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QRVO vs SWKS
Which Stock Would AI Choose? Qorvo (QRVO) vs. Skyworks Solutions (SWKS) Stock Comparison
Key Takeaways
- Both QRVO and SWKS operate in the radio frequency (RF) semiconductor sector and are subject to the same proposed $22 billion merger transaction.
- Recent market activity has been dominated by merger-related catalysts, including regulatory progress and an extended exchange offer for senior notes, driving notable share price gains for both stocks in recent weeks.
- QRVO has traded near its 52-week high around $120.76 amid positive earnings beats and merger optimism, while SWKS has shown similar momentum with gains exceeding 30% year-to-date in some periods.
- Sector exposure remains concentrated in mobile handsets and broad markets such as automotive, data center, and defense, with the merger expected to deliver approximately $500 million in annual synergies.
- Analyst consensus for both remains largely Hold-rated, with price targets below recent trading levels, reflecting caution despite short-term rallies.
- Relative performance highlights trade-offs in valuation multiples and balance sheet positioning ahead of potential combination.
Introduction
Qorvo (QRVO) and Skyworks Solutions (SWKS) represent two leading providers of RF and analog semiconductors critical to wireless communications. The stocks are frequently compared due to overlapping end markets in smartphones, 5G infrastructure, and emerging applications such as automotive and data centers. This comparison appeals to traders monitoring merger arbitrage opportunities, sector rotation within technology, and investors seeking exposure to semiconductor supply chains amid evolving demand patterns. The analysis focuses on verifiable recent performance metrics and structural similarities without forward projections.
QRVO Overview and Recent Performance
Qorvo, Inc. designs and manufactures RF solutions primarily for mobile devices, infrastructure, and defense applications. In recent market activity, QRVO shares have advanced significantly, closing near $117.18 on September 18, 2026, after reaching a 52-week high of $120.76. The stock benefited from the company's fiscal first-quarter 2027 earnings beat, with EPS of $1.64 versus estimates of $1.11 and revenue of $784.79 million. Merger developments with Skyworks have provided additional support, including management commentary on potential closing timelines. Broader sentiment reflects optimism around deal completion alongside typical semiconductor cyclical pressures.
SWKS Overview and Recent Performance
Skyworks Solutions, Inc. develops analog and mixed-signal semiconductors for mobile, automotive, data center, and industrial uses. SWKS has recorded substantial gains in recent weeks, with the stock rising over 30% in certain monthly periods amid merger progress and solid quarterly results. Fiscal third-quarter 2026 revenue reached $935 million, exceeding consensus, supported by growth in broad markets including automotive and data centers. The company extended its exchange offer for Qorvo senior notes to September 25, 2026, reinforcing deal momentum. Performance has tracked sector recovery while highlighting execution across diversified end markets.
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Head-to-Head Comparison
QRVO and SWKS share similar business models focused on RF components but differ in scale and market positioning. Skyworks maintains a larger market capitalization near $13 billion compared with Qorvo’s approximately $10.3 billion. Growth drivers for both center on mobile content expansion and diversification into automotive and data center segments, though the pending merger introduces shared catalysts such as $500 million in expected cost synergies. Recent momentum has favored both equities amid deal progress, yet SWKS has posted higher year-to-date returns in available data while trading at elevated valuation multiples. Risk factors include customer concentration in handsets and integration uncertainties post-merger. Market sentiment remains constructive on the combination but tempered by Hold-rated analyst coverage for the standalone entities.
Tickeron AI Verdict
Based on observable factors including recent trend consistency, earnings delivery, and positioning within the merger narrative, Tickeron’s AI models currently assign a modestly higher probabilistic preference to SWKS due to its broader diversification signals and sustained momentum across multiple end markets. Relative stability in broad-markets revenue and the scale advantages anticipated from the transaction support this edge, though outcomes remain contingent on regulatory finalization and integration execution. This assessment reflects data-driven pattern recognition rather than directional certainty.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is QRVO is a Buy and SWKS is a Buy.
QRVO | SWKS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 32 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 46 Fair valued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 65 | 83 | |
PRICE GROWTH RATING 1..100 | 19 | 12 | |
P/E GROWTH RATING 1..100 | 99 | 13 | |
SEASONALITY SCORE 1..100 | n/a | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
QRVO's Valuation (46) in the Semiconductors industry is somewhat better than the same rating for SWKS (89). This means that QRVO’s stock grew somewhat faster than SWKS’s over the last 12 months.
QRVO's Profit vs Risk Rating (100) in the Semiconductors industry is in the same range as SWKS (100). This means that QRVO’s stock grew similarly to SWKS’s over the last 12 months.
QRVO's SMR Rating (65) in the Semiconductors industry is in the same range as SWKS (83). This means that QRVO’s stock grew similarly to SWKS’s over the last 12 months.
SWKS's Price Growth Rating (12) in the Semiconductors industry is in the same range as QRVO (19). This means that SWKS’s stock grew similarly to QRVO’s over the last 12 months.
SWKS's P/E Growth Rating (13) in the Semiconductors industry is significantly better than the same rating for QRVO (99). This means that SWKS’s stock grew significantly faster than QRVO’s over the last 12 months.
| QRVO | SWKS | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 80% | 1 day ago 70% |
| Stochastic ODDS (%) | 1 day ago 68% | 1 day ago 63% |
| Momentum ODDS (%) | 1 day ago 75% | 1 day ago 60% |
| MACD ODDS (%) | 1 day ago 79% | 1 day ago 72% |
| TrendWeek ODDS (%) | 1 day ago 73% | 1 day ago 73% |
| TrendMonth ODDS (%) | 1 day ago 67% | 1 day ago 65% |
| Advances ODDS (%) | 7 days ago 70% | 7 days ago 65% |
| Declines ODDS (%) | N/A | 9 days ago 72% |
| BollingerBands ODDS (%) | 1 day ago 75% | 1 day ago 68% |
| Aroon ODDS (%) | 1 day ago 62% | 1 day ago 61% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
QRVO’s FA Score shows that 1 FA rating(s) are green while SWKS’s FA Score has 2 green FA rating(s).
- QRVO’s FA Score: 1 green, 4 red.
- SWKS’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
QRVO’s TA Score shows that 4 TA indicator(s) are bullish while SWKS’s TA Score has 4 bullish TA indicator(s).
- QRVO’s TA Score: 4 bullish, 3 bearish.
- SWKS’s TA Score: 4 bullish, 4 bearish.
Price Growth
QRVO (@Semiconductors) experienced а -0.78% price change this week, while SWKS (@Semiconductors) price change was -1.30% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +0.11%. For the same industry, the average monthly price growth was +7.69%, and the average quarterly price growth was +54.85%.
Reported Earning Dates
QRVO is expected to report earnings on Nov 04, 2026.
SWKS is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Semiconductors (+0.11% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
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QRVO and
Correlation & Price change
A.I.dvisor indicates that over the last year, QRVO has been closely correlated with SWKS. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if QRVO jumps, then SWKS could also see price increases.
| Ticker / NAME | Correlation To QRVO | 1D Price Change % | ||
|---|---|---|---|---|
| QRVO | 100% | -1.42% | ||
| SWKS - QRVO | 98% Closely correlated | -1.96% | ||
| CRUS - QRVO | 72% Closely correlated | -0.33% | ||
| ON - QRVO | 67% Closely correlated | -2.01% | ||
| AMKR - QRVO | 63% Loosely correlated | -0.80% | ||
| KLIC - QRVO | 63% Loosely correlated | +0.55% | ||
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SWKS and
Correlation & Price change
A.I.dvisor indicates that over the last year, SWKS has been closely correlated with QRVO. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWKS jumps, then QRVO could also see price increases.
| Ticker / NAME | Correlation To SWKS | 1D Price Change % | ||
|---|---|---|---|---|
| SWKS | 100% | -1.96% | ||
| QRVO - SWKS | 96% Closely correlated | -1.42% | ||
| FORM - SWKS | 66% Loosely correlated | +0.99% | ||
| AMKR - SWKS | 65% Loosely correlated | -0.80% | ||
| KLIC - SWKS | 65% Loosely correlated | +0.55% | ||
| CRUS - SWKS | 61% Loosely correlated | -0.33% | ||
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