Posts on SWKS

Latest ideas and analyses related to Skyworks Solutions Inc. Common Stock

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 30, Votes: 4, Responses: 0, Attachments: 1
NXPI , ADI , MCHP , LRCX , QRVO , GFS , SWKS , WDC

+38 pts



TMC Conference Summary: Strong Demand Trends In Cloud Datacenter/5G/Auto/Industrial; Tight Supply Into CY23

By scorpioduck on May 26, 2022, 1:26 p.m.
Tagged topics: non deal roadshow

Views: 25, Votes: 4, Responses: 1, Attachments: 1
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 44, Votes: 4, Responses: 0, Attachments: 1
SWKS

+21 pts



Funny how they have a buy rating on this. Their risks don't include the fact Qualcomm is eating up their RF market share and for...

By JH on May 4, 2022, 5:41 p.m.
Tagged topics: earnings results

Views: 22, Votes: 5, Responses: 0, Attachments: 0
SWKS

+35 pts



$SWKS "De-Risks" the June Qrt Given China Lockdowns, Waiting for the Big C2H22 Ramp

By labjordan on May 4, 2022, 4:08 p.m.
Tagged topics: earnings results

Views: 26, Votes: 3, Responses: 1, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 51, Votes: 4, Responses: 1, Attachments: 1
DELL , HPQ , SWKS , CSCO , AVT , KLAC , CRM , MU , AVGO , QCOM

+36 pts



Hard times in hardware - Trade ideas and ratings changes in IG Tech

By bbern3 on April 6, 2022, 11:43 a.m.
Tagged topics: credit research

Views: 31, Votes: 3, Responses: 0, Attachments: 1
QCOM , ADI , QRVO , SWKS , AMD , NVDA , MRVL , MPWR , INTC , MCHP , NXPI , ON , AVGO , TXN

+60 pts



Semiconductors - current valuations imply investors are expecting downside to consensus estimates

By bbern3 on March 22, 2022, 10:42 a.m.
Tagged topics: analyst checks

Views: 228, Votes: 9, Responses: 2, Attachments: 1
AAPL , QCOM , QRVO , SWKS , ANET , CIEN , FFIV , KEYS

+82 pts



Handset industry looks attractive given identifiable catalysts through 2022, and discount valuations

By mooreideas on Jan. 25, 2022, 12:51 p.m.
Tagged topics: earnings preview , buy the dip

Views: 381, Votes: 6, Responses: 0, Attachments: 2
ADI , GFS , INTC , MRVL , MU , NVDA , ON , SWKS , SYNA , BB , IIVI , VIAV

+39 pts



Semis - strength across end markets and tight supply sets up for another growth year in 2022

By bbern3 on Jan. 6, 2022, 3:19 p.m.
Tagged topics: 2022 outlook

Views: 61, Votes: 5, Responses: 0, Attachments: 1
AMD , AKTS , ADI , AAPL , AVGO , DGII , IIVI , PI , KN , MTSI , MRVL , MCHP , MU , NPTN , NVDA , NXPI , ON , QRVO , QCOM , SMTC , SKYT , SWKS , WOLF

+67 pts



2022 to favor larger more profitable cash generating names in semi

By bbern3 on Jan. 4, 2022, 10:17 a.m.
Tagged topics: semiconductors

Views: 84, Votes: 4, Responses: 0, Attachments: 1
AMBA , ADI , ARBE , ALGM , CDNS , DIOD , MRVL , MXL , MCHP , NXPI , QCOM , QRVO , RMBS , SMTC , SLAB , SWKS , SNPS , WOLF , ON

+67 pts



2022 Automotive, Mobile & IoT Semiconductor/EDA Outlook

By JH on Dec. 28, 2021, 11:08 a.m.
Tagged topics: analyst checks , semiconductors , IoT , mobile , 2022 outlook , wells-fargo

Views: 282, Votes: 10, Responses: 1, Attachments: 1
AAPL , SWKS , QRVO , QCOM , AVGO

+42 pts



$AAPL - analysts view reports of Apple bringing wireless chip development in-house with skepticism

By labjordan on Dec. 17, 2021, 12:05 p.m.
Tagged topics: semiconductors

Views: 253, Votes: 9, Responses: 0, Attachments: 1
AAPL , QCOM , QRVO , SWKS

+36 pts



$AAPL $QCOM $QRVO $SWKS - Handset Industry Preview

By bbern3 on Oct. 19, 2021, 11:34 a.m.
Tagged topics: analyst checks , supply constrained , Raymond James , semiconductors , iPhone 13

Views: 65, Votes: 2, Responses: 0, Attachments: 2
CRUS , SWKS , AVGO , AAPL

+33 pts



Barclays says initial #iPhone13 teardown suggests increased content from $CRUS $SWKS and $AVGO

By labjordan on Sept. 28, 2021, 12:08 p.m.
Tagged topics: Barclays , iPhone 13 , teardown

Views: 237, Votes: 2, Responses: 0, Attachments: 2
AAPL , QCOM , QRVO , SWKS

+33 pts



$AAPL, $QCOM, $QRVO, $SWKS - Raymond James bullish on handsets due to strong demand and low inventory

By labjordan on July 19, 2021, 10:44 a.m.
Tagged topics: valuations , inventory , strong demand , handset shipments

Views: 281, Votes: 2, Responses: 0, Attachments: 12
MU , AAPL , QCOM , SWKS , QRVO

+35 pts



Raymond James bullish on handset supply chain names after meeting with Samsung citing low inventory and solid demand

By labjordan on June 29, 2021, 10:59 a.m.
Tagged topics: analyst checks , non deal roadshow , supply chain data , Raymond James , strong demand , Samsung

Views: 333, Votes: 2, Responses: 0, Attachments: 2
CRUS , SWKS , AAPL , QRVO

+33 pts



Barclays recommends buying $CRUS and $SWKS as Apple supply chain chatter picks up and builds expected to be up this year

By labjordan on June 29, 2021, 10:48 a.m.
Tagged topics: analyst checks , supply chain data , Barclays , upside to estimates , handset shipments

Views: 189, Votes: 2, Responses: 0, Attachments: 8
AMD , MRVL , NVDA , INTC , MU , AVGO , TXN , ADI , XLNX , MXIM , SWKS , QRVO , MCHP , NXPI

+36 pts



$AMD, $INTC, $MRVL, $NVDA - BMO says inflation typically hurts semis, estimates every 100bps increase in rates decrease semis valuation by 13%

By bbern3 on May 17, 2021, 11:18 a.m.
Tagged topics: valuations , interest rates , BMO , semiconductors , inflation fears

Views: 193, Votes: 3, Responses: 0, Attachments: 10
QRVO , SWKS , ADI , MU , AMAT , LRCX , TER , ENTG , Semiconductors , Autos

+72 pts



Goldman says current semi shortage span across wide range of devices, but most severe for automotive MCU

By mooreideas on Feb. 16, 2021, 12:21 p.m.
Tagged topics: China , electric vehicles , supply constrained , Goldman Sachs , semi shortage , worse than expected

Views: 249, Votes: 3, Responses: 0, Attachments: 38