SKYWORKS SOLUTIONS, INC.

Skyworks Solutions (SWKS) faces challenges including heavy reliance on Apple, increased competition, and a declining operating margin [2], [3], [5]. Despite these headwinds, the company has initiated a $2 billion share buyback program and increased its dividend for the 11th consecutive year, signaling confidence in future performance [3], [4]. While a DCF model suggests SWKS is undervalued with a potential upside [1], analysts predict revenue decline in the next 12 months [2]. A new CEO has taken the helm amidst broader market volatility and escalating trade tensions [5]. Furthermore, a shareholder proposal calls for increased transparency regarding Scope 3 greenhouse gas emissions [6].