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Skyworks’ Growing TAM And Strong Fundamentals Deserve A Higher Valuation

February 11th, 2019 · Comments Off on Skyworks’ Growing TAM And Strong Fundamentals Deserve A Higher Valuation

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 […]

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Tags: SWKS

Skyworks Is A Mini Texas Instruments, But Much Cheaper

December 12th, 2018 · Comments Off on Skyworks Is A Mini Texas Instruments, But Much Cheaper

The shares have declined substantially this year on the high-end mobile woes, more especially the iPhone. But revenue and earnings still increased in the fiscal year and will do so next year and the company is very profitable and generates tons of cash. The next expansion is around the corner and the shares are simply […]

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Skyworks Deserves A Higher Multiple

July 31st, 2018 · Comments Off on Skyworks Deserves A Higher Multiple

The big boost to revenue growth will come with 5G and this is still at least a year off. Despite handset saturation, the company can still win content and their broad market segment is growing nicely. But the shares simply trade at too modest a multiple for such a well managed company, in our view. […]

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Tags: SWKS