Skyworks Shares Rally as CES 2026 Debut of Wi-SUN/LoRaWAN Modules Signals IoT Growth
Skyworks Solutions (SWKS) unveiled an integrated Wi-SUN/LoRaWAN module at CES 2026 to meet surging demand across mobile, IoT, and automotive sectors, sparking a recovery in its share price.
Summary
The introduction of Skyworks' integrated connectivity modules marks a strategic pivot toward high-growth industrial and automotive IoT markets. This portfolio expansion addresses the increasing need for long-range, low-power wide-area network (LPWAN) solutions. Market analysts view this move as a critical step in reducing the company's historical reliance on the smartphone cycle. Early investor sentiment has been overwhelmingly positive, leading to a notable rebound in the stock's valuation following a period of stagnation.
Potential Positives
- Diversification of revenue streams beyond the mobile handset market into high-margin industrial IoT and automotive sectors.
- First-mover advantage in integrated Wi-SUN/LoRaWAN solutions, positioning the company as a leader in smart utility and infrastructure connectivity.
- Improved operating leverage as the company scales its new module portfolio across global markets.
Potential Negatives
- Intense competition from established semiconductor players in the LPWAN space could pressure pricing and margins.
- Potential delays in the global rollout of smart city infrastructure which may slow the adoption rate of Wi-SUN technology.
- Cyclical risks inherent in the automotive sector could impact long-term volume projections.
FAQ
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Sign Up$SWKS Revenue
$SWKS had revenues of $1.1B in Q4 2025.This is an increase of 7.35% from the same period in the prior year.
You can track financials on financials dashboard.
$SWKS Insider Trading Activity
$SWKS insiders have traded $SWKS stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $SWKS stock by insiders over the last 6 months:
- Kasnavi Reza (EVP, Chief Ops & Tech Officer) has made 2 sales selling 7,332 shares for an estimated $456,518.92.
- TERRY ROBERT JOHN (SVP, Gen. Counsel & Secretary) has made 2 sales selling 4,945 shares for an estimated $307,981.85.
To track insider transactions, check out insider trading dashboard.
$SWKS Analyst Ratings
Wall Street analysts have issued reports on $SWKS in the last several months. We have seen 35 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Neutral" rating on 2025-11-11
- UBS issued a "Neutral" rating on 2025-11-05
- JP Morgan issued a "Neutral" rating on 2025-11-05
- Citigroup issued a "Neutral" rating on 2025-10-29
- Benchmark issued a "Hold" rating on 2025-10-29
- Barclays issued a "Equal Weight" rating on 2025-10-29
- Keybanc issued a "Overweight" rating on 2025-10-29
- UBS issued a "Neutral" rating on 2025-10-29
- Piper Sandler issued a "Overweight" rating on 2025-10-29
- Citigroup issued a "Sell" rating on 2025-08-06
