Added to YB: 2025-02-26
Pitch date: 2025-02-24
SWKS [neutral]
Skyworks Solutions, Inc.
-12.3%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
Company Info
Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$8.0B
Pitch Price
$63.82
Price Target
N/A
Dividend
5.34%
EV/EBITDA
7.63
P/E
20.47
EV/Sales
1.88
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Blue Skies Ahead?
SWKS (ceo compensation): New CEO hired with $30M PSU grant tied to stock price hurdles. Apple diversifying suppliers, causing 24% stock drop. CEO start date delayed, increasing PSU shares by 32%. Base price for hurdles calculated post-drop at $65.63. Potential bullish signal, but more research needed on business fundamentals.
Read full article (2 min)