Your email has been successfully added to our mailing list.

×
0 0 0 0 0.00534473543559594 0.0112239444147516 0.00267236771779812 0.00801710315339406
Stock impact report

Skyworks Is A Mini Texas Instruments, But Much Cheaper [Seeking Alpha]

Texas Instruments Incorporated (TXN)  More Company Research Source: Seeking Alpha
Last texas instruments incorporated earnings: 4/21 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: ti.com/corp/docs/investor_relations/index.html
PDF Investment thesis Skyworks ( SWKS ): The company is facing some temporary headwinds from mobile phone saturation and China, but it's gearing up for the next expansion and the shares are almost silly cheap. We argued in July that the shares of Skyworks deserve a higher multiple and that hasn't happened, in fact quite the opposite materialized: The reasons for the share price decline are not terribly hard to understand, and are twofold: Mobile saturation Chinese market softness The mobile saturation matters as that's 72% of revenue. It's more specific than that, as Apple ( AAPL ) constituted 47% of company revenues, so Skyworks is in the first Apple firing line out there with the likes of Lumentum ( LITE ) and a few others. It is a unit problem at the high-end (which is of course what the iPhones are), where most of the money is, the company isn't losing sockets nor logos. This is getting smaller as their broad market is growing at double [Read more]
Impact snapshot Event time: TXN
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Performance comparison Updated
Event Day
Stock performance from the time of news release until the following 4pm ET market close
Last price at news event
Since Event
Multi-day stock performance from the time of the news release
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST
PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
Last price
VWAP
High:
Max up
High:
Low:
Max down
Low:
%
Post news range
%
Price change

Price Change Percentage


S&P 500
(SPX)

%

Volume ratio
%

Volume
Ticks

Avg transaction size

Opt-in for
TXN alerts
from News Quantified
Opt-in for
TXN alerts

from News Quantified
Opt-in for
TXN alerts

from News Quantified