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Starboard Value CEO Jeff Smith this week laid out the activist fund's approach to its three latest investments at the annual 13D Monitor Active-Passive Investor Summit in New York today. Bloomberg's Scarlet Fu reports on "Bloomberg Deals."
Susquehanna analyst Christopher Rolland maintains Skyworks Solutions (NASDAQ:SWKS) with a Neutral and raises the price target from $65 to $90.

Mizuho analyst Vijay Rakesh maintains Skyworks Solutions (NASDAQ:SWKS) with a Underperform and raises the price target from $52 to $61.

Apple just got hit with a report that it slashed iPhone 18 Pro component orders, and the fallout is splitting the chip sector in a way that raises questions about whether premium smartphone demand is cracking at exactly the wrong moment.

Si829x platform with ProVCD™ technology moves from development to pre-production release for EV traction invertersIRVINE, Calif., Oct. 07, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors, today announced that its Si829x isolated safety gate driver with ProVCD™ technology has completed AEC-Q100 automotive qualification and is ready for advanced prototyping. Samples, tools, user guides, and application notes

https://www.sec.gov/Archives/edgar/data/4127/000031506626002332/xslSCHEDULE_13G_X02/primary_doc.xml
Two chip makers faced the same brutal quarter of weak handset demand and squeezed margins, then made opposite bets on how to keep investors happy. The choice one of them made could define its shareholder relationship for a decade.

Citigroup analyst Atif Malik maintains Skyworks Solutions (NASDAQ:SWKS) with a Neutral and raises the price target from $64 to $90.

IRVINE, Calif., Sept. 30, 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 it has extended the expiration date of 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 a

IRVINE, Calif., Sept. 30, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) today announced that it has received all necessary regulatory clearances to proceed with the previously announced transaction with Qorvo, Inc. (Nasdaq: QRVO) (the “Mergers”). The parties expect to close the Mergers on or about October 5, 2026, subject to the satisfaction or waiver of the remaining customary closing conditions. Skyworks and Qorvo previously announced on October 28, 2025 their agreement to c
A number of stocks fell in the morning session after OpenAI paused training of its frontier artificial intelligence models following a security breach, raising concerns over near-term hardware demand.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the analog semiconductors stocks, including Skyworks Solutions (NASDAQ:SWKS) and its peers.

A number of stocks fell in the morning session after the 10-year Treasury yield climbed to 5.14% following strong September business activity data that raised expectations for tighter Federal Reserve interest rate policy.

A number of stocks fell in the morning session after benchmark 10-year U.S. Treasury yields rose above 5.1%, renewing pressure on high-multiple technology valuations.

Skyworks stock has outrun its merger partner, its biggest competitor, and the entire chip sector in a single month, but the real question is whether that move is the beginning of something bigger or a closing-bell signal that the trade is over.

Skyworks Solutions has outpaced the broader market over the past year, while analysts maintain a neutral view of its prospects.

A trade show demonstration quietly repositioned Qualcomm inside one of the market's most coveted growth stories, and the divergence from its closest chip peers reveals exactly what investors think the moment is worth.

On September 18, Skyworks Solutions (NASDAQ:SWKS) extended the deadline on its offers to swap Qorvo (NASDAQ:QRVO) bonds for new Skyworks debt, moving it to September 25. Bondholders are hardly balking. But the swap cannot settle until the Qorvo merger closes, so the real story is timing, and a routine bond notice turns out to be […]
IRVINE, Calif., Sept. 18, 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 it has extended the expiration date of 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 a

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Qualcomm just posted its best month in a while, but its two closest peers beat it handily during the same rally. Whether that gap signals a buying opportunity or a warning depends entirely on what actually drove the move.
The past six months have been a windfall for Skyworks Solutions’s shareholders. The company’s stock price has jumped 61.6%, hitting $86.77 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

US equity indexes ended lower Tuesday after US 10-year Treasury yields rose to the highest since 200
Skyworks Solutions stock is the best-performing S&P 500 component on Tuesday as shares of the Apple supplier pick up momentum after a momentary blip on Monday.

Skyworks Solutions Inc (NASDAQ:SWKS) rallied as Apple Inc (NASDAQ:AAPL, XETRA:APC) smartphone launch raised expectations for stronger component sales, while progress on its pending Qorvo Inc (NASDAQ:QRVO) merger eased deal uncertainty. The chipmaker's shares rose 12% to $89.06 in afternoon...

Skyworks Solutions stock is the best-performing S&P 500 component on Tuesday as shares of the Apple supplier pick up momentum after a momentary blip on Monday.

Skyworks Solutions Inc. (NASDAQ:SWKS) grew its share prices by 9.79 percent on Thursday to close at $84.03 amid increasing optimism over an approval for its $22 billion planned merger with Qorvo Inc. This followed Skyworks CEO Phil Brace’s announcement at a Goldman Sachs conference that the company’s merger with Qorvo is in the final stages […]

Skyworks Solutions, Inc. (SWKS) Goldman Sachs Communacopia + Technology Conference 2026 September 10, 2026 5:25 PM EDTCompany ParticipantsPhilip Brace -...
Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.

Gainers PicoCELA (NASDAQ:PCLA) shares rose 36.5% to $10.13 during Thursday's regular session. The market value of their outstanding shares is at $71.3 million. Commerce.com (NASDAQ:CMRC) shares moved upwards by
Non-discretionary vesting event reduces his direct holdings by 4%, yet Stewart maintains a $4.89 million equity stake in the semiconductor firm.

The CFO of Qorvo retains 54,447 shares valued at $5.2 million.




