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SWKS · NASDAQ · STOCK

Skyworks Solutions

Technology Updated August 09, 2026
$69.28
52W $51.93 – $90.90
59/100
$10.63B
36.4
1.51
AI Committee Verdict
Buy
59/100
Conviction: Moderate · 67% agreement · 6 analysts
+4.4%
-7.0%
0.64:1
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is SWKS Bullish or Bearish?

Bullish. Innellis AI committee rates Skyworks Solutions (SWKS) Buy with a composite score of 59/100 , based on 6 analysts with 67% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +16.49 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -3.51 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Positive signals support the current rating — market regime is bullish (bull market -- normal position sizing). The committee sees sufficient evidence to maintain the constructive view.

Bull & Bear Case

Bull Case
  • Dividend yield of 2.9% pays you to wait — Value
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 36.6 is moderate-to-rich — Value
  • EPS declining -23.0% YoY despite any revenue growth — Growth
  • RSI at 75 is in overbought territory — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
  • Bollinger bandwidth of 23.7% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
59/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 52%
of 172 Technology peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 2.9% pays you to wait
− P/E of 36.6 is moderate-to-rich
Growth Analyst neutral
56 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 5 consecutive earnings beats -- consistent execution
− EPS declining -23.0% YoY despite any revenue growth
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 75 is in overbought territory
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock
− Bollinger bandwidth of 23.7% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 43 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 58.9 to 58.5.

Analyst-level changes:
  • News Analyst: +1 bullish signal(s).

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
75.4
Overbought
MACD Histogram
1.280
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$65.72
Resistance
$73.76
Bollinger %B
1.08
Above Upper Band
Price vs Moving Averages
EMA 9
$65.56 Above
EMA 21
$64.21 Above
EMA 50
$65.11 Above
EMA 200
$66.21 Above

Fundamental Analysis

Valuation
70
Growth
67
Profitability
47
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 36.4×
P/B Ratio 1.85×
PEG Ratio -1.58
Dividend Yield 4.02%
52W High $90.90
52W Low $51.93
Quality & Growth
ROE 828.7%
ROA 602.6%
Gross Margin 4073.1%
Operating Margin 789.2%
Revenue Growth YoY
Debt / Equity 0.12
AI Fundamental Assessment
P/E ratio of 36.4 (rich relative to a 15-40x range); Price-to-book of 1.8x; PEG ratio of -1.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 8.3%; Return on assets of 6.0%; Net margin of 7.2%; Gross margin of 40.7%; Current ratio of 3.10 (healthy short-term liquidity); Debt-to-equity of 0.12; Free cash flow per share is positive (1.31); Most recent quarter beat estimates by 4.3%; 5 consecutive earnings beats; EPS growth accelerating (-25.3% -> -6.1% QoQ); Average YoY EPS growth of -18.8%; Analyst estimates falling over recent quarters
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Explore SWKS Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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