Qorvo（1QRVO）株式概要Qorvo, Inc.は、世界中のワイヤレス、有線、電力市場向けの技術および製品の開発と商業化に従事しています。 詳細1QRVO ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績3/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より10.6%で取引されている 収益は年間14%増加すると予測されています 過去1年間で収益は513%増加しました リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る1QRVO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW493,086 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG493,086 investors already sharing narrativesYour Fair Value€Current Price€75.7619.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-73m5b2016201920222025202620282031Revenue US$4.2bEarnings US$387.0mAdvancedSet Fair ValueView all narrativesQorvo, Inc. 競合他社Cirrus LogicSymbol: NasdaqGS:CRUSMarket cap: US$7.6bShanghai Fudan Microelectronics GroupSymbol: SEHK:1385Market cap: HK$55.1bPowertech TechnologySymbol: TWSE:6239Market cap: NT$236.4bSigmaStar TechnologySymbol: SZSE:301536Market cap: CN¥49.6b価格と性能株価の高値、安値、推移の概要Qorvo過去の株価現在の株価US$75.7652週高値US$93.8252週安値US$66.80ベータ1.441ヶ月の変化-11.36%3ヶ月変化12.37%1年変化1.23%3年間の変化n/a5年間の変化n/aIPOからの変化37.30%最新ニュースNew Risk • Jul 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Large one-off items impacting financial results.お知らせ • Jun 29Qorvo, Inc., Annual General Meeting, Aug 11, 2026Qorvo, Inc., Annual General Meeting, Aug 11, 2026. Location: the renaissance dallas, at plano legacy west hotel, 6007 legacy drive, plano, tx 75024, United StatesValuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €97.86, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 41x in the Semiconductor industry in Europe. Total returns to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €87.29 per share.New Risk • May 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • May 06Full year 2026 earnings released: EPS: US$3.66 (vs US$0.59 in FY 2025)Full year 2026 results: EPS: US$3.66 (up from US$0.59 in FY 2025). Revenue: US$3.68b (down 1.1% from FY 2025). Net income: US$339.0m (up US$283.4m from FY 2025). Profit margin: 9.2% (up from 1.5% in FY 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • Apr 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.6% to €75.36. The fair value is estimated to be €62.18, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.最新情報をもっと見るRecent updatesNew Risk • Jul 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Large one-off items impacting financial results.お知らせ • Jun 29Qorvo, Inc., Annual General Meeting, Aug 11, 2026Qorvo, Inc., Annual General Meeting, Aug 11, 2026. Location: the renaissance dallas, at plano legacy west hotel, 6007 legacy drive, plano, tx 75024, United StatesValuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €97.86, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 41x in the Semiconductor industry in Europe. Total returns to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €87.29 per share.New Risk • May 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • May 06Full year 2026 earnings released: EPS: US$3.66 (vs US$0.59 in FY 2025)Full year 2026 results: EPS: US$3.66 (up from US$0.59 in FY 2025). Revenue: US$3.68b (down 1.1% from FY 2025). Net income: US$339.0m (up US$283.4m from FY 2025). Profit margin: 9.2% (up from 1.5% in FY 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • Apr 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.6% to €75.36. The fair value is estimated to be €62.18, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Apr 21Qorvo, Inc. to Report Q4, 2026 Results on May 05, 2026Qorvo, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: US$1.77 (vs US$0.44 in 3Q 2025)Third quarter 2026 results: EPS: US$1.77 (up from US$0.44 in 3Q 2025). Revenue: US$993.0m (up 8.4% from 3Q 2025). Net income: US$164.1m (up 298% from 3Q 2025). Profit margin: 17% (up from 4.5% in 3Q 2025). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe.お知らせ • Jan 28Qorvo, Inc. Provides Earnings Guidance for the Fourth Quarter Ended March 2026Qorvo, Inc. provided earnings guidance for the fourth quarter ended March 2026. For the period, the company expects quarterly revenue of approximately $800 million, plus or minus $25 million.お知らせ • Jan 13Qorvo, Inc. to Report Q3, 2026 Results on Jan 27, 2026Qorvo, Inc. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on Jan 27, 2026Buy Or Sell Opportunity • Dec 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.2% to €78.67. The fair value is estimated to be €65.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.New Risk • Nov 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.Reported Earnings • Nov 04Second quarter 2026 earnings released: EPS: US$1.29 (vs US$0.18 loss in 2Q 2025)Second quarter 2026 results: EPS: US$1.29 (up from US$0.18 loss in 2Q 2025). Revenue: US$1.06b (up 1.1% from 2Q 2025). Net income: US$119.6m (up US$137.0m from 2Q 2025). Profit margin: 11% (up from net loss in 2Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Europe.お知らせ • Nov 04Qorvo, Inc. Provides Earnings Guidance for the Quarter Ending December 2025Qorvo, Inc. provided earnings guidance for the quarter ending December 2025. For the period, the company expects revenue of $985 million plus or minus $50 million.お知らせ • Oct 28Skyworks Solutions, Inc. (NasdaqGS:SWKS) entered into an Agreement and Plan of Merger to acquire Qorvo, Inc. (NasdaqGS:QRVO) from Starboard Value LP and others for approximately $10.1 billion.Skyworks Solutions, Inc. (NasdaqGS:SWKS) entered into an Agreement and Plan of Merger to acquire Qorvo, Inc. (NasdaqGS:QRVO) from Starboard Value LP and others for approximately $10.1 billion on October 27, 2025. Under the terms of the agreement, Qorvo shareholders will receive $32.50 in cash and 0.960 of a Skyworks common share for each Qorvo share held at the close of the transaction. Upon closing, Skyworks shareholders will own approximately 63 percent of the combined company, while Qorvo shareholders will own approximately 37 percent, on a fully-diluted basis. Phil Brace will serve as chief executive officer of the combined company; Bob Bruggeworth will join the Board of Directors of the combined company. The combined company's Board of Directors will comprise 11 directors, eight from Skyworks and three from Qorvo. Skyworks plans to fund the cash portion of the transaction using a combination of cash on hand and additional financing. Skyworks has obtained debt financing commitments from Goldman Sachs Bank USA. The transaction is not subject to any financing conditions. Buy and sell side termination fee is $298,692,098. The Boards of Directors of both companies have unanimously approved the transaction and is subject to the receipt of required regulatory approvals, approval of Skyworks shareholders and Qorvo shareholders, the expiration or early termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, the effectiveness of the registration statement and the satisfaction of other customary closing conditions. The transaction is expected to close in early calendar year 2027. Qatalyst Partners, L.P. and Goldman Sachs & Co. LLC are serving as financial advisors to Skyworks. Qatalyst Partners, L.P. acted as fairness opinion provider to Skyworks. Kenton J. King and Sonia K. Nijjar of Skadden, Arps, Slate, Meagher & Flom LLP is serving as Skyworks’ legal advisor. FGS Global is serving as Skyworks’ strategic communications advisor. Centerview Partners LLC is serving as exclusive financial advisor and fairness opinion provider to Qorvo. Paul S. Scrivano, Cheryl Chan, Jennifer S. Conway, Charlotte R. Fabiani, Howard Shelanski, Hilary Dengel, Corey M. Goodman of Davis Polk & Wardwell LLP is serving as Qorvo’s legal advisor. Joele Frank, Wilkinson Brimmer Katcher is serving as Qorvo’s strategic communications advisor. Spencer Klein of Morrison & Foerster LLP represented Qatalyst Partners, L.P. as financial advisor.お知らせ • Oct 21Qorvo, Inc. to Report Q2, 2026 Results on Nov 03, 2025Qorvo, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025お知らせ • Aug 16Qorvo, Inc. Elects Peter A. Feld as DirectorQorvo, Inc. at the Annual Meeting held on August 13, 2025, the stockholders of the Company elected Peter A. Feld as director to serve a one-year term and until their respective successors are duly elected and qualified or until their earlier resignation or removal.Reported Earnings • Jul 30First quarter 2026 earnings released: EPS: US$0.28 (vs US$0.004 in 1Q 2025)First quarter 2026 results: EPS: US$0.28 (up from US$0.004 in 1Q 2025). Revenue: US$818.8m (down 7.7% from 1Q 2025). Net income: US$25.6m (up US$25.2m from 1Q 2025). Profit margin: 3.1% (up from 0% in 1Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.お知らせ • Jul 30Qorvo, Inc. Provides Earnings Guidance for the Second Quarter Ending September 2025Qorvo, Inc. provided earnings guidance for the second quarter ending September 2025. For the period, the company expects Quarterly revenue of approximately $1.025 billion, plus or minus $50 million.お知らせ • Jul 16Qorvo, Inc. to Report Q1, 2026 Results on Jul 19, 2025Qorvo, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jul 19, 2025お知らせ • Jun 27Qorvo, Inc., Annual General Meeting, Aug 13, 2025Qorvo, Inc., Annual General Meeting, Aug 13, 2025. Location: renaissance dallas, plano legacy west hotel, 6007 legacy drive, tx 75024, plano United StatesBuy Or Sell Opportunity • Jun 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €69.64. The fair value is estimated to be €87.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.Reported Earnings • May 20Full year 2025 earnings released: EPS: US$0.59 (vs US$0.72 loss in FY 2024)Full year 2025 results: EPS: US$0.59 (up from US$0.72 loss in FY 2024). Revenue: US$3.72b (down 1.3% from FY 2024). Net income: US$55.6m (up US$125.9m from FY 2024). Profit margin: 1.5% (up from net loss in FY 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • May 19Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €69.48. The fair value is estimated to be €88.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.お知らせ • Apr 30Qorvo, Inc. Provides Earnings Guidance for the Quarter Ending June 2025Qorvo, Inc. provided earnings guidance for the quarter ending June 2025. For the period the company expects Quarterly revenue of approximately $775 million, plus or minus $25 million.株主還元1QRVOIT SemiconductorIT 市場7D-3.9%-4.1%-0.7%1Y1.2%119.1%24.9%株主還元を見る業界別リターン: 1QRVO過去 1 年間で119.1 % の収益を上げたItalian Semiconductor業界を下回りました。リターン対市場: 1QRVOは、過去 1 年間で24.9 % のリターンを上げたItalian市場を下回りました。価格変動Is 1QRVO's price volatile compared to industry and market?1QRVO volatility1QRVO Average Weekly Movement8.4%Semiconductor Industry Average Movement10.4%Market Average Movement4.6%10% most volatile stocks in IT Market8.1%10% least volatile stocks in IT Market2.9%安定した株価: 1QRVOの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1QRVOの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19575,200Bob Bruggeworthwww.qorvo.comQorvo, Inc.は、世界中のワイヤレス、有線、電力市場向けの技術および製品の開発と商業化に従事している。3つのセグメントを通じて事業を展開している：ハイ・パフォーマンス・アナログ（HPA）、コネクティビティ＆センサー・グループ（CSG）、アドバンスト・セルラー・グループ（ACG）。HPA部門は、防衛・航空宇宙、5G・6Gインフラ市場向けに無線周波数および電源管理ソリューションを提供している。CSG部門は、UWB、Matter、Bluetooth Low Energy、Zigbee、Thread、Wi-Fi、セルラーIoT、MEMSベースのセンサーなど、さまざまな技術を採用したコネクティビティおよびセンサー・ソリューションを提供している。スマートホーム、産業オートメーション、自動車、スマートフォン、ウェアラブル、ゲーム、産業用および企業用アクセスポイント市場にサービスを提供している。ACG部門は、スマートフォン、ウェアラブル端末、ノートパソコン、タブレット端末、その他様々な機器向けにセルラーRFソリューションを提供している。また、防衛プライムやその他の防衛・航空宇宙顧客向けにファウンドリーサービスも提供している。同社は、相手先商標製品メーカーや設計メーカーに直接製品を販売するほか、販売代理店や販売店のネットワークを通じて製品を販売している。は1957 年に設立され、ノースカロライナ州グリーンズボロに本社を置いている。もっと見るQorvo, Inc. 基礎のまとめQorvo の収益と売上を時価総額と比較するとどうか。1QRVO 基礎統計学時価総額€6.64b収益（TTM）€297.26m売上高(TTM)€3.23b22.3xPER（株価収益率2.1xP/Sレシオ1QRVO は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1QRVO 損益計算書（TTM）収益US$3.68b売上原価US$1.98b売上総利益US$1.70bその他の費用US$1.36b収益US$338.99m直近の収益報告Mar 28, 2026次回決算日該当なし一株当たり利益（EPS）3.84グロス・マージン46.20%純利益率9.22%有利子負債／自己資本比率46.3%1QRVO の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/13 08:28終値2026/07/10 00:00収益2026/03/28年間収益2026/03/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Qorvo, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40 アナリスト機関Brett SimpsonArete Research Services LLPCody AcreeAscendiant Capital Markets LLCTimothy LukeBarclays37 その他のアナリストを表示
New Risk • Jul 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Large one-off items impacting financial results.
お知らせ • Jun 29Qorvo, Inc., Annual General Meeting, Aug 11, 2026Qorvo, Inc., Annual General Meeting, Aug 11, 2026. Location: the renaissance dallas, at plano legacy west hotel, 6007 legacy drive, plano, tx 75024, United States
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €97.86, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 41x in the Semiconductor industry in Europe. Total returns to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €87.29 per share.
New Risk • May 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • May 06Full year 2026 earnings released: EPS: US$3.66 (vs US$0.59 in FY 2025)Full year 2026 results: EPS: US$3.66 (up from US$0.59 in FY 2025). Revenue: US$3.68b (down 1.1% from FY 2025). Net income: US$339.0m (up US$283.4m from FY 2025). Profit margin: 9.2% (up from 1.5% in FY 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • Apr 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.6% to €75.36. The fair value is estimated to be €62.18, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
New Risk • Jul 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Large one-off items impacting financial results.
お知らせ • Jun 29Qorvo, Inc., Annual General Meeting, Aug 11, 2026Qorvo, Inc., Annual General Meeting, Aug 11, 2026. Location: the renaissance dallas, at plano legacy west hotel, 6007 legacy drive, plano, tx 75024, United States
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €97.86, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 41x in the Semiconductor industry in Europe. Total returns to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €87.29 per share.
New Risk • May 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • May 06Full year 2026 earnings released: EPS: US$3.66 (vs US$0.59 in FY 2025)Full year 2026 results: EPS: US$3.66 (up from US$0.59 in FY 2025). Revenue: US$3.68b (down 1.1% from FY 2025). Net income: US$339.0m (up US$283.4m from FY 2025). Profit margin: 9.2% (up from 1.5% in FY 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • Apr 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.6% to €75.36. The fair value is estimated to be €62.18, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Apr 21Qorvo, Inc. to Report Q4, 2026 Results on May 05, 2026Qorvo, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026
Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: US$1.77 (vs US$0.44 in 3Q 2025)Third quarter 2026 results: EPS: US$1.77 (up from US$0.44 in 3Q 2025). Revenue: US$993.0m (up 8.4% from 3Q 2025). Net income: US$164.1m (up 298% from 3Q 2025). Profit margin: 17% (up from 4.5% in 3Q 2025). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe.
お知らせ • Jan 28Qorvo, Inc. Provides Earnings Guidance for the Fourth Quarter Ended March 2026Qorvo, Inc. provided earnings guidance for the fourth quarter ended March 2026. For the period, the company expects quarterly revenue of approximately $800 million, plus or minus $25 million.
お知らせ • Jan 13Qorvo, Inc. to Report Q3, 2026 Results on Jan 27, 2026Qorvo, Inc. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on Jan 27, 2026
Buy Or Sell Opportunity • Dec 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.2% to €78.67. The fair value is estimated to be €65.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
New Risk • Nov 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Nov 04Second quarter 2026 earnings released: EPS: US$1.29 (vs US$0.18 loss in 2Q 2025)Second quarter 2026 results: EPS: US$1.29 (up from US$0.18 loss in 2Q 2025). Revenue: US$1.06b (up 1.1% from 2Q 2025). Net income: US$119.6m (up US$137.0m from 2Q 2025). Profit margin: 11% (up from net loss in 2Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Europe.
お知らせ • Nov 04Qorvo, Inc. Provides Earnings Guidance for the Quarter Ending December 2025Qorvo, Inc. provided earnings guidance for the quarter ending December 2025. For the period, the company expects revenue of $985 million plus or minus $50 million.
お知らせ • Oct 28Skyworks Solutions, Inc. (NasdaqGS:SWKS) entered into an Agreement and Plan of Merger to acquire Qorvo, Inc. (NasdaqGS:QRVO) from Starboard Value LP and others for approximately $10.1 billion.Skyworks Solutions, Inc. (NasdaqGS:SWKS) entered into an Agreement and Plan of Merger to acquire Qorvo, Inc. (NasdaqGS:QRVO) from Starboard Value LP and others for approximately $10.1 billion on October 27, 2025. Under the terms of the agreement, Qorvo shareholders will receive $32.50 in cash and 0.960 of a Skyworks common share for each Qorvo share held at the close of the transaction. Upon closing, Skyworks shareholders will own approximately 63 percent of the combined company, while Qorvo shareholders will own approximately 37 percent, on a fully-diluted basis. Phil Brace will serve as chief executive officer of the combined company; Bob Bruggeworth will join the Board of Directors of the combined company. The combined company's Board of Directors will comprise 11 directors, eight from Skyworks and three from Qorvo. Skyworks plans to fund the cash portion of the transaction using a combination of cash on hand and additional financing. Skyworks has obtained debt financing commitments from Goldman Sachs Bank USA. The transaction is not subject to any financing conditions. Buy and sell side termination fee is $298,692,098. The Boards of Directors of both companies have unanimously approved the transaction and is subject to the receipt of required regulatory approvals, approval of Skyworks shareholders and Qorvo shareholders, the expiration or early termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, the effectiveness of the registration statement and the satisfaction of other customary closing conditions. The transaction is expected to close in early calendar year 2027. Qatalyst Partners, L.P. and Goldman Sachs & Co. LLC are serving as financial advisors to Skyworks. Qatalyst Partners, L.P. acted as fairness opinion provider to Skyworks. Kenton J. King and Sonia K. Nijjar of Skadden, Arps, Slate, Meagher & Flom LLP is serving as Skyworks’ legal advisor. FGS Global is serving as Skyworks’ strategic communications advisor. Centerview Partners LLC is serving as exclusive financial advisor and fairness opinion provider to Qorvo. Paul S. Scrivano, Cheryl Chan, Jennifer S. Conway, Charlotte R. Fabiani, Howard Shelanski, Hilary Dengel, Corey M. Goodman of Davis Polk & Wardwell LLP is serving as Qorvo’s legal advisor. Joele Frank, Wilkinson Brimmer Katcher is serving as Qorvo’s strategic communications advisor. Spencer Klein of Morrison & Foerster LLP represented Qatalyst Partners, L.P. as financial advisor.
お知らせ • Oct 21Qorvo, Inc. to Report Q2, 2026 Results on Nov 03, 2025Qorvo, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025
お知らせ • Aug 16Qorvo, Inc. Elects Peter A. Feld as DirectorQorvo, Inc. at the Annual Meeting held on August 13, 2025, the stockholders of the Company elected Peter A. Feld as director to serve a one-year term and until their respective successors are duly elected and qualified or until their earlier resignation or removal.
Reported Earnings • Jul 30First quarter 2026 earnings released: EPS: US$0.28 (vs US$0.004 in 1Q 2025)First quarter 2026 results: EPS: US$0.28 (up from US$0.004 in 1Q 2025). Revenue: US$818.8m (down 7.7% from 1Q 2025). Net income: US$25.6m (up US$25.2m from 1Q 2025). Profit margin: 3.1% (up from 0% in 1Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.
お知らせ • Jul 30Qorvo, Inc. Provides Earnings Guidance for the Second Quarter Ending September 2025Qorvo, Inc. provided earnings guidance for the second quarter ending September 2025. For the period, the company expects Quarterly revenue of approximately $1.025 billion, plus or minus $50 million.
お知らせ • Jul 16Qorvo, Inc. to Report Q1, 2026 Results on Jul 19, 2025Qorvo, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jul 19, 2025
お知らせ • Jun 27Qorvo, Inc., Annual General Meeting, Aug 13, 2025Qorvo, Inc., Annual General Meeting, Aug 13, 2025. Location: renaissance dallas, plano legacy west hotel, 6007 legacy drive, tx 75024, plano United States
Buy Or Sell Opportunity • Jun 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €69.64. The fair value is estimated to be €87.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.
Reported Earnings • May 20Full year 2025 earnings released: EPS: US$0.59 (vs US$0.72 loss in FY 2024)Full year 2025 results: EPS: US$0.59 (up from US$0.72 loss in FY 2024). Revenue: US$3.72b (down 1.3% from FY 2024). Net income: US$55.6m (up US$125.9m from FY 2024). Profit margin: 1.5% (up from net loss in FY 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • May 19Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €69.48. The fair value is estimated to be €88.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
お知らせ • Apr 30Qorvo, Inc. Provides Earnings Guidance for the Quarter Ending June 2025Qorvo, Inc. provided earnings guidance for the quarter ending June 2025. For the period the company expects Quarterly revenue of approximately $775 million, plus or minus $25 million.
