Skyworks Solutions

SWKS

時価総額 $187億

The recent sell-off across U.S. stocks has created fresh uncertainty for investors, with technology shares bearing the brunt of mounting concerns over AI valuations, persistent inflation and the prospect of higher interest rates.

Apple TodayAAPLApple$345.04 +2.08 (+0.61%) As of 10:25 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$243.42▼$348.15Dividend Yield0.31%P/E Ratio39.56Price Target$340.39Add to WatchlistShares of Apple Inc. NASDAQ: AAPL dipped on Oct. 9 after rumors swirled that the tech giant had trimmed production on components for its new iPhone 18 Pro phones due to slow demand.

Apple (NASDAQ:AAPL | AAPL Price Prediction) stock is at $331.22, down 3%, after a report that the company has cut component orders for its iPhone 18 Pro lineup.

Skyworks Si829x Isolated Safety Gate Driver Qualified and Ready for Customer Evaluation; Si829x platform with ProVCD™ technology moves from development to

Two chip makers faced the same brutal quarter of weak handset demand and squeezed margins, then made opposite bets on how to keep investors happy. The choice one of them made could define its shareholder relationship for a decade.

Hours after Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) completed its takeover of Qorvo (NASDAQ:QRVO), Jim Cramer told CNBC viewers the combined RF chipmaker is worth owning.

IRVINE, Calif., Oct. 05, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) (“Skyworks”), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today announced the expiration and final results of its previously announced offers to holders of Qorvo Notes (as defined herein) to exchange (the “Exchange Offers”) any and all outstanding 4.375% Senior Notes due 2029 (the “2029 Qorvo Notes”) and any and all outstanding 3.375% Senior Notes due 2031 (the “2031 Qorvo Notes” and, together with the 2029 Qorvo Notes, the “Qorvo Notes”) issued by Qorvo, Inc. (“Qorvo”) as set forth in the table below for (1) with respect to the 2029 Qorvo Notes, up to $850,000,000 aggregate principal amount of new 4.375% Senior Notes due 2029 (the “New 2029 Skyworks Notes”) issued by Skyworks and (2) with respect to the 2031 Qorvo Notes, up to $700,000,000 aggregate principal amount of new 3.375% Senior Notes due 2031 (the “New 2031 Skyworks Notes”) issued by Skyworks.

Skyworks Completes Combination with Qorvo Expands technology portfolio and addressable market, with $500 million or more in expected annual cost synergies

I rate Skyworks Solutions a Buy, with a price target of $123.11 per share, representing approximately 40% upside from the current share price. The Qorvo merger addresses several standalone issues by adding scale, broader end-market exposure, and a larger customer base. The combined company could generate at least $500 million in annual cost synergies, with additional benefits from better manufacturing utilization and a larger R&D platform.

Skyworks Solutions (SWKS -3.06%) could emerge from its combination with Qorvo with greater scale, broader markets, and a significantly different earnings profile. The opportunity hinges on whether management can capture $500 million in planned synergies, expand beyond smartphones, and manage the additional debt.