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 company’s TAM.

Source: Skyworks’ Growing TAM And Strong Fundamentals Deserve A Higher Valuation – Skyworks Solutions, Inc. (NASDAQ:SWKS) | Seeking Alpha