Qorvo, Inc.

NasdaqGS:QRVO 株式レポート

時価総額：US$9.4b

Qorvo 将来の成長

Future 基準チェック /16

Qorvo利益と収益がそれぞれ年間13.9%と2.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.4% 14.9%なると予測されています。

主要情報

13.9%

収益成長率

14.90%

EPS成長率

Semiconductor 収益成長25.8%
収益成長率2.6%
将来の株主資本利益率12.44%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

Recent 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...
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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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

業績と収益の成長予測

NasdaqGS:QRVO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20293,9645996097835
3/31/20283,67246060674212
3/31/20273,45641948264216
3/28/20263,679339680809N/A
12/27/20253,740341595732N/A
9/27/20253,663218535680N/A
6/28/20253,65181587724N/A
3/29/20253,71956485622N/A
12/28/20243,79027484625N/A
9/28/20243,948-141774904N/A
6/29/20244,005-26743869N/A
3/30/20243,770-70706833N/A
12/30/20233,461-211568696N/A
9/30/20233,131-100304441N/A
7/1/20233,185-9460615N/A
4/1/20233,569103684843N/A
12/31/20224,1034549481,124N/A
10/1/20224,4746868121,003N/A
7/2/20224,571817789981N/A
4/2/20224,6461,0338361,049N/A
1/1/20224,5521,1208661,106N/A
10/2/20214,5331,1051,1671,393N/A
7/3/20214,3389221,2071,429N/A
4/3/20214,0157341,1151,302N/A
1/2/20213,7304859691,113N/A
10/3/20203,5054468611,010N/A
6/27/20203,251392759903N/A
3/28/20203,239334782946N/A
12/28/20193,132345N/A919N/A
9/28/20193,096254N/A951N/A
6/29/20193,173203N/A992N/A
3/30/20193,090133N/A810N/A
12/29/20183,07559N/A882N/A
9/29/20183,088-43N/A819N/A
6/30/20183,025-40N/A824N/A
3/31/20182,974-40N/A853N/A
12/30/20172,95128N/A841N/A
9/30/20172,932-17N/A791N/A
7/1/20172,975-42N/A821N/A
4/1/20173,033-17N/A777N/A
12/31/20162,998-97N/A689N/A
10/1/20162,792-29N/A687N/A
7/2/20162,636-37N/A606N/A
4/2/20162,611-29N/A688N/A
1/2/20162,6382N/A667N/A
10/3/20152,414101N/A521N/A
6/27/20152,068160N/A411N/A

アナリストによる今後の成長予測

収入対貯蓄率: QRVOの予測収益成長率 (年間13.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: QRVOの収益 ( 13.9% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: QRVOの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: QRVOの収益 ( 2.6% ) US市場 ( 11.8% ) よりも低い成長が予測されています。

高い収益成長: QRVOの収益 ( 2.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: QRVOの 自己資本利益率 は、3年後には低くなると予測されています ( 12.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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 16:45
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 SimpsonArete Research Services LLP
Cody AcreeAscendiant Capital Markets LLC
Timothy LukeBarclays