$SWKS

Skyworks Solutions (SWKS) extended the expiration date of its exchange offers for Qorvo's 2029 and 2031 senior notes to September 11, 2026. The offers aim to exchange up to $850M of 2029 notes and $700M of 2031 notes for new Skyworks notes. As of September 1, 90.55% of 2029 notes and 93.36% of 2031 notes were tendered. The offers are contingent on the closing of Skyworks' mergers with Qorvo, expected to occur by the end of the calendar year.

Skyworks Solutions (SWKS) reported Q3 2026 earnings of $1.08 per share, beating estimates, with Broad Markets revenue up 8% YoY. The company guided Q4 revenue to $1.01B–$1.06B, citing mobile growth and progress in AI data centers and automotive. The pending Qorvo acquisition aims to diversify revenue streams but introduces risks. Analysts project varying earnings outlooks for 2029, with revenue expected to reach $4.5B.

Skyworks Solutions (SWKS) reported Q3 fiscal 2026 non-GAAP earnings of $1.08 per share, beating expectations, with 8% Broad Markets growth driven by AI data center and automotive demand. The company projected Q4 revenue of $1.01b to $1.06b, with mobile revenues expected to rise sequentially in the high teens. Despite a 5.01% 30-day share price increase, the stock is down 18.17% over 90 days and 9.74% over one year. Analysts debate its valuation, with a fair value estimate of $68.25, citing risks

Skyworks Solutions (SWKS) fell 4.0% due to financing concerns related to its Qorvo acquisition and a broader semiconductor selloff. The company recently issued debt and adjusted its capital allocation, while chip stocks weakened ahead of Nvidia's earnings. Analysts have set price targets ranging from $70 to $85.

Analysts upgraded Equifax (EFX) to Buy with a $235 target, Parsons (PSN) to Outperform with a $57 target, Taylor Devices (TAYD) to Buy with a $70 target, Ternium (TX) to Overweight with a $65 target, and O-I Glass (OI) to Buy with a $9 target. Teradyne (TER) was downgraded to Neutral, Ternium (TX) to Hold, Limbach (LMB) to Underweight, DoubleVerify (DV) to Neutral, and Weibo (WB) to Neutral. Nvidia (NVDA) was initiated with an Outperform rating and $340 target, Micron (MU) with Outperform and $1

BMO Capital Markets initiated coverage of semiconductor and quantum computing sectors, favoring AI-exposed and analog chipmakers. Nvidia (top pick) received an Outperform rating and $340 target, with expected revenue growth of 84% and 50% in FY27 and 2028. Other picks include Broadcom, Micron, AMD, Marvell, Semtech, Analog Devices, Microchip, and Impinj. BMO predicts a memory market supercycle and AI-driven capex growth.

A July U.S. CPI report matched expectations, with headline CPI up 0.1% m/m and 3.4% y/y, and core CPI up 0.2% m/m and 2.5% y/y, according to the report cited. The dollar rose broadly and Treasury yields ended mixed. U.S. stocks were mixed, while AI/data-center shares gained, including Nebius (+34.14%) after Q2 revenue of $582.3M.

US stock indices closed mixed as investors digested the July CPI report, with the Dow down 0.04% and the Nasdaq 100 up 0.74%. The Russell 2000 hit a record close. Nebius Group (NBIS) shares rose about 34% after its Q2 results, including $582.3M revenue and $3B ARR. Cisco (CSCO) beat EPS and revenue but guided lower EPS.

SKYWORKS SOLUTIONS, INC. (SWKS) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. Senior Notes On August 10, 2026, Skyworks Solutions, Inc., a Delaware corporation (the “Company”), issued $800,000,000 5.000% Senior Notes due 2028 (the “2028 Notes”), $600,000,000 5.750% Senior Notes due 2032 (the “2032 Notes

Skyworks Solutions reported fiscal Q3 2026 revenue of $934.8m, down 1% sequentially and 3.1% year over year, but above guidance midpoint. Mobile revenue fell to about $541m, while Broad Markets rose 8% to about $403m. Gross margin fell to 44.9%. For Q4, revenue guidance is $1.01–$1.06bn and EPS $1.27, with a pending Qorvo acquisition.