SWKS Skyworks Solutions Loading... : Bullish and Bearish Analyst Opinions
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15:44
Sep 02
Sep 02
Cramer observes an aggressive buyer in Skyworks but does not state his own position or forward.
Cramer observes an aggressive buyer in Skyworks but does not state his own position or forward call, so it is watch.
LOW
22:40
Aug 05
Aug 05
This is a research note with read-through baskets across test equipment, telecom, fiber.
This is a research note with read-through baskets across test equipment, telecom, fiber, and defense, listing affected companies as watchlist context without any explicit author position or directional call.
17:40
Aug 05
Aug 05
Smartphone unit reductions create inventory risk.
Watch SWKS and QRVO as RF front-end revenue is highly sensitive to smartphone unit reductions, creating inventory and pricing risk.
MED
13:54
Jul 30
Jul 30
Skyworks faces negative read-through from weak low-end smartphone demand and memory inflation.
MED
11:47
Jul 29
Jul 29
US pre-market movers report shows mixed earnings reactions with Meta and Microsoft slightly.
US pre-market movers report shows mixed earnings reactions with Meta and Microsoft slightly higher while NXPI, SWKS, VRT, VFC, HUM, and PG decline and STX, TER, F, BE, GEHC, GFS, JCI, and GRMN gain on their respective results and guidance.
20:30
Jul 28
Jul 28
Guidance is in line with seasonal patterns, with steady mobile demand and broad markets growth, but gross margin faces headwinds from rising input costs.
HIGH
20:04
Jul 28
Jul 28
Skyworks reports quarterly revenue of 935 million dollars and non-GAAP diluted EPS of 1.08.
Skyworks reports quarterly revenue of 935 million dollars and non-GAAP diluted EPS of 1.08 dollars, beating expectations with growth in mobile and broad markets.
09:51
Jul 23
Jul 23
Watch MediaTek, Skyworks and Qorvo for high negative impact from low-end Android unit declines.
Watch MediaTek, Skyworks and Qorvo for high negative impact from low-end Android unit declines driven by higher memory costs pressuring device affordability.
MED
11:39
Jun 20
Jun 20
Buy Skyworks as a 5G component supplier benefiting from AI-driven network demand.
Buy Skyworks as a 5G component supplier benefiting from AI-driven network demand; author cites fresh demand for telecom components as AI flows from data centers into factories, robots, and vehicles.
MED
21:56
May 21
May 21
Long wireless infrastructure and RF component suppliers as wireless spending stabilizes.
Long wireless infrastructure and RF component suppliers as wireless spending stabilizes and recovers, driving demand for radios and RF content.
HIGH
00:31
May 14
May 14
Long QCOM, MediaTek (2454), and Skyworks as beneficiaries of enterprise Wi‑Fi 7 adoption.
Long QCOM, MediaTek (2454), and Skyworks as beneficiaries of enterprise Wi‑Fi 7 adoption, driving higher chipset and RF content per access point.
HIGH
17:07
May 13
May 13
Watch these RF front-end names; near-term headwinds from uneven mobile demand.
Watch these RF front-end names; near-term headwinds from uneven mobile demand, but 300mm RFSOI design wins offer a positive setup from late 2027.
HIGH
20:30
May 05
May 05
Management struck a confident tone, citing strong demand across mobile and broad markets, lean inventories, and a positive long-term outlook driven by AI and new form factors, despite normal seasonal declines.
HIGH
14:41
May 05
May 05
Bearish view on Skyworks due to handset unit weakness and slower content absorption.
Bearish view on Skyworks due to handset unit weakness and slower content absorption, especially in RF/front-end exposure.
HIGH
23:35
Apr 30
Apr 30
No actionable trade; SWKS not benefiting from AI-driven substrate strength.
No actionable trade; SWKS not benefiting from AI-driven substrate strength; RF demand remains unconfirmed, so avoid extrapolating.
HIGH
21:00
Apr 30
Apr 30
MPS has sampled its first high-speed interface products for DDR5 at major customers, expanding beyond PMIC into timing and control for memory modules. — This represents a TAM expansion for MPS in the memory ecosystem, potentially taking share from incumbents in RCD and temperature sensing products.
MED
22:51
Apr 29
Apr 29
Bearish view on Qualcomm, MediaTek, Qorvo, and Skyworks as capital allocation favors AI.
Bearish view on Qualcomm, MediaTek, Qorvo, and Skyworks as capital allocation favors AI infrastructure over consumer mobile, limiting relative growth.
HIGH
16:11
Apr 29
Apr 29
Bearish view on SWKS same theme – RF power deceleration reduces sector tailwinds.
Bearish view on SWKS same theme – RF power deceleration reduces sector tailwinds; avoid overexposed suppliers.
HIGH
17:36
Apr 27
Apr 27
The author expresses a strong bullish thesis on IQE.
The author expresses a strong bullish thesis on IQE, citing upstream supply chain tailwinds from AXTI's capacity ramp, downstream demand sold out through LITE's 2028 order book, and a personal forecast for IQE's market cap to more than double by end of 2026 driven by photonics tailwinds and potential Taiwan ops sale.
09:53
Apr 27
Apr 27
The author is bullish on IQE expecting a 2x to ~1.1B market cap by end of 2026 driven.
The author is bullish on IQE expecting a 2x to ~1.1B market cap by end of 2026 driven by photonics tailwinds from LITE's sold-out order book through 2028 and AXTI's capacity expansion for AI infrastructure.
HIGH
14:27
Apr 26
Apr 26
The author expresses a strong bullish thesis on IQE.
The author expresses a strong bullish thesis on IQE, citing upstream supply chain tailwinds from AXTI's capacity ramp, downstream demand locked in through LITE's sold-out order book through 2028, and IQE's irreplaceable foundry status, forecasting the stock to more than double by end of 2026.
23:38
Mar 19
Mar 19
When asked about Skyworks, Cramer said, "Problem with Skyworks is that it's totally cell phone. It just doesn't have enough. It's got to merge with someone." The company is viewed as overly reliant on the cyclical smartphone market with insufficient diversification, limiting its growth potential and investment appeal. Lack of a compelling, diversified business model makes the stock unattractive in the current tech landscape. A successful merger or diversification into new, high-growth markets.
21:30
Feb 03
Feb 03
Despite a conservative Q2 guide that is seasonally lower, management highlights strong demand, improving unit trends, and an optimistic view of the BroadMarkets segment as a growth engine, indicating a positive underlying tone.
HIGH
About SWKS Analyst Coverage
Buzzberg tracks SWKS (Skyworks Solutions) across 8 sources. 1 bullish vs 0 bearish calls from 10 analysts. Sentiment: predominantly bullish (4%). 23 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Jim Cramer, TheValueist, aleabitoreddit.