Skyworks Solutions, Inc. (SWKS) — closed signal from February 4, 2026
Target reached Published before the outcome was known, scored automatically when the window closed on May 5, 2026.
Predicted vs. what happened
What happened
Reached its target in 85 days.
The thesis — published February 4, 2026
Skyworks beat sales and profit expectations, which can lift the stock if chips regain favor. The company moves more when mobile demand shifts, so news about future sales can quickly change the share price. For the next few months, buy gradually on small drops and sell some into quick rallies; broader market weakness is the main risk.
Primary drivers
- Better-than-expected results can drive a multi-week price rebound
- Selling more to cars and smart devices lowers reliance on phones
- Improved industry health from AI infrastructure could help shares
- Heavy focus on mobile makes guidance and headlines move the stock
How it played out
SWKS: target reached in 85 days
Lyra published SWKS at $58.73 on 2026-02-04 and expected 18% short-term growth. The thesis pointed to better-than-expected sales and profit, a possible multi-week rebound, more sales to cars and smart devices, industry health from artificial intelligence infrastructure, and the stock's sensitivity to mobile guidance and headlines.
Inside the window, SWKS reached a peak of $70.45 on 2026-04-30. That was above the $69.30 target, with a 20% peak gain, and the target was reached in 85 days. The stock ended the window at $68.85 on 2026-05-05. The thesis played out.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Share this receipt
A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.