Nasdaq· Semiconductors & Related Devices· Inc. DE· CIK 0000004127

SWKS

SKYWORKS SOLUTIONS, INC.
$85.33 ▲ +2.61%
Prev close $83.16
Market cap$12.9B
ConsensusStrong Sell
12-mo target$69.82 (-18.2%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (7/10)32 New Institutional Positions18 Institutional ExitsCongressional Activity (1) Semiconductors
Snapshot
The big-picture read on SWKS right now — valuation, ownership and activity at a glance.
Market Cap
$12.9B
Cap Size
Large Cap
Analyst Consensus
Sell (6%)
Inst. Holders
50 funds
Inst. Value
$10.5B
Inst. Activity
32 buys / 18 sells
Social Sentiment
33° Cool
SEC Reports
12
Press Releases
3
Congressional
3 trades
Price chart 30d +19.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: SWKS — 62.2% short (1.0M / 1.5M)
Short: 956,652 | Exempt: 133 | TRF Vol: 1,538,539 | Short Ratio: 62.2% | Off-exchange volume (dark p
Sep 8, 2026 Insider
Carter Philip Matthew surrendered for taxes 5,046 shares
SVP & Chief Financial Officer @ $75.38 ($380.4K)
Sep 8, 2026 Insider
Carter Philip Matthew acquired via exercise 9,917 shares
SVP & Chief Financial Officer
Sep 2, 2026 SEC
Skyworks extended the expiration date of its exchange offers for Qorvo's senior notes by 10 days to September 11, 2026,
8-K — Impact 3/10
Sep 2, 2026 Press
Skyworks extended the expiration date of its exchange offers for Qorvo's senior notes to September 11, 2026, as it works
Impact 4/10
Aug 11, 2026 SEC
Skyworks Solutions issued $2.0 billion in senior notes across three tranches ($800M 5.000% due 2028, $600M 5.750% due 20
8-K — Impact 6/10
Aug 6, 2026 SEC
Skyworks Solutions is issuing $2.0 billion in senior notes across three tranches ($800M 5.000% due 2028, $600M 5.750% du
424B5 — Impact 6/10
Jul 7, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Analyst ratings buy % -81.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Sell 6% rate it Buy or better · 31 analysts
Strong Buy 0 0% Buy 2 6% Hold 23 74% Sell 4 13% Strong Sell 2 6%
Recent analyst actions
DateFirmActionRatingFirm rating
Oct 1, 2026RBC CapitalMAINTAINSector Perform 55%
Aug 21, 2026BMO CapitalINITIATEMarket Perform 53%
Jul 29, 2026Morgan StanleyMAINTAINEqual-Weight 55%
Jul 29, 2026JP MorganMAINTAINNeutral 55%
Jul 29, 2026StifelMAINTAINHold 54%
Jul 29, 2026TD CowenMAINTAINHold 56%
Jul 29, 2026MizuhoMAINTAINUnderperform 52%
Jul 29, 2026UBSMAINTAINNeutral 55%
Jul 29, 2026CitigroupMAINTAINNeutral 55%
Jul 29, 2026RBC CapitalMAINTAINSector Perform 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20260223426%
Aug 1, 202603214210%
Jul 1, 202628183032%
Jun 1, 202628193031%
May 1, 202629202033%
Apr 1, 202628221030%
Mar 1, 202629221032%
Feb 1, 202629221032%
Price targets
Where 17 covering analysts think SWKS trades over the next 12 months.
$69.82 -18.2% upside Strong Sell
Current$85.33 Low$52.00 Median$70.00 High$95.00 17 analysts
$52.00$95.00
Analyst rating Hold· 3.0/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
33°
Cool
BearishNeutralBullish
2 mentions 0 bullish 2 bearish 0 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 2 bullish, 2 bearish, 1 mixed, 7 neutral · avg impact 4.6/10.Plus 3 press releases.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SWKS — 62.2% short (1.0M / 1.5M)
Short: 956,652 | Exempt: 133 | TRF Vol: 1,538,539 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
other
Skyworks Announces Extension of Expiration Date of Exchange Offers for Qorvo’s Senior Notes due 2029 and 2031
IRVINE, Calif., Sept. 30, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) (“Skyworks”), a leading developer, manufacturer and provide
Sep 30, 2026
m_and_a
Skyworks Receives All Necessary Clearances for Proposed Combination with Qorvo
IRVINE, Calif., Sept. 30, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) today announced that it has received all necessary regulato
Sep 30, 2026
short_volume
Short Volume: SWKS — 86.1% short (3.0M / 3.4M)
Short: 2,957,611 | Exempt: 5 | TRF Vol: 3,434,971 | Short Ratio: 86.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: SWKS — 67.2% short (1.0M / 1.4M)
Short: 971,511 | Exempt: 262 | TRF Vol: 1,446,747 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$1.27$1.25–$1.31-27.7%+0.0%8↑ 12↓$1.0B21
Next Q$1.32$0.90–$1.51-14.4%+0.0%4↑ 14↓$1.1B20
Current FY$5.04$5.00–$5.09-15.0%+0.0%10↑ 9↓$3.9B23
Next FY$4.96$4.58–$5.40-1.6%-0.2%4↑ 14↓$4.0B22
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$1.273—
7d ago$1.273—
30d ago$1.273—
60d ago$1.274-0.001
90d ago$1.307-0.034
Institutional ownership
Which big funds own SWKS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.5B total value (154,298,702 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, PZENA. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
Erste Asset Management GmbH0$0.000.0%—
BlackRock, Inc.20,554,331$1.4B13.3%—
PZENA INVESTMENT MANAGEMENT LLC15,973,040$1.1B10.4%—
VANGUARD CAPITAL MANAGEMENT LLC9,814,222$665.4M6.4%—
STATE STREET CORP8,845,765$599.7M5.7%—
VANGUARD PORTFOLIO MANAGEMENT LLC8,683,878$588.8M5.6%—
GEODE CAPITAL MANAGEMENT, LLC5,979,220$407.1M3.9%—
CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,422,419$367.6M3.5%—
DIMENSIONAL FUND ADVISORS LP5,377,269$364.6M3.5%—
FIL Ltd5,144,018$348.8M3.3%—
Recent position changes
FundActionPrevCurrentChangeValue
Capital Research Global InvestorsDOUBLED2,022,0674,385,569+116.9%$297.3M
GOLDMAN SACHS GROUP INCADD2,123,2913,576,922+68.5%$242.5M
DnB Asset Management ASDOUBLED1,344,1503,188,840+137.2%$216.2M
Capital World InvestorsNEW—2,916,151—$197.7M
UBS Group AGADD2,102,5492,899,719+37.9%$196.6M
BANK OF AMERICA CORP /DE/ADD2,129,4512,668,118+25.3%$180.9M
NORGES BANKNEW—2,622,484—$177.8M
JPMORGAN CHASE & COADD1,406,7401,762,096+25.3%$119.8M
BARCLAYS PLCTRIM1,951,5961,451,237-25.6%$98.4M
Rafferty Asset Management, LLCADD1,083,8451,429,761+31.9%$96.9M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 16 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
DateInsiderTitleTypeSharesPriceValue
Sep 8, 2026Carter Philip MatthewSVP & Chief Financial OfficerTAX W/H5,046$75.38$380.4K
Sep 8, 2026Carter Philip MatthewSVP & Chief Financial OfficerEXERCISE9,917——
May 14, 2026BEEBE KEVIN LDirectorEXERCISE3,664——
May 14, 2026Guerin EricDirectorEXERCISE3,664——
May 14, 2026KING CHRISTINEDirectorEXERCISE4,071——
May 14, 2026McBride Suzanne E.DirectorEXERCISE3,664——
May 14, 2026SCHRIESHEIM ROBERT AInterim CFOEXERCISE3,664——
May 14, 2026David P McGladeDirectorEXERCISE3,664——
May 14, 2026Turcke MaryannDirectorEXERCISE3,664——
May 13, 2026BEEBE KEVIN LDirectorAWARD3,724——
Congressional trades
SWKS trades disclosed by members of Congress, with disclosure delay.
3 members · 3 buys / 0 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jul 7, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Skyworks Solutions IncAug 12, 2026(37d)
Mar 27, 2026Alan ArmstrongRSENATEBUY$1,001 - $15,000Skyworks Solutions IncJul 22, 2026(117d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Skyworks Solutions IncFeb 16, 2026(39d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SWKS.
Shares short
32,713,338
Settlement Sep 15, 2026
Change vs prior
-5.3%
Semi-monthly cycle
Days to cover
4.2
At avg daily volume
Of shares outstanding
≈21.7%
Estimate — not % of float
All SWKS filing & press-release reports (15)