Assessing Skyworks Solutions (SWKS) Valuation After Earnings Beat And Stronger Guidance

Simply Wall St.02-08

AdvertisementWhat the latest quarter tells you about Skyworks Solutions (SWKS) Skyworks Solutions (SWKS) just reported quarterly results that beat analyst expectations, even as sales and earnings were...

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At the same time, management pointed to momentum in edge IoT, automotive connectivity, data center, and broad demand across its Broad Markets segment, helped by stronger smartphone volumes and a more favorable product mix. See our latest analysis for Skyworks Solutions. The latest results and stronger guidance have been met with a quick rebound in sentiment, with a 7 day share price return of 11.37% and a 30 day gain of 3.21%. However, the 1 year total shareholder return of a 1.49% decline and the 3 year total shareholder return of a 42.91% decline indicate that longer term performance has been weak and that momentum is only just starting to improve. If this update on connectivity and IoT has your attention, it could be a good time to scan 33 AI infrastructure stocks for other chip and infrastructure names catching renewed interest. So with the shares still carrying weak 3 year and 5 year returns but trading at a discount to analyst targets and some intrinsic estimates, is Skyworks now quietly undervalued, or is the market already pricing in a rebound in growth? Most Popular Narrative: 20.8% Undervalued Skyworks Solutions' most followed narrative pegs fair value at $78.40 versus the recent $62.10 close, pointing to a valuation gap that hinges on specific growth and margin assumptions.  Rapid growth in edge IoT, automotive, and industrial applications, in part due to the proliferation of WiFi 7 and high-connectivity requirements, is enabling Skyworks to diversify beyond mobile and build a more resilient, higher-margin Broad Markets business, supporting topline growth and margin improvement.  Read the complete narrative. Curious what revenue trajectory and margin rebuild this story is banking on, and how that ties into the required earnings multiple and discount rate assumptions behind $78.40? Result: Fair Value of $78.40 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still have heavy reliance on a single customer and smartphones, along with merger and regulatory uncertainty that could easily push this narrative off course. Find out about the key risks to this Skyworks Solutions narrative.  Build Your Own Skyworks Solutions Narrative If you look at the data and feel the story should read differently, you can shape your own Skyworks view in just a few minutes: Do it your way. 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. Looking for more investment ideas? If Skyworks has sharpened your thinking, do not stop here. Line up a few more high conviction ideas so you are not relying on a single name.  Target value: scan our list of 52 high quality undervalued stocks that match strong fundamentals with prices that still look reasonable on key metrics. Prioritise resilience: filter for 82 resilient stocks with low risk scores that pair measured volatility with balance sheets designed to handle tougher conditions. Spot early opportunities: review the screener containing 24 high quality undiscovered gems that the market has not rushed into yet but already show solid financial profiles.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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