its product portfolio includes amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, clocks and timings, circulators/isolators, DC/DC converters…
Management team
- Mr. Carlos S. Bori · Senior Vice President of Sales & MarketingFind on LinkedIn
- Mr. Robert John Terry · Senior VP, General Counsel & SecretaryFind on LinkedIn
- Dr. Reza Kasnavi · Senior Vice President of Technology & ManufacturingFind on LinkedIn
- Mr. Kris Sennesael · Senior VP & CFOFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.4 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Cautious ( -0.4 of a possible +2; confidence high). Revenue, gross profit and margins, operating income and net income all compressed over the three reported quarters. Revenue fell from $ 1,035,400,000 for the quarter ended 02 Jan 2026 to $ 943,700,000 for the quarter ended 03 Apr 2026 and to $ 934,800,000 for the quarter ended 03 Jul 2026; gross profit moved from $ 427,200,000 (≈ 41.3% margin) to $ 385,300,000 (≈ 40.8%) and then to $ 375,000,000 (≈ 40.1%).
Net income declined materially from $ 79,200,000 to $ 35,600,000 to $ 33,900,000 across those same periods, with diluted EPS at $ 0.53, $ 0.24 and $ 0.22 respectively. Cash and cash equivalents showed a sharp point‑in‑time decline from $ 1,550,400,000 as of 02 Jan 2026 to $ 790,000,000 as of 03 Jul 2026 while long‑term debt remained effectively stable around $ 496.4M–$ 496.9M.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue fell from $1,035,400,000 for the quarter ended 02 Jan 2026 to $943,700,000 for the quarter ended 03 Apr 2026 and then to $934,800,000 for the quarter ended 03 Jul 2026.
XBRL companyfacts · 0000004127-26-000008Gross profit and gross margin compressed over the same three fiscal quarters: gross profit was $427,200,000 (≈41.3% margin on $1,035,400,000) for the quarter ended 02 Jan 2026, $385,300,000 (≈40.8% margin on $943,700,000) for the quarter ended 03 Apr 2026, and $375,000,000 (≈40.1% margin on $934,800,000) for the quarter ended 03 Jul 2026.
XBRL companyfacts · 0000004127-26-000008Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
As of 2026-09-02, 6-month momentum is +28.4%, which ranks in the 87th percentile of the 547-stock research universe.
Moneyta signal set · 2026-09-02weakened in debateAs of 2026-09-02, 12-month minus 1-month momentum is +2.8% and its cross-sectional rank is the 33th percentile of the 547-stock research universe.
Moneyta signal set · 2026-09-02weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, the evidence shows one ETF membership record: the fund with ticker IVV holds 0.02% weight of its fund in the company.
ETF constituents · market dataThe provided ownership evidence contains only that single ETF membership record (no other ETF weights were included in the evidence set).
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A company press release reported Skyworks extended the expiration date of its exchange offers for Qorvo’s senior notes due 2029 and 2031.
News · globenewswire.com · 2026-09-02Syndicated outlets republished the company announcement that Skyworks extended the exchange offer deadline for Qorvo’s senior notes to September 11, 2026.
News · kalkinemedia.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Using the inputs and price of $71.67, the model reports an implied free cash flow (FCF) growth rate of -0.2114 (about -21.14%) for the current price under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month free cash flow (FCF) is $2,139,800,000, which corresponds to FCF per share of $14.1334 and a price-to-FCF ratio of 5.07 at the stated price.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several items in the evidence jointly support a favorable read. Market signals show strong medium-term momentum (market-0) with price trading above both the 50- and 200-day SMAs and a 62-day-old golden cross (market-3), placing the 6-month return in the 87th percentile of the research universe — an objectively strong momentum profile. On a cash-flow basis, trailing twelve‑month FCF is large ($2.14B) and the price-to-FCF is low at about 5.1 (valuation-1), and point-in-time cash still exceeds long-term debt (valuation-3, fundamentals-4), which together strengthen the evidence that the company currently generates substantial free cash. Corporate developments and flows also bolster the constructive read: reporting on a planned acquisition of Qorvo (news-4), an extended exchange offer (news-0, news-1), and a reported institutional increase in position (news-5) are consistent with strategic and investor-interest signals. Finally, operating priorities appear intact with stable R&D spend (fundamentals-7) and only modest share count dilution (fundamentals-3), which together can be interpreted as commitment to product investment while not materially diluting shareholders.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.40
29 surviving claims rest on 11 distinct sources; the heaviest analyst carries 28% of them, and 95% of what the desk raised survived the debate.
The evidence set contains many upheld claims but draws from a modest number of distinct sources, and a single analyst contributes a large share of the surviving items while most challenges were not overturned. Taken through a fragility lens, this means the read carries useful signal but limited redundancy: errors, omissions, or a change in the dominant analyst’s inputs would shift conclusions materially, so treat the synthesis as informative but not robustly insulated against single-source failures.
Peer context · computed, not argued
12-1 momentum ranks 18th of 18 in Semiconductors (as of 2026-09-02).
6-month relative strength ranks 5th of 18 in Semiconductors (as of 2026-09-02).
90-day volatility ranks 12th of 18 in Semiconductors (as of 2026-09-02).
dividend yield ranks 1st of 18 in Semiconductors (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
12 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer−1.1 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.1 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on SWKS Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.