Análisis Argos
SWKS
SWKSBarata · ojo al riesgo
Skyworks Solutions, Inc. · Technology
US$ 62.56
precio al 2026-07-04
Valor justo Argos*
US$ 118–133
vs. su valor justo
48% por debajo
Score Argos
66/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 19% al año — menos de lo que viene demostrando (0.8%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Reparte dividendo sostenible (4.54%).
Riesgos
!Crecimiento estancado o en baja.
VALOR4/6FUTURO1/6PASADO2/6SALUD5/6DIVIDENDO4/6
El Iris de calidad
VALOR4/6FUTURO1/6PASADO2/6SALUD5/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos66de 100Barata · ojo al riesgo
Ingresos2%
US$ 4.1 B
Margen operativo20%
12.2%
Flujo de caja libre34%
US$ 1.1 B
Deuda neta
US$ 0 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 9.4B
P/E19.7x
EV/EBITDA9.8x
FCF yield11.8%
ROIC7.8%
Margen operativo12.2%
Crecim. ingresos-2.2%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 17 jun
Skyworks: The Discount Is Too Wide For The Catalysts Ahead
I rate Skyworks Solutions a Buy with a $116 price target, reflecting 53% upside potential from current levels. My growth drivers are the premium Android win, which helps reduce the one-customer mobile concern; then the Broad Markets give SWKS a better mix, and Qorvo adds scale and synergy potential. My valuation uses $6.03 of FWD EPS and a 19.16x FWD non-GAAP P/E multiple, which sits between SWKS' historical 13.4x multiple and the broader peer level of about 24.92x.
globenewswire.com · 11 jun
Skyworks Announces Results of Early Participation in Exchange Offers and Consent Solicitations for Qorvo's Senior Notes due 2029 and 2031
IRVINE, Calif., June 11, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) (“Skyworks”), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today announced that, in connection with its previously announced offers to holders of Qorvo Notes (as defined herein) to exchange (the “Exchange Offers”) any and all outstanding 4.375% Senior Notes due 2029 (the “2029 Qorvo Notes”) and any and all outstanding 3.375% Senior Notes due 2031 (the “2031 Qorvo Notes” and, together with the 2029 Qorvo Notes, the “Qorvo Notes”) issued by Qorvo, Inc. (“Qorvo”) as set forth in the table below for, (1) with respect to the 2029 Qorvo Notes, up to $850,000,000 aggregate principal amount of new 4.375% Senior Notes due 2029 (the “New 2029 Skyworks Notes”) issued by Skyworks and (2) with respect to the 2031 Qorvo Notes, up to $700,000,000 aggregate principal amount of new 3.375% Senior Notes due 2031 (together with the New 2029 Skyworks Notes, the “New Skyworks Notes”) issued by Skyworks, and related consent solicitations by Skyworks, on behalf of Qorvo (the “Consent Solicitations”), to adopt certain proposed amendments to each indenture governing the applicable series of Qorvo Notes to, among other things, eliminate substantially all of the restrictive covenants, certain affirmative covenants and certain events of default (the “Proposed Amendments”), in exchange for the applicable Consent Payment (as defined herein), as of 5:00 p.m., New York City time, on June 11, 2026 (the “Early Participation Date” and the “Consent Revocation Deadline”), according to Global Bondholder Services Corporation, the information agent for the Exchange Offers and Consent Solicitations, the following respective principal amounts of each series of Qorvo Notes have been validly tendered and not validly withdrawn (and consents thereby validly given and not validly revoked):
globenewswire.com · 10 jun
Skyworks Showcases Software-Defined Power Portfolio for AI Infrastructure and Intelligent Mobility at PCIM Europe 2026
Live demonstrations highlight real-time power control, efficiency and system performance across AI data center, EV and high-power applications Live demonstrations highlight real-time power control, efficiency and system performance across AI data center, EV and high-power applications
globenewswire.com · 9 jun
Skyworks Unveils Next-Generation EV Gate Driver Platform to Improve Inverter Efficiency and Reduce System Cost
Si829x with ProVCD™ technology enables scalable, high-performance inverter designs across SiC and IGBT architectures Si829x with ProVCD™ technology enables scalable, high-performance inverter designs across SiC and IGBT architectures
globenewswire.com · 9 jun
Skyworks Unveils Next-Generation EV Gate Driver Platform to Improve Inverter Efficiency and Reduce System Cost
NUREMBERG, Germany, June 09, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today at PCIM 2026 unveiled its new Si829x isolated safety gate driver for electric vehicle (EV) traction inverters and other electrified systems, including eTrucking, industrial motor drives and emerging mobility platforms.
benzinga.com · 8 jun
Apple's AI Ambition Has A Picks-and-Shovels Trade — Here's Who Could Win
Apple Inc.'s (NASDAQ:AAPL) WWDC 2026 kicks off Monday and is expected to be one of the most consequential developer conferences in years.
zacks.com · 8 jun
Skyworks Solutions (SWKS)'s Technical Outlook is Bright After Key Golden Cross
Skyworks Solutions, Inc. (SWKS) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SWKS's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
zacks.com · 4 jun
Skyworks (SWKS) Up 24.2% Since Last Earnings Report: Can It Continue?
Skyworks (SWKS) reported earnings 30 days ago. What's next for the stock?

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.