Qorvo (QRVO)

• Market cap: $8.04B
• 1 day: -0.98%
• 5 days: -6.05%
• 1 month: -3.3%
• 3 months: 6.18%
• 6 months: 25.23%
• Year to date: 24.44%
• 1 year: -17.8%
• 5 years: -29.33%
• 10 years: 62.29%
• Sector: Technology
• Industry: Semiconductors

About: Qorvo represents the combined entity of RF Micro Devices and TriQuint Semiconductor, which merged in January 2015. The company specializes in radio frequency filters, power amplifiers, and front-end modules used in many of the world's most advanced smartphones. Qorvo also has a suite of products sold into a variety of nonsmartphone end markets, such as wireless base stations, cable TV and networking equipment, and infrastructure and military applications.

Employees: 6,200

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

36% more call options, than puts

Call options by funds: $106M | Put options by funds: $78.2M

25% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]

25% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 69

20% more capital invested

Capital invested by funds: $6.66B [Q1] → $7.96B (+$1.31B) [Q2]

2% more funds holding

Funds holding: 462 [Q1] → 473 (+11) [Q2]

2.06% more ownership

Funds ownership: 98.79% [Q1] → 100.85% (+2.06%) [Q2]

16% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 173

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $84
• Avg. target: $99
• High target: $125

10 analyst ratings

• positive: 3 30%
• neutral: 7 70%
• negative: 0 0%

Loop Capital Gary Mobley	$90	Hold Maintained	30 Jul 2025
UBS Timothy Arcuri	$100	Neutral Maintained	30 Jul 2025
Barclays Tom O'Malley	$90	Equal-Weight Maintained	30 Jul 2025
Piper Sandler Harsh Kumar	$125	Overweight Maintained	30 Jul 2025
Susquehanna Christopher Rolland	$95	Neutral Maintained	30 Jul 2025