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Wireless chips maker Skyworks Solutions (NASDAQ: SWKS) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, but sales fell by 3.1% year on year to $934.8 million. Guidance for next quarter’s revenue was better than expected at $1.04 billion at the midpoint, 0.8% above analysts’ estimates. Its non-GAAP profit of $1.08 per share was 4.8% above analysts’ consensus estimates.

Communications chips maker Qorvo (NASDAQ: QRVO) reported Q2 CY2026 results beating Wall Street’s revenue expectations, but sales fell by 4.2% year on year to $784.8 million. Its non-GAAP profit of $1.64 per share was 54.1% above analysts’ consensus estimates.

Skyworks Solutions recently held its third-quarter fiscal 2026 earnings call and released results and a business outlook, while analysts had been expecting a sharp year-over-year profit decline and ongoing margin pressures from higher costs. Those expectations, combined with a downgrade from KeyBanc that flagged growth challenges and insider stock sales, have sharpened investor focus on Skyworks’ earnings resilience and customer concentration risks. We’ll now examine how the KeyBanc...

KeyBanc recently downgraded Skyworks Solutions based on shifting market conditions.

Apple, IBM downgraded: Wall Street's top analyst calls

Chip stocks are on the move, inching higher to shake off some recent losses. The PHLX Semiconductor Index is up 1.3%, with 27 of its 30 stocks in the green despite the broader market sell-off fueled by a reignited U.

AVGO's AI revenue outlook, margin pressure and customer concentration are raising valuation questions. What should investors do?

Skyworks Solutions stock has fallen about 59.6% over the past five years. However, current valuation checks, including an intrinsic value estimate from a Discounted Cash Flow (DCF) approach and market multiples, now suggest the shares are trading around what many models would view as a reasonable price rather than a clear bargain. Over the last five years, Skyworks Solutions has delivered a decline of around 59.6%, which raises the question of whether the current share price now better...

Skyworks Solutions (NasdaqGS:SWKS) has been newly added to the Russell 1000 Value-Defensive Index. The company has also joined the Russell 1000 Defensive Index, highlighting its inclusion in key defensive equity benchmarks. Skyworks Solutions enters these indices at a time when its stock has faced pressure, with the share price at $65.93 and the stock down 7.7% over the past week and 12.7% over the past month. Over longer periods the stock has also declined, including 12.1% over the past...

A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.

Skyworks Solutions has lagged behind the Nasdaq Composite over the past year, and analysts remain unsure about the stock’s outlook.

A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

Broadcom sinks 12.6% on a beat-and-raise as guidance and AI outlook fall short, and margins are set to slide. What now?

A number of stocks fell in the afternoon session after semiconductor stocks pulled back following a rally the previous week as geopolitical tensions between the US and China increased over artificial intelligence technology.