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Qualcomm just posted its best month in a while, but its two closest peers beat it handily during the same rally. Whether that gap signals a buying opportunity or a warning depends entirely on what actually drove the move.
The past six months have been a windfall for Skyworks Solutions’s shareholders. The company’s stock price has jumped 61.6%, hitting $86.77 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Qorvo has had a strong run in 2026, and the sharp move has pushed a straightforward question to the front of the queue for investors who care most about cash generation. Are the cash flows that Qorvo can realistically produce over time enough to justify where the stock trades today? With the share price up 36.8% year to date, a much larger slice of your potential return now depends on whether Qorvo’s current valuation lines up with its cash producing power. Progress toward a merger with...
Skyworks Solutions stock is the best-performing S&P 500 component on Tuesday as shares of the Apple supplier pick up momentum after a momentary blip on Monday.
Three handset chip names are surging while the rest of large-cap tech slides lower, and no earnings release or analyst note explains the divergence. The reason behind the rotation tells you something important about where semiconductor money is quietly moving.
Apple just repriced the entire iPhone lineup from the top down, and the supplier shockwaves are already hitting the tape in ways that go beyond the usual launch-day noise.
Skyworks (SWKS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.
Non-discretionary vesting event reduces his direct holdings by 4%, yet Stewart maintains a $4.89 million equity stake in the semiconductor firm.
QRVO beat earnings estimates as stronger margins and cost discipline offset weaker smartphone demand, highlighting a profitability story driven by execution.
QRVO is improving profitability through stronger execution and diversification, but smartphone exposure and transaction uncertainty still cloud the outlook.
QRVO has surged 11.6% in a month as stronger margins and earnings fuel optimism amid smartphone market and pending deal uncertainties.
Skyworks Solutions tops fiscal Q3 estimates as Broad Markets growth, led by AI data center, offsets weaker revenues and margin pressure.
Skyworks (SWKS) delivered earnings and revenue surprises of +4.85% and +1.38%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Skyworks (SWKS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Skyworks (SWKS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Silicon content per handset is quietly repricing as on-device AI and RF complexity collide with the next refresh cycle, and five chip names are already splitting into winners and losers before most investors notice the gap.
The S&P 500 barely yields 2%, yet four stocks hiding in plain sight across airlines, semiconductors, PCs, and consumer electronics are paying well above 4% with the cash flow to back it up. Most dividend investors never think to look here.
Qorvo (QRVO) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
QRVO's organic growth in defense, aerospace, infrastructure and connectivity is helping diversify revenue beyond smartphones and support long-term gains.
MXL's Panther storage accelerator gains Tier 1 design wins, delivers major efficiency gains and targets revenues to at least double in 2026 vs. 2025.
CRUS and SWKS benefit from AI, smartphone and connectivity demand, while both navigate margin pressure and customer concentration risks.
Shares of Qualcomm (NASDAQ:QCOM) are up 11% at midday Friday, with Skyworks Solutions (NASDAQ:SWKS) higher by 9% and Qorvo (NASDAQ:QRVO) tacking on 7%. The mobile and RF (radio frequency) chip trade is rallying broadly, but the bid is concentrated in the smaller, more focused names in the group. Investors are picking pure-play winners while passing ... Qualcomm Surges 12%, Skyworks Rallies 9%, Qorvo Rises 7%: The Mobile Chip Trade Picks Smaller Winners
A number of stocks jumped in the afternoon session after President Trump landed in Beijing alongside Nvidia CEO Jensen Huang and Micron CEO Sanjay Mehrotra for a summit with President Xi Jinping, raising hopes that the two sides could reach a deal to ease chip export restrictions and stabilise rare earth supply chain, the two pressure points that have most constrained the sector.
Skyworks Solutions, Inc. ( NASDAQ:SWKS ) defied analyst predictions to release its second-quarter results, which were...
Skyworks tops Q2 FY26 views as Broad Markets hit 42% of sales, Android design win targets $1B+ through 2030, and dividend stays at 71 cents.
Communications chips maker Qorvo (NASDAQ: QRVO) announced better-than-expected revenue in Q1 CY2026, but sales fell by 7% year on year to $808.3 million. Its non-GAAP profit of $1.69 per share was 39.5% above analysts’ consensus estimates.
Skyworks (SWKS) delivered earnings and revenue surprises of +10.73% and +4.84%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
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