Skyworks Solutions, Inc., together with its subsidiaries, designs, develops, manufactures, and markets proprietary semiconductor products in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and the rest of Asia-Pacific. Its product portfolio includes amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, DC/DC converters, demodulators, detectors, diodes, wireless analog system on chip products, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, receivers, switches, synthesizers, timing devices, voltage controlled oscillators/synthesizers, and voltage regulators. The company products are the used in aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, military, smartphone, tablet, and wearable markets. It sells its products through direct sales force, electronic component distributors, and independent sales representatives. Skyworks Solutions, Inc. was founded in 1962 and is based in Irvine, California.

Skyworks Solutions, Inc.

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Skyworks Solutions Inc (Symbol: SWKS) presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
But making Skyworks Solutions Inc an even more interesting and timely stock to look at, is the fact that in trading on Friday, shares of SWKS entered into oversold territory, changing hands as low as $66.13 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Skyworks Solutions Inc, the RSI reading has hit 28.8 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 45.9. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, SWKS's recent annualized dividend of 2.8/share (currently paid in quarterly installments) works out to an annual yield of 4.09% based upon the recent $68.54 share price.
A bullish investor could look at SWKS's 28.8 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on SWKS is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Skyworks Solutions is Oversold

Below is Validea's guru fundamental report for SKYWORKS SOLUTIONS INC (SWKS). Of the 22 guru strategies we follow, SWKS rates highest using our Shareholder Yield Investor model based on the published strategy of Meb Faber. This strategy looks for companies returning cash to shareholders via dividends, buybacks and debt paydown.
SKYWORKS SOLUTIONS INC (SWKS) is a large-cap growth stock in the Semiconductors industry. The rating using this strategy is 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of SKYWORKS SOLUTIONS INC
SWKS Guru Analysis
SWKS Fundamental Analysis
More Information on Meb Faber
Meb Faber Portfolio
About Meb Faber: Meb Faber is the founder of Cambria Investments. His research has covered a wide spectrum of the investment world, including topics like shareholder yield, trend following, global asset allocation and home country bias. His shareholder yield strategy, which is based on his book "Shareholder Yield" and forms the basis for an ETF of the same name, looks for companies that are focused on creating value for shareholders by returning cash to them in the form of dividends, share buybacks and debt paydown. Meb is also the author of 4 other books and numerous white papers on investing related topics.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

SWKS Quantitative Stock Analysis

Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Skyworks Solutions Inc (Symbol: SWKS) were yielding above the 4% mark based on its quarterly dividend (annualized to $2.8), with the stock changing hands as low as $67.24 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased shares of the S&P 500 ETF (SPY) back on 12/31/1999 — you would have paid $146.88 per share. Fast forward to 12/31/2012 and each share was worth $142.41 on that date, a decrease of $4.67/share over all those years. But now consider that you collected a whopping $25.98 per share in dividends over the same period, for a positive total return of 23.36%. Even with dividends reinvested, that only amounts to an average annual total return of about 1.6%; so by comparison collecting a yield above 4% would appear considerably attractive if that yield is sustainable. Skyworks Solutions Inc (Symbol: SWKS) is an S&P 500 company, giving it special status as one of the large-cap companies making up the S&P 500 Index.
In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of Skyworks Solutions Inc, looking at the history chart for SWKS below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 4% annual yield.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Skyworks Solutions (SWKS) Shares Cross 4% Yield Mark

Looking at the universe of stocks we cover at Dividend Channel, on 5/27/25, Paycom Software Inc (Symbol: PAYC), MKS Inc. (Symbol: MKSI), and Skyworks Solutions Inc (Symbol: SWKS) will all trade ex-dividend for their respective upcoming dividends. Paycom Software Inc will pay its quarterly dividend of $0.375 on 6/9/25, MKS Inc. will pay its quarterly dividend of $0.22 on 6/6/25, and Skyworks Solutions Inc will pay its quarterly dividend of $0.70 on 6/17/25. As a percentage of PAYC's recent stock price of $261.48, this dividend works out to approximately 0.14%, so look for shares of Paycom Software Inc to trade 0.14% lower — all else being equal — when PAYC shares open for trading on 5/27/25. Similarly, investors should look for MKSI to open 0.26% lower in price and for SWKS to open 0.99% lower, all else being equal.
Below are dividend history charts for PAYC, MKSI, and SWKS, showing historical dividends prior to the most recent ones declared.
Paycom Software Inc (Symbol: PAYC):
MKS Inc. (Symbol: MKSI):
Skyworks Solutions Inc (Symbol: SWKS):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 0.57% for Paycom Software Inc, 1.04% for MKS Inc., and 3.98% for Skyworks Solutions Inc.
In Friday trading, Paycom Software Inc shares are currently up about 1.6%, MKS Inc. shares are down about 0.3%, and Skyworks Solutions Inc shares are down about 1.4% on the day.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Paycom Software, MKS and Skyworks Solutions

In recent trading, shares of Skyworks Solutions Inc (Symbol: SWKS) have crossed above the average analyst 12-month target price of $71.00, changing hands for $73.04/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised.
There are 17 different analyst targets within the Zacks coverage universe contributing to that average for Skyworks Solutions Inc, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $52.00. And then on the other side of the spectrum one analyst has a target as high as $108.00. The standard deviation is $12.469.
But the whole reason to look at the average SWKS price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with SWKS crossing above that average target price of $71.00/share, investors in SWKS have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $71.00 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Skyworks Solutions Inc:
The average rating presented in the last row of the above table above is from 1 to 5 where 1 is Strong Buy and 5 is Strong Sell. This article used data provided by Zacks Investment Research via Quandl.com. Get the latest Zacks research report on SWKS — FREE.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

SWKS Crosses Above Average Analyst Target

This morning a "Potential Dividend Run Alert" went out for Skyworks Solutions Inc (NASD: SWKS), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we?
First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date.
For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date.
All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 0.70 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 0.70 the next day, then effectively, buyers would effectively be paying 0.70 more for the same share of stock.
But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in other words: pressure for the stock to have a potential Dividend Run.
And notice we put the word "sometime" in quotes in that last sentence, because there are differing views among different dividend investors about timeframe when it comes to capturing Dividend Run effects. Some like to invest (and then also to sell) on specific target dates; others like to employ some form of dollar cost averaging. Some like to invest shortly before ex-div, hold for the dividend, and then sell on or after ex-date (having actually capturing the dividend / received the income). Others like to sell the day before ex-date (the last possible day where the buyer of the shares will still be "paying for" the upcoming dividend) with the idea to try and maximize capital gain. In this capital-gain-focused scenario, one common timeframe we've seen discussed, is to buy about two weeks (ten trading days) prior to the targeted sale date.
For example, consider the 0.7/share SWKS dividend that went "ex-dividend" on 02/24/25. On the prior trading day — the last day where a seller knows that the buyer of their shares will be expecting that dividend amount — shares of SWKS closed at 67.21. And two weeks (ten trading days) prior to that, on 02/06/25, shares closed at a price of 65.60. That means that in the final two-week run-up to the 0.7 dividend, SWKS gained 1.61 in price.
Looking back at the last four dividends paid by SWKS, this strategy would have captured a capital gain in excess of the dividend 4 out of 4 times, with a "Divvy Run" total of +15.87 in capital gains. Incidentally, that exceeds the sum total dividend amounts across those last four dividends, of 2.78. Here's the data:
Ex-Dividend
——Price 2 Weeks Prior—»
——Price 1 Day Prior—»
Run Gain/Loss
02/24/25
0.7
02/06/25
65.60
02/21/25
67.21
+1.61
12/03/24
0.7
11/15/24
83.69
12/02/24
88.49
+4.80
08/20/24
0.7
08/05/24
99.70
08/19/24
108.05
+8.35
05/20/24
0.68
05/03/24
92.51
05/17/24
93.62
+1.11
Div Total:
2.78
"Divvy Run" Total:
+15.87
In about two weeks from now, Skyworks Solutions Inc (NASD: SWKS) will go ex-dividend for its latest dividend of 0.70/share. Will Dividend Run history repeat itself?
Upcoming Dividend: 0.70/share
Ex-Div Date: 05/27/25
Payment Date: 06/17/25
Dividend Frequency: Quarterly
Full SWKS Dividend History »
As the saying goes, past performance is never a guarantee of future returns. But one thing's for sure: for those investors who count Dividend Runs among the tools in their arsenal, SWKS is a good dividend stock to know about and have on your radar screen with its implied annualized yield of 4.11%.
Stay tuned for future Dividend Run candidates, and if you'd like to receive email alerts right into your inbox, enroll in our free Dividend Alerts feature, courtesy of DividendChannel.com.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Upcoming Dividend Run For SWKS?

Affirm Holdings, Inc. AFRM reported fiscal third-quarter 2025 earnings of a penny against the Zacks Consensus Estimate of a loss of nine cents per share and the prior-year quarter’s loss of 43 cents per share. (See the Zacks Earnings Calendar to stay ahead of market-making news.)
Total revenues improved 36% year over year to $783.1 million and remained within management’s expectation of $755-$785 million. The top line missed the consensus mark by 0.1%.
The quarterly results were aided by robust growth in Gross Merchandise Value (GMV), rising transaction volumes fueled by repeat customers, and surging card network revenues. However, the upside was partly offset by an elevated expense level and rising provision for credit losses.
Affirm Holdings, Inc. Price, Consensus and EPS Surprise
Affirm Holdings, Inc. price-consensus-eps-surprise-chart | Affirm Holdings, Inc. Quote
Q3 Performance of Affirm
As of March 31, 2025, AFRM’s active merchants were 358,000, up 23% year over year. GMV of $8.6 billion climbed 36% year over year in the quarter under review, which exceeded management’s expected range of $8-$8.3 billion and the Zacks Consensus Estimate of $8.1 billion. The metric was aided by strong contributions from Affirm's largest merchant partner, wallet partners and direct-to-consumer offerings.
Total transactions surged 45.6% year over year to 31.3 million on the back of a significant surge in repeat customer transactions.
Servicing income of $32.1 million advanced 27% year over year and beat the consensus mark of $31.3 million. Interest income rose 28% year over year to $402.7 million but lagged the Zacks Consensus Estimate of $414.4 million.
Merchant network revenues improved 34.3% year over year to $214 million in the fiscal third quarter, higher than the consensus mark of $199.5 million. The metric gained from a growing GMV. Card network revenues were $58.6 million, which surged 64.2% year over year, attributable to the higher usage of Affirm Card and Affirm virtual cards. The metric surpassed the consensus mark of $46.4 million.
Total operating expenses increased 7.4% year over year to $791.5 million due to higher loss on loan purchase commitment, funding costs, processing and servicing, and technology and data analytics expenses. Provision for credit losses escalated 20.3% year over year to $147.3 million. Nevertheless, sales and marketing expenses dropped 44.3% year over year.
Adjusted operating income totaled $173.7 million, which more than doubled year over year. Adjusted operating margin improved 860 basis points year over year to 22.2%, which surpassed management’s estimated 20-22% range.
Affirm's net income was $2.8 million against a net loss of $133.9 million in the prior-year quarter.
Financial Position of Affirm (as of March 31, 2025)
Affirm exited the fiscal third quarter with cash and cash equivalents of $1.4 billion, which climbed 33.4% from the fiscal 2024-end figure. Total assets of $10.4 billion increased 9.6% from the fiscal 2024-end.
Funding debt amounted to $1.9 billion, up 3.9% from the figure as of June 30, 2024.
Total stockholders’ equity of $2.9 billion rose 5.2% from the fiscal 2024-end figure.
AFRM generated $210.4 million of net cash from operations during the March quarter, which inched up 1.1% year over year.
4Q25 Guidance
Affirm forecasts fourth-quarter fiscal 2025 GMV to be in the range of $9.4-$9.7 billion, up from the earlier view of $9-$9.3 billion. Revenues are anticipated to be in the range of $815-$845 million, higher than the earlier guidance of $810-$840 million. Transaction costs are estimated to be between $430 million and $445 million compared with the previous outlook of $435-$450 million. The weighted average shares outstanding are estimated to be 344 million. It continues to project the adjusted operating margin to be within 23-25%.
Fiscal 2025 View
Management anticipates GMV to be in the range of $35.7-$36 billion, higher than the earlier guidance of $34.74-$35.34 billion. The mid-point of the revised outlook indicates an improvement of 34.8% from the fiscal 2024 figure.
Revenues are anticipated to be in the range of $3.163-$3.193 billion, higher than the prior outlook of $3.13-$3.19 billion. The mid-point of the updated view indicates 36.8% growth from the fiscal 2024 figure.
Transaction costs are projected within $1.721-$1.736 billion compared with the earlier guidance of $1.71-$1.74 billion.
Adjusted operating margin is now estimated to be within 23-23.6%, up from the earlier view of 22.5-23.5%. Weighted average shares outstanding are estimated to be 341 million.
Affirm's Zacks Rank
AFRM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Other Computer and Technology Sector Releases
Of the other Computer and Technology sector industry players that have reported March-quarter results so far, the bottom-line results of Skyworks Solutions, Inc. SWKS, Fortinet, Inc. FTNT and MKS Instruments, Inc. MKSI beat the respective Zacks Consensus Estimate.
Skyworks Solutions reported second-quarter fiscal 2025 non-GAAP earnings of $1.24 per share, which beat the Zacks Consensus Estimate by 3.33% but declined 20% year over year. Revenues of $953.3 million dipped 8.9% on a year-over-year basis but surpassed the consensus mark by 0.20%. Mobile revenues contributed nearly 62% to total revenues and decreased 17% sequentially.
Broad Markets saw growth of 3% year over year and 2% sequentially. Non-GAAP gross margin expanded 160 basis points (bps) on a year-over-year basis to 46.7%. Non-GAAP operating margin contracted 340 bps on a year-over-year basis to 23.3% in the reported quarter.
Fortinet reported first-quarter 2025 non-GAAP earnings per share (EPS) of 58 cents, which beat the Zacks Consensus Estimate by 9.43%. The bottom line climbed 34.9% from the year-ago quarter’s earnings of 43 cents. Total revenues of $1.54 billion beat the consensus mark by 0.21% and improved 13.8% year over year. In the first quarter, Fortinet added more than 6,300 new logos, driven by continued worldwide investments in its channel partners.
RPO grew 12% to $6.5 billion and total billings rose 14% to $1.6 billion, driven by double-digit growth in AI-driven SecOps and Unified SASE. Segment-wise, Product revenues increased 12.3% year over year to $459.1 million. Service revenues of $1.08 billion grew 14.4% year over year, accounting for 70% of total revenues. Security subscriptions revenues rose 16%, and support and related service revenues increased 12%.
MKS Instruments reported first-quarter 2025 adjusted EPS of $1.71, which beat the Zacks Consensus Estimate by 20.42% and jumped 45% year over year. Revenues of $936 million beat the consensus mark by 0.27% and increased 7.8% year over year. Products’ revenues (87.5% of total revenues) were $819 million, up 8.6% year over year. Services revenues (12.5% of total revenues) increased 2.6% year over year to $117 million.
Revenues from the Semiconductor market (44.1% of total revenues) increased 17.7% year over year to $413 million. Electronics & Packaging revenues (27% of total revenues) were $253 million, higher than the $208 million reported in the year-ago quarter. In the first quarter of 2025, the adjusted gross margin contracted 40 basis points (bps) on a year-over-year basis to 47.4%. Adjusted EBITDA was up 8.8% year over year to $236 million. Adjusted EBITDA margin expanded 20 bps year over year to 25.2%.
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This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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Skyworks Solutions, Inc. (SWKS) : Free Stock Analysis Report
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Affirm's Q3 Earnings Beat Estimates on Solid GMV Growth

With at a market cap of $10.5 billion, Skyworks Solutions, Inc. (SWKS) is a global technology leader specializing in advanced semiconductor solutions that drive wireless connectivity. The company, headquartered in Irvine, California, designs and manufactures high-performance analog and mixed-signal semiconductors, enabling seamless communication across a broad range of applications, including mobile devices, automotive systems, the Internet of Things (IoT), and industrial technologies.
Shares of Skyworks Solutions have lagged behind the broader market over the past 52 weeks. SWKS has dipped 27.8% over this time frame, while the broader S&P 500 Index ($SPX) has gained 9.2%. In 2025, the stock is down 24.1%, compared to SPX’s 3.7% decrease on a YTD basis.
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Narrowing the focus, SWKS has also trailed the SPDR S&P Semiconductor ETF's (XSD) 10% dip over the past 52 weeks and 16.6% fall this year.
Skyworks shares popped 1.3% on May 7 after unveiling its second-quarter earnings. It reported revenue of $953.2 million, a 9% decline year-over-year, though it slightly exceeded analyst expectations. The company posted non-GAAP earnings of $1.24 per share, surpassing the consensus estimate of $1.20, but down from $1.55 in the same quarter last year.
Skyworks generated $409.5 million in operating cash flow and $371 million in free cash flow. Looking ahead, the company forecasts third-quarter revenue between $920 million and $960 million.
For the current fiscal year, ending in September, analysts expect SWKS’ EPS to decline 31.2% year-over-year to $3.67. The company’s earnings surprise history is mixed. It beat the consensus estimates in two of the last four quarters while missing on two other occasions.
Among the 25 analysts covering the stock, the consensus rating is a “Hold.” That’s based on one “Strong Buy” rating, 21 “Holds,” one “Moderate Sell,” and two “Strong Sells.”
This configuration is less bullish than three months ago, when two analysts recommended a “Strong Buy” rating.
On May 8, Barclays plc (BCS) analyst Tom O'Malley reiterated an "Underweight" rating on Skyworks Solutions but raised the price target from $45 to $52. While the higher target reflects improved expectations, the maintained rating signals a cautious view and potential underperformance compared to industry peers.
The mean price target of $71.06 represents a premium of 5.6% to SWKS’ current levels. The Street-high price target of $108 implies an ambitious potential upside of 60.5% from the current price.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Skyworks Solutions Stock Outlook: Is Wall Street Bullish or Bearish?

For Immediate Release
Chicago, IL – May 8, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: AppLovin APP, Skyworks Solutions SWKS, Carvana CVNA and MercadoLibre MELI.
Here are highlights from Wednesday’s Analyst Blog:
Fed Keeps Rates Unchanged at 4.25-4.50%, Markets Move Higher
Markets closed in the green today, not far off as of the closing bell where the major indexes were at the opening bell. Which is somewhat ironic, as markets went on a roller-coaster ride of volatility during Fed Chair Jerome Powell's press conference following the latest Federal Open Market Committee (FOMC) meeting. The Dow grew +284 points today, +0.70%. The S&P 500 and Nasdaq reached +0.43% and +0.27%, respectively. And the small-cap Russell 2000 gained +0.33%.
Fed Keeps Interest Rate Levels Steady
The Fed, as expected, kept interest rates between 4.25-4.50% today — the third straight session without making a move. It was a unanimous vote among all members, who said in the press release that both aspects of its dual mandate — lower inflation and full employment — have seen their risks increase.
In Powell's presser afterwards, the Fed Chair was unwilling to step out on any limbs; while inflation is still running slightly higher than ideal levels and the labor force remains near maximum employment, there was no hard data Powell could point to to substantiate any policy changes at this point. He did mention having concerns over current trade policy, but without knowing when or if new trade deals start happening — and to what extent they do — all he could really say is that there is a "great deal of uncertainty."
Nor would the Fed Chair determine for reporters which side of its dual mandate might need to be addressed first. He couldn't say how high unemployment levels must go to warrant a move on rates. Powell mentioned that, while concerns about global trade tariffs are high, the "shock" of tariff policy hasn't hit yet. "People feel stress," he said, but economic metrics are still "in solid shape."
About the only thing Powell was firm about today was that the opinion of the president has no bearing on Fed decisions. This is also not the meeting where new SEP will be forthcoming. The Fed will construct new projections for rate move at its June meeting on June 18th. It's not ruled out that a rate move might be in the works at that June meeting.
Q1 Earnings Roundup: APP, SWKS, CVNA, MELI
Mobile tech platform AppLovin crushed Q1 expectations Wednesday afternoon, posting earnings of $1.67 per share. This is easily above the $1.45 in the Zacks consensus and a full dollar higher than the $0.67 per share posted in the year-ago quarter. Revenues of $1.48 billion surpassed the $1.38 billion analysts were expecting, and shares rose +18% in after hours, swinging to a positive year to date. The company announced the sale of its mobile gaming business, and has $836 million in free cash flow. (You can see the full Zacks Earnings Calendar here.)
Skyworks Solutionsalso beat estimates on its top and bottom lines, albeit less impressively. Earnings of $1.24 per share were 4 cents higher than consensus, while $953 million in fiscal Q2 revenues outperformed the $951.3 million analysts were looking for. The company declared a dividend of 70 cents per share, but shares are still down -4% in late trading, adding to the -24% losses year to date.
Zacks Rank #1 (Strong Buy)-rate Carvana posted a huge earnings beat — doubling expectations of 75 cents per share to $1.51 — while striding past revenues estimates, $4.23 billion versus $4.04 billion projected. The online used car retailer saw +46% year over year retail unit growth. Shares are trading nearly even with the close after taking an initial tumble on the news.
MercadoLibre shares were up +8% in late trading on its Q1 earnings report after yesterday's close, where revenues of $5.9 billion swept past the $5.53 billion expected and Gross Merchandise Value (GMV) rose +17% year over year to $13.3 billion. Strength in Argentina has propelled the company in the quarter.
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Skyworks Solutions, Inc. (SWKS) : Free Stock Analysis Report
AppLovin Corporation (APP) : Free Stock Analysis Report
MercadoLibre, Inc. (MELI) : Free Stock Analysis Report
Carvana Co. (CVNA) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Zacks Analyst Blog Highlights AppLovin, Skyworks Solutions, Carvana and MercadoLibre

Wednesday, May 7, 2025
Markets closed in the green today, not far off as of the closing bell where the major indexes were at the opening bell. Which is somewhat ironic, as markets went on a roller-coaster ride of volatility during Fed Chair Jerome Powell’s press conference following the latest Federal Open Market Committee (FOMC) meeting. The Dow grew +284 points today, +0.70%. The S&P 500 and Nasdaq reached +0.43% and +0.27%, respectively. And the small-cap Russell 2000 gained +0.33%.
Fed Keeps Interest Rate Levels Steady
The Fed, as expected, kept interest rates between 4.25-4.50% today — the third straight session without making a move. It was a unanimous vote among all members, who said in the press release that both aspects of its dual mandate — lower inflation and full employment — have seen their risks increase.
In Powell’s presser afterwards, the Fed Chair was unwilling to step out on any limbs; while inflation is still running slightly higher than ideal levels and the labor force remains near maximum employment, there was no hard data Powell could point to to substantiate any policy changes at this point. He did mention having concerns over current trade policy, but without knowing when or if new trade deals start happening — and to what extent they do — all he could really say is that there is a “great deal of uncertainty.”
Nor would the Fed Chair determine for reporters which side of its dual mandate might need to be addressed first. He couldn’t say how high unemployment levels must go to warrant a move on rates. Powell mentioned that, while concerns about global trade tariffs are high, the “shock” of tariff policy hasn’t hit yet. “People feel stress,” he said, but economic metrics are still “in solid shape.”
About the only thing Powell was firm about today was that the opinion of the president has no bearing on Fed decisions. This is also not the meeting where new SEP with be forthcoming. The Fed will construct new projections for rate move at its June meeting on June 18th. It’s not ruled out that a rate move might be in the works at that June meeting.
Q1 Earnings Roundup: APP, SWKS, CVNA, MELI
Mobile tech platform AppLovin APP crushed Q1 expectations this afternoon, posting earnings of $1.67 per share. This is easily above the $1.45 in the Zacks consensus and a full dollar higher than the $0.67 per share posted in the year-ago quarter. Revenues of $1.48 billion surpassed the $1.38 billion analysts were expecting, and shares rose +18% in after hours, swinging to a positive year to date. The company announced the sale of its mobile gaming business, and has $836 million in free cash flow. (You can see the full Zacks Earnings Calendar here.)
Skyworks Solutions SWKS also beat estimates on its top and bottom lines, albeit less impressively. Earnings of $1.24 per share were 4 cents higher than consensus, while $953 million in fiscal Q2 revenues outperformed the $951.3 million analysts were looking for. The company declared a dividend of 70 cents per share, but shares are still down -4% in late trading, adding to the -24% losses year to date.
Zacks Rank #1 (Strong Buy)-rate Carvana CVNA posted a huge earnings beat — doubling expectations of 75 cents per share to $1.51 — while striding past revenues estimates, $4.23 billion versus $4.04 billion projected. The online used car retailer saw +46% year over year retail unit growth. Shares are trading nearly even with the close after taking an initial tumble on the news.
MercadoLibre MELI shares are up +8% in late trading on its Q1 earnings report after today’s close, where revenues of $5.9 billion swept past the $5.53 billion expected and Gross Merchandise Value (GMV) rose +17% year over year to $13.3 billion. Strength in Argentina has propelled the company in the quarter.
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Skyworks Solutions, Inc. (SWKS) : Free Stock Analysis Report
AppLovin Corporation (APP) : Free Stock Analysis Report
MercadoLibre, Inc. (MELI) : Free Stock Analysis Report
Carvana Co. (CVNA) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	28.19 28.91
Price/Sales	2.63 2.57
P/B	1.85 2.75
P/FCF	8.48 24.23

Indicator	TTM Median
ROE	6.60 15.39
ROA	5.05 6.67
ROI	5.70 9.86
Net Worth	11.37 0.98
Quick Ratio	3.84 1.53
Current Ratio	4.95 1.84

Indicator	TTM Median
Net Profit Margin	10.45 9.78
Operating Margin	11.84 11.22
Gross Margin	41.18 50.00
Return on tangible equity	13.10 27.59

Indicator	TTM Median
EPS	1.31 0.25
EPS Forecast	1.33 0.19
Revenue	953.00M 73.00M
Gross Profit	392.00M —
EBITDA	212.00M —

Skyworks Solutions, Inc.

Indicators SWKS

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Revenue