Cloudflare Inc vs Skyworks Solutions Inc — how do they compare? Cloudflare Inc trades at $303.1 (market cap $109.31B), while Skyworks Solutions Inc trades at $69.64 (market cap $10.28B). The key difference: Cloudflare Inc is far larger — about 10.6× Skyworks Solutions Inc's market cap, and Skyworks Solutions Inc pays a 4.13% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| NET | SWKS | |
|---|---|---|
Market Cap | $109.31B | $10.28B |
Sector | Technology | Technology |
52-Week High | $310.40 | $83.40 |
52-Week Low | $160.16 | $52.50 |
Enterprise Value | $108.67B | $10.16B |
Dividend Yield | — | 4.13% |
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $310.40, up 3.37% on the day, and is near its 52-week high. The stock shows strong technical momentum with bullish moving averages, though RSI levels indicate potential overbought conditions. Fundamentally, revenue growth is robust at 36% year-over-year in Q2 2026, but the company remains unprofitable with a net margin of -8.21%. Recent news highlights AI-driven demand and a $2.175 billion convertible note offering.
The outlook is positive given analyst consensus and AI tailwinds, but high valuation multiples and persistent losses pose risks. Investment appeal hinges on sustained growth justifying premium pricing, while competition and execution challenges are key watchpoints for shareholders.
Skyworks Solutions (SWKS) trades at $68.79, down 2.59% on the day, showing mixed technical signals with bullish moving averages but neutral oscillators. The company delivered three consecutive quarterly earnings beats, with Q3 2026 EPS of $1.08 exceeding expectations by $0.05. Revenue trends show contraction from $5.5B in 2022 to $4.1B in 2025, while profit margins declined from 23.24% to 11.67% over the same period. The pending Qorvo combination represents a significant strategic development, with regulatory approvals progressing and leadership teams announced.
The stock faces headwinds from revenue contraction and margin pressure, but strong institutional buying and analyst optimism (58% buy ratings) provide support. Key risks include integration challenges with Qorvo, ongoing margin compression, and mobile market concentration. Upside potential exists if the combination delivers synergies and AI data center growth accelerates.
Trailing returns across standard periods
Latest headlines on both assets
Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →Skyworks Solutions produces semiconductors for wireless handsets and other devices that are used to enable wireless connectivity. Its main products include power amplifiers, filters, switches, and integrated front-end modules that support wireless transmissions. Skyworks' customers are mostly large smartphone manufacturers, but the firm also has a growing presence in nonhandset applications such as wireless routers, medical devices, and automobiles.
Read more on SWKS →