- Some headwinds have thrown off the stock price of Skyworks, but we see this as an opportunity to buy.
- The company boasts very strong financial fundamentals like strong margins and cash flow, and an iron balance sheet.
- And headwinds will turn into tailwinds with the advent of 5G, which is the main force expanding the company’s TAM.
Skyworks’ Growing TAM And Strong Fundamentals Deserve A Higher Valuation
February 11th, 2019 · No Comments