QorvoQRVO
QRVO
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
19% more call options, than puts
Call options by funds: $92.7M | Put options by funds: $77.8M
10.05% more ownership
Funds ownership: 88.35% [Q3] → 98.4% (+10.05%) [Q4]
15% less funds holding
Funds holding: 565 [Q3] → 483 (-82) [Q4]
25% less capital invested
Capital invested by funds: $8.66B [Q3] → $6.49B (-$2.18B) [Q4]
35% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 212
48% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 144
100% less funds holding in top 10
Funds holding in top 10: 2 [Q3] → 0 (-2) [Q4]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$69
3%
downside
Avg. target
$90
26%
upside
High target
$110
54%
upside
9 analyst ratings
3 positive
33%
5 neutral
56%
1 negative
11%
Loop Capital Gary Mobley 32% 1-year accuracy 7 / 22 met price target | 26%upside $90 | Hold Maintained | 29 Jan 2025 |
Stifel Ruben Roy 52% 1-year accuracy 15 / 29 met price target | 26%upside $90 | Hold Maintained | 29 Jan 2025 |
Citigroup Atif Malik 34% 1-year accuracy 17 / 50 met price target | 4%downside $69 | Sell Maintained | 29 Jan 2025 |
Needham Quinn Bolton 32% 1-year accuracy 47 / 147 met price target | 40%upside $100 | Buy Reiterated | 29 Jan 2025 |
Piper Sandler Harsh Kumar 22% 1-year accuracy 8 / 37 met price target | 54%upside $110 | Overweight Upgraded | 27 Jan 2025 |
Financial journalist opinion
Neutral
Zacks Investment Research
3 weeks ago
Zacks Industry Outlook Qorvo and RF Industries
Qorvo and RF Industries have been highlighted in this Industry Outlook article.
Negative
Zacks Investment Research
3 weeks ago
2 Radio Frequency Stocks to Watch in a Challenging 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 the Zacks Semiconductors - Radio Frequency industry players like QRVO and RFIL despite challenging macroeconomic conditions.
Positive
Seeking Alpha
1 month ago
Qorvo's Business Turn Around: A Long And Winding Road
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.
Positive
Zacks Investment Research
1 month ago
Here's Why Qorvo (QRVO) Is a Great 'Buy the Bottom' Stock Now
Qorvo (QRVO) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Positive
Zacks Investment Research
1 month ago
Qorvo (QRVO) Upgraded to Buy: What Does It Mean for the Stock?
Qorvo (QRVO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Positive
Seeking Alpha
1 month ago
Qorvo: Solid Earnings Beat, But ACG Division Pressures Are Likely To Persist
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.
Neutral
Schwab Network
1 month ago
QRVO Down & ASML Up: Impacts from DeepSeek & AAPL Growth
Qorvo Inc. (QRVO) ticked lower after its earnings initially rallied the stock. Jenny Horne talks about how Apple's (AAPL) iPhone sales played a role in trimming back its stock price.
Negative
Benzinga
1 month ago
Qorvo Analysts Slash Their Forecasts After Q3 Results
Qorvo, Inc. QRVO reported better-than-expected third-quarter financial results after Tuesday's closing bell.
Positive
Zacks Investment Research
1 month ago
Qorvo Q3 Earnings Surpass Estimates Despite Lower Revenues
Despite year-over-year sales drop in the key business vertical, strength in key end markets such as defense and aerospace supported QRVO's top-line growth.
Neutral
Seeking Alpha
2 months ago
Qorvo, Inc. (QRVO) Q3 2025 Earnings Call Transcript
Qorvo, Inc. (NASDAQ:QRVO ) Q3 2025 Earnings Conference Call January 28, 2025 4:30 PM ET Company Participants Douglas DeLieto - Vice President and Investor Relations Bob Bruggeworth - President and Chief Executive Officer Grant Brown - Chief Financial Officer Dave Fullwood - Senior Vice President, Sales and Marketing Conference Call Participants Gary Mobley - Loop Harsh Kumar - Piper Sandler Tom O'Malley - Barclays Karl Ackerman - BNP Paribas Vivek Arya - Bank of America Securities Toshiya Hari - Goldman Sachs Chris Caso - Wolfe Research Krish Sankar - TD Cowen Christopher Rolland - Susquehanna Ruben Roy - Stifel Edward Snyder - Charter Equity Research Vijay Rakesh - Mizuho Operator Good day, and welcome to the Qorvo Third Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.
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