Market Chatter: Skyworks Solutions Seen Undervalued as Qorvo Merger Offers Growth Potential

MT Newswires Live10-19

Skyworks Solutions (SWKS) remains undervalued following its acquisition of Qorvo (QRVO), with activist investor Starboard Value seeing significant upside from cost savings and growth opportunities, Bloomberg reported Monday, citing unnamed people familiar with the matter.

According to the report, Starboard sees growth potential from the companies' complementary product portfolios, at least $500 million in annual cost savings within three years, and operating margins of 30% to 35% in two to three years.

Skyworks agreed last year to acquire Qorvo in a deal valued at about $22 billion, as both chipmakers faced slowing growth after Apple (AAPL) shifted toward developing its own components, Bloomberg said.

Skyworks, Starboard Value and Qorvo did not immediately respond to MT Newswires' request for comment.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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