View ValuationQorvo 향후 성장Future 기준 점검 2/6Qorvo (는) 각각 연간 14% 및 2.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.4% 로 예상됩니다.핵심 정보14.0%이익 성장률15.07%EPS 성장률Semiconductor 이익 성장23.2%매출 성장률2.7%향후 자기자본이익률12.44%애널리스트 커버리지Good마지막 업데이트17 Jun 2026최근 향후 성장 업데이트공고 • 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.공고 • 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.공고 • 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.공고 • 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.모든 업데이트 보기Recent 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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, 2025공고 • 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.공고 • 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.공고 • 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, 2025공고 • 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.공고 • 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.이익 및 매출 성장 예측BIT:1QRVO - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20293,96459960978353/31/20283,673453605742113/31/20273,455415491710153/28/20263,679339680809N/A12/27/20253,740341595732N/A9/27/20253,663218535680N/A6/28/20253,65181587724N/A3/29/20253,71956485622N/A12/28/20243,79027484625N/A9/28/20243,948-141774904N/A6/29/20244,005-26743869N/A3/30/20243,770-70706833N/A12/30/20233,461-211568696N/A9/30/20233,131-100304441N/A7/1/20233,185-9460615N/A4/1/20233,569103684843N/A12/31/20224,1034549481,124N/A10/1/20224,4746868121,003N/A7/2/20224,571817789981N/A4/2/20224,6461,0338361,049N/A1/1/20224,5521,1208661,106N/A10/2/20214,5331,1051,1671,393N/A7/3/20214,3389221,2071,429N/A4/3/20214,0157341,1151,302N/A1/2/20213,7304859691,113N/A10/3/20203,5054468611,010N/A6/27/20203,251392759903N/A3/28/20203,239334782946N/A12/28/20193,132345N/A919N/A9/28/20193,096254N/A951N/A6/29/20193,173203N/A992N/A3/30/20193,090133N/A810N/A12/29/20183,07559N/A882N/A9/29/20183,088-43N/A819N/A6/30/20183,025-40N/A824N/A3/31/20182,974-40N/A853N/A12/30/20172,95128N/A841N/A9/30/20172,932-17N/A791N/A7/1/20172,975-42N/A821N/A4/1/20173,033-17N/A777N/A12/31/20162,998-97N/A689N/A10/1/20162,792-29N/A687N/A7/2/20162,636-37N/A606N/A4/2/20162,611-29N/A688N/A1/2/20162,6382N/A667N/A10/3/20152,414101N/A521N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1QRVO 의 연간 예상 수익 증가율(14%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1QRVO 의 연간 수익(14%)이 Italian 시장(10.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1QRVO 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1QRVO 의 수익(연간 2.7%)이 Italian 시장(연간 5.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 1QRVO 의 수익(연간 2.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1QRVO의 자본 수익률은 3년 후 12.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/12 05:56종가2026/07/10 00:00수익2026/03/28연간 수익2026/03/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Qorvo, Inc.는 40명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Brett SimpsonArete Research Services LLPCody AcreeAscendiant Capital Markets LLCTimothy LukeBarclays37명의 분석가 더 보기
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.