Skyworks Solutions Gains as Investors Focus on Qorvo Deal Progress

Skyworks Solutions (SWKS) is up 5.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be fresh merger-related progress tied to Skyworks’ planned combination with Qorvo. A new filing extended the exchange offer deadline for Qorvo’s outstanding notes and showed high participation levels, which may have reinforced expectations that the transaction is still moving toward closing. Recent stronger-than-expected quarterly execution and management’s earlier comments about being prepared to close as early as this fiscal year may also be helping sentiment.

Details:

Skyworks filed an update on September 1 extending the expiration date for its exchange offers covering Qorvo notes to September 11.

The filing disclosed that about 90% of the 2029 notes and about 93% of the 2031 notes had already been tendered, suggesting strong bondholder participation.

In late July, the company said regulatory approvals were progressing and that it was optimistic the Qorvo transaction could close within the calendar year.

That same late-July update also showed quarterly revenue of $935 million and non-GAAP earnings per share of $1.08, alongside a new $2 billion stock repurchase authorization.

Sources:

Skyworks Solutions, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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$SWKS Hedge Fund Activity

We have seen 346 institutional investors add shares of $SWKS stock to their portfolio, and 416 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PRICE T ROWE ASSOCIATES INC /MD/ added 11,496,881 shares (+5408.3%) to their portfolio in Q2 2026, for an estimated $779,488,531
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 5,422,419 shares (+inf%) to their portfolio in Q2 2026, for an estimated $367,640,008
CAPITAL WORLD INVESTORS added 2,916,151 shares (+inf%) to their portfolio in Q2 2026, for an estimated $197,715,037
CAPITAL RESEARCH GLOBAL INVESTORS added 2,363,502 shares (+116.9%) to their portfolio in Q2 2026, for an estimated $160,245,435
DNB ASSET MANAGEMENT AS added 1,844,690 shares (+137.2%) to their portfolio in Q2 2026, for an estimated $125,069,982
JPMORGAN CHASE & CO added 1,762,096 shares (+inf%) to their portfolio in Q2 2026, for an estimated $119,470,108
GOLDMAN SACHS GROUP INC added 1,453,631 shares (+68.5%) to their portfolio in Q2 2026, for an estimated $98,556,181

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$SWKS Congressional Stock Trading

Members of Congress have traded $SWKS stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $SWKS stock by members of Congress over the last 6 months:

SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$SWKS Price Targets

Multiple analysts have issued price targets for $SWKS recently. We have seen 9 analysts offer price targets for $SWKS in the last 6 months, with a median target of $75.0.

Here are some recent targets:

Srini Pajjuri from RBC Capital set a target price of $80.0 on 06/23/2026
John Vinh from Keybanc set a target price of $85.0 on 05/06/2026
Ruben Roy from Stifel set a target price of $75.0 on 05/06/2026
Peter Peng from JP Morgan set a target price of $70.0 on 05/06/2026
Krish Sankar from TD Cowen set a target price of $75.0 on 05/06/2026
Atif Malik from Citigroup set a target price of $77.0 on 05/06/2026
Timothy Arcuri from UBS set a target price of $75.0 on 05/06/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.