Skyworks Solutions (SWKS) underperformed due to loss of iPhone component control

From Yahoo Finance: 2025-05-13 12:37:00

The London Company released its Q1 2025 investor letter, reporting a 4.3% decline in its portfolio compared to a 3.4% decrease for the Russell Midcap Index. Skyworks Solutions, Inc. was highlighted with a 28.50% one-month return and a market capitalization of $10.97 billion. The company’s stock closed at $73.04 per share on May 12, 2025.

In the Q1 2025 investor letter, The London Company discussed Skyworks Solutions, Inc. (SWKS), noting that the stock underperformed due to losing control of an iPhone component to a rival, affecting Apple revenue. Despite this setback, SWKS’s tech strength, strong balance sheet, and capital allocation strategy were praised by the company.

Skyworks Solutions, Inc. (SWKS) was not among the 30 most popular stocks among hedge funds in Q4 2024, with 31 hedge fund portfolios holding the stock. In Q2 of fiscal 2025, SWKS reported revenue of $953 million, surpassing its guidance range midpoint. While the company is seen as a potential investment, greater promise is believed to lie in AI stocks for higher returns.

Skyworks Solutions, Inc. (SWKS) was listed as one of the high dividend stocks being targeted by short sellers. The stock’s performance was a detractor to Vulcan Values in Q1 2025. For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q1 2025 page.



Read more at Yahoo Finance: Here’s Why Skyworks Solutions (SWKS) Slid in Q1