Skyworks Solutions Inc

SWKS: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Skyworks: Our Meetings at CES 2025 Give Us Confidence in Medium-Term Growth

Brian Colello

Jan 9, 2025

We met with Skyworks Solutions' management team at CES 2025 and retain our confidence in the firm's ability to remain a relevant radio frequency chip supplier into Apple over time, even as Apple transitions to its in-house modem chip for future iPhones. We retain our $95 fair value estimate for narrow-moat Skyworks but have revised our estimates as we are modestly more pessimistic about fiscal 2026, offset by modestly more optimism for fiscal 2027 versus our prior expectations. We still view shares as fairly valued.

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Skyworks Solutions Inc

Skyworks: Our Meetings at CES 2025 Give Us Confidence in Medium-Term Growth

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