
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
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Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Semiconductors are the picks and shovels of modern technology. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 50.2% and beaten the S&P 500 by 39.1 percentage points.
The CFO of Qorvo retains 54,447 shares valued at $5.2 million.
Skyworks Solutions has lagged the broader market amid weaker earnings, while analysts remain cautious about its future prospects.
Qualcomm's stock just took a brutal post-earnings hit despite beating revenue estimates, and the reason the market sold off so hard tells you almost nothing about where this company is actually headed.
Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes by purchasing wonderful businesses at reasonable prices. But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
Skyworks Solutions stock has seen a steep share price decline over the past few years, yet the current checks suggest it is neither obviously cheap nor extremely stretched on intrinsic value. The Discounted Cash Flow (DCF) estimate lines up close to the market price, while broader valuation checks and market multiples point to a stock that does not screen as a clear bargain. Over the past 5 years, Skyworks Solutions shares have declined 62.2%, which puts a spotlight on whether the current...
Skyworks Solutions' (SWKS) pending acquisition of Qorvo (QRVO) is viewed favorably given expected co
The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
Skyworks Solutions Inc (SWKS) surpasses revenue expectations, announces a $2 billion stock repurchase program, and anticipates a promising Qorvo combination.
Skyworks Solutions (NASDAQ:SWKS) reported fiscal third-quarter revenue and non-GAAP earnings above the midpoint of its guidance, while outlining progress toward its proposed combination with Qorvo and a revised capital allocation strategy for the combined company. For the June quarter, Skyworks gen
Wireless chips maker Skyworks Solutions (NASDAQ: SWKS) will be announcing earnings results this Tuesday after the bell. Here’s what you need to know.
SWKS to report fiscal Q3 earnings on July 28, with mobile seasonality in focus as WiFi, automotive and AI data-center demand support Broad Markets growth.
AI-driven devices, 5G and next-gen wireless standards are boosting RF demand, putting Skyworks among the semiconductor stocks to watch.
The rapid proliferation of edge IoT, AI data centers and automotive electrification, as well as the adoption of WiFi 7 and WiFi 8, is enhancing the prospects of SWKS and RFIL despite challenging macroeconomic conditions.
Skyworks Solutions (SWKS) is back on investors’ radar as the company prepares to release its fiscal third quarter 2026 results and host an earnings call on July 28, alongside a detailed business outlook. See our latest analysis for Skyworks Solutions. Despite a recent 1 day share price gain of 1.64% to US$57.51, Skyworks Solutions has seen its 30 day share price return fall 24.59%, while the 1 year total shareholder return is down 17.76% and the 5 year total shareholder return has fallen...
CRUS is expanding its PC business with SDCA adoption, mainstream device wins and AI-focused audio products, setting up another year of growth in fiscal 2027.
Skyworks Solutions will release its third-quarter earnings soon, and analysts anticipate a double-digit profit dip.
Skyworks Solutions, Inc. (NASDAQ:SWKS) was among the stocks Jim Cramer shared his opinions on during Mad Money. A caller asked what they should do with their position in the stock. In response, Cramer said: Oh, well, look, I think they, look, I know they got that CEO; he is trying to turn it around. Someone […]
Skyworks Solutions is seeing unusually high put option volume today, as reported by Barchart. This could provide a unique short-put play for value investors in this analog semiconductor stock.
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
Skyworks Solutions currently trades at $65.78 per share and has shown little upside over the past six months, posting a middling return of 2.1%. The stock also fell short of the S&P 500’s 9.3% gain during that period.
MXL heads into Q2 earnings results with strength across four end markets as AI data center, storage, broadband and 5G infrastructure demand builds.
A look under the hood reveals the semiconductor fund's impressive return was powered by a very small group of its holdings.
Pzena Investment Management recently released its first-quarter 2026 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter due to the Iran conflict and the related energy price hike, compounded by continued AI-related uncertainty. Despite this volatility, energy stocks led the […]
A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including Skyworks Solutions (NASDAQ:SWKS) and its peers.
A number of stocks fell in the afternoon session after chip stocks sold off in a session that laid bare the structural tension building beneath the sector's recent rally. Bank of America's fund manager survey, released in the morning, showed that 80% of respondents viewed semiconductors as the most crowded trade, the highest reading in the survey's history.
Qorvo (NasdaqGS:QRVO) has agreed to become a wholly owned subsidiary of Skyworks Solutions through a two step merger process. The transaction includes material amendments to Qorvo’s existing debt covenants, with required consents already obtained. The planned merger will change Qorvo’s corporate structure and financial obligations, with implications for stakeholders across its operations. Qorvo, a semiconductor solutions company focused on radio frequency and related technologies, operates...
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