Skyworks Solutions: Apple Concentration Discount Keeps Shares Cheap, But I Expect This To Change
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Gytis Zizys3.8K FollowersFollow5ShareSavePlay(12min)CommentsSummarySkyworks Solutions remains a buy as diversification efforts accelerate, aiming to reduce Apple concentration risk and unlock valuation upside.SWKS’s Broad Market segment, driven by Wi-Fi 7 and automotive, is set to reach 39% of sales, supporting multi-year growth and margin recovery.The Qorvo merger targets $500M in annual cost savings and immediate EPS accretion, with Apple exposure expected to drop to 45–55%.Despite recent margin pressure and operational headwinds, SWKS’s strong cash flow and balance sheet underpin long-term strategic flexibility. Michael Vi/iStock Editorial via Getty Images Introduction I wanted to revisit one of my smaller positions in my portfolio to see what has been happening since my last article over a year ago, where I maintained a buy ratingThis article was written byGytis Zizys3.8K FollowersFollowMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we have a beneficial long position in the shares of SWKS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.