Qorvo（QRVO）株式概要
Qorvo, Inc.は、米国、中国、アジア地域、台湾、欧州において、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。 詳細
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Analyst Price Targets
Qorvo, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$108.23 |
| 52週高値 | US$109.03 |
| 52週安値 | US$74.03 |
| ベータ | 1.42 |
| 1ヶ月の変化 | 23.27% |
| 3ヶ月変化 | 31.41% |
| 1年変化 | 40.65% |
| 3年間の変化 | 9.01% |
| 5年間の変化 | -40.85% |
| IPOからの変化 | 1,313.57% |
最新ニュース
ナラティブの更新 • May 26
QRVO: Handset Weakness Will Pressure Margins Despite Aggressive Share Repurchases
Qorvo's analyst price target has moved up from about $88.87 to roughly $94.47, as analysts adjust their views around updated revenue growth, profit margin and future P/E assumptions following a series of recent target changes and rating shifts. Analyst Commentary Recent research on Qorvo reflects a mix of optimism around valuation and growth potential along with caution around execution risks, particularly in handsets.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 AlphaRecent updates
ナラティブの更新 • May 26
QRVO: Handset Weakness Will Pressure Margins Despite Aggressive Share Repurchases
Qorvo's analyst price target has moved up from about $88.87 to roughly $94.47, as analysts adjust their views around updated revenue growth, profit margin and future P/E assumptions following a series of recent target changes and rating shifts. Analyst Commentary Recent research on Qorvo reflects a mix of optimism around valuation and growth potential along with caution around execution risks, particularly in handsets.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
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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 Alpha株主還元
| QRVO | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 14.4% | 5.7% | 2.5% |
| 1Y | 40.6% | 107.9% | 26.4% |
業界別リターン: QRVO過去 1 年間で107.9 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: QRVO過去 1 年間で26.4 % の収益を上げたUS市場を上回りました。
価格変動
| QRVO volatility | |
|---|---|
| QRVO Average Weekly Movement | 5.6% |
| Semiconductor Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: QRVO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: QRVOの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1957 | 5,200 | Bob Bruggeworth | www.qorvo.com |
Qorvo, Inc.は、米国、中国、その他のアジア、台湾、欧州において、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つのセグメントで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・航空宇宙市場向けに無線周波数、アナログ・ミックスド・シグナル、パワー・マネジメント・ソリューションを提供し、化合物半導体ファウンドリーサービス、ウェハプロセス、アドバンスド・パッケージング、ヘテロジニアス・インテグレーション・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・ソリューションなど、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、産業用オートメーション、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・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相手先商標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。
Qorvo, Inc. 基礎のまとめ
| QRVO 基礎統計学 | |
|---|---|
| 時価総額 | US$9.37b |
| 収益（TTM） | US$338.99m |
| 売上高(TTM) | US$3.68b |
28.1x
PER（株価収益率2.6x
P/SレシオQRVO は割高か？
公正価値と評価分析を参照収益と収入
| QRVO 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） | 3.85 |
| 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% |
QRVO の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/05/26 13:31 |
| 終値 | 2026/05/26 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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. 16 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。42
| アナリスト | 機関 |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| Cody Acree | Ascendiant Capital Markets LLC |
| Timothy Luke | Barclays |