SWKS Skyworks Solutions, Inc.

$SWKS It was a surprise. The earnings report and forecasts were very much worse than expected. If it was a surprise, the market wouldn't like it. It's gonna tank big time. Moreover, it was close to the 52 week high. 🐻

$SWKS please crash more, I want to double up. 4% dividend that is completely safe, compounded, in an industry that is critical to national security. No brainer.

🟢 $SWKS 105C Feb 19 💰 $130,000 premium 💵 $0/contract 📊 0x Vol/OI 📍 Spot $130 💰 Large premium 🌊 Dark Flow | Options Flow

$SWKS broke out of this weekly triangle recently but struggled at this horizontal price level at $90ISH, but breaking over today. Looks like a lot of room up from here 📈Just double beat earnings too

$SWKS a radio chip sitting in channel inventory is not end demand, it is a forecast that missed. seems like when phone builds get cut, the supplier finds out last and holds the parts first

$SWKS oh oh - Wall Street Retords realizing that they have math education issue among their new hopefuls gen z/a hires. Being pretty/handsome paired w/Claude ain’t cutting it….🖕

Skyworks Solutions reported better-than-expected Q4 results, but shares came under heavy pressure after the company issued significantly weaker-than-expected FY2027 Q1 guidance. It forecast EPS of $1.25 versus the $1.50 analyst consensus and revenue of $1.8B–$1.9B, well below expectations of approximately $ 2B. The outlook reflects near-term integration challenges following its October 5 merger with Qorvo. CFO Philip Carter said December-quarter revenue is expected to decline approximately 7% sequentially from combined September revenue, partly due to an extra week in Qorvo's previous quarter. Skyworks targets at least $500M in annual cost synergies within 24–36 months, but expects only $150M in operating expense savings during FY2027, mostly in the second half, limiting near-term earnings benefits. Morgan Stanley had raised its price target to $95 from $72 ahead of earnings, citing post-merger optimism. $SWKS

$SWKS the phone upgrade is the end customer here, and that customer is financing groceries. seems like when upgrades stretch another year, radio chip orders stretch with them, no keynote fixes that

$SWKS I don’t understand why people are buying the stupid stock when the earnings was horrible, like very bad

$SWKS reported earnings after the close yesterday. Adjusted EPS beat estimates: $1.28 vs. $1.27 expected, according to Stock Meadow.

$SWKS Debt was 2,472.8 million dollars at October 2, up from 496.9 million in July. Skyworks raised 1,979.9 million dollars of long term debt in Q4 alone, ahead of the Qorvo combination closing after quarter end. Cash generation was a lot thinner going in. Operating cash flow was 33.7 million dollars in Q4 vs 200 million a year earlier, and 549.9 million for the full year vs 1,300.8 million. Inventories were 1,070 million dollars, up from 754.7 million a year earlier, and restructuring and impairment charges were 82.1 million in the quarter.

$SWKS Shorted at $72.80 and covered at $70.70 after hours tonight. SWKS is a good established tech company. Bottom feeders may start buying on the dip for a long haul. A 16% drop looks reasonable for a company like SWKS before bouncing. So I'm out. 🐻

$SWKS phone radio chips were supposed to ride the ai upgrade wave. seems like a smarter phone nobody needs to replace is still a phone nobody replaces, and the wave stays a slide deck

$SWKS While AI chip companies are doubling and tripling their profits, SWKS seems to be out of the party. As phones and PCs are getting pretty expensive, their revenue may be pretty sluggish. 🐻

$SWKS Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $1.28 down -27.27% YoY • Reported revenue of $1.05B down -4.95% YoY • Skyworks anticipates Q1 FY2027 revenue of $1.8B to $1.9B and non-GAAP diluted EPS of $1.25 at midpoint, based on approximately 241M diluted shares.

🎯 $SWKS | BULLISH SETUP Semiconductors / RF & Wireless Connectivity 🐂⭐ Setup Quality Grade: A- 📌 Grade Justification:• Profitability: Premier RF Semiconductor Operator ($13.6B+ market cap, $4.0B+ annual revenue, strong free cash flow & solid ~3.3% dividend yield). • Revenue Growth: Benefiting from long-term secular expansion in Wi-Fi 7, automotive electrification, and premium mobile RF content upgrades. • Technical Setup: A- Grade Cleanliness (1W long-term trendline support retest holding $66.25–$67.00 spot on top of multi-year demand shelf). • Wall St Target: +20%–35%+ Upside ($90.00–$107.00+ consensus upside targets). 🏬 Profile: Leading designer and manufacturer of proprietary semiconductor solutions enabling advanced wireless connectivity worldwide.#swks #optionsflow #hovdid

$SWKS showed up on our Buy the Dip scan: weekly up, daily pulled back, 4H flipped back up. 1W: bullish since 08/31 (+12.7%) 1D: bearish since 10/09 4H: flipped bullish 10/21 (+2.0%) Price is already 9.3% above where the daily flipped bearish, so that daily read is being tested. On the radar, nothing more. Ride the ₿ull.

$SWKS I just tried to sale a covered call, 1 contract. I was expecting a premium of roughly $2.X a share. Fidelity came back with $20 a share. I am not sure why?