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SWKS Coverage
Skyworks vs Qualcomm: Why One Chip Maker Is Rewarding Shareholders While the Other Suspends Dividends
Two chip makers faced the same brutal quarter of weak handset demand and squeezed margins, then made opposite bets on how to keep investors happy. The choice one of them made could…
Cramer Says $82 Semiconductor Stock Is A Buy After It Completes Merger With Rival
Hours after Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) completed its takeover of Qorvo (NASDAQ:QRVO), Jim Cramer told CNBC viewers the combined RF chipmaker is worth owning. He said so while also…
Skyworks Just Surged 33% in a Month: Is It Too Late to Buy SWKS Stock Now?
Momentum in radio frequency chips has a clear name this month. Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) stock has been the standout story, running past its merger partner, its larger listed…
Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally
An AI interconnect demonstration by Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) and two optical infrastructure partners has broadened the chipmaker’s story past its long-standing handset business, and the market is repricing that…
Qualcomm Drops 6% as Past Month’s Rally Unwinds; Skyworks and Qorvo Slip
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 6% to $178.15 in Friday afternoon trading, handing back part of a rally that had built through the past month. Qualcomm stock…
Qualcomm Just Rallied 18% in a Month: Take Profits, or Buy More?
Qualcomm‘s (NASDAQ:QCOM | QCOM Price Prediction) stock is up 3% to $190.28 in Thursday afternoon trading, capping a 18% gain over the past month. The gain sits inside a narrower move than…
Smartphone Chip Stocks Rally While Large-Cap Technology Slips: Skyworks Jumps 11%, Qorvo Rises 7%, Qualcomm Climbs 4%
Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) shares are climbing sharply Tuesday morning, and the move stands out because the broader large-cap technology group is slipping at the same time. Skyworks stock…
Skyworks Is Trading 18% Above Its Own Price Target. Overbought or Something Else?
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…
Alex Sirois Apple Advances 3% as First Foldable iPhone Arrives at Its Highest Price Ever; Skyworks Rallies 9%, Alphabet Ticks Up
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 Rises 7%, Qorvo Gains 5% as CEO Says $22B Merger Is in Final Stages; Qualcomm Ticks Up
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…
Skyworks Solutions Surges 10%, Qorvo Climbs 6% While Chip Stocks Fall: Is the Merger Finally Clearing?
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…
Qualcomm’s Next Growth Engine Could Send Shares Much Higher
Qualcomm's stock just took a brutal post-earnings hit despite beating revenue estimates, and the reason the market sold off so hard tells you almost nothing about where this company is actually headed.
The 5 Smartphone Chip Stocks Poised for the Next Handset Upgrade Wave
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…
4 Overlooked Dividend Stocks Yielding 4%+ to Buy in July
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…
Qualcomm Surges 12%, Skyworks Rallies 9%, Qorvo Rises 7%: The Mobile Chip Trade Picks Smaller Winners
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) 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…