8-K ·Filed Aug 3, 2026

SWKS

SKYWORKS SOLUTIONS, INC.
BULLISH
Impact 6/10
Horizonmonths Processed2mo ago SEC0001104659-26-089397
8-K context-dependent: Items 8.01
Actionable Insight ▲ Bullish

Monitor progress with China's SAMR and Korea's KFTC as the next catalysts. The FTC clearance removes the largest regulatory overhang; any positive news from the remaining jurisdictions could further compress the deal spread. Trade the spread or wait for definitive close announcement.

DirectionBullish
Confidencemedium
Horizonmonths
Latest settled — T+20d ⚠ clustered
SWKS ▲ +9.33% at T+20d
LONG call ✓ call won +9.33% · α vs SPY +8.09% · entry $61.29 → $67.01
Next anchor: T+60d in 25d
Latest observation: T+39 +52.80% FF3 residual α
Entry anchored
Jul 31, 03:59 PM ET
via exchange tick
T+1d
+8.82%
call +8.82% · α +7.06%
$66.70
settled 8w ago
T+5d
+12.24%
call +12.24% · α +10.21%
$68.79
settled 8w ago
T+20d
+9.33%
call +9.33% · α +8.09%
$67.01
settled 5w ago
T+60d
—
call — · α —
—
in 25d

Price Chart

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Executive Summary

Skyworks updated the status of regulatory approvals for its pending merger with Qorvo. The U.S. FTC's HSR waiting period has expired, and the FTC let the timing agreement lapse on August 1, 2026, without taking action, clearing the main U.S. antitrust hurdle. Two jurisdictions remain open — China (SAMR) and South Korea (KFTC) — while other foreign investment approvals have been obtained. Management expressed confidence to close within the calendar year, but the timeline is not assured.

Key Facts

  • HSR waiting period expired, FTC allowed timing agreement to expire without action on August 1, 2026
  • China (State Administration for Market Regulation) and South Korea (Korea Fair Trade Commission) remain the only open jurisdictions
  • All foreign investment filings in other jurisdictions have been cleared
  • Skyworks preparing to close as early as within the fiscal year; hopeful for calendar year closing

Financial Impact

Removal of U.S. antitrust risk for a transformative merger combining two major RF semiconductor companies — no deal value or financial terms provided in this filing

deal completion probabilityregulatory risk profile

Risk Factors

  • Failure to obtain remaining regulatory approvals in China or South Korea
  • Extended closing timeline beyond current expectations
  • Potential litigation or other unstated closing conditions

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
32% bullish (31 analysts)

Investment Themes

Semiconductors

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-089397
Document: 0001104659-26-089397-index-headers.html0001104659-26-089397
Document: 0001104659-26-089397-index.html0001104659-26-089397
Document: 0001104659-26-089397.txt0001104659-26-089397
15 reports for SWKS
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +17.91%Apr 21, 2026
Filters
Rows
Reports for SWKS — sortable, filterable
TypeNow
Sep 2, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$71.68 $85.48▲ +19.26%▲ +19.59%$83.83 (+16.96%)
Sep 2, 2026
4w ago
Press Release
NEUTRAL ★ 4/10
$71.68 $85.48▲ +19.26%▲ +19.59%$83.83 (+16.96%)
Aug 10, 2026
7w ago
8-K
BEARISH ★ 6/10
$68.33 $76.54▼ −12.02%▼ −13.07%$83.83 (−22.68%)
Aug 6, 2026
8w ago
424B5
BEARISH ★ 6/10
$70.62 $74.02▼ −4.81%▼ −5.21%$83.83 (−18.71%)
Aug 3, 2026
8w ago
S-3ASR
NEUTRAL ★ 3/10
$61.29 $67.01▲ +9.33%▲ +8.09%$83.83 (+36.78%)
Aug 3, 2026
8w ago
8-K
BULLISH ★ 6/10
$61.29 $67.01▲ +9.33%▲ +8.09%$83.83 (+36.78%)
Jun 12, 2026
16w ago
8-K
NEUTRAL ★ 4/10
$73.97 $60.38▼ −18.37%▼ −20.15%$83.83 (+13.33%)
Jun 12, 2026
16w ago
Press Release
NEUTRAL ★ 4/10
$73.97 $60.38▼ −18.37%▼ −20.15%$83.83 (+13.33%)
Jun 1, 2026
17w ago
EFFECT
NEUTRAL ★ 4/10
$74.98 $67.71▼ −9.69%▼ −7.38%$83.83 (+11.81%)
May 20, 2026
19w ago
Press Release
NEUTRAL ★ 4/10
$73.45 $72.45▼ −1.35%▼ −1.90%$83.83 (+14.14%)
Showing 10 of 15

US Market Status

Market Open — Closes in 51m

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