NASDAQ · STOCK
Skyworks Solutions
$62.30
52W $51.93 – $90.90
59/100
$9.37B
32.1
1.50
Is SWKS Bullish or Bearish?
Mixed.
Innellis AI committee rates Skyworks Solutions (SWKS) Watch with a composite score of 59/100
, based on 7 analysts with 71% agreement.
Last updated July 31, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +0.86 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -19.14 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
Some positive signals exist — low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull & Bear Case
Bull Case
- Dividend yield of 2.9% pays you to wait — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
- Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 25.9 is moderate-to-rich — Value
- EPS declining -6.0% YoY despite any revenue growth — Growth
- Price structure making lower highs and lower lows — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of July 31, 2026
Overall Committee Score
59/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 10%
of 172 Technology peers
Value Analyst
neutral
55
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 2.9% pays you to wait
− P/E of 25.9 is moderate-to-rich
Growth Analyst
neutral
56
/ 100 · High confidence
Moderate growth -- present but not remarkable
+ 5 consecutive earnings beats -- consistent execution
− EPS declining -6.0% YoY despite any revenue growth
Technical Analyst
neutral
56
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst
bullish
80
/ 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock
Macro Analyst
neutral
58
/ 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
64
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 43 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Investment Thesis Evolution
Committee score moved marginally from 56.7 to 59.1.
- New bearish signals: 3 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 4 appeared.
- Bearish pressure eased: 4 signal(s) disappeared.
- Analyst(s) changed stance: Macro Analyst, Risk Analyst.
Analyst-level changes:
- Macro Analyst: stance bullish->neutral; score 65->58 (-8); +2 bullish signal(s).
- News Analyst: +1 bullish signal(s).
- Portfolio Manager: +2 bearish signal(s).
- Risk Analyst: stance neutral->bullish; score 58->80 (+22).
- Value Analyst: +1 bearish signal(s); +1 bullish signal(s).
Comparing 2026-07-30 to 2026-07-31 (1 day apart).
Technical Analysis
RSI (14)
51.5
Neutral
MACD Histogram
0.712
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Mixed
Support
$62.02
Resistance
$64.19
Bollinger %B
0.70
Inside Bands
Price vs Moving Averages
EMA 9
$61.99
Above
EMA 21
$62.60
Below
EMA 50
$64.77
Below
EMA 200
$66.20
Below
Fundamental Analysis
Valuation
77
Growth
67
Profitability
0
Financial Health
100
Cash Flow
36
Valuation
P/E Ratio
32.1×
P/B Ratio
1.63×
PEG Ratio
-1.39
Dividend Yield
0.05%
52W High
$90.90
52W Low
$51.93
Quality & Growth
ROE
8.3%
ROA
6.0%
Gross Margin
40.7%
Operating Margin
7.9%
Revenue Growth YoY
—
Debt / Equity
0.12
AI Fundamental Assessment
P/E ratio of 32.1 (rich relative to a 15-40x range); Price-to-book of 1.6x; PEG ratio of -1.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.4%; Current ratio of 3.10 (healthy short-term liquidity); Debt-to-equity of 0.12; Free cash flow margin of 0.4% (thin cash generation); Free cash flow per share is positive (1.31); Most recent quarter beat estimates by 4.3%; 5 consecutive earnings beats; EPS growth accelerating (-25.3% -> -6.1% QoQ); Average YoY EPS growth of -18.8%; Analyst estimates falling over recent quarters
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