$SWKS

Skyworks earnings beat by $0.01, revenue topped estimates

Skyworks (SWKS) reported Q4 EPS of $1.28, beating estimates by $0.01, with revenue at $1.05B, also topping expectations. The company expects Q1 2027 EPS of $1.25 and revenue between $1.80B-$1.90B, both below analyst consensus. SWKS stock is up 20.93% over the last 3 months and 18.63% over the last 12 months.

Original reporting
Published Nov 3, 2026, 9:15 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 3, 2026, 9:30 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$SWKS
Bearish
high confidence
Mentioned
$SWKS
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$SWKSBearishHigh
01

Why it matters

The modest beat is likely to be eclipsed by the guidance shortfall, leading to short‑term price pressure.

02

Market read

Earnings and guidance release is the primary catalyst for SWKS price movement today.

03

What to watch

Potential upside from upcoming product cycles and long‑term contracts not reflected in short‑term guidance.

Relevance 8/10Novelty 8/10Timing: post‑earnings today

Background

Skyworks Communications reported its Q4 2026 earnings, beating estimates slightly but issuing weaker Q1 2027 guidance.

Company-level read

Ticker impact

$SWKSBearishHigh confidence
Context

Q4 EPS of $1.28 beat estimate by $0.01 and revenue of $1.05B beat $1.04B, but Q1 2027 guidance falls short of consensus.

Expected impact

likely downside as market prices in weaker guidance

Evidence & confidence

Earnings beat is modest while forward guidance is below expectations, prompting sell pressure.

Market effects

May weigh on broader semiconductor sector as guidance weakness signals demand slowdown.

US market impact limited to tech stocks.

Low global relevance beyond investors tracking US semiconductor earnings.

Counterpoint

Despite guidance miss, the stock's strong cash flow and market share could support a rebound.

Key entities

  • Skyworks Communications Inc.

    US‑listed semiconductor firm (NASDAQ: SWKS).

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Skyworks Solutions (SWKS) stock fell 14.9% after hours due to Q1 fiscal 2027 guidance missing expectations. The company projected Q1 EPS of $1.25 (vs. $1.50 consensus) and revenue of $1.8B-$1.9B (vs. ~$2B expected). The guidance shortfall is attributed to integration challenges post-merger with Qorvo, with near-term cost savings expected to be limited. The NASDAQ and S&P 500 showed minimal movement, indicating the selloff was company-specific.