Market Cap
$12.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 21, 2026 | BMO Capital | INITIATE | Market Perform | 53% |
| Jul 29, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 29, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 29, 2026 | Mizuho | MAINTAIN | Underperform | 52% |
| Jul 29, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 2 | 23 | 4 | 2 | 6% | |
| Aug 1, 2026 | 0 | 3 | 21 | 4 | 2 | 10% | |
| Jul 1, 2026 | 2 | 8 | 18 | 3 | 0 | 32% | |
| Jun 1, 2026 | 2 | 8 | 19 | 3 | 0 | 31% | |
| May 1, 2026 | 2 | 9 | 20 | 2 | 0 | 33% | |
| Apr 1, 2026 | 2 | 8 | 22 | 1 | 0 | 30% | |
| Mar 1, 2026 | 2 | 9 | 22 | 1 | 0 | 32% | |
| Feb 1, 2026 | 2 | 9 | 22 | 1 | 0 | 32% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.27 | $1.25–$1.31 | -27.7% | +0.0% | 8↑ 12↓ | $1.0B | 21 |
| Next Q | $1.32 | $0.90–$1.51 | -14.4% | +0.0% | 4↑ 14↓ | $1.1B | 20 |
| Current FY | $5.04 | $5.00–$5.09 | -15.0% | +0.0% | 10↑ 9↓ | $3.9B | 23 |
| Next FY | $4.96 | $4.58–$5.40 | -1.6% | -0.2% | 4↑ 14↓ | $4.0B | 22 |
| When | EPS estimate | Change 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 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 20,554,331 | $1.4B | 13.3% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 15,973,040 | $1.1B | 10.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,814,222 | $665.4M | 6.4% | — |
| STATE STREET CORP | 8,845,765 | $599.7M | 5.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,683,878 | $588.8M | 5.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,979,220 | $407.1M | 3.9% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,422,419 | $367.6M | 3.5% | — |
| DIMENSIONAL FUND ADVISORS LP | 5,377,269 | $364.6M | 3.5% | — |
| FIL Ltd | 5,144,018 | $348.8M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | DOUBLED | 2,022,067 | 4,385,569 | +116.9% | $297.3M |
| GOLDMAN SACHS GROUP INC | ADD | 2,123,291 | 3,576,922 | +68.5% | $242.5M |
| DnB Asset Management AS | DOUBLED | 1,344,150 | 3,188,840 | +137.2% | $216.2M |
| Capital World Investors | NEW | — | 2,916,151 | — | $197.7M |
| UBS Group AG | ADD | 2,102,549 | 2,899,719 | +37.9% | $196.6M |
| BANK OF AMERICA CORP /DE/ | ADD | 2,129,451 | 2,668,118 | +25.3% | $180.9M |
| NORGES BANK | NEW | — | 2,622,484 | — | $177.8M |
| JPMORGAN CHASE & CO | ADD | 1,406,740 | 1,762,096 | +25.3% | $119.8M |
| BARCLAYS PLC | TRIM | 1,951,596 | 1,451,237 | -25.6% | $98.4M |
| Rafferty Asset Management, LLC | ADD | 1,083,845 | 1,429,761 | +31.9% | $96.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Carter Philip Matthew | SVP & Chief Financial Officer | TAX W/H | 5,046 | $75.38 | $380.4K |
| Sep 8, 2026 | Carter Philip Matthew | SVP & Chief Financial Officer | EXERCISE | 9,917 | — | — |
| May 14, 2026 | BEEBE KEVIN L | Director | EXERCISE | 3,664 | — | — |
| May 14, 2026 | Guerin Eric | Director | EXERCISE | 3,664 | — | — |
| May 14, 2026 | KING CHRISTINE | Director | EXERCISE | 4,071 | — | — |
| May 14, 2026 | McBride Suzanne E. | Director | EXERCISE | 3,664 | — | — |
| May 14, 2026 | SCHRIESHEIM ROBERT A | Interim CFO | EXERCISE | 3,664 | — | — |
| May 14, 2026 | David P McGlade | Director | EXERCISE | 3,664 | — | — |
| May 14, 2026 | Turcke Maryann | Director | EXERCISE | 3,664 | — | — |
| May 13, 2026 | BEEBE KEVIN L | Director | AWARD | 3,724 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Skyworks Solutions Inc | Aug 12, 2026(37d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Skyworks Solutions Inc | Jul 22, 2026(117d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Skyworks Solutions Inc | Feb 16, 2026(39d) |