STMicroelectronics NV vs Skyworks Solutions Inc — how do they compare? STMicroelectronics NV trades at $51.58 (market cap $46.28B), while Skyworks Solutions Inc trades at $76.18 (market cap $11.52B). The key difference: STMicroelectronics NV is far larger — about 4× Skyworks Solutions Inc's market cap, and Skyworks Solutions Inc pays the higher dividend (4.13%). Which is the better fit depends on your goals.
| STM | SWKS | |
|---|---|---|
Market Cap | $46.28B | $11.52B |
Sector | Financials | Technology |
52-Week High | $79.91 | $83.40 |
52-Week Low | $21.20 | $52.50 |
Enterprise Value | $43.79B | $11.40B |
Dividend Yield | 0.7% | 4.13% |
Signals from Pluang's Aura AI — not financial advice
STM trades at $51.97, down 0.52% today, with a bullish technical signal and support near $52. The company reported mixed Q2 2026 earnings, beating EPS estimates but showing a net income margin of -0.39% in 2026. Recent news highlights AI data-center revenue targets exceeding $2 billion by 2027, driven by optical connectivity and industrial automation, though near-term margins face pressure from fab transitions.
Outlook is cautiously optimistic with a consensus price target of $71.83, implying 38% upside, supported by AI growth catalysts. Risks include earnings volatility, competitive pressures in semiconductors, and macroeconomic headwinds. Analysts are 52% buy-rated, but investors should monitor execution on profitability improvements.
Skyworks Solutions (SWKS) trades at $75.38, up 1.84% with bullish technical signals from moving averages. The stock shows strong earnings momentum with three consecutive quarterly beats but faces revenue contraction from $5.5B in 2022 to $4.1B in 2025. Analyst consensus remains positive with 58% buy ratings, though the current price exceeds the $66.44 consensus target. Recent institutional buying and conference participation indicate continued market interest despite ongoing revenue challenges.
The outlook remains cautiously optimistic with AI data center growth providing upside potential, but declining revenue and margin compression present headwinds. Key risks include ongoing fiduciary investigations and competitive pressures in the semiconductor sector. The stock's elevated P/E ratio of 39 requires sustained earnings growth to justify current valuation levels.
Trailing returns across standard periods
Latest headlines on both assets
A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →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 →