Skyworks Solutions (SWKS) Traded Down in Q4. Here’s Why

2 hours ago 1

Soumya Eswaran

Mon, February 2, 2026 astatine 8:17 AM CST 2 min read

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A transcript of the missive tin beryllium downloaded here. The 4th fourth was defined by beardown AI momentum and continued marketplace dominance by mega-cap stocks. In this environment, Pzena Focused Value Strategy underperformed the Russell 1000® Value Index, delivering a nett instrumentality of 2.5% vs. 3.8% for the Index. Given the constricted enactment successful the market, the steadfast inactive observes appealing valuation differences and believes the existent situation is favorable for semipermanent worth investors. In addition, you tin cheque the Fund's apical 5 holdings to spot its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Pzena Focused Value Strategy highlighted Skyworks Solutions, Inc. (NASDAQ:SWKS) arsenic 1 of its starring idiosyncratic detractors. Headquartered successful Irvine, California, Skyworks Solutions, Inc. (NASDAQ:SWKS) designs, develops, and manufactures semiconductor products. On January 30, 2026, Skyworks Solutions, Inc. (NASDAQ:SWKS) banal closed astatine $55.76 per share. One-month instrumentality of Skyworks Solutions, Inc. (NASDAQ:SWKS) was -14.43%, and its shares mislaid 34.57% of their worth implicit the past 12 months. Skyworks Solutions, Inc. (NASDAQ:SWKS) has a marketplace capitalization of $8.36 billion.

Pzena Focused Value Strategy stated the pursuing regarding Skyworks Solutions, Inc. (NASDAQ:SWKS) successful its 4th fourth 2025 capitalist letter:

"Basic materials, wellness care, and exertion were the largest detracting sectors during the quarter. Semiconductor institution Skyworks Solutions, Inc. (NASDAQ:SWKS) traded down during the 4th connected weaker guardant guidance and concerns astir mobile request and lawsuit concentration. This occurred contempt better-than-expected quarterly results and the announced acquisition of rival Qorvo, creating a operation of the second- and third-largest players successful vigor frequence smartphone constituent suppliers."

B. Riley Cuts Skyworks (SWKS) Target arsenic Android Weakness Weighs connected Outlook

Skyworks Solutions, Inc. (NASDAQ:SWKS) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 35 hedge money portfolios held Skyworks Solutions, Inc. (NASDAQ:SWKS) astatine the extremity of the 3rd quarter, compared to 39 successful the erstwhile quarter. While we admit the imaginable of Skyworks Solutions, Inc. (NASDAQ:SWKS) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.