Skyworks Solutions' ACCE composite score fell from 54 to 43. Here's what the data says and which subscore categories likely drove the move.
What changed
The ACCE composite score for $SWKS (Skyworks Solutions Inc.) dropped 11 points, moving from 54 to 43 out of 100. That is a meaningful single-step decline. A move of that size typically reflects deterioration across more than one subscore category rather than a single isolated data point.
The current price sits at $81.72, with a market cap of $12.29B. The analyst consensus target is $74.16 — below the current trading price — which itself signals that the broader analyst community sees limited upside from here.
What it means
Looking at the available data, several factors help explain why the score moved this sharply.
Earnings pressure is the most obvious driver. Year-over-year earnings are down 44.9%. A decline of that magnitude hits quality and momentum subscores hard. Quality models typically reward consistent earnings power; a near-halving of earnings in a single year is the kind of reading that pulls a score down fast.
Revenue is also contracting. YoY revenue is -1.0%. That is a smaller decline, but it confirms the top line is not growing to offset the earnings compression. Growth subscores reward expanding revenue and forward earnings momentum. Flat-to-negative revenue gives those models little to work with.
Valuation is a mixed picture. The trailing P/E of 33.9 looks elevated given the earnings drop. The forward P/E of 15.8 is considerably lower, which suggests the market expects a recovery in profitability. However, forward estimates carry uncertainty, and until that recovery shows up in reported numbers, value subscores may still flag the trailing multiple as a concern.
Momentum is under pressure too. With the analyst consensus target at $74.16 and the stock trading above that at $81.72, price momentum relative to analyst expectations is negative. Momentum subscores often incorporate price trends and estimate revisions, both of which look soft here.
One offset worth noting is the dividend yield of 3.5%. That provides some income support and may partially cushion the quality subscore, since maintaining a dividend during an earnings downturn signals some confidence in cash generation. But a yield alone rarely offsets the kind of earnings and revenue deterioration visible in this data.
A score of 43 places $SWKS in below-average territory on the ACCE scale. It does not mean the stock is uninvestable, but it does reflect a company navigating a difficult operating period with earnings down sharply, revenue shrinking, and the stock trading above where analysts think fair value sits.
Watch for the next earnings report to see whether the forward P/E compression story starts to materialise in actual results. Until reported earnings recover, the score is likely to stay under pressure.
For the latest price and full score breakdown, visit acceinvestments.com/stocks/SWKS.
