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Skyworks Solutions, Inc. (SWKS)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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165.48+0.73 (+0.44%)
As of 1:56PM EDT. Market open.
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  • T
    Tom
    The correction came out without fanfare. They manipulators got what they needed.

    UPDATE] A new report from Digitimes now suggests that "component suppliers for Apple’s new iPhones have claimed no cutback in orders thus far this year." This suggests that the iPhone 13 production is still on schedule. Speaking further, the supplier has also commented that there is no doubt regarding Apple's ability to meet the iPhone 13 demand.
  • D
    DDule
    From a Seeking Alpha article:

    "According to Bloomberg, "people with knowledge of the matter" say that Apple will cut its iPhone 13 targets by as many as 10 million devices due issues affecting suppliers Broadcom (NASDAQ:AVGO) and Texas Instruments (NASDAQ:TXN). The two companies provide communications chips and technology for the iPhone, but like many in the chip sector this year, they have has had their own supply chains disrupted due to shortfalls of key semiconductor-making parts"
  • D
    DDule
    A couple of months ago SWKS, QRVO and NVDA we're all at about $190. Today SWKS down to $160, $30 bucks down. NVDA $220, $30 bucks up. I suggested to get into NVDA. If you did you would be a whole $60 bucks better. Did anyone make a move?
  • B
    Bill Johnston
    Haven't checked on SWKS since I sold it @ $175. Amazed to see it has dropped so far. The latest leg down due to lower iPhone production. Assuming supply chain issues are rectified it's just a screaming buy down here on a go forward basis. Since SWKS owns their foundries production on their end shouldn't be the problem (unless they have labor issues).......but demand from end users is because of other shortages.
  • m
    mark
    Someone downgraded today on secular slowdown what ever that means
  • j
    john
    So, this is laughable. So we have some analyst ( 2 weeks) before earnings to downgrade Swks, Mu and other Semis after they already been down.
    See the pattern guys.
    Most Techs been bouncing back from the lows this past week.
  • k
    kenneth
    Three weeks away from earnings release. Anyone care to guess if they beat on revenue, earnings or raise future guidance? Would be interested to hear your thoughts Lawrence, DDule etc.
  • L
    Lou
    THE LAST 6 months haven't been too good, but just know... 5G is HERE... just buy SWKS, QRVO, and MRVL... that's IT!... they're ALL gonna double over the next 10 months. Easy call.
  • J
    Juan
    Don't buy here. SWKS leading the sector down and its low p/e is telling you something. I know we're all conditioned to think a low p/e is excellent but sometimes that's the street telling you their forecast is too optimistic. It's doing much worse than semis that are directly hit by the Apple news like AVGO and TXN
  • j
    john
    Let's rally Swks Up Up and Away!
  • L
    Lawrence
    AAPL iphone 13 pro has (2) front-end modules from SWKS:
    Skyworks SKY58276-17 front-end module
    Skyworks SKY58271-19 front-end module
  • m
    marvin
    SWKS is buying BB for $18.50 ??
  • B
    Bmycadi
    Just a quick note to the SWKS longs, shorts and potential investors. The MU earnings report that seems to have crashed all the chip stocks was actually really good news for Skyworks if you read through it. Their short fall was not chip demand as they still can't produce enough chips but the mounting components for the chips are not keeping up with the manufacturing demand. Fortunately for us SWKS investors we don't have that issue! Just keep adding shares at these cheap prices because we'll be back at $185 when the smoke clears! Cheers Longs...
  • j
    john
    Actually, there is a good side to jobs report which the BIG WIGS will spin either late today or early Monday.
    This is that a Weak Jobs Report also means the FED Will Less likely to Taper or taper very little
  • D
    DDule
    Well guys, Apple went from 8 SWKS chips in iPhone 12 Pro, down to just 2 in iPhone 13 Pro. What gives?

    Still waiting for 13 Pro Max teardowns.
  • L
    Lawrence
    It's very possible that yesterday's low of $154.53 was the low. Risk factor: China invading Taiwan.
  • k
    kenneth
    SBQ - No I didn't buy at 190. I have held this stock for over 10 years. It's a has been very frustrating the last 6 months watching this stock languishing between 170 - 190 when others like AMBA and SYNA and NXPI have been moving.

    The biggest concern for everyone holding this stock is if SWKS loses Apple as a customer. If this happens game over.
  • k
    kenneth
    Bmycadi, still with your GUARANTEE that this stock will be over $200 by end of year?
  • B
    Bmycadi
    Shorts must be getting nervous about earnings!
    Bullish
  • s
    sk_wilson
    The ability for OEM's to manufacture wholly operational devices is going to mitigate growth for suppliers for the next couple of quarters. That, IMO, is why the semis are getting smacked. Every OEM has more than just SWKS silicon in them. SWKS might not have a hard time manufacturing, but they very well, like most other suppliers, have a more difficult time placing their chips. Next year at this time it's probably an irrelevant issue, but as long as there is a chip shortage it's going to have a negative impact on the semis due to temporary lowered forward guidance. Hopefully a lot of the damage has been done
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