Here’s Why Skyworks Solutions (SWKS) Lost Market Share in Q1

2 months ago 21

Soumya Eswaran

Tue, Apr 15, 2025, 6:02 AM 3 min read

Investment absorption company Vulcan Value Partners recently released its first-quarter 2025 capitalist letter. A transcript of the missive tin be downloaded here. The archetypal 4th experienced the instrumentality of volatility. The companies’ absorption teams expressed a much cautious presumption pursuing the caller election. Optimism has fixed mode to uncertainty astir tariffs and imaginable impacts connected earnings, inflation, and economical growth. In the quarter, the Large Cap Composite returned -2.1% nett of fees and expenses, the Small Cap Composite returned -4.5% net, the Focus Composite returned -5.8% net, the Focus Plus composite returned -6.0% and the All-Cap Composite returned -4.1% net. For much accusation connected the fund’s champion picks successful 2025, delight cheque its apical 5 holdings.

In its archetypal 4th 2025 capitalist letter, Vulcan Value Partners emphasized stocks specified arsenic Skyworks Solutions, Inc. (NASDAQ:SWKS). Headquartered successful Irvine, California, Skyworks Solutions, Inc. (NASDAQ:SWKS) designs, develops, and manufactures proprietary semiconductor products. The one-month instrumentality of Skyworks Solutions, Inc. (NASDAQ:SWKS) was -18.57%, and its shares mislaid 41.70% of their worth implicit the past 52 weeks. On April 14, 2025, Skyworks Solutions, Inc. (NASDAQ:SWKS) banal closed astatine $57.72 per stock with a marketplace capitalization of $8.864 billion.

Vulcan Value Partners stated the pursuing regarding Skyworks Solutions, Inc. (NASDAQ:SWKS) successful its Q1 2025 capitalist letter:

"Skyworks Solutions, Inc. (NASDAQ:SWKS) is simply a person successful vigor frequence (RF) systems chiefly for mobile phones, wireless infrastructure, aerospace and defense, net of things, and assorted different applications. Their components are ngo captious and enactment cardinal web technologies, including cellular, WiFi, GPS, and Bluetooth connectivity. Only a fistful of companies are capable to plan and manufacture high-end RF components, making them important semipermanent partners to their customers. While results tin beryllium cyclical, Skyworks has maintained and grown its marketplace stock implicit time. Recently, Skyworks mislaid marketplace stock to a rival which negatively affected our worth and caused america to reevaluate Skyworks’s competitory position. While Skyworks’s moat is not arsenic beardown arsenic we had primitively believed, it remains 1 of the starring companies successful a consolidating manufacture with precocious barriers to entry."

Is Skyworks Solutions, Inc. (SWKS) the Best Technology Dividend Stock to Invest in?

A technician utilizing a specialized instrumentality to equine a wireless analog strategy connected chip.

Skyworks Solutions, Inc. (NASDAQ:SWKS) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 31 hedge money portfolios held Skyworks Solutions, Inc. (NASDAQ:SWKS) astatine the extremity of the 4th fourth which was 31 successful the erstwhile quarter. While we admit the imaginable of Skyworks Solutions, Inc. (NASDAQ:SWKS) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.