SWKS · NASDAQ · STOCK
Skyworks Solutions (SWKS) Stock Analysis
$67.14
52W $51.93 – $90.90
58/100
$10.10B
34.6
1.51
Is SWKS Bullish or Bearish?
Bullish.
Innellis AI committee rates Skyworks Solutions (SWKS) Buy with a composite score of 58/100
, based on 6 analysts with 83% agreement.
Last updated August 23, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +16.74 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 — -3.26 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
The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.
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
Bear Case
- P/E of 36.1 is moderate-to-rich — Value
- EPS declining -23.0% YoY despite any revenue growth — Growth
- Bollinger bandwidth of 17.8% 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 23, 2026
Overall Committee Score
58/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 46%
of 287 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 36.1 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
58
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
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 17.8% signals elevated volatility
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
neutral
58
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
Investment Thesis Evolution
Committee score moved marginally from 58.3 to 58.3.
Comparing 2026-08-22 to 2026-08-23 (1 day apart).
Technical Analysis
RSI (14)
48.3
Neutral
MACD Histogram
0.066
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$65.72
Resistance
$73.76
Bollinger %B
0.55
Inside Bands
Price vs Moving Averages
EMA 9
$67.85
Below
EMA 21
$66.75
Above
EMA 50
$66.20
Above
EMA 200
$66.43
Above
Fundamental Analysis
Valuation
73
Growth
67
Profitability
47
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio
34.6×
P/B Ratio
1.76×
PEG Ratio
-1.50
Dividend Yield
4.23%
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 34.6 (rich relative to a 15-40x range); Price-to-book of 1.8x; PEG ratio of -1.5 (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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