Sr. Principal Business Systems Analyst 2

Analog semiconductor stocks reported satisfactory fourth-quarter results, with revenues beating consensus estimates by 0.8%. The 14 companies tracked showed next quarter revenue guidance 8,308% above expectations, though share prices have remained relatively unchanged since earnings announcements. Skyworks Solutions led the group with revenues of $1.04 billion, exceeding analyst expectations by 3.4% despite a 3.1% year-on-year decline. The company delivered its fourth consecutive quarter of outperformance across revenue, gross margin and earnings. Shares rose 4.8% following the results and currently trade at $58.60. Analog Devices reported revenues of $3.16 billion, up 30.4% year on year and beating expectations by 1.4%. The company posted strong quarterly performance with revenue guidance exceeding analyst forecasts.

Skyworks Solutions' stock has fallen 20.3% to $58.60 per share since September 2025, but analysts remain cautious about the semiconductor company's prospects. Three concerns stand out: revenue of $4.05 billion over the trailing 12 months remains flat compared to five years ago, suggesting stagnant demand. Wall Street analysts project revenue will decline 8.1% over the next 12 months, indicating upcoming challenges. The company's operating margin has shrunk by 18.7 percentage points over five years to 10.4%. Despite the recent drawdown, Skyworks Solutions trades at 13.2× forward price-to-earnings, which analysts consider expensive given the company's challenges. The recommendation suggests investors consider alternative stocks with stronger growth prospects and profitability trends.

Skyworks to present at the Morgan Stanley Technology, Media & Telecom Conference. IRVINE, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) - Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today announced that executives will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco at 8:30 a.m. PST on March 2, 2026. The event will be webcast live and archived for replay for one week following the conference in the "Investors" section of Skyworks' website at www.skyworksinc.com. About Skyworks Skyworks Solutions, Inc. is empowering the wireless networking revolution. We are a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet and wearables. Skyworks is a global company with engineering, marketing, operations, sales and support facilities located throughout Asia, Europe and North America and is a member of the S&P 500(R) market index (Nasdaq: SWKS). For more information, please visit Skyworks' website at: www.skyworksinc.com. Safe Harbor Statement Any forward-looking statements contained in this press release are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include without limitation information relating to future events, results and expectations of Skyworks. Forward-looking statements can often be identified by words such as "anticipates," "expects," "forecasts," "intends," "believes," "plans," "may," "will" or "continue," and similar expressions and variations or negatives of these words. Actual events and/or results may differ materially and adversely from such forward-looking statements as a result of certain risks and uncertainties, including those identified in the "Risk Factors" section of Skyworks' most recent Annual Report on Form 10-K (and/or Quarterly Report on Form 10-Q) as filed with the Securities and Exchange Commission ("SEC"). Copies of Skyworks' SEC filings can be obtained, free of charge, on Skyworks' website (www.skyworksinc.com) or at the SEC's website (www.sec.gov). Any forward-looking statements contained in this press release are made only as of the date hereof, and we undertake no obligation to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise. Note to Editors: Skyworks and the Skyworks symbol are trademarks or registered trademarks of Skyworks Solutions, Inc., or its subsidiaries in the United States and other countries. Third-party brands and names are for identification purposes only and are the property of their respective owners. Contact data. Release summary Skyworks to present at the Morgan Stanley Technology, Media & Telecom Conference 8:30 a.m. PST on March 2, 2026. Recommended reading. Explore. February 24, 2026 09:12 ET February 24, 2026 09:00 ET February 24, 2026 09:15 ET February 24, 2026 09:12 ET February 24, 2026 09:00 ET February 24, 2026 09:15 ET February 24, 2026 09:12 ET February 24, 2026 09:00 ET