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Companies in The News Are: FPS, SWKS, QRVO, AXON, VLO

Skyworks Solutions Inc (NASDAQ:SWKS) rallied as Apple Inc (NASDAQ:AAPL, XETRA:APC) smartphone launch raised expectations for stronger component sales, while progress on its pending Qorvo Inc (NASDAQ:QRVO) merger eased deal uncertainty. The chipmaker's shares rose 12% to $89.06 in afternoon...

A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,

Skyworks just blew past every analyst price target while gutting its dividend, piling on debt, and watching its CFO sell shares into the surge. Something is driving this rally that the sell side has not priced in yet, and figuring out whether it is genius or gravity takes some digging.

Shares of wireless chips maker Skyworks Solutions (NASDAQ: SWKS) jumped 9.1% in the morning session after Chief Executive Officer Phil Brace announced at an investor conference that the company's $22 billion merger with Qorvo has reached its final stages with two regulatory jurisdictions remaining.

A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.

Skyworks stock rallies as Qorvo deal enters final stages. But options data suggests SWKS shares will reverse recent gains in the days ahead.

Skyworks Solutions stock surges Friday and builds on a strong move from the previous session as CEO Philip Brace set the timeline for the completion of a key merger.

Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one of the biggest chip deals of the decade.

Skyworks Solutions (NASDAQ:SWKS) Chief Executive Officer Phil Brace said the company remains confident its proposed merger with Qorvo will close within the calendar year, with the combined business expected to pursue $500 million in cost synergies and expand its reach in mobile, aerospace and defens

Skyworks Solutions Inc. (NASDAQ:SWKS) grew its share prices by 9.79 percent on Thursday to close at $84.03 amid increasing optimism over an approval for its $22 billion planned merger with Qorvo Inc. This followed Skyworks CEO Phil Brace’s announcement at a Goldman Sachs conference that the company’s merger with Qorvo is in the final stages […]

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]

Qorvo (QRVO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Semiconductors are the core infrastructure powering the Information Age. 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 53.6% and beaten the S&P 500 by 39.7 percentage points.

Qorvo (QRVO) is back in focus after its August 11 annual general meeting, where shareholders voted against a proposal that would have granted investors the right to act by written consent. See our latest analysis for Qorvo. Qorvo's share price has climbed 14.75% over the past 30 days and 13.72% year to date, while the 1 year total shareholder return of 9.80% contrasts with weaker 3 and 5 year total returns. This hints that recent momentum is building off a softer long term base. If this...

Qorvo's share price has recovered in the short term, yet longer term returns are still weak, and the current Discounted Cash Flow (DCF) intrinsic value estimate points to the stock trading at a premium to that model, while market based multiples look roughly in line with peers. Qorvo shareholders are still down about 46% over 5 years, which raises questions about how much of a recovery is already reflected in today's valuation. Expectations that Qorvo can convert revenue into consistent free...

Qorvo (NasdaqGS: QRVO) shareholders rejected a proposal to grant investors the right to act by written consent at the company’s recent annual general meeting. The vote keeps existing rules in place, which require shareholder action to occur through formally called meetings rather than written consent. This outcome affects how quickly and directly Qorvo shareholders can push for changes in governance or corporate strategy. Qorvo is far from the only company where investor rights and...

Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.

This non-discretionary sale was tied to equity vesting tax obligations.

This insider retains 124,261 shares worth $11.84 million after non-discretionary equity vesting.

This insider retains 79,460 shares worth about $7.6 million after non-discretionary equity vesting disposition.

The CFO of Qorvo retains 54,447 shares valued at $5.2 million.

The CEO of Qorvo maintains roughly 354,000 shares directly held post-transaction, signaling continued confidence despite routine liquidity needs.

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

Qorvo shares have fallen 54.0% over the past five years, yet current checks suggest the stock now sits close to its estimated intrinsic value, with market multiples hinting at some undervaluation. That mix leaves Qorvo looking neither like an obvious bargain nor clearly overpriced at the recent US$89.50 close. The 54.0% share price decline over five years means long term holders have absorbed a sizeable drawdown that frames how cautious many investors may feel today. Future cash flow...

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...

Skyworks Solutions' (SWKS) pending acquisition of Qorvo (QRVO) is viewed favorably given expected co

The headline numbers for Qorvo (QRVO) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

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

Communications chips maker Qorvo (NASDAQ: QRVO) will be announcing earnings results this Tuesday afternoon. Here’s what investors should know.