Skyworks ($SWKS) and Qorvo agreed to a two‑step merger (Merger Subs) Oct 27, 2025.
Filed with the SEC on · Summarized by InvestorsBot
Skyworks ($SWKS) and Qorvo agreed to a two‑step merger (Merger Subs) Oct 27, 2025. Form S‑4 declared effective Dec 23, 2025; Joint Proxy mailed Dec 23. Both companies will hold special stockholder meetings on Feb 11, 2026. 🗳️ #M&A #Semiconductors
Two lawsuits filed in NY (Kelly v. Skyworks 1/20/26; Kent v. Skyworks 1/21/26) plus demand letters allege disclosure deficiencies and seek injunction/rescission/damages. Skyworks and Qorvo deny merit but voluntarily supplemented the proxy. ⚖️ $SWKS $QRVO #Litigation
Valuation notes: Goldman Sachs DCF for $SWKS standalone $89.16–$123.97/sh; pro‑forma $99.16–$142.43/sh. Centerview implies $QRVO $92.47–$116.60/sh; implied merger consideration ~$103.58/sh. Pro‑forma net debt ≈ $3.34B. 💰 #Valuation #SWKS