DEFA14A ·Filed Apr 27, 2026

SWKS

SKYWORKS SOLUTIONS, INC.
NEUTRAL
Impact 4/10
Horizonmonths Processed5mo ago SEC0001104659-26-048820
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the outcome of the shareholder vote on the new long-term incentive plan, as approval could lead to increased share dilution. The merger with Qorvo, already approved, is expected to deliver $500 million or more in annual cost synergies within 24 to 36 months after closing.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
SWKS ▲ +1.76% at T+60d
NEUTRAL call ✓ call won +1.76% · α vs SPY -2.74% · entry $62.07 → $63.16
Entry anchored
Apr 24, 04:15 PM ET
via exchange tick
T+1d
-1.80%
call -1.80% · α -1.32%
$60.95
settled 5mo ago
T+5d
+10.92%
call +10.92% · α +10.52%
$68.85
settled 5mo ago
T+20d
+34.41%
call +34.41% · α +29.45%
$83.42
settled 4mo ago
T+60d
+1.76%
call +1.76% · α -2.74%
$63.16
settled 2mo ago

Price Chart

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Executive Summary

Skyworks Solutions is holding its 2026 annual meeting to vote on several proposals, including the election of nine directors, ratification of auditors, an advisory vote on executive compensation, and approval of a new long-term incentive plan to issue eight million additional shares. The company is also preparing for a transformative merger with Qorvo, which was approved in February 2026, and has recently appointed a new CEO and CFO.

Key Facts

  • Skyworks is requesting shareholder approval for a new long-term incentive plan to issue eight million additional shares.
  • The company recently appointed Phil Brace as CEO in February 2025 and Phil Carter as CFO in September 2025.
  • Shareholders approved the transformative merger with Qorvo in February 2026.
  • The company is requesting approval to eliminate supermajority vote provisions in its Certificate of Incorporation.
  • The company is asking shareholders to vote against a proposal regarding greenhouse gas emission reduction efforts.

Financial Impact

The request for eight million additional shares under the new equity plan is expected to be sufficient for approximately two years of grants.

dilutionequity compensation

Risk Factors

  • The request for eight million additional shares could lead to share dilution.
  • The merger with Qorvo may not deliver the expected synergies or benefits.
  • The company's financial performance may be impacted by the integration of Qorvo.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
30% bullish (33 analysts)

Investment Themes

Semiconductors

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-048820
Document: 0001104659-26-048820-index-headers.html0001104659-26-048820
Document: 0001104659-26-048820-index.html0001104659-26-048820
Document: 0001104659-26-048820.txt0001104659-26-048820
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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