Skyworks Solutions Inc

SWKS: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Skyworks Earnings: Cutting Fair Value to $70 From $95 Due to Lost RF Content at Apple

Brian Colello

Feb 6, 2025

Skyworks Solutions’ greatest risk partially came to fruition as the company expects a material 20%-25% reduction in radio frequency chip content per Apple iPhone within the iPhone 17 series arriving later this year. We observed Skyworks’ stock sell off as much as 24% on the news, and we think the reaction is justified. We will now model about $7 of RF content in the iPhone 17 for Skyworks in fiscal 2026 and beyond, down from $10-$11 of content earned in prior years and in our prior model. As such, we cut our fair value estimate to $70 per share from $95.

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Skyworks Solutions Inc

Skyworks Earnings: Cutting Fair Value to $70 From $95 Due to Lost RF Content at Apple

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