Let’s also consider semiconductor firms, with a focus on those I’m currently monitoring. The initial company is Skyworks Solutions 
SWKS .
I recall observing it previously, and recently, I noted its price has dropped further than expected. The stock has declined from a high of $200 to a low near $50, occasionally dipping below, representing a nearly fourfold reduction over roughly three years. A potential speculative upturn or a resumption of its long-established growth pattern may be on the horizon.
Notably, its Forward P/E ratios stand at 30 and 18. This company recently announced that its chief financial officer, who previously held this position, will be returning. He left, worked at AMD
AMD for a while, and then returned to Skyworks. The market views this news as positive. So, what do Skyworks do? They specializes in producing digital radio receivers, antenna tuners, demodulators, detectors, filters, front-end modules, and low-noise amplifiers. Its products serve industries like aerospace, automotive, and defense. Currently, it holds a notable position, with both strengths and weaknesses relative to competitors, including Qorvo 
QRVO, Murata 
6981, Qualcomm 
QCOM, and Broadcom 
AVGO .
It commands a 16% market share, an average figure, with Murata showing stronger metrics and Broadcom at 22%. The expansion of 5G technology presents Skyworks an opportunity to grow its share, leveraging unique advancements not held by leaders like Murata. However, its reliance on smartphone sales, a stable demand driver, is offset by risks. For instance, Apple’s in-house development could erode Skyworks’ revenue, given Apple
AAPL accounts for 59% of its income-a significant dependency also seen with Qorvo (30%), Broadcom (15%), and Qualcomm (20%).
Turning to price trends, both Qorvo and Skyworks lag behind their historical peaks. This led me to explore ETFs covering this sector, identifying three major options. I selected the VanEck fund, ticker SMH, which is currently at its high. This fund includes Broadcom, Skyworks, Qualcomm, and others, dominated by strong performers like NVIDIA
NVDA, TSMC 
TSMC, Broadcom, and AMD. Given their market weight, investing via SMH may be prudent, despite its elevated level.
Target prices include $110 for Qorvo. For Skyworks, Goldman Sachs estimates $70, below the current price, advising against purchase. Nonetheless, the company warrants attention. A cautious approach might favor the SMH ETF over direct stock investment.
SWKS .I recall observing it previously, and recently, I noted its price has dropped further than expected. The stock has declined from a high of $200 to a low near $50, occasionally dipping below, representing a nearly fourfold reduction over roughly three years. A potential speculative upturn or a resumption of its long-established growth pattern may be on the horizon.
Notably, its Forward P/E ratios stand at 30 and 18. This company recently announced that its chief financial officer, who previously held this position, will be returning. He left, worked at AMD
AMD for a while, and then returned to Skyworks. The market views this news as positive. So, what do Skyworks do? They specializes in producing digital radio receivers, antenna tuners, demodulators, detectors, filters, front-end modules, and low-noise amplifiers. Its products serve industries like aerospace, automotive, and defense. Currently, it holds a notable position, with both strengths and weaknesses relative to competitors, including Qorvo QRVO, Murata 6981, Qualcomm QCOM, and Broadcom AVGO .It commands a 16% market share, an average figure, with Murata showing stronger metrics and Broadcom at 22%. The expansion of 5G technology presents Skyworks an opportunity to grow its share, leveraging unique advancements not held by leaders like Murata. However, its reliance on smartphone sales, a stable demand driver, is offset by risks. For instance, Apple’s in-house development could erode Skyworks’ revenue, given Apple
AAPL accounts for 59% of its income-a significant dependency also seen with Qorvo (30%), Broadcom (15%), and Qualcomm (20%).Turning to price trends, both Qorvo and Skyworks lag behind their historical peaks. This led me to explore ETFs covering this sector, identifying three major options. I selected the VanEck fund, ticker SMH, which is currently at its high. This fund includes Broadcom, Skyworks, Qualcomm, and others, dominated by strong performers like NVIDIA
NVDA, TSMC TSMC, Broadcom, and AMD. Given their market weight, investing via SMH may be prudent, despite its elevated level.Target prices include $110 for Qorvo. For Skyworks, Goldman Sachs estimates $70, below the current price, advising against purchase. Nonetheless, the company warrants attention. A cautious approach might favor the SMH ETF over direct stock investment.
CEO Mind-Money.eu
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Personal website of Julia Khandoshko:
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🌐 mind-money.eu
Personal website of Julia Khandoshko:
🌐 iuliia-khandoshko.com/
Disclaimer
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CEO Mind-Money.eu
🌐 mind-money.eu
Personal website of Julia Khandoshko:
🌐 iuliia-khandoshko.com/
🌐 mind-money.eu
Personal website of Julia Khandoshko:
🌐 iuliia-khandoshko.com/
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.