NASDAQ: SWKS · Semiconductors
Skyworks Solutions (SWKS) fair value: undervalued or overvalued?
As of 3 Oct 2026, Faircurve's model values Skyworks Solutions (SWKS) at $116.41 a share. The stock last closed at $85.03, which puts the model's fair value 36.9% above the price. On the model's bands that reads as Undervalued.
Revalued . Price is the close of 2 Oct 2026. Skyworks Solutions, Inc.
Faircurve Insights · 3 Oct 2026
Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific.
Faircurve's model found a fair value of $116.41 a share on 3 Oct 2026, the midpoint of 2,000 simulations. This was a move of +0.4% from the previous run on 26 Sep 2026, which gave $115.98. The calibrated range over 63 trading days was $97.12 to $141.13, built from the fair value because there is no live options data for the stock, and calibrated weekly against realised prices (4,809 past valuations, refreshed 3 Oct 2026); ranges built this way held the price 60% of the time at this horizon. The model's evidence grade was High.
The overall quality score was 35 out of 100 against comparable companies. Quality factors included Profitability 31 (ROIC 5.0%, peer median 8.4%), Earnings quality 20 (FCF / net income 0.68x, peer median 1.45x), Growth quality 9 (Revenue growth, trailing -2.2%, peer median 15.5%), Capital discipline 58 (Net buybacks / market value 0.3%, peer median 0.2%), Balance sheet 81 (Net debt / EBITDA -0.14x, peer median 0.45x), and Stability 62 (EBITDA margin downside volatility, 5y 5.1 pts, peer median 6.8 pts). The model compared it with Rambus Inc. (RMBS), Amkor Technology, Inc. (AMKR), FormFactor, Inc. (FORM), Qorvo, Inc. (QRVO), Onto Innovation Inc. (ONTO), MaxLinear, Inc. (MXL), Semtech Corporation (SMTC), and Lattice Semiconductor Corporation (LSCC). Moves around the last 8 earnings reports, measured from the close before each report to the close after it, ranged from -24.0% to +3.8%, with a median size of 3.8%, ignoring direction.
Written from the figures on this page for the 3 Oct 2026 valuation and checked by rule before publishing: every number is one printed here, no forecast, no instruction. The price, the gap and the verdict are the page's own and change daily. Not a recommendation.
What price range does the model give SWKS?
The calibrated range for SWKS over 63 trading days is $97.12 to $141.13. There is no live options data for this stock, so the range is built from the fair value and calibrated weekly against realised prices (n = 4,809 past valuations, refreshed 3 Oct 2026). Ranges built this way held the price 60% of the time at this horizon.
The price is below this range. For names with fair value 30%+ above price, the calibrated range has held the price 29% of the time over 63 trading days, and 71% ended below it; the typical move was +4.4%.
The model's own simulated range, from the 20th to the 80th percentile of its runs, is $86.17 to $155.18. In 81% of the simulations the fair value came out above the price the model ran on.
How does SWKS score on business quality?
Skyworks Solutions's overall quality score is 35 out of 100. Each factor below is a score against comparable companies, not a percentile of the metric beside it.
| Factor | Score (0 to 100) | Headline measure | Peer median |
|---|---|---|---|
| ProfitabilityReturn on invested capital against the peer group, with a bonus for an improving trend. | 31 | 5.0%ROIC | 8.4% |
| Earnings qualityHow much of reported profit is cash: free cash flow to net income, and the accrual ratio (the share of earnings that is not cash). | 20 | 0.68xFCF / net income | 1.45x |
| Growth qualityTrailing revenue growth, forward growth from consensus, and the direction of analyst estimate revisions. | 9 | -2.2%Revenue growth, trailing | 15.5% |
| Capital disciplineReinvestment efficiency (capital spending per unit of revenue) and net buybacks. | 58 | 0.3%Net buybacks / market value | 0.2% |
| Balance sheetNet debt to EBITDA and interest coverage. | 81 | -0.14xNet debt / EBITDA | 0.45x |
| StabilityDownside volatility of the EBITDA margin over the last five years. | 62 | 5.1 ptsEBITDA margin downside volatility, 5y | 6.8 pts |
How does SWKS compare with similar companies?
The companies in semiconductors closest to Skyworks Solutions in market value, each on the same model and the same date.
| Company | Last close | Model fair value | Gap | Model verdict |
|---|---|---|---|---|
| RMBS Rambus Inc. | $111.97 | $114.79 | +2.5% | Fairly valued |
| AMKR Amkor Technology, Inc. | $56.02 | $79.70 | +42.3% | Undervalued |
| FORM FormFactor, Inc. | $149.15 | $152.91 | +2.5% | Fairly valued |
| QRVO Qorvo, Inc. | $114.17 | $160.53 | +40.6% | Undervalued |
| ONTO Onto Innovation Inc. | $327.77 | $292.60 | -10.7% | Fairly valued |
| MXL MaxLinear, Inc. | $105.93 | $98.59 | -6.9% | Fairly valued |
| SMTC Semtech Corporation | $194.88 | $183.94 | -5.6% | Fairly valued |
| LSCC Lattice Semiconductor Corporation | $134.00 | $108.38 | -19.1% | Overvalued |
When does SWKS report earnings, and how has the stock reacted?
Skyworks Solutions's next earnings report is scheduled for 27 Oct 2026. Companies can move their dates.
Options prices on 2 Oct 2026 imply a move of about 8.3% in either direction through the nearest expiry, about 13 days out. That is the size the market is pricing, not a direction.
How SWKS moved around its last 8 earnings reports
Each move runs from the last close before the report to the first close after it, so it covers companies that report before the open and after the close. The median size across these 8 reports, ignoring direction, was 3.8%.
| Report date | Two session move |
|---|---|
| 28 Jul 2026 | -3.5% |
| 5 May 2026 | -5.6% |
| 3 Feb 2026 | +3.8% |
| 28 Oct 2025 | +3.8% |
| 5 Aug 2025 | -0.6% |
| 7 May 2025 | +1.9% |
| 5 Feb 2025 | -24.0% |
| 12 Nov 2024 | -5.5% |
Skyworks Solutions at a glance
Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific.
- Market value
- $12.8B
- Sector
- Technology
- Industry
- Semiconductors
- Revenue expected, next twelve months
- $4.0B
- Consensus revenue growth, next fiscal year
- -3.4%
- Analysts with estimates
- 13
- Beta to the US market
- 1.54
- First valued by Faircurve
- 1 May 2026
How the fair value is worked out: the model prices Skyworks Solutions on the value of the whole business, debt included, against the operating profit analysts expect next year (forward EV/EBITDA), runs 2,000 simulations across its inputs and takes the midpoint. The full method is documented here.
What changed in the latest valuation?
On 26 Sep 2026 the model's fair value for SWKS was $115.98. As of 3 Oct 2026 it is $116.41, a change of +0.4%. The model revalues every stock it covers each week, and again after an earnings report.
Questions about Skyworks Solutions's valuation
Is Skyworks Solutions stock undervalued or overvalued?
On Faircurve's model, SWKS reads as Undervalued as of 3 Oct 2026. The model's fair value is $116.41 a share against a last close of $85.03, a gap of +36.9%.
What is SWKS's fair value?
$116.41 a share as of 3 Oct 2026, the midpoint of 2,000 simulations. The model's own 20th to 80th percentile range is $86.17 to $155.18.
What price range does the model give SWKS?
$97.12 to $141.13 over 63 trading days. Ranges built this way held the price 60% of the time across 4,809 past valuations, refreshed 3 Oct 2026.
When does Skyworks Solutions report earnings next?
The next report is scheduled for 27 Oct 2026. Companies can move their dates.
How much has SWKS moved on past earnings reports?
Across its last 8 reports the median two session move was 3.8%, ignoring direction. The largest was -24.0% around the report of 5 Feb 2025.
How confident is the model in this valuation?
The model's evidence grade for SWKS is high. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It is not a probability that the fair value is right, or that the price reaches it.