Morningstar - Skyworks Solutions Inc. (SWKS) Skyworks Remains an RF Industry Leader with Nice 5G Prospects on the Horizon

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Morningstar

Brian Colello

EUR 100.00 For Business Accounts Only

Skyworks Remains an RF Industry Leader with Nice 5G Prospects on the Horizon

We continue to see an attractive margin of safety for investors in narrow-moat Skyworks Solutions, as we have added the stock to our Best Ideas list as the firm trades at a substantial discount to our $113 fair value estimate. We believe the company has sold off in recent weeks due to concerns about Apple's iPhone sales in late 2018, as Skyworks earned 47% of its revenue from Apple (mostly within the iPhone) in fiscal 2018. Various industry reports and near-term forecast cuts by Apple suppliers ...

03/01/2019 14 EN

Underlying

Skyworks Solutions Inc.

Skyworks Solutions is a provider of analog semiconductors that connect people, places, and things, spanning a number of applications within the aerospace, automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet and wearable markets. The company's product portfolio consists of various solutions, including: amplifiers, antenna tuners, attenuators, circulators/isolators, wireless analog system on chip, direct current (DC)/DC converters, demodulators, detectors, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrid, light emitting diode drivers, low noise amplifiers, mixers, and modulators.

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US83088M1027 NASDAQ Stock Market United States

Provider

Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

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Analysts

Brian Colello

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Moody's Ratings announces completion of a periodic review of ratings of Skyworks Solutions, Inc.

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Skyworks Solutions, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 25 April 2025 in which we reassessed the appropriateness of the ratings in the con...

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BusinessWire

Skyworks to Present at the Morgan Stanley Technology, Media & Telecom Conference

IRVINE, Calif.--(BUSINESS WIRE)-- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today announced that executives will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on March 5, 2025, at 10:45 a.m. PST from the Palace Hotel in San Francisco. The event will be webcast live and archived for replay for one week following the conference in the “Investors” section of Skyworks’ website at . About Skyworks Skyworks Solutions, Inc. is empowering the ...

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Skyworks Reports Inducement Grants to New Chief Executive Officer

IRVINE, Calif.--(BUSINESS WIRE)-- Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today announced the grant of inducement awards to its newly appointed chief executive officer, Philip Brace, who commenced his employment at Skyworks on Feb. 17, 2025. In connection with Mr. Brace’s appointment, the Compensation Committee of the Board of Directors approved the grant to Mr. Brace of (i) a new hire performance share award (New Hire PSA) with respect to 455,028 shares of the Com...

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Skyworks Remains an RF Industry Leader with Nice 5G Prospects on the Horizon

Moody's Ratings announces completion of a periodic review of ratings of Skyworks Solutions, Inc.

Skyworks to Present at the Morgan Stanley Technology, Media & Telecom Conference

Skyworks Reports Inducement Grants to New Chief Executive Officer

Business as Usual for No-Moat Lonza; Specialty Ingredients Carve-Out on Track for 2020

Astra Posts Solid 2Q, Driven by Strong Cancer Drug Sales and Moving Away From One-Time Divestments

Astra Posts Solid 2Q, Driven by Strong Cancer Drug Sales and Moving Away From One-Time Divestments

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