任意の製品分析
許可いただいた場合、プライバシーに配慮した限定的な分析を使用し、どのリサーチ経路が有効かを把握します。広告トラッカーやセッション録画は使用しません。この選択は設定で変更できます。詳しくは プライバシーポリシー.
Skyworks Solutions, Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $13.4B | |
|---|---|---|
| Revenue (ttm) | 4B | |
| Net income (ttm) | 290.1M | |
| EPS (ttm) | $1.93 | |
| Shares out | 150.5M | |
| P/E (trailing) | 45.1x | |
| P/E (forward) | 17.6x | |
| Dividend | $2.13 (2.44%) | |
| Volume | 2,423,744 | |
| Beta | 1.48 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-10-01 | 2022-09-30 | 2023-09-29 | 2024-09-27 | 2025-10-03 | Trend |
| Revenue | $5.11B | $5.49B | $4.77B | $4.18B | $4.09B | -5.4% |
| Gross profit | $2.51B | $2.60B | $2.11B | $1.72B | $1.68B | -9.5% |
| Operating income | $1.61B | $1.53B | $1.13B | $637.4M | $500.0M | -25.4% |
| Net income | $1.50B | $1.28B | $982.8M | $596.0M | $477.1M | -24.9% |
| EPS (diluted) | $8.97 | $7.81 | $6.13 | $3.69 | $3.08 | -23.5% |
| EBITDA | $2.05B | $2.21B | $1.76B | $1.12B | $1.02B | -16.1% |
| R&D | $532.3M | $617.9M | $606.8M | $631.7M | $785.5M | +10.2% |
| SG&A | $322.5M | $329.8M | $314.0M | $300.8M | $371.5M | +3.6% |
Recent company headlines from major financial publishers.
The base path reflects steady RF component content per device in core customer models, with operating margins holding near baseline levels while global handset demand remains mature. The scenario reaches target $44.88 with return -49.4% against $88.76 (as of 2026-09-18). Disconfirmation would occur if primary customer socket allocation drops or pricing concessions accelerate.
The bull path assumes accelerated adoption of 5G Advanced and Wi-Fi 7 standards expanding dollar content per smartphone, accompanied by faster market penetration in automotive and industrial markets. Reaching target $47.77 and return -46.2% requires operating leverage to lift margins toward RF peer levels. Disconfirmation would appear if RF peer competition caps module pricing gains.
| Ke ↓ / g → | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 7.9% | $50.8 | $52.6 | $54.7 | $57.2 | $60.2 |
| 8.9% | $46.4 | $47.6 | $49.1 | $50.8 | $52.8 |
| 9.9% | $42.9 | $43.8 | $44.9 | $46.1 | $47.5 |
| 10.9% | $40.1 | $40.8 | $41.6 | $42.5 | $43.5 |
| 11.9% | $37.8 | $38.3 | $38.9 | $39.6 | $40.4 |
Upcoming earnings date and setup when available.
各月に公開されたリサーチ版が示したレーティングです。レーティングは分析時点の株価を公正価値と比較したもので、判断が当たったかどうかの記録ではありません。
| 年 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | 10月 | 11月 | 12月 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |