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3 Semiconductor Stocks That Concern Us
StockStory1d agoneutral
3 Semiconductor Stocks That Concern Us

Semiconductors are the picks and shovels of modern technology. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 50.2% and beaten the S&P 500 by 39.1 percentage points.

1 Value Stock with Exciting Potential and 2 We Turn Down
StockStory14d agoneutral
1 Value Stock with Exciting Potential and 2 We Turn Down

Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes by purchasing wonderful businesses at reasonable prices. But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.

Skyworks Solutions (SWKS) Stock Trades Near Fair Value Despite Rich Earnings
Simply Wall St.14d agoneutral
Skyworks Solutions (SWKS) Stock Trades Near Fair Value Despite Rich Earnings

Skyworks Solutions stock has seen a steep share price decline over the past few years, yet the current checks suggest it is neither obviously cheap nor extremely stretched on intrinsic value. The Discounted Cash Flow (DCF) estimate lines up close to the market price, while broader valuation checks and market multiples point to a stock that does not screen as a clear bargain. Over the past 5 years, Skyworks Solutions shares have declined 62.2%, which puts a spotlight on whether the current...

Stocks Pressured by Renewed US-Iran Hostilities
Barchart14d agoneutral
Stocks Pressured by Renewed US-Iran Hostilities

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Skyworks Solutions Q3 Earnings Call Highlights
MarketBeat15d agoneutral
Skyworks Solutions Q3 Earnings Call Highlights

Skyworks Solutions (NASDAQ:SWKS) reported fiscal third-quarter revenue and non-GAAP earnings above the midpoint of its guidance, while outlining progress toward its proposed combination with Qorvo and a revised capital allocation strategy for the combined company. For the June quarter, Skyworks gen

Skyworks Solutions (SWKS) Prepares For Earnings, Is It Still Below Fair Value?
Simply Wall St.28d agoneutral
Skyworks Solutions (SWKS) Prepares For Earnings, Is It Still Below Fair Value?

Skyworks Solutions (SWKS) is back on investors’ radar as the company prepares to release its fiscal third quarter 2026 results and host an earnings call on July 28, alongside a detailed business outlook. See our latest analysis for Skyworks Solutions. Despite a recent 1 day share price gain of 1.64% to US$57.51, Skyworks Solutions has seen its 30 day share price return fall 24.59%, while the 1 year total shareholder return is down 17.76% and the 5 year total shareholder return has fallen...

Jim Cramer Says Skyworks Solutions’ CEO “Is Trying to Turn It Around”
Insider Monkey33d agoneutral
Jim Cramer Says Skyworks Solutions’ CEO “Is Trying to Turn It Around”

Skyworks Solutions, Inc. (NASDAQ:SWKS) was among the stocks Jim Cramer shared his opinions on during Mad Money. A caller asked what they should do with their position in the stock. In response, Cramer said: Oh, well, look, I think they, look, I know they got that CEO; he is trying to turn it around. Someone […]

3 Reasons to Sell SWKS and 1 Stock to Buy Instead
StockStory41d agoneutral
3 Reasons to Sell SWKS and 1 Stock to Buy Instead

Skyworks Solutions currently trades at $65.78 per share and has shown little upside over the past six months, posting a middling return of 2.1%. The stock also fell short of the S&P 500’s 9.3% gain during that period.

Pzena Focused Value Strategy Increased Skyworks Solutions (SWKS) on a Dip
Insider Monkey50d agoneutral
Pzena Focused Value Strategy Increased Skyworks Solutions (SWKS) on a Dip

Pzena Investment Management recently released its first-quarter 2026 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter due to the Iran conflict and the related energy price hike, compounded by continued AI-related uncertainty. Despite this volatility, energy stocks led the […]

Qorvo and Skyworks Solutions Shares Skyrocket, What You Need To Know
StockStory51d agoneutral
Qorvo and Skyworks Solutions Shares Skyrocket, What You Need To Know

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Qorvo Merger With Skyworks Resets Debt Covenants And Risk Profile
Simply Wall St.59d agoneutral
Qorvo Merger With Skyworks Resets Debt Covenants And Risk Profile

Qorvo (NasdaqGS:QRVO) has agreed to become a wholly owned subsidiary of Skyworks Solutions through a two step merger process. The transaction includes material amendments to Qorvo’s existing debt covenants, with required consents already obtained. The planned merger will change Qorvo’s corporate structure and financial obligations, with implications for stakeholders across its operations. Qorvo, a semiconductor solutions company focused on radio frequency and related technologies, operates...

Skyworks Advances Qorvo Merger Plans And Expands AI And EV Power Reach
Simply Wall St.59d agoneutral
Skyworks Advances Qorvo Merger Plans And Expands AI And EV Power Reach

Skyworks Solutions (NasdaqGS:SWKS) reported early results of its exchange offers and consent solicitations for Qorvo’s Senior Notes, advancing preparations for the planned Qorvo merger. The company also introduced new high efficiency power and gate driver technologies aimed at AI data centers, EV platforms, and industrial uses at PCIM Europe 2026. For you as an investor, these updates touch both capital structure and product direction for NasdaqGS:SWKS. The Qorvo Senior Notes exchange...