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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?

Wireless chips maker Skyworks Solutions (NASDAQ: SWKS) beat Wall Street’s revenue expectations in Q1 CY2026, but sales were flat year on year at $943.7 million. On top of that, next quarter’s revenue guidance ($925 million at the midpoint) was surprisingly good and 7.3% above what analysts were expecting. Its non-GAAP profit of $1.15 per share was 10.1% above analysts’ consensus estimates.

AVGO dips from its 52-week high as AI revenues surge and new XPU and networking products fuel a bullish fiscal 2026 outlook.

Analyst upgrade and Apple timing shift move Skyworks Solutions (SWKS) Skyworks Solutions (SWKS) shares climbed after Barclays upgraded the stock, noting expectations that a delay in new low end Apple devices could extend demand for Skyworks components in current iPhone models. See our latest analysis for Skyworks Solutions. Beyond the upgrade, the stock has been rebuilding momentum, with a 1 month share price return of 13.28% and a 1 year total shareholder return of 7.97%, although the 5 year...

As Apple inches toward foldable iPhones, Barclays is turning to chipmakers like Skyworks Solutions and Qorvo, seeing an opportunity to buy these stocks at attractive levels.