The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how analog semiconductors stocks fared in Q1, starting with Skyworks Solutions (NASDAQ:SWKS).
Wireless chips maker Skyworks Solutions (NASDAQ: SWKS) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 8.9% year on year to $953.2 million. The company expects next quarter’s revenue to be around $940 million, coming in 2.8% above analysts’ estimates. Its non-GAAP profit of $1.24 per share was 3.1% above analysts’ consensus estimates.
Cramer says Cerence is a winner and Aurora Cannabis is a nice speculative stock. He recommends owning NVIDIA over Skyworks. Sezzle's had its day. Build-A-Bear's results beat expectations. Republic Services is a great stock. HighPeak Energy is levered to oil prices.
Skyworks Solutions (SWKS) offers a strong 4% dividend yield with consistent growth, solid profitability, and financial health, making it a candidate for dividend investors.
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning.
Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Wireless chips maker Skyworks Solutions (NASDAQ: SWKS) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 8.9% year on year to $953.2 million. The company expects next quarter’s revenue to be around $940 million, coming in 2.8% above analysts’ estimates. Its non-GAAP profit of $1.24 per share was 3.1% above analysts’ consensus estimates.
A company with profits isn’t always a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
