Skyworks Solutions designs and manufactures proprietary semiconductor products, specializing in high-performance analog and RF components (radio frequency front-end modules) used primarily in high-volume mobile (5G/6G) and diverse IoT markets. It operates as a critical fabless supplier (S-P3) focused on connectivity modules.
This investment thesis targets a structural cyclical rebound (C3) overlaid with significant technological preparation (A-AI). The company is exiting a deep correction phase, evidenced by robust sequential revenue growth of 14.01%. Despite near-term gross margin pressure (-0.88% GM Trend), the high R&D intensity (20.28% of revenue) confirms the company is investing heavily to maintain its competitive moat in complex RF integration. Critically, management demonstrates high conviction via over $9.9 million in net insider buying over the last six months, signaling belief that the component cycle inflection is durable and the company is positioned to capture opportunities in edge AI/IoT connectivity.
| Market Cap | None |
| PE Ratio (TTM) | None |
| Revenue (TTM) | None |
| Profit Margin | None |
| 52 Week High | None |
| 52 Week Low | None |
| Price | 68.22 |
What do you have to believe?
Growth vs Discount Rate
| 12% | 9% | 7% | |
|---|---|---|---|
| High | -- | -- | -- |
| Base | -- | -- | -- |
| Low | -- | -- | -- |
β Undervalued β Overvalued
| Year | Revenue | Margin | FCF | PV of FCF |
|---|---|---|---|---|
| Terminal Value (PV) | -- | |||
| Enterprise Value | -- | |||
| Equity Value (EV + Cash - Debt) | -- | |||
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No SEC filings available.