Qorvo Croissance future
Future contrôle des critères 1/6
Qorvo devrait augmenter ses bénéfices et son chiffre d'affaires de 13.9% et de 2.6% par an respectivement. Le BPA devrait croître de de 14.9% par an. Le rendement des capitaux propres devrait être 12.4% dans 3 ans.
Informations clés
13.9%
Taux de croissance des bénéfices
14.90%
Taux de croissance du BPA
| Semiconductor croissance des bénéfices | 26.0% |
| Taux de croissance des recettes | 2.6% |
| Rendement futur des capitaux propres | 12.44% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 20 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • May 15
Qorvo: The Recovery Is Proven, The Merger Is Pending- Here's What Investors Need To Weigh
Summary Qorvo is executing a recovery, with gross margins already at the FY2028 target of 47% and net debt set to vanish within a year. QRVO trades at a 2-turn EV/EBITDA discount to Qualcomm despite comparable or superior margin performance, offering a compelling re-rating opportunity. The base case price target is $120 (+43%), with bull and bear scenarios at $175 (+109%) and $54 (−35%), respectively, driven by DCF and peer multiples. Apple concentration remains the principal risk; position sizing should reflect potential dual-sourcing impacts on revenue and margins. Read the full article on Seeking Alpha
Mise à jour du récit • May 03
QRVO: Handset Weakness And Lower Future P E Assumptions Will Pressure Shares
Qorvo's analyst fair value estimate has shifted from $70.00 to $66.00 as analysts balance mixed handset demand views and updated assumptions for growth, margins, and future P/E following recent upgrades and downgrades across the semiconductor space. Analyst Commentary Recent Street research around Qorvo reflects a split view, with some firms updating price targets and others turning more cautious on the handset side of the business.
Mise à jour du récit • Apr 19
QRVO: Handset Cycles And Buybacks Will Shape Future Margin Stability
Qorvo's analyst fair value estimate increases by about $0.43 to approximately $88.87, as analysts incorporate a combination of recent price target revisions across the sector and updated handset-related expectations. Analyst Commentary Recent Street research around Qorvo shows a mix of cautious and more balanced views, with several firms updating price targets and ratings as they reassess handset exposure and broader sector assumptions.
Mise à jour du récit • Apr 05
QRVO: Handset Reset And AI Ecosystem Exposure Will Support Future Returns
Qorvo's analyst price targets have seen mixed revisions recently, including a move to $95 at one firm and several reductions from others, as analysts update their handset and broader semiconductor expectations and adjust revenue growth, profit margin and future P/E assumptions in their models. Analyst Commentary Across recent reports, the tone around Qorvo has been mixed, with several firms recalibrating their models on handsets and the broader semiconductor group.Mise à jour du récit • Mar 21
QRVO: Handset Cycle Reset And Merger Vote Will Shape Future Margins
Qorvo's updated fair value estimate edges higher along with a modestly raised Street price target, with analysts pointing to refreshed handset assumptions, updated semiconductor group expectations and sector level target resets as the key drivers behind the change. Analyst Commentary Recent Street research around Qorvo has been active, with a mix of cautious and more constructive views feeding into the updated fair value work.Mise à jour du récit • Mar 07
QRVO: Handset Cycle Reset And Merger Synergies Will Support Future Returns
Our updated narrative on Qorvo reflects a lower fair value estimate from $121.61 to $112.95 as analysts reset price targets across the sector, citing more conservative expectations for handset related revenue growth and profitability. This change is only partly offset by at least one recent target increase and somewhat higher assumed future P/E multiples.Mise à jour du récit • Feb 20
QRVO: Sector Rotation Toward AI And Merger Vote Will Shape Future Margins
Qorvo's analyst price targets have moved lower by about $15 to $20 across several firms, with analysts broadly citing updated expectations for the semiconductor group and a shift in focus toward areas like AI accelerators and wafer fab equipment rather than handsets and other end markets. Analyst Commentary Recent research shows a clear reset in expectations for Qorvo, with several firms cutting price targets by about $15 to $20 and a few making smaller trims.Mise à jour du récit • Feb 06
QRVO: Merger Synergies And Handset Demand Headwinds Will Shape Future Margins
Analysts have trimmed their price targets on Qorvo by roughly $13 per share on average, reflecting lower assumed revenue growth and P/E multiples, alongside slightly better margin expectations and a modestly reduced discount rate. Recent Street research points to handset headwinds and mixed views around the planned Skyworks merger.Mise à jour du récit • Jan 23
QRVO: Planned Skyworks Merger Will Drive Future Cost Synergies
Analysts have inched their fair value estimate for Qorvo up to about $121.61 per share. Slightly higher revenue growth and profit margin assumptions are offset by a modestly lower future P/E, reflecting recent price target adjustments, merger related cost synergy expectations with Skyworks, and regulatory risk around the deal.Mise à jour du récit • Jan 09
QRVO: Merger Synergies Will Support Higher Margins Despite Handset Demand Risks
Our Qorvo fair value estimate is now US$100.94 per share, down slightly from US$101.78, as analysts factor in merger related valuation synergies along with regulatory and handset demand risks highlighted in recent research. Analyst Commentary Recent Street research around the proposed Skyworks and Qorvo merger has shifted heavily toward a wait and see stance, with several firms moving Qorvo to more neutral ratings while highlighting both potential upside from consolidation and meaningful execution and regulatory risks.Mise à jour du récit • Dec 25
QRVO: Merger With RF Peer Will Drive Cost Synergies And Margin Expansion
Analysts have modestly reduced their Qorvo fair value estimate to approximately $121 from about $127 per share, as a slightly higher discount rate and softer revenue growth assumptions more than offset improved margin expectations and the anticipated valuation synergies from the proposed Skyworks merger. Analyst Commentary Street research around the proposed Skyworks merger has tilted meaningfully more constructive on Qorvo, with several firms moving from bearish or underweight stances to more neutral or balanced views.Mise à jour du récit • Dec 11
QRVO: Merger Synergies Are Expected To Drive Higher Margins And Cash Flows
Analysts have nudged their Qorvo price target slightly higher to approximately $102 per share, citing improving long term revenue growth and margin assumptions. These are supported by expected cost and valuation synergies from the planned Skyworks merger, partially offset by ongoing handset and regulatory risks.Mise à jour du récit • Nov 27
QRVO: Merger Will Unlock $500 Million Annual Cost Synergies By 2028
Qorvo's analyst price target was raised significantly, climbing from $75 to $93. Analysts cite the company's merger with Skyworks and the resulting valuation synergies as key drivers behind the positive outlook.Mise à jour du récit • Nov 12
QRVO: Annual Cost Synergies From Merger Will Drive Competitive Edge By 2028
Qorvo's analyst price target has increased from $96.86 to $101.74 per share. Analysts attribute this move to anticipated cost and valuation synergies from the Skyworks merger, which help offset ongoing handset market headwinds.Mise à jour du récit • Oct 29
Merger Will Drive Industry Consolidation Amid Regulatory And Demand Uncertainty
Qorvo's analyst price target has been modestly reduced from $97.29 to $96.86. Analysts cite the merger with Skyworks and expectations for portfolio strength, potential margin expansion, and regulatory uncertainties as key factors in their revised outlook.Article d’analyse • Sep 09
Qorvo (NASDAQ:QRVO) Has Some Way To Go To Become A Multi-Bagger
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Article d’analyse • Jul 21
These 4 Measures Indicate That Qorvo (NASDAQ:QRVO) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Jul 05
A Look At The Intrinsic Value Of Qorvo, Inc. (NASDAQ:QRVO)
Key Insights Qorvo's estimated fair value is US$105 based on 2 Stage Free Cash Flow to Equity Current share price of...Article d’analyse • Jun 20
Should You Investigate Qorvo, Inc. (NASDAQ:QRVO) At US$80.30?
While Qorvo, Inc. ( NASDAQ:QRVO ) might not have the largest market cap around , it led the NASDAQGS gainers with a...
Nouveau récit • Apr 26
Defense And Android Investments Will Shape Future Prospects
Strategic pivot to high-growth sectors and premium products is aimed at improving revenue, net margins, and reducing variability.Seeking Alpha • Apr 24
Qorvo Q4 Earnings Preview: Looking For Any Signs Of A Turnaround
Summary Qorvo, Inc. is expected to report fiscal Q4 results on April 29th, with analysts predicting $1.00 adjusted EPS and $850.5m in sales. Key focus areas include the Advanced Cellular group and High-Performance Analog segment, with particular attention to Apple’s performance and Android market recovery. The company’s dependence on Apple and the uncertain economic outlook pose risks, especially if growth projections are not met. I am cautious about investing now due to economic uncertainties and potential tariff impacts, awaiting management’s insights before making portfolio decisions. Read the full article on Seeking AlphaSeeking Alpha • Feb 13
Qorvo's Business Turn Around: A Long And Winding Road
Summary Qorvo shifts focus to premium 5G products, abandoning mid-tier Android markets, impacting revenue but improving long-term margins and growth prospects. Management projects single-digit decline in ACG revenue for fiscal '26, with 10-12% growth in CSG and HPA segments. December quarter results exceeded guidance, with $916 million revenue, $1.61 EPS, and strong cash flow, despite challenges in mobile and automotive markets. The fiscal '26 outlook includes flat-to-modest growth at largest customer, with gross margin expansion and strategic initiatives to enhance shareholder value. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Qorvo: Solid Earnings Beat, But ACG Division Pressures Are Likely To Persist
Summary Over the past year, Qorvo, Inc. has underperformed other mid-caps and semiconductor stocks, losing ground by 17%. The Q3-25 results announced yesterday after market hours could have helped reverse the narrative, but despite a solid earnings beat, the results were disappointing. QRVO may have lifted its outlook for the Q4 EPS, but it's worth noting that a couple of quarters ago, this had already been brought down quite significantly. QRVO did well to dispose of its SiC power business, but the ACG division, which contributed 70% of group sales, is likely to face challenges. Valuations are hardly cheap, and the conditions on the monthly charts don't reflect well. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Qorvo Resets Its Markets
Summary Qorvo's September quarter report caused unexpected market reactions, highlighting significant changes and upcoming challenges. The report detailed quarterly performance, news updates, and anticipated future developments. Key risks were identified, emphasizing potential impacts on Qorvo's market position. The analysis supports a cautious investment approach due to the outlined uncertainties and market volatility. Read the full article on Seeking AlphaSeeking Alpha • Nov 01
Upgrading Qorvo To A Buy: Time To Restart The Engine
Summary Qorvo reported earnings in late October and the stock is down a staggering 29% since on underwhelming guidance. I am upgrading QRVO stock to buy as I think it has hit bottom and should see a U-turn in the smartphone market next year. In my opinion, the company’s diversification strategy should also lessen the reliance on Apple. I hereon share my sentiment on Qorvo and why I see nice entry points for longer term investors at the moment. Read the full article on Seeking AlphaSeeking Alpha • Aug 25
The Head-Scratching, Less-Than-Stellar Guidance From Qorvo
Summary Qorvo reported strong earnings for June quarter, but guidance left analysts puzzled. The company focuses on automotive, consumer, defense, aerospace, industrial, enterprise, infrastructure, and mobile markets. Strong year-over-year quarter with increased revenue, gross margin, and investments in R&D speak loudly at future growth. We believe that management made a conservative estimate for its September guidance. Read the full article on Seeking AlphaSeeking Alpha • May 30
Qorvo: Anchored To A Lacking Smartphone Market - Sell
Summary Qorvo's stock underperforms the S&P 500 by around 20% since my last sell article on the company in March. In my opinion, the company's reliance on smartphone demand, particularly from Apple, poses a downside risk given the weak smartphone demand environment. Qorvo's management expects sales to decline further next quarter, indicating a lack of near-term catalysts for growth. I think Qorvo will continue to struggle to grow its top-line in the near-term, specifically over the next 1-2 quarters. I share my thoughts on Qorvo here and why I think it has limited upside for 2024. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 3/31/2029 | 3,964 | 599 | 609 | 783 | 5 |
| 3/31/2028 | 3,672 | 460 | 606 | 742 | 12 |
| 3/31/2027 | 3,456 | 419 | 482 | 642 | 16 |
| 3/28/2026 | 3,679 | 339 | 680 | 809 | N/A |
| 12/27/2025 | 3,740 | 341 | 595 | 732 | N/A |
| 9/27/2025 | 3,663 | 218 | 535 | 680 | N/A |
| 6/28/2025 | 3,651 | 81 | 587 | 724 | N/A |
| 3/29/2025 | 3,719 | 56 | 485 | 622 | N/A |
| 12/28/2024 | 3,790 | 27 | 484 | 625 | N/A |
| 9/28/2024 | 3,948 | -141 | 774 | 904 | N/A |
| 6/29/2024 | 4,005 | -26 | 743 | 869 | N/A |
| 3/30/2024 | 3,770 | -70 | 706 | 833 | N/A |
| 12/30/2023 | 3,461 | -211 | 568 | 696 | N/A |
| 9/30/2023 | 3,131 | -100 | 304 | 441 | N/A |
| 7/1/2023 | 3,185 | -9 | 460 | 615 | N/A |
| 4/1/2023 | 3,569 | 103 | 684 | 843 | N/A |
| 12/31/2022 | 4,103 | 454 | 948 | 1,124 | N/A |
| 10/1/2022 | 4,474 | 686 | 812 | 1,003 | N/A |
| 7/2/2022 | 4,571 | 817 | 789 | 981 | N/A |
| 4/2/2022 | 4,646 | 1,033 | 836 | 1,049 | N/A |
| 1/1/2022 | 4,552 | 1,120 | 866 | 1,106 | N/A |
| 10/2/2021 | 4,533 | 1,105 | 1,167 | 1,393 | N/A |
| 7/3/2021 | 4,338 | 922 | 1,207 | 1,429 | N/A |
| 4/3/2021 | 4,015 | 734 | 1,115 | 1,302 | N/A |
| 1/2/2021 | 3,730 | 485 | 969 | 1,113 | N/A |
| 10/3/2020 | 3,505 | 446 | 861 | 1,010 | N/A |
| 6/27/2020 | 3,251 | 392 | 759 | 903 | N/A |
| 3/28/2020 | 3,239 | 334 | 782 | 946 | N/A |
| 12/28/2019 | 3,132 | 345 | N/A | 919 | N/A |
| 9/28/2019 | 3,096 | 254 | N/A | 951 | N/A |
| 6/29/2019 | 3,173 | 203 | N/A | 992 | N/A |
| 3/30/2019 | 3,090 | 133 | N/A | 810 | N/A |
| 12/29/2018 | 3,075 | 59 | N/A | 882 | N/A |
| 9/29/2018 | 3,088 | -43 | N/A | 819 | N/A |
| 6/30/2018 | 3,025 | -40 | N/A | 824 | N/A |
| 3/31/2018 | 2,974 | -40 | N/A | 853 | N/A |
| 12/30/2017 | 2,951 | 28 | N/A | 841 | N/A |
| 9/30/2017 | 2,932 | -17 | N/A | 791 | N/A |
| 7/1/2017 | 2,975 | -42 | N/A | 821 | N/A |
| 4/1/2017 | 3,033 | -17 | N/A | 777 | N/A |
| 12/31/2016 | 2,998 | -97 | N/A | 689 | N/A |
| 10/1/2016 | 2,792 | -29 | N/A | 687 | N/A |
| 7/2/2016 | 2,636 | -37 | N/A | 606 | N/A |
| 4/2/2016 | 2,611 | -29 | N/A | 688 | N/A |
| 1/2/2016 | 2,638 | 2 | N/A | 667 | N/A |
| 10/3/2015 | 2,414 | 101 | N/A | 521 | N/A |
| 6/27/2015 | 2,068 | 160 | N/A | 411 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de QRVO ( 13.9% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de QRVO ( 13.9% par an) devraient croître plus lentement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de QRVO devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de QRVO ( 2.6% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de QRVO ( 2.6% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de QRVO devrait être faible dans 3 ans ( 12.4 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 22:41 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/28 |
| Revenus annuels | 2026/03/28 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Qorvo, Inc. est couverte par 42 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| Cody Acree | Ascendiant Capital Markets LLC |
| Timothy Luke | Barclays |