SWKS Skyworks Solutions, Inc.

$SWKS $QRVO The deal closed Monday. Skyworks completed the Qorvo combination: each Qorvo share became 32.50 in cash plus 0.96 of a Skyworks share. Skyworks holders own about 63 percent of the combined company. The new number is the synergy target: annualized cost synergies of 500M or more, expected within 24 to 36 months once the companies are fully integrated. Skyworks says the deal is immediately accretive to non-GAAP EPS, and the combination more than doubles its addressable market, adding defense, data center, and automotive exposure to the mobile RF core. The fiscal Q4 call on November 3 is the first real look at combined financials.

$SWKS $QRVO Skyworks cleared the last hurdle on its Qorvo deal Wednesday: the company said all regulatory clearances are in, and it expects the merger to close on or about Monday. The terms, from Skyworks' own 10-K: each Qorvo share becomes 0.96 of a Skyworks share plus 32.50 in cash. Qorvo holders end up with about 37% of the combined company, Skyworks holders about 63%. The combined value was pegged at roughly 22 billion. One level down, these two have stopped trading like chip stocks. Mid-September they fell 10% and 7% together in one session while Qualcomm slipped 1%. The market is pricing the deal, not the businesses. The combined company would have about 7.7 billion in revenue and 2.1 billion in adjusted EBITDA: a roughly 5.1 billion mobile business plus a 2.6 billion Broad Markets platform. Watching the pair into Monday's close.

$SWKS I guess a buy order for $68 is in store…. despite the fact that they just effectively doubled in size by all metrics. Not sure if I am hallucinating, but this could very well be the easiest $$$ to be made on Wall’d off Street…

$SWKS Skyworks Solutions Form 13G Shows Abigail P. Johnson Reports 12.6% Stake In Co. As Of Sept. 30

$SWKS This one just incubated an undervalued 8billion company as an undervalued 10 billion company… And now we are trading as an undervalued 12billon company?????????? What the fork are these wildly overvalued walk streettard smoking - aka, how stoopid do they think we are???? Bought

$SWKS​Combined Entity: The combined company operates under the Skyworks Solutions name and continues trading on NASDAQ under the SWKS ticker symbol. Qorvo common stock was delisted following the transaction. $QRVO

$SWKS Apple is Skyworks' biggest customer, so Friday's iPhone 18 Pro order cut hit the supplier harder than Apple itself, down around 6% vs Apple's 1-2% (Nikkei's report via Reuters). The catch: Skyworks' own July guide assumed a seasonal mobile ramp tied to new launches at 'that customer.' The 15-20% October cut lands right on that assumption.

$SWKS Nice day to flip this one. Look at the moron...Is he a bit delayed or just dumb? Mizuho Maintains Underperform on Skyworks Solutions, Raises Price Target to $61 BENZINGA 2:03 PM ET 10/9/2026 Symbol Last Price Change SWKS 76.35down -4.4 (-5.4489%) QUOTES AS OF 04:00:00 PM ET 10/09/2026 Mizuho analyst Vijay Rakesh maintains Skyworks Solutions(SWKS) with a Underperform and raises the price target from $52 to $61.

Skyworks Solutions reports today after the close. 2 of its last 4 reports were followed by a higher close. $SWKS

$SWKS overextended with low momentum and I got some puts ready to go. Let’s see what happens