--- title: "A Fresh Look at Skyworks Solutions (SWKS) Valuation Following Rare-Earth Export Controls and Market Uncertainty" description: "Investor sentiment around Skyworks Solutions (SWKS) has shifted due to China's new export controls on rare-earth materials, impacting semiconductor production. The company's shares have declined 6.08%" type: "news" locale: "en" url: "https://longbridge.com/en/news/260792886.md" published_at: "2025-10-12T15:20:34.000Z" --- # A Fresh Look at Skyworks Solutions (SWKS) Valuation Following Rare-Earth Export Controls and Market Uncertainty > Investor sentiment around Skyworks Solutions (SWKS) has shifted due to China's new export controls on rare-earth materials, impacting semiconductor production. The company's shares have declined 6.08% in one day and 21.81% year-to-date, with a total shareholder return of -26.18% over the past year. Despite being undervalued at a fair value of $72.47, concerns about dependence on a single major customer and slow diversification remain. The analysis suggests potential revenue growth from advanced wireless standards and AI-capable smartphones, but risks persist in the current market environment. Investor sentiment around Skyworks Solutions (SWKS) has shifted following China’s rollout of new export controls on rare-earth materials. These materials play a key role in global semiconductor production and supply chains. See our latest analysis for Skyworks Solutions. Shares of Skyworks Solutions have come under pressure recently, with a 1-day share price decline of 6.08% and a year-to-date share price return of -21.81%. The company’s total shareholder return over the past year sits at -26.18%, reflecting a mix of shifting sentiment in semiconductors as well as new external supply chain risks. After a promising run earlier, momentum has clearly faded as investors reassess both the challenges and long-term prospects. If you want to see what else is happening in the world of microchips, it’s a great time to check out new opportunities with the See the full list for free. With shares trading well below past highs and ongoing uncertainty clouding the sector, investors are left to ponder whether Skyworks Solutions is undervalued given its fundamentals or if the market is already factoring in muted growth ahead. ## Most Popular Narrative: 4.6% Undervalued With Skyworks Solutions closing at $69.16 and the most popular narrative pointing to a fair value just over $72, the market appears to be pricing in uncertainty but not a dramatic dislocation. The stage is set for a closer look at what is driving this view. > *Accelerated adoption of advanced wireless standards and AI-capable smartphones is increasing the RF content required per device, positioning Skyworks to benefit from higher average selling prices and potential unit volume growth. This could drive revenue and gross margin expansion.* Read the complete narrative. Want to see the real financial engine behind that projection? The calculation hints at evolving margin strength, disciplined efficiency, and a long-term profit runway set for a narrow group of tech winners. What is the key number that could tip the scales? Uncover how revenue mixes, margins, and bold future assumptions all combine to drive the narrative's fair value call. **Result: Fair Value of $72.47 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, slow diversification beyond mobile and continued dependence on a single major customer could undermine the bullish thesis if industry trends shift unexpectedly. Find out about the key risks to this Skyworks Solutions narrative. ## Build Your Own Skyworks Solutions Narrative If you want to dig deeper and add your own perspective, it only takes a few minutes to explore the data and shape your own outlook. Do it your way A great starting point for your Skyworks Solutions research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. ## Looking for more investment ideas? Snap up your next opportunity before the market catches on. Simply Wall Street lets you target sectors and trends that match your goals. Do not let these powerful tools pass you by. - Catch stocks poised for big gains this year by checking out these 892 undervalued stocks based on cash flows, reflecting significant upside based on future cash flow potential. - Boost your income stream and start evaluating these 19 dividend stocks with yields > 3%, which offer attractive yields above 3% for a more rewarding portfolio. - Tap into the rapidly expanding world of artificial intelligence with these 24 AI penny stocks to see which companies are setting the pace in smart tech innovation. *This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.* ### Related Stocks - [SWKS.US - Skyworks Solutions](https://longbridge.com/en/quote/SWKS.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 公司表示，Qorvo 股东以压倒性多数批准了与思佳讯的合并 | Qorvo 股东已批准与 Skyworks Solutions 的合并，支持票超过 7120 万票。该现金和股票交易的估值约为 220 亿美元，预计将在 2027 年初完成，待监管机构批准。Qorvo 股东将每持有一股 Qorvo 股票获得 | [Link](https://longbridge.com/en/news/275760148.md) | | Qorvo 公司召开了特别股东大会 | Qorvo Inc. 于 2026 年 2 月 11 日召开了特别股东会议，股东们批准了与思佳讯的合并协议。此外，他们还批准了与合并相关的指定高管的薪酬。这一信息由 Qorvo Inc.通过 EDGAR 发布 | [Link](https://longbridge.com/en/news/275667254.md) | | 特朗普最钟爱的商品即将进入衍生品市场 | CME 集团计划推出首个稀土元素期货合约，特别是钕和镨，以在中国之外创建一个透明的定价基准。此举旨在帮助各方对抗在一个由中国主导的行业中的价格波动，中国控制着全球 90% 的加工能力。这一举措是减少美国对中国稀土依赖的更广泛努力的一部分，正 | [Link](https://longbridge.com/en/news/275749998.md) | | 贸泽电子将在 2026 年 DesignCon 设计大会上为工程师们重点展示最新的半导体和技术 | Mouser Electronics 将在 2026 年设计大会（DesignCon 2026）上展示其最新的半导体和技术，该大会将于 2 月 24 日至 26 日在圣克拉拉会议中心举行。此次活动是电子设计工程师探索来自超过 1,200 家 | [Link](https://longbridge.com/en/news/276069036.md) | | SemiQ 与分销商 NAC Semi 在北美地区展开合作 | SemiQ Inc 与 NAC Semi 达成合作，旨在增强其碳化硅（SiC）功率半导体在北美的分销。这项协议旨在为工程师提供高效能功率模块和设备的便捷访问，特别是在电动车和工业电气化等领域。SemiQ 的总裁强调，这一合作将加强对设计下一 | [Link](https://longbridge.com/en/news/276074309.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.