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Bulls Pile On as iPhone Buzz Boosts Skyworks Solutions Inc (SWKS)

Skyworks Solutions Inc (NASDAQ:SWKS) is one of several Apple Inc. (NASDAQ:AAPL) suppliers getting a lift from the iPhone 6s debut

Sep 25, 2015 at 2:13 PM
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Apple Inc. (NASDAQ:AAPL) suppliers are breaking out on iPhone 6s buzz, and Skyworks Solutions Inc (NASDAQ:SWKS) is no exception. Shares of the chipmaker are 3.2% higher at $89.15, bringing their year-to-date lead to 22.6%. As such, option volume -- particularly on the call side -- is accelerating.

Looking at the numbers, SWKS calls are crossing at 1.5 times the normal intraday clip, and are outstripping puts on an absolute basis. Weekly calls are in high demand. In particular, traders are buying to open positions at the weekly 9/25 89.50 and 10/2 91 strikes, counting on additional upside through tonight's close and next Friday's close, respectively.

This is pretty unusual, based on recent options history. At the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), SWKS' 10-day put/call volume ratio of 0.91 registers above 90% of comparable readings from the prior year -- and hit a 52-week peak just days ago. Likewise, the stock's Schaeffer's put/call open interest ratio (SOIR) of 1.13 sits in the 98th percentile of its annual range. A capitulation among these naysayers could add fuel to SWKS' fire.

Also, despite Skyworks Solutions Inc's (NASDAQ:SWKS) long-term uptrend, short sellers have been piling on. In fact, short interest rose 11.1% during the latest reporting period to over 11 million shares. From a contrarian perspective, this sideline cash represents potential buying power that could assist SWKS in its trek higher.
 

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