Inside the research

Qorvo, Inc.

QRVO Research profile · latest available data

Price overview

$117.97

▲ +1.63 (+1.4%)

52w hi$119.59
52w lo$76.02
Vol1.39M
As of25 Sep 2026

The Verdict

Buy

Our score +0.58

Short+0.16
Medium+0.88
Long+0.85

computed 2026-09-27

Key fundamentals

Qorvo, Inc.

Technology · Semiconductors

Market cap$10.41B
Enterprise value$10.63B
Trailing P/E27.37x
Forward P/E14.92x
EV / EBITDA12.00x
P / S (ttm)2.86x
Profit margin11.0%
Return on equity11.6%
Revenue growth-4.2%
Earnings growth+255.6%
Debt / equity44.62

Layer Breakdown

LayerRawContribution
Fundamental+0.31
Sector+0.19
Technical+0.24
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Qorvo, Inc. engages in development and commercialization of technologies and products for wireless, wired, and power markets in the United States, China, rest of Asia, Taiwan, and Europe. It operates through three segments: High Performance Analog (HPA), Connectivity and Sensors Group (CSG), and Advanced Cellular Group (ACG). The HPA segment supplies radio frequency, analog mixed signal, and power management solutions for defense and aerospace markets, as well as offers compound semiconductor foundry services, wafer processing, advanced packaging and heterogeneous integration solutions. The CSG segment supplies connectivity and sensor solutions featuring various technologies, such as UWB, Matter, Bluetooth Low Energy, Zigbee, Thread, Wi-Fi, and cellular solutions. It serves smart home, industrial automation, automotive, smartphones, wearables, gaming, and industrial and enterprise access points markets. The ACG segment supplies cellular solutions for smartphones, wearables, laptops, tablets, and various other devices. It also offers foundry services for defense primes and other defense and aerospace customers. The company sells its products directly to original equipment manufacturers and original design manufacturers, as well as through a network of sales representative firms and distributors. Qorvo, Inc. was founded in 1957 and is headquartered in Greensboro, North Carolina.

United States · www.qorvo.com

Risk Metrics

Beta vs SPX1.64
Corr SPX0.55
Annual vol48.1%
Annual ret+19.0%
Sharpe0.39
Max DD-51.6%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$94.47
High / Low$128.00 / $66.00
Median$98.00
Analysts15
Strong Buy1
Buy3
Hold16
Sell1
Strong Sell0

Recent rating actions

2026-05-07Citigroup→ Neutral
2026-05-06UBS→ Neutral
2026-05-06JP Morgan→ Neutral
2026-04-22Barclays→ Overweight
2026-04-20Mizuho→ Underperform
2026-04-17Wolfe Research→ Peer Perform

Material Events

DateEvent8-K
2026-08-12Shareholder Voteread
2026-07-28Earnings Release, Exhibitsread
2026-06-12Material Agreement, Exhibitsread
2026-06-09Officer / Director Changeread
2026-05-05Earnings Release, Exhibitsread
2026-02-11Shareholder Voteread
2026-02-06Other Material Eventread
2026-01-28Other Material Eventread
2026-01-27Earnings Release, Exhibitsread
2025-11-28Officer / Director Changeread
2025-11-03Earnings Release, Exhibitsread
2025-10-28Material Agreement, Other Material Event…read

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders9
Top-5 share95.8%
HHI2,504 (concentrated)

Top Holders

HolderValueShares
State Street Corp$356.64M3.82M
Millennium Management$181.95M1.95M
Fidelity / FMR LLC$120.71M1.29M
Capital Research / Capital World$109.46M1.17M
Renaissance Technologies$70.71M758.11K
Citadel Advisors$19.80M212.23K
AQR Capital Management$14.36M153.95K
Bridgewater Associates$2.89M31.02K
T. Rowe Price Group$7.55K80.99K

As of 2026-06-30

SEC Filings

DateFormDoc
2026-08-134view
2026-08-134view
2026-08-134view
2026-08-134view
2026-08-134view
2026-08-134view
2026-08-134view
2026-08-134view
2026-08-128-Kview
2026-08-074view
2026-08-074view
2026-08-074view
2026-08-074view
2026-08-074view
2026-08-074view

The Long Run

FY 2015–2026 · 11 years

LineLatestCAGRTrend
Revenue$3.77B+25.2%
Gross profit$1.69B+31.7%
Operating income$95.53M+16.9%
Net income-$70.32M+6.3%
Cash from ops$808.63M+10.2%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$116.90$119.30$115.54$117.971.39M
Sep 24$118.92$119.64$115.91$116.34950.30K
Sep 23$118.44$121.09$117.84$119.591.13M
Sep 22$116.61$119.18$116.61$118.441.04M
Sep 21$118.44$119.89$116.66$117.211.02M

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