SKYWORKS SOLUTIONS, INC.
In the published model solve dated 2026-Q2, anchored at $83.37, SKYWORKS SOLUTIONS, INC. (SWKS) is priced for +22.7% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• Skyworks is in the middle of the largest event in its history, a roughly $22 billion cash-and-stock merger with Qorvo that management now expects to close by the end of 2026, ahead of the original early-2027 timeline. [Source: company announcement, June 2026] • Concentration is the standing risk the 10-K states plainly: in each of the last three fiscal years ⟦"one customer accounted for greater than ten percent of our net revenue"⟧, and three customers represented 82% of gross accounts receiva
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649 institutional managers reported holding SWKS in 13F filings for the quarter ended 2026-03-31. 75 opened new positions that quarter. Held by BlackRock, Vanguard Group, Pzena Investment Management, among others. On the short side, 27.6M shares were sold short as of the 2026-06-15 count, about 18% of shares outstanding (5.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SWKS has cut its share count 9% over the past five years, spending $1.98B on repurchases. It pays a dividend, and has for 12 years running; the current rate is $2.81 a share annually. Cash returned over the past three years: $1.19B in dividends and $915.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at SWKS over the trailing three years: 2024: 1 buy totaling $1.00M; 2025: 1 buy totaling $661k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SWKS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | -0.5% | -8.7% |
| 2023-11-18 | +4.6% | +12.6% |
| 2024-02-01 | -1.6% | +1.7% |
| 2024-05-02 | -16.3% | +16.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SWKS's latest 8-K filings: 2026-10-07 (items 1.01, 2.03, 9.01); 2026-10-05 (items 2.01, 5.02, 8.01, 9.01); 2026-09-30 (items 8.01, 9.01); 2026-09-02 (items 8.01, 9.01); 2026-08-10 (items 1.01, 2.03, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.