Qorvo (QRVO) Aktievy
Qorvo, Inc. bedriver utveckling och kommersialisering av teknologier och produkter för trådlösa, kabelanslutna och kraftförsörjda marknader i USA, Kina, övriga Asien, Taiwan och Europa. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 1/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
QRVO Community Fair Values
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Analyst Price Targets
Qorvo, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$116.65 |
| 52 veckors högsta | US$120.52 |
| 52 veckors lägsta | US$74.92 |
| Beta | 1.46 |
| 1 månads förändring | 18.74% |
| 3 månaders förändring | 18.32% |
| 1 års förändring | 34.37% |
| 3 års förändring | 21.60% |
| 5 års förändring | -33.46% |
| Förändring sedan börsintroduktionen | 1,423.54% |
Senaste nyheter och uppdateringar
Seeking Alpha • Jul 30
Qorvo: A Great Quarter, But You Are Buying A Merger Now
Summary Qorvo delivered strong results with significant margin improvement and raised full-year EPS guidance above $7.00 for fiscal 2027. Despite operational progress, QRVO is now primarily a merger arbitrage play, with each share converting to 0.960 Skyworks shares plus $32.50 cash. The current deal spread is thin (~2%), while break risk exposes holders to a potential 26% downside if the merger fails. I maintain a Hold rating, as the risk/reward is unattractive unless the spread widens or the standalone valuation becomes compelling. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jul 29
QRVO: Merger Execution Risk With Skyworks Will Constrain Future Upside Potential
Qorvo's analyst price target has been lifted by about $4.50, with analysts citing the revised merger terms with Skyworks, recent earnings updates, and capital allocation plans as key reasons for adjusting their valuation frameworks. Analyst Commentary Recent research on Qorvo highlights a mixed backdrop, with some firms lifting price targets and others trimming them as they reassess the merger with Skyworks and updated earnings models.Recent updates
Seeking Alpha • Jul 30
Qorvo: A Great Quarter, But You Are Buying A Merger Now
Summary Qorvo delivered strong results with significant margin improvement and raised full-year EPS guidance above $7.00 for fiscal 2027. Despite operational progress, QRVO is now primarily a merger arbitrage play, with each share converting to 0.960 Skyworks shares plus $32.50 cash. The current deal spread is thin (~2%), while break risk exposes holders to a potential 26% downside if the merger fails. I maintain a Hold rating, as the risk/reward is unattractive unless the spread widens or the standalone valuation becomes compelling. Read the full article on Seeking AlphaUppdatering av berättelse • Jul 29
QRVO: Merger Execution Risk With Skyworks Will Constrain Future Upside Potential
Qorvo's analyst price target has been lifted by about $4.50, with analysts citing the revised merger terms with Skyworks, recent earnings updates, and capital allocation plans as key reasons for adjusting their valuation frameworks. Analyst Commentary Recent research on Qorvo highlights a mixed backdrop, with some firms lifting price targets and others trimming them as they reassess the merger with Skyworks and updated earnings models.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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%...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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 AlphaAktieägarnas avkastning
| QRVO | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | 13.4% | -1.4% | -1.0% |
| 1Y | 34.4% | 50.5% | 14.1% |
Avkastning vs industri: QRVO presterade sämre än US Semiconductor branschen som gav 50.5 % under det senaste året.
Avkastning vs Marknaden: QRVO översteg US marknaden som gav 14.1 % under det senaste året.
Prisvolatilitet
| QRVO volatility | |
|---|---|
| QRVO Average Weekly Movement | 5.2% |
| Semiconductor Industry Average Movement | 11.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stabil aktiekurs: QRVO har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: QRVO s veckovolatilitet ( 5% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1957 | 5,200 | Bob Bruggeworth | www.qorvo.com |
Qorvo, Inc. bedriver utveckling och kommersialisering av teknologier och produkter för trådlösa, kabelanslutna och kraftförsörjda marknader i USA, Kina, övriga Asien, Taiwan och Europa. Verksamheten bedrivs genom tre segment: High Performance Analog (HPA), Connectivity and Sensors Group (CSG) och Advanced Cellular Group (ACG). HPA-segmentet levererar lösningar för radiofrekvenser, analog mixed signal och effekthantering till försvars- och flygmarknaden samt erbjuder foundry-tjänster för sammansatta halvledare, waferbearbetning, avancerad paketering och heterogena integrationslösningar.
Qorvo, Inc. Sammanfattning av grunderna
| QRVO grundläggande statistik | |
|---|---|
| Börsvärde | US$9.91b |
| Vinst(TTM) | US$399.20m |
| Intäkter(TTM) | US$3.64b |
25.8x
P/E-förhållande2.8x
P/S-förhållandeÄr QRVO övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| QRVO resultaträkning (TTM) | |
|---|---|
| Intäkter | US$3.64b |
| Kostnad för intäkter | US$1.88b |
| Bruttovinst | US$1.77b |
| Övriga kostnader | US$1.37b |
| Intäkter | US$399.20m |
Senast redovisade vinst
Jun 27, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 4.52 |
| Bruttomarginal | 48.53% |
| Nettovinstmarginal | 10.95% |
| Skuld/egenkapitalförhållande | 44.6% |
Hur har QRVO utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/11 16:51 |
| Aktiekurs vid dagens slut | 2026/09/11 00:00 |
| Intäkter | 2026/06/27 |
| Årlig intjäning | 2026/03/28 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Qorvo, Inc. bevakas av 39 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Cody Acree | Ascendiant Capital Markets LLC |
| Timothy Luke | Barclays |
| Thomas O'Malley | Barclays |