Qorvo Beheer
Beheer criteriumcontroles 3/4
De CEO Qorvo is Bob Bruggeworth, benoemd in Dec2013, heeft een ambtstermijn van 12.58 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 13.55M, bestaande uit 7.9% salaris en 92.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.17% van de aandelen van het bedrijf, ter waarde $ 12.77M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.4 jaar en 7.3 jaar.
Belangrijke informatie
Bob Bruggeworth
Algemeen directeur
US$13.6m
Totale compensatie
| Percentage CEO-salaris | 7.86% |
| Dienstverband CEO | 12.6yrs |
| Eigendom CEO | 0.2% |
| Management gemiddelde ambtstermijn | 5.4yrs |
| Gemiddelde ambtstermijn bestuur | 7.3yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Jul 07
QRVO: Handset Weakness And Execution Will Shape Margins Despite Heavy Buybacks
Qorvo's updated analyst price target edges lower to about $91 from roughly $94, as analysts factor in a slightly higher discount rate and modest tweaks to long term margin and P/E assumptions, even as several firms have recently raised their individual targets. Analyst Commentary Recent research on Qorvo reflects a split view, with several bullish analysts lifting price targets and a few bearish analysts turning more cautious.
Narratiefupdate • Jun 23
QRVO: Handset Reset And Skyworks Merger Are Expected To Support Returns
The Analyst Price Target for Qorvo has been revised upward from $112.95 to $117.47 as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, following a series of recent target changes and rating moves across the Street. Analyst Commentary Recent Street research around Qorvo reflects a mix of views, but several bullish analysts have highlighted potential upside for the stock, particularly through higher price targets and rating upgrades that feed into the latest consensus valuation reset.Analyse-artikel • Jun 20
Qorvo (QRVO) Stock Could Be 4.2% Overvalued as IoT Growth Meets Handset Risk
With no single headline event driving attention, Qorvo (QRVO) is drawing interest as investors weigh its recent share performance against fundamentals such as revenue of US$3,678.5m and net income of US$339.0m. See our latest analysis for Qorvo. At a latest share price of US$98.42, Qorvo has seen a 3.98% 1 day share price return and a 25.92% 90 day share price return, while its 1 year total shareholder return of 23.16% contrasts with a 5 year total shareholder return that has declined 46.32%...
Narratiefupdate • Jun 09
QRVO: Handset Weakness And Lower Future P E Will Limit Upside Potential
Qorvo's analyst price target has moved higher by a combined $48 across several firms, with analysts pointing to updated assumptions on revenue growth, profit margins, and a lower future P/E multiple to support their revised views. Analyst Commentary Recent research on Qorvo highlights a mix of optimism about the updated price targets and ongoing caution around the stock's risk profile.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...
Nieuw narratief • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 28 2026 | US$14m | US$1m | US$339m |
| Dec 27 2025 | n/a | n/a | US$341m |
| Sep 27 2025 | n/a | n/a | US$218m |
| Jun 28 2025 | n/a | n/a | US$81m |
| Mar 29 2025 | US$13m | US$1m | US$56m |
| Dec 28 2024 | n/a | n/a | US$27m |
| Sep 28 2024 | n/a | n/a | -US$141m |
| Jun 29 2024 | n/a | n/a | -US$26m |
| Mar 30 2024 | US$13m | US$995k | -US$70m |
| Dec 30 2023 | n/a | n/a | -US$211m |
| Sep 30 2023 | n/a | n/a | -US$100m |
| Jul 01 2023 | n/a | n/a | -US$9m |
| Apr 01 2023 | US$12m | US$956k | US$103m |
| Dec 31 2022 | n/a | n/a | US$454m |
| Oct 01 2022 | n/a | n/a | US$686m |
| Jul 02 2022 | n/a | n/a | US$817m |
| Apr 02 2022 | US$10m | US$920k | US$1b |
| Jan 01 2022 | n/a | n/a | US$1b |
| Oct 02 2021 | n/a | n/a | US$1b |
| Jul 03 2021 | n/a | n/a | US$922m |
| Apr 03 2021 | US$10m | US$885k | US$734m |
| Jan 02 2021 | n/a | n/a | US$485m |
| Oct 03 2020 | n/a | n/a | US$446m |
| Jun 27 2020 | n/a | n/a | US$392m |
| Mar 28 2020 | US$8m | US$851k | US$334m |
Compensatie versus markt: De totale vergoeding ($USD 13.55M ) Bob } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.28M ).
Compensatie versus inkomsten: De vergoeding van Bob is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Bob Bruggeworth (65 yo)
12.6yrs
Tenure
US$13,551,627
Compensatie
Mr. Robert A. Bruggeworth, also known as Bob, serves as President & Director of Qorvo US, Inc. He has been the Chief Executive Officer and President of Qorvo, Inc. since December 2013. He served as Indepen...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 12.6yrs | US$13.55m | 0.17% $ 12.8m | |
| Senior VP & CFO | 4.3yrs | US$4.25m | 0.00095% $ 72.5k | |
| Senior Vice President of Global Operations | 8yrs | US$3.87m | 0.032% $ 2.4m | |
| Senior VP and President of Connectivity & Sensors | 4yrs | US$3.48m | 0.093% $ 7.1m | |
| Senior VP & President of High Performance Analog | 4yrs | US$3.02m | 0.048% $ 3.7m | |
| VP, Corporate Controller & Principal Accounting Officer | 10.7yrs | US$711.86k | 0.028% $ 2.1m | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior VP | no data | geen gegevens | geen gegevens | |
| Director of Corporate Communications | 11.5yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Sales & Marketing | 4.5yrs | geen gegevens | geen gegevens | |
| Senior VP & Chief Human Resources Officer | 6.3yrs | geen gegevens | geen gegevens | |
| Senior VP & President of Advanced Cellular | 4yrs | geen gegevens | 0.052% $ 4.0m |
5.4yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van QRVO is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 12.6yrs | US$13.55m | 0.17% $ 12.8m | |
| Independent Director | 1.7yrs | US$319.99k | 0.0027% $ 208.3k | |
| Independent Director | 5.2yrs | US$349.99k | 0.0087% $ 666.3k | |
| Independent Director | 11.5yrs | US$329.12k | 0.0087% $ 665.5k | |
| Independent Director | 1.3yrs | US$368.60k | 0.0018% $ 137.4k | |
| Independent Chairman & Lead Independent Director | 11.5yrs | US$427.49k | 0.11% $ 8.6m | |
| Independent Director | 11.5yrs | US$324.80k | 0.0062% $ 475.5k | |
| Independent Director | 9.5yrs | US$309.89k | 0.011% $ 824.2k | |
| Independent Director | 1.3yrs | US$368.60k | 0.00098% $ 74.8k | |
| Independent Director | less than a year | US$261.39k | 0% $ 0 |
7.3yrs
Gemiddelde duur
65.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van QRVO wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/27 08:48 |
| Aandelenkoers aan het einde van de dag | 2026/07/24 00:00 |
| Inkomsten | 2026/03/28 |
| Jaarlijkse inkomsten | 2026/03/28 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Qorvo, Inc. wordt gevolgd door 40 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| Cody Acree | Ascendiant Capital Markets LLC |
| Timothy Luke | Barclays |