Skyworks Solutions, Inc.
SWKS
Bullish$91.00+3.00%3D · 2026-09-16Predicted move
+3.00%Target $91.00
Actual move at settlement
-3.12%Confirmed close $85.59
Both measured from $88.35 on 2026-09-11 · Target close 2026-09-16
Direction missed
How this is scored
Direction correct: 50 points. Move error of up to 0.5 / 1 / 2 / 3 / 5 percentage points earns 50 / 45 / 35 / 25 / 10 magnitude points; larger errors earn 0. A wrong direction can still earn magnitude points. A flat close matches neither direction. Points are not returns.
Thesis
CEO Phil Brace (Goldman Communacopia): $22B Qorvo merger in final stages; HSR/FTC waiting periods expired, financing locked, close targeted this calendar year. SWKS rose ~10% Sep 10 to $84.03 then closed Sep 11 at $88.35 (high $92.30) with QRVO co-moving. Two-day deal de-risking bid should digest higher over 3 sessions despite stale Hold/~$68 Street targets that lag the close premium. Invalidation: break of Sep 11 low $83.95 / Sep 10 close $84.03 on heavy volume, or adverse foreign regulatory news that reopens deal risk.
Chart
Reference chart may include later prices. Settlement uses the confirmed target-date close above.
Discussion
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