Qorvo, Inc. (QRVO) Stock Price, News, Analysis

Technical Score (1D)

BULLISH

News Sentiment

BULLISH

With a Technical Score of 82, Qorvo, Inc. (QRVO) sits in the upper tier of the momentum ranking on the 1D timeframe. The bullish bias and BUY signal follow from that rank, and trend strength reads as strong. Sentiment at 90 is aligned with the chart. Because the score is relative, it can stay high while the broader market falls, as long as QRVO holds up better than its peers. $110.40 is the near-term risk reference and $123.05 is the next upside marker if buyers keep pressing. A top momentum rank reflects the prior year of trading, so it changes gradually. Day to day, price levels give the earlier read: a decisive close below $110.40 would say more about near-term risk than the rank itself, while holding above it keeps $119.60 in play.

QRVO|Analyst Targets

LOW TARGET

$66 -42.2%

4 analysts

MEAN TARGET

$90 -21.0%

20 analysts

HIGH TARGET

$105 -8.0%

3 analysts

PRICE RANGE

$66.00 - $105.00

SB / B / H / S / SS

1/2/19/3/2

DAILYIQ EST.

$86.04 (-24.6%)

QRVO|Company Info

Sector

Technology

Industry

Semiconductors

Exchange

NMS

Country

United States

Website

qorvo.com

Symbol

QRVO

Description

Qorvo, Inc. is a technology provider specializing in radio frequency (RF) and power management solutions across wireless, wired, and power markets globally. The company operates through three primary segments: High Performance Analog (HPA), Connectivity and Sensors Group (CSG), and Advanced Cellular Group (ACG). Qorvo's HPA segment caters to defense, aerospace, and next-generation infrastructure needs, while the CSG segment focuses on connectivity and sensor solutions for smart home, automotive, and industrial applications. The ACG segment supplies cellular RF solutions for a diverse range of devices, including smartphones and wearables, and also provides foundry services. Qorvo distributes its products directly to manufacturers and through a network of representatives and distributors.

QRVO|Insider Trading

Bought (1Y)

0 shares

Sold (1Y)

2,093,510 shares

$211.2M

Feld Peter A-

D5,611,526 shares2026-10-05

Feld Peter A-

D4,823 shares2026-10-05

Brown GrantSVP & Chief Financial Officer

D76,572 shares2026-10-05

Brown GrantSVP & Chief Financial Officer

Award/Grant27,304 shares2026-10-05

BRUGGEWORTH ROBERT APresident and CEO

D426,232 shares2026-10-05

QRVO|Fundamentals

Neutral / mixed

Overall: Neutral

✕Revenue declining year over year

✓Positive net margin

✓Positive operating cash flow

Gross Margin

45.9%

Net Margin

9.2%

Revenue CAGR

10.8%

Current Ratio

3.24x

Debt / Equity

0.46x

Return on Equity

10.1%

QRVO|Earnings Snapshot

Earnings Summary

Qorvo, Inc. is a technology provider specializing in radio frequency and power management solutions across wireless, wired, and power markets, with segments in High Performance Analog, Connectivity and Sensors Group, and Advanced Cellular Group. In the most recent quarters, Q4 2024 and Q1 2025, the company posted EPS of 1.61 and 1.42 versus estimates of 1.21 and 1.00, with revenue of $916 million and $869 million, respectively, while Q2 2025 and Q3 2025 saw EPS of 0.92 and 2.22 versus estimates of 0.63 and 2.11, and revenue of $819 million and $1.06 billion, indicating a mixed earnings trajectory with a notable beat in Q3 2025 and a decline in Q4 2024. Historically, Qorvo has experienced a 4.6% YoY sales decline for two consecutive years, with earnings per share eroding faster than revenue; the company has consistently beaten earnings estimates in recent quarters but faces tightening profitability as margin compression continues. Recent news focuses on a pending merger with Skyworks, projected to deliver $500 million in cost synergies and expand the combined entity into radar, aerospace, and defense; the merger is expected to close this year, and bondholders have largely approved debt swaps contingent on the deal.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'27	$2.05	-	-
Q1'27	$1.12	$1.64	+46.1%
Q4'26	$1.23	$1.69	+37.3%
Q3'25	$2.11	$2.22	+5.1%
Q2'25	$0.63	$0.92	+46.2%
Q1'25	$1.00	$1.42	+41.6%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'27	$937M	-	-
Q1'27	$758M	$785M	+3.5%
Q4'26	$817M	$808M	-1.0%
Q3'25	-	$1.1B	-
Q2'25	-	$819M	-
Q1'25	-	$869M	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

QRVO|Monthly Returns

Market Data

QRVO Stock Snapshot

BULLISH82/100

$115.00+$0.87 (0.8%)

Market cap: 10.07B
P/E ratio: 25.2
Day range: $111.22 – $115.62
News sentiment: 90/100 · Bullish
Analyst target: $90.17 (-21.6%)
Consensus: Hold · 27 analysts

52-week range+58.4% off low · -5.0% from high

$72.62$121.09

Price $115.00 DailyIQ Est. $86.04

Qorvo, Inc. screens well technically, with price sitting in the upper part of its 52-week range. Institutional coverage is thorough here, so shifts in analyst expectations show up in price quickly.

Reverse DCF

What growth is priced into QRVO?

CHEAP

At today's price, Qorvo, Inc. needs to grow free cash flow about 7.5% a year for the next 10 years to justify its valuation at a 10.66% cost of capital. Over its actual history it has compounded free cash flow at 24.1% a year, so the market is asking for 16.6 percentage points below its own delivered rate. On that basis QRVO looks priced below what its own growth record supports.

Implied FCF growth: 7.5%
Historical FCF CAGR: 24.1%
Growth gap: -16.6 pts
Verdict: CHEAP
Discount rate (WACC): 10.66%
Beta: 1.29

Sector Rotation

Is money rotating into or out of QRVO's sector?

Qorvo, Inc. sits in the Semiconductors sector, currently ranked 1st of 12 GICS sectors by relative-strength rotation score (weakening). Within its narrower Semiconductors industry group, QRVO ranks 1st of 15 tracked industries, weakening.

Sector rank: #1 of 12
Sector state: Weakening
Sector rotation score: 45
Industry rank: #1 of 15

Options Market

What is the options market pricing for QRVO?

CallsPuts

For Qorvo, Inc.'s nearest expiry (2026-10-16, 4 days out), open interest is roughly balanced between puts and calls (put/call ratio of 1.13), with at-the-money implied volatility around 6.3%. The options market is pricing roughly a ±0.7% move by that expiry — a range of about $110.85–$112.31.

Put/call ratio (2026-10-16): 1.13
ATM implied volatility: 6.3%
Total open interest: 1,241
Expected move by 2026-10-16: ±0.7% ($110.85–$112.31)

Analyst Rating Changes

Are analysts turning bullish or bearish on QRVO?

UBS most recently reiterated its rating on Qorvo, Inc. to Neutral on Jul 29, 2026 with a price target of $96 (from $91). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action: UBS — Neutral
90-day upgrades: 0
90-day downgrades: 0
Net rating momentum: 0

Date	Firm	Action	Rating	Price target
Jul 29, 2026	UBS	Maintained	Neutral	$91 → $96
Jul 29, 2026	Citigroup	Maintained	Neutral	$100 → $95
May 7, 2026	Citigroup	Maintained	Neutral	$90 → $100
May 6, 2026	UBS	Maintained	Neutral	$87 → $100
May 6, 2026	JP Morgan	Maintained	Neutral	$85 → $100
Apr 22, 2026	Barclays	Upgrade	Equal-Weight → Overweight	$95 → $100
Apr 20, 2026	Mizuho	Downgrade	Neutral → Underperform	$70 → $66
Apr 17, 2026	Wolfe Research	Downgrade	Outperform → Peer Perform	-
Mar 3, 2026	Barclays	Maintained	Equal-Weight	$90 → $95
Jan 28, 2026	JP Morgan	Maintained	Neutral	$105 → $85
Jan 28, 2026	Benchmark	Reiterated	Hold	-
Jan 28, 2026	Citigroup	Maintained	Neutral	$105 → $90

Peers & ETF holders

QRVO peers & ETF holders

SemiconductorsMarket cap · today

QRVOYou're here$10.1B+0.76%
SKHYSK hynix Inc.$1.12T-0.75%
MPWRMonolithic Power Systems, Inc.$64.4B+0.17%
QQnity Electronics Inc.$25.7B-0.41%
AMKRAmkor Technology Inc.$11.8B+0.21%
000660.KSSK hynix Inc.—+1.94%

Top ETF holdersWeight

News Sentiment Analysis

Sentiment gathered from recent headlines

90/100

Strong NegativeNeutralStrong Positive

BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Skyworks Solutions announced its acquisition of Qorvo, receiving all regulatory approvals and targeting a closing date of October 5. RBC Capital Markets projected over $500 million in cost synergies within 24 to 36 months, with full benefits materializing by late 2028. The deal is expected to enhance pricing power and support modest iPhone content growth in 2027, while 6G opportunities remain distant. Consequently, RBC upgraded its price target for QRVO to $95 from $70 and maintained a sector‑perform rating.

What did this article say?

Qorvo was removed from the PHLX Semiconductor Sector Index during the latest rebalancing. The index is a benchmark for many institutional and passive funds, so the change could alter the weight of Qorvo in those portfolios. The company’s market exposure remains broad across wireless, wired, and power technologies, but the index exclusion may reduce passive inflows and affect liquidity. The move is a mild headwind for Qorvo, though it does not alter the company’s core business or long‑term prospects.

What did this article say?

Qorvo’s free cash flow margin remains healthy, yet the company is under pressure from declining sales and shrinking profitability. 12‑month free cash flow margin sits at 17.8%, but annual sales have fallen 4.6% for two consecutive years, and analysts project a 1.5% drop over the next year. Earnings per share have eroded faster than revenue over the past five years, indicating that each sale is becoming less profitable. The market is pricing in these headwinds, reflected in a forward P/E of 15.6x.

What did this article say?

QRVO bondholders have largely approved the swap of their 2029 and 2031 notes for Skyworks debt, with 91% and 93% of outstanding bonds tendered respectively. The approval signals strong support for the pending merger, as the swap can only settle once the transaction closes. Skyworks’ recent quarterly results and guidance further reinforce the perceived value of the combined entity. The timing of the swap deadline underscores the importance of the merger’s completion date for bondholders’ decisions. Overall, the move reflects a positive market view of the merger’s prospects.

What did this article say?

On September 15, 2026, Qorvo senior executive Steven E. Creviston sold 4,810 shares of QRVO for $560,666, reducing his holdings to 114,641 shares. The transaction was disclosed via a Form 4 filing with the SEC. While the sale is modest relative to the company’s total shares, it may signal a short‑term shift in insider confidence.

What did this article say?

Skyworks Solutions expects its proposed merger with Qorvo to close within the calendar year, targeting $500 million in cost synergies over 24 to 36 months. The combined entity would create a roughly $5.5 billion mobile business and a $2.5 to $2.6 billion non-mobile business, expanding into radar, aerospace, and defense through Qorvo’s gallium nitride technology. This deal is a significant positive catalyst for QRVO, enhancing scale, diversification, and potential revenue growth.

What did this article say?

Skyworks Solutions (SWKS) is set to benefit from a merger with Qorvo, expected to deliver over $500 million in cost synergies and broaden its product portfolio into defense, IoT, AI data centers, and automotive. The deal is projected to boost SWKS’s financing needs to $2 billion while prioritizing share repurchases to enhance shareholder value. Technical analysis suggests a potential breakout from a double‑bottom pattern, indicating a possible upside from current levels. The merger is viewed as a significant catalyst that could prop up SWKS’s long‑term earnings trajectory.

What did this article say?

Mouser Electronics has released a new eBook co‑authored with Qorvo that outlines high‑performance RF solutions for drones, satellite communications, and industrial IoT. The publication highlights how Qorvo’s wideband components can reduce time‑to‑market, address coexistence challenges, and improve power efficiency in these emerging markets. While the initiative signals Qorvo’s continued focus on next‑generation RF applications, it is a marketing effort rather than a direct financial catalyst.

What did this article say?

Skyworks Solutions has extended the deadline for holders of Qorvo’s 4.375% Senior Notes due 2029 and 3.375% Senior Notes due 2031 to exchange them for new Skyworks notes. The extension allows up to $850 million of new 2029 Skyworks notes and $700 million of new 2031 Skyworks notes to be issued. The move is a routine corporate action that does not materially alter Qorvo’s debt structure or financial outlook.

Technical Analysis

Real-time indicators across multiple timeframes

BULLISH

Momentum rank against about 1,000 stocks and ETFs for this timeframe.

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Institutional & Hedge Fund Ownership

4 tracked managers · $1.68M combined position · 1 adding, 3 trimming, 0 unchanged (latest 13F filings)

Manager	Trend	Shares Held	% of Co.	Position Value	Filed
Schonfeld Strategic Advisors LLC	▲ Buy	9,883	0.01%	$921.8K	2026-08-14
Brevan Howard Capital Management LP	▼ Sell	8,110	0.01%	$756.4K	2026-08-14
Winton Group Ltd	▼ Sold out	0	0.00%	$0	2026-08-07
Ancora Advisors LLC	▼ Sold out	0	0.00%	$0	2026-08-14

Q2 2026 flow:1.4K sh bought ($127.1K)20.4K sh sold ($1.81M)net -19.0K sh (−$1.68M)

Congressional Trading Activity

1 disclosed trades · ~$8.0K est. traded value · 0 buys, 1 sells

Member	Chamber	State	Type	Amount	Traded	Filed
Julie Johnson	House	TX32	▼ Sell	$1K - $15K	2025-01-15	2025-02-12