8-K ·Filed Sep 2, 2026

SWKS

SKYWORKS SOLUTIONS, INC.
NEUTRAL
Impact 3/10
Horizonweeks Processed1mo ago SEC0001104659-26-104395
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

The high tender rates (90%+) suggest bondholders are comfortable with the exchange, removing a potential hurdle for the merger. Monitor for the merger closing announcement, which will trigger the settlement of these exchange offers and the issuance of new Skyworks notes.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
SWKS ▲ +19.26% at T+20d
NEUTRAL call ✓ call won +19.26% · α vs SPY +19.59% · entry $71.68 → $85.48
Next anchor: T+60d in 8w
Entry anchored
Sep 1, 07:34 PM ET
via 1-min bar
T+1d
-0.31%
call -0.31% · α -1.35%
$71.46
settled 4w ago
T+5d
+17.24%
call +17.24% · α +18.20%
$84.03
settled 23d ago
T+20d
+19.26%
call +19.26% · α +19.59%
$85.48
settled 2d ago
T+60d
—
call — · α —
—
in 8w

Price Chart

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Executive Summary

Skyworks extended the expiration date of its exchange offers for Qorvo's senior notes by 10 days to September 11, 2026, as it continues to work toward closing the pending merger with Qorvo. As of the original deadline, 90.30% of the $850M 2029 notes and 93.29% of the $700M 2031 notes had been validly tendered, indicating strong bondholder participation. This is a routine procedural update with no new financial information or change in deal terms.

Key Facts

  • Skyworks extended the expiration date of its exchange offers for Qorvo's senior notes to September 11, 2026.
  • As of September 1, 2026, 90.30% ($767,518,000) of the $850,000,000 4.375% Senior Notes due 2029 had been tendered.
  • As of September 1, 2026, 93.29% ($653,022,000) of the $700,000,000 3.375% Senior Notes due 2031 had been tendered.
  • The exchange offers are conditioned upon the closing of the Skyworks-Qorvo merger, which Skyworks hopes will close within the calendar year.

Financial Impact

No new financial impact disclosed; the exchange offers involve up to $850M in new 4.375% Senior Notes due 2029 and up to $700M in new 3.375% Senior Notes due 2031.

debt

Risk Factors

  • The merger may not close on the expected timeline or at all, which would prevent the exchange offers from settling.
  • The substantial additional indebtedness Skyworks has incurred for the merger could reduce financial flexibility.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
10% bullish (30 analysts)

Investment Themes

Semiconductors

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-104395
Document: tm2624606d1_ex99-1.htm0001104659-26-104395
Document: 0001104659-26-104395-index-headers.html0001104659-26-104395
Document: 0001104659-26-104395-index.html0001104659-26-104395
Document: 0001104659-26-104395.txt0001104659-26-104395
15 reports for SWKS
Performance horizon
100% Hit rate 4 of 4 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%$85.09 (+18.72%)
Sep 2, 2026
4w ago
Press Release
NEUTRAL ★ 4/10
$71.68 $85.48▲ +19.26%▲ +19.59%$85.09 (+18.72%)
Aug 10, 2026
7w ago
8-K
BEARISH ★ 6/10
$68.33 $76.54▼ −12.02%▼ −13.07%$85.09 (−24.53%)
Aug 6, 2026
8w ago
424B5
BEARISH ★ 6/10
$70.62 $74.02▼ −4.81%▼ −5.21%$85.09 (−20.49%)
Aug 3, 2026
8w ago
S-3ASR
NEUTRAL ★ 3/10
$61.29 $67.01▲ +9.33%▲ +8.09%$85.09 (+38.83%)
Aug 3, 2026
8w ago
8-K
BULLISH ★ 6/10
$61.29 $67.01▲ +9.33%▲ +8.09%$85.09 (+38.83%)
Jun 12, 2026
16w ago
8-K
NEUTRAL ★ 4/10
$73.97 $60.38▼ −18.37%▼ −20.15%$85.09 (+15.03%)
Jun 12, 2026
16w ago
Press Release
NEUTRAL ★ 4/10
$73.97 $60.38▼ −18.37%▼ −20.15%$85.09 (+15.03%)
Jun 1, 2026
17w ago
EFFECT
NEUTRAL ★ 4/10
$74.98 $67.71▼ −9.69%▼ −7.38%$85.09 (+13.49%)
May 20, 2026
19w ago
Press Release
NEUTRAL ★ 4/10
$73.45 $72.45▼ −1.35%▼ −1.90%$85.09 (+15.86%)
Showing 10 of 15

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