2009
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SWKS: Growth story intact on record quarter and solid outlook. (November 5, 2009)
SWKS: Preview: Smartphones and data cards driving growth. Maintain BUY rating. (October 9, 2009)
SWKS: Left Skyworks Non-Deal Roadshow more bullish than when we started. (September 11, 2009)
SWKS: Managing expectations may be trickier than growing share in a down market. Maintain BUY rating. (July 22, 2009)
SWKS: Preview: Inventory snap-back driving upside this quarter but will slow in 2H09. Maintain BUY rating. (July 10, 2009)
SWKS: Strong margins and customer diversity set company apart from its peers. Maintain BUY rating. (April 23, 2009)
SWKS: Preview: Share gains and solid cash flow should more than offset weakness at SNE. Upgrade to BUY rating. (April 20, 2009)
SWKS: Good performance in a bad quarter sets the stage for rebound later in CY09. Maintain Market Perform. (February 5, 2009)
SWKS: Preview: Should meet December consensus, cut costs and guide down. Maintain Market Perform. (February 2, 2009)
2008
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SWKS: Concerns about debt & cash flow are likely overdone even as estimates come down. (December 17, 2008)
SWKS: Skyworks succumbs and points to further erosion. Maintain BUY rating. (December 1, 2008)
SWKS: Continued share gains in December period will probably offset weak holiday demand. Maintain BUY rating. (November 14, 2008)
SWKS: Preview: Anticipate a record quarter and cautious guidance. Maintain BUY rating. (October 31, 2008)
SWKS: Expect upside this quarter with no loss at Samsung. Maintain BUY. (September 25, 2008)
SWKS: Expect consistently improving financials on share gains at top phone OEMs. Maintain BUY rating. (July 17, 2008)
SWKS: Preview: Meet or exceed expectations for quarter and guidance. Maintain BUY rating. (July 15, 2008)
SWKS: Consistent growth in revenue and margins on best diversification in the industry. Maintain BUY rating. (April 23, 2008)
SWKS: Preview: Wide customer diversification yields solid quarter. Maintain BUY rating. (April 16, 2008)
SWKS: Raising estimates on gains at new customers. Maintain BUY rating. (March 25, 2008)
SWKS: Organic demand, share gains and excellent cost controls will yield upside in 1H08. Maintain BUY rating. (January 18, 2008)
SWKS: Preview: Improving revenue and margins on stability at MOT and share gains at NOK and Samsung. Maintain BUY. (January 15, 2008)
2007
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SWKS: Excess capacity leads to higher revenue and margins with more to follow. Reiterate BUY. (November 1, 2007)
SWKS: Sell off on NOK news a buying opportunity. Reiterate BUY. (August 9, 2007)
SWKS: $0.02 upside on margin expansion; more likely in 2H07. Reiterate BUY. (July 18, 2007)
SWKS: Preview: Weight of Motorola tempered by SNE upside. Maintain Market Underperform. (April 23, 2007)
SWKS: Quarter in-line, guidance falls short. Market Underperform. (January 25, 2007)
SWKS: Preview: Light revenue & guidance but will probably meet EPS forecast. Market Underperform. (January 25, 2007)
2006
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SWKS: iPhone & MOT overhyped, Q4 soft. Downgrading to Market Underperform. (December 18, 2006)
SWKS: Improve leverage to earnings but weak revenue growth near-term. (November 1, 2006)
SWKS: Order delays and higher COGS cut guidance. Reduce est. & rating to Market Underperform. (July 20, 2006)
SWKS: Preview: Expect in-line performance, mixed trends, modest guidance. Maintain Market Perform. (July 17, 2006)
SWKS: Expect lower backlog, improved margins, and cautious guidance. (June 22, 2006)
SWKS: Revenue growth improves, but leverage to EPS weak. Maintain Market Perfom. (April 24, 2006)
SWKS: Preview: Expectations of gains at Motorola are too optimistic. Maintain Market Perfom. (April 17, 2006)
SWKS: In-line quarter clouded by lower guidance. Maintain Market Perfom. (January 25, 2006)
SWKS: Preview: Share losses at Motorola limit near-term recovery. Maintain Market Perfom. (January 19, 2006)
2005
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SWKS: Stock will continue to struggle on weak guidance and more near-term downside. Market Perform. (November 2, 2005)
SWKS: Downside pre-announcement suggest weak outlook. Maintain Market Perform. (November 1, 2005)
SWKS: Margins increase, but revenue growth remains elusive. Initiating with Market Perform. (July 21, 2005)
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