QorvoQRVO
QRVO
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
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
2% more capital invested
Capital invested by funds: $6.47B [Q4 2024] → $6.61B (+$142M) [Q1 2025]
0.36% more ownership
Funds ownership: 97.75% [Q4 2024] → 98.1% (+0.36%) [Q1 2025]
6% less funds holding
Funds holding: 488 [Q4 2024] → 459 (-29) [Q1 2025]
18% less call options, than puts
Call options by funds: $79.3M | Put options by funds: $96.4M
18% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 110
35% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 188
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$70
21%
downside
Avg. target
$88
1%
downside
High target
$110
25%
upside
7 analyst ratings
3 positive
43%
4 neutral
57%
0 negative
0%
Goldman Sachs James Schneider | 2%upside $90 | Neutral Initiated | 10 Jul 2025 |
Mizuho Vijay Rakesh | 5%downside $84 | Neutral Maintained | 1 Jul 2025 |
Piper Sandler Harsh Kumar | 25%upside $110 | Overweight Reiterated | 27 Jun 2025 |
Barclays Tom O'Malley | 21%downside $70 | Equal-Weight Maintained | 30 Apr 2025 |
Loop Capital Gary Mobley | 15%downside $75 | Hold Maintained | 30 Apr 2025 |
Financial journalist opinion
Neutral
Zacks Investment Research
1 month ago
2 Radio Frequency Stocks to Watch in a Prospering Industry
The rapid proliferation of the edge IoT, AI data centers and automotive electrification, as well as the adoption of WiFi 6E and WiFi 7, is enhancing the prospects of SWKS and QRVO despite challenging macroeconomic conditions.
Positive
Zacks Investment Research
1 month ago
Qorvo Expands DOCSIS 4.0 Portfolio for Broadband Cable Networks
QRVO expands DOCSIS 4.0 lineup with high-efficiency amplifiers aimed at reducing broadband infrastructure costs.
Positive
Zacks Investment Research
1 month ago
Qorvo (QRVO) Up 5.9% Since Last Earnings Report: Can It Continue?
Qorvo (QRVO) reported earnings 30 days ago. What's next for the stock?
Positive
Reuters
1 month ago
Qorvo nominates Starboard's Peter Feld to board, ends boardroom battle
Chipmaker Qorvo said on Monday it will nominate activist investor Starboard Value's managing member Peter Feld to its board, ending a boardroom battle as the Apple supplier's stock shows signs of recovery.
Neutral
GlobeNewsWire
1 month ago
Qorvo® Announces Intent to Nominate Peter Feld of Starboard Value for Election to the Board at the 2025 Annual Meeting
GREENSBORO, N.C., May 19, 2025 (GLOBE NEWSWIRE) -- Qorvo® (NASDAQ: QRVO), a leading global provider of connectivity and power solutions, today announced that its Board of Directors (the “Board”) has resolved to increase the size of the Board from nine to ten directors and to include Peter Feld as one of the Company's director nominees in its proxy statement for the Company's 2025 Annual Meeting of Stockholders (the “2025 Annual Meeting”).
Positive
Seeking Alpha
2 months ago
Gauging Qorvo's Financial Stance
Qorvo reported strong growth in non-cell phone markets and significant content increases in upcoming iPhones, replacing Qualcomm components, and boosting RF suppliers' prospects. Qorvo's quarterly revenue hit $869 million with non-GAAP earnings of $1.42, surpassing expectations, and the stock price surged nearly 15% post-announcement. Key growth areas include double-digit revenue increases in CSG and HPA segments, strategic investments with Apple, and advancements in automotive, defense, and aerospace markets.
Positive
The Motley Fool
2 months ago
Why Qorvo Stock Popped Today
Qorvo (QRVO) stock jumped 10.5% through 10:35 a.m. ET Wednesday after beating analyst forecasts this morning.
Positive
Zacks Investment Research
2 months ago
Qorvo Q4 Earnings Surpass Estimates, Revenues Decline Y/Y
QRVO reports solid fourth-quarter fiscal 2025 results despite year-over-year sales dip in multiple segments.
Neutral
Seeking Alpha
2 months ago
Qorvo, Inc. (QRVO) Q4 2025 Earnings Conference Call Transcript
Qorvo, Inc. (NASDAQ:QRVO ) Q4 2025 Earnings Conference Call April 29, 2025 4:30 PM ET Company Participants Douglas DeLieto - VP of IR Bob Bruggeworth - CEO Grant Brown - SVP and CFO Frank Stewart - SVP and President of Advanced Cellular Dave Fullwood - SVP of Sales & Marketing Philip Chesley - SVP and President of High Performance Analog Eric Creviston - SVP and President of Connectivity & Sensors Conference Call Participants Thomas O'Malley - Barclays Harsh Kumar - Piper Sandler Chris Caso - Wolf Research Karl Ackerman - BNP Paribas Srini Pajjuri - Raymond James Edward Snyder - Charter Equity Research Gary Mobley - Loop Capital Operator Good day and welcome to the Qorvo Inc. Fourth Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode.
Positive
Zacks Investment Research
2 months ago
Qorvo (QRVO) Q4 Earnings and Revenues Beat Estimates
Qorvo (QRVO) came out with quarterly earnings of $1.42 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $1.39 per share a year ago.
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