• Skyworks Solutions recently reported past first-quarter 2026 results showing sales of US$1,035.4 million and net income of US$79.2 million, alongside confirming a US$0.71 per-share dividend and completing a US$837.68 million buyback of 12,695,909 shares announced in February 2025.
• The company also issued March-quarter revenue guidance of US$875 million to US$925 million, highlighting resilient Broad Markets demand even as Mobile is expected to decline sequentially in line with historical seasonality.
• With recent results topping expectations and Broad Markets poised to contribute 44% of sales, we’ll explore how this shapes Skyworks’ investment narrative.

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What Is Skyworks Solutions' Investment Narrative?

For Skyworks, staying invested largely comes down to believing the company can steadily rebalance away from a cyclical Mobile core into a broader, more diversified analog and connectivity franchise. The latest quarter underlines both sides of that story: sales held around US$1,035.4 million, but net income and margins are well below where they were a year ago, reflecting ongoing profitability pressure. At the same time, Broad Markets now represents 44% of revenue, and management’s March-quarter guidance points to stability there even as Mobile is guided to a seasonal 20% decline. The reaffirmed US$0.71 dividend and completion of the US$837.68 million buyback signal confidence and shareholder focus, but they also raise the bar for execution when earnings growth and return on equity remain modest.

However, investors should also factor in how thinner margins could constrain that capital return story. Skyworks Solutions' shares have been on the rise but are still potentially undervalued by 9%. Find out what it's worth.

Exploring Other Perspectives

Five Simply Wall St Community valuations span roughly US$58 to US$78.40 per share, underscoring how differently private investors see Skyworks’ prospects. Weigh those views against the recent earnings pressure and slow revenue growth to gauge how much margin risk you are comfortable with.

Explore 5 other fair value estimates on Skyworks Solutions - why the stock might be worth 7% less than the current price!

Build Your Own Skyworks Solutions Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Skyworks Solutions research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Skyworks Solutions research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Skyworks Solutions' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.