Pzena Focused Value Strategy Increased Skyworks Solutions (SWKS) on a Dip

1 hour ago 5

Soumya Eswaran

Tue, June 23, 2026 astatine 8:13 AM CDT 2 min read

Pzena Investment Management precocious released its first-quarter 2026 commentary for "Pzena Focused Value Strategy." A transcript of the missive tin beryllium downloaded here. The equity marketplace faced challenges successful the archetypal 4th owed to the Iran struggle and the related vigor terms hike, compounded by continued AI-related uncertainty. Despite this volatility, vigor stocks led the worth scale higher, but the portfolio fell abbreviated of the scale and returned -4.7% (net) vs. 2.1% for the Russell 1000 Value Index. Despite the uncertainty, the steadfast believes that the existent situation presents a beardown semipermanent opportunity. In addition, you tin cheque the Fund's apical 5 holdings to spot its champion picks for 2026.

In its first-quarter 2026 capitalist letter, Pzena Focused Value Strategy highlighted stocks similar Skyworks Solutions, Inc. (NASDAQ:SWKS). Headquartered successful Irvine, California, Skyworks Solutions, Inc. (NASDAQ:SWKS) designs, develops, and manufactures analog and mixed-signal semiconductor products. On June 22, 2026, Skyworks Solutions, Inc. (NASDAQ:SWKS) banal closed astatine $76.18 per share. One-month instrumentality of Skyworks Solutions, Inc. (NASDAQ:SWKS) was -8.68%, and its shares gained 3.76% of their worth implicit the past 12 months. Skyworks Solutions, Inc. (NASDAQ:SWKS) has a marketplace capitalization of $11.46 billion.

Pzena Focused Value Strategy stated the pursuing regarding Skyworks Solutions, Inc. (NASDAQ:SWKS) successful its Q1 2026 capitalist letter:

"We added to our existing presumption successful Skyworks Solutions, Inc. (NASDAQ:SWKS), a starring RF constituent supplier to smartphone manufacturers, connected weakness driven by fears that elevated representation spot pricing could unit smartphone volumes."

B. Riley Cuts Skyworks (SWKS) Target arsenic Android Weakness Weighs connected Outlook

Skyworks Solutions, Inc. (NASDAQ:SWKS) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 35 hedge money portfolios held Skyworks Solutions, Inc. (NASDAQ:SWKS) astatine the extremity of the archetypal quarter, compared to 43 successful the erstwhile quarter. While we admit the imaginable of Skyworks Solutions, Inc. (NASDAQ:SWKS) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In addition, delight cheque retired our hedge money capitalist letters Q1 2026 page for much capitalist letters from hedge funds and different starring investors.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.

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