Andre De Jesus Ferreira dos Santos @LongTheWorld: "I find myself checking $SWKS..."

Switzerland

I find myself checking $SWKS (Skyworks Solutions) again because despite the merge I didnt remove it from my list. Two Months ago when the merger was announced I took my profits at $86 dollars and one odd thing I noticed was that both stocks went up on the news. Usually the “buyer” or the biggest stock falls in price. The price target hit again at $60 and now I am taking a closer look. $QRVO (Qorvo Inc.) shareholders will receive $32.50 in cash and 0.960 of $SWKS , at current prices with $QRVO at $81.78 that means $93.76 , a 10.4% upside and the merge is expected to close in early calendar year 2027, so about ~10% annualized. Here are some stats for the combined enterprise: valued at the at of the announcement : $22 billion At the current price : $15.5 billion Revenue of $7.7 billion Adjusted EBITDA of $2.1 billion Both companies have clean balance sheets. $SWKS as -$185M with positive cash on hand and $QRVO as $445M in net debt The combined company's net leverage at closing is expected to be approximately 1.0x EBITDA due to the cash payment to the $QRVO shareholders a small loan will be taken. Both companies will hold special shareholder meetings on February 11, 2026, to vote on the merger, with boards unanimously recommending approval. Both stocks have solid reasons to be included on the portefolio. $SOXX (iShares Semiconductor ETF ) $VGT (Vanguard Information Technology) $SMH (VanEck Vectors Semiconductor ETF) Source: investors.skyworksinc.com/news-releases/news-release-details/skyworks-and-qorvo-combine-create-22-billion-us-based-leader investors.skyworksinc.com/node/25021/pdf ir.qorvo.com/static-files/ee74c2ad-711f-401d-abc4-0a7eca3bcaf5 www.sec.gov/Archives/edgar/data/4127/000110465925124219/tmb-20251003x424b3.htm