Skyworks Solutions stock holds above recent lows as fresh earnings reset expectations

Skyworks Solutions Inc. (US83088M1027) stock is trading in the high-$60 range following its latest earnings release on August 3, 2026, which reported revenue of $934.8 million and earnings per share of $0.23 for the most recent quarter.

Latest earnings reset the bar

Per an earnings overview dated August 13, 2026, Skyworks Solutions most recent quarterly report was released on August 3, 2026 and covers a period ending in September 2026. The company delivered revenue of $934.8 million in that quarter, compared with a consensus expectation of $920.28 million, translating into a revenue beat of 1.58 percent. At the same time, reported EPS came in at $0.23 versus a forecast of $1.02, marking an EPS shortfall of 77.80 percent for the period. These figures show a mixed picture where top-line performance modestly exceeded expectations while profitability lagged significantly. The TradingKey earnings overview for Skyworks Solutions SWKS highlights this split between revenue and EPS performance in the latest quarter.

The same earnings table indicates that the August 3, 2026 release is Skyworks Solutions most up-to-date quarterly report, making these numbers the core reference for investors assessing the company’s fundamentals in mid-2026. With revenue above consensus but EPS well below, the quarter points to margin pressure or higher costs that offset solid demand. For investors, the quantified gap between the 1.58 percent revenue beat and the 77.80 percent EPS miss is critical in understanding how the business is balancing growth with profitability.

Cash flow and balance-sheet support

An updated cash flow summary as of August 13, 2026 shows that for fiscal 2025 Skyworks Solutions generated operating cash flow of 1.30 billion USD. While fiscal 2025 now serves primarily as historical context relative to mid-2026, the figure still illustrates a business capable of converting earnings into cash at scale. According to the same overview, operating cash flow declined by 28.71 percent year over year in that fiscal period, signaling that the company entered its latest reporting year from a position of moderating cash generation. TradingKey cash flow data for Skyworks Solutions SWKS also notes recent-quarter capital expenditures of $224.90 million and free cash flow of $1.08 billion, with free cash flow down 34.46 percent from the prior year.

These cash flow metrics provide useful context for the latest quarter in which EPS significantly undershot expectations. The historical decline in operating cash flow of 28.71 percent and the 34.46 percent drop in free cash flow underscore that the company has been navigating a period of tightening cash generation even as it continues to invest, evidenced by capital expenditures of $224.90 million in the most recent quarter. For investors, the combination of a modest revenue beat, substantial EPS miss, and previously declining cash flow heightens the importance of tracking how management adjusts spending and pricing to stabilize margins.

Analyst targets and valuation backdrop

Analyst data compiled on August 13, 2026 shows that the average price target for Skyworks Solutions stands at $75.00 per share, with the highest published target at $140.00 and the lowest at $70.00. Based on a current price reference in the high-$60s, the $75.00 average target implies a forecasted upside of 9.76 percent from a level of $67.62 cited in one recent overview. These numbers suggest that while analysts expect some appreciation from present levels, their views vary widely between the $70.00 and $140.00 ends of the range. The TradingKey analyst forecast page for Skyworks Solutions SWKS details the $75.00 average target and associated range, while a separate forecast snapshot indicates that the average target represents 9.76 percent upside from a current reference price of $67.62.

The dispersion between the low and high targets emphasizes that the investment community is divided on how Skyworks Solutions will translate demand into earnings over the next year following its August 3, 2026 earnings miss. A forecasted upside of 9.76 percent from $67.62 to the $75.00 average target is modest compared with the more ambitious $140.00 upper bound, which would represent a more than twofold gain. For investors, the key takeaway is that consensus expects some improvement but not a rapid rerating unless the company demonstrates a sustained recovery in EPS and cash flow.

Stock price and recent trading action

Recent market-data snapshots dated August 13, 2026 show Skyworks Solutions stock last closing at $69.67 USD on August 12, 2026 at 4:00 p.m. ET, with the session’s change recorded as a gain of $1.34 or 1.96 percent. The same quote page lists the company’s total market capitalization at $10.49 billion, placing Skyworks firmly in the mid-cap semiconductor and semiconductor equipment segment. An after-hours quote on August 13, 2026 at 8:00 p.m. ET shows trading at $68.33 USD, modestly below the prior close, indicating some consolidation after the recent move higher. TradingKey quote and market-cap data for Skyworks Solutions SWKS provides the $69.67 closing price, the 1.96 percent gain on August 12, 2026, and the $10.49 billion market-cap figure.

A separate price snapshot reiterates the $69.67 USD reference level and the 1.34-point advance for the latest completed regular session, confirming that the stock has been moving higher from recent lows but remains below the average analyst target of $75.00. With the current price hovering less than 10 percent below the consensus objective and with a clear earnings-related EPS miss on August 3, 2026, the market action suggests that investors are cautiously optimistic but still waiting for stronger evidence of margin recovery. For short-term traders, the modest 1.96 percent gain on August 12, 2026 offers a signal of renewed interest, while the after-hours drift to $68.33 highlights the ongoing tug-of-war between buyers and sellers.

Sector context and mixed broader moves

Broader US equity commentary dated August 12, 2026 notes that US stocks closed mixed, with some indices advancing and others declining. Within that cross-market summary, Skyworks Solutions appears with a price notation of $154.41 and a daily gain of 9.01 percent, reflecting a context in which semiconductor-linked names can experience sharp single-day moves when sentiment swings. While the $154.41 handle differs from the $69.67 quote carried on more recent, dedicated market-data pages, the mention underscores that Skyworks Solutions can trade with significant volatility when macro or sector drivers come into play. In the near term, however, the most concrete pricing reference for investors is the $69.67 regular-session close on August 12, 2026 and the $68.33 after-hours level on August 13, 2026.

For sector investors, the interplay between earnings-driven fundamentals and broader market momentum matters. Skyworks Solutions sits in a semiconductor and semiconductor equipment industry where valuations can expand quickly when demand for connectivity, RF solutions, and mobile devices accelerates, but can also compress when margins or cash flow weaken. With its latest quarter showing a revenue beat yet a pronounced EPS miss and with historical data pointing to declining operating and free cash flow, the stock’s mid-cap status and roughly $10.49 billion market cap position it as a name that can be sensitive both to company-specific developments and to broader shifts in risk appetite for tech hardware.

Representative product and business role

Skyworks Solutions core business is designing and supplying analog and mixed-signal semiconductors that connect people, devices, and infrastructure in wireless networks. A representative product line is its integrated radio-frequency front-end solutions used in smartphones and other mobile devices to manage signal transmission and reception for 5G and earlier-generation standards. These RF front-end modules combine power amplifiers, filters, switches, and other critical components into highly integrated units that handset manufacturers can drop into their designs to achieve reliable performance, efficient power usage, and compact form factors. By delivering this kind of integrated RF solution, Skyworks Solutions plays a direct role in enabling high-speed mobile connectivity, which in turn supports demand across consumer electronics, Internet of Things devices, and network infrastructure.

Closing price context for Skyworks Solutions stock

As of the close on August 12, 2026 at 4:00 p.m. ET, Skyworks Solutions stock traded at $69.67 USD on its Nasdaq listing, corresponding to a market capitalization of $10.49 billion and sitting modestly below the average analyst price target of $75.00 that implies 9.76 percent upside from a reference price of $67.62.

Fact box

Company: Skyworks Solutions Inc.

ISIN: US83088M1027

Ticker: SWKS

Exchange: Nasdaq

Price (as of August 12, 2026, 4:00 p.m. ET): $69.67 USD

Market cap: $10.49 billion (as of August 12, 2026)

Sector / Industry: Semiconductors and semiconductor equipment

Index membership: Nasdaq-100