Skyworks Solutions Traded Down in Q4 Despite Acquisition of Qorvo

Monday, Feb 2, 2026 9:25 am ET1min read
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Pzena Focused Value Strategy's Q4 2025 commentary highlights Skyworks Solutions (SWKS) as a leading individual detractor, citing weaker forward guidance, mobile demand concerns, and customer concentration issues. Despite better-than-expected quarterly results and the acquisition of competitor Qorvo, SWKS traded down, resulting in a -14.43% one-month return and a -34.57% loss over the past year.

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