Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$9.5B
88M shares
52-week range
$74.92 – $120.52
95% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
2.9
EV / FCF (TTM)
16.6
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 non-smartphone end markets, such as wireless base stations, cable TV and networking equipment, and infrastructure and military applications.
www.qorvo.comNo one on the platform currently holds QRVO.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 544,206 | $42.1M |
| Bridgewater Associatesas of 2026-03-31 | 37,139 | $2.9M |
No one on the platform has traded QRVO yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 9.5% | 6.3% | 9.2% | — | — | — |
| Rev. Growth % | -1.1% | -1.7% | ||||
| Profit Margin % | 9.2% | 6.8% | 6.5% | |||
| Free Cash Flow Margin % | 18.5% | 17.5% | 18.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -7.4% on the P/E track.
At today's price, your expected annual return is +4.1% on the P/E track.
At today's price, your expected annual return is +13.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $3.5B | -3.9% | $7.65 | $6.81–$8.34 | 15.4× | 9 |
| 2028 | $3.7B | +4.2% | $8.03 | $6.98–$8.62 | 14.7× | 6 |
| 2029 | $3.9B | +5.7% | $9.03 | $6.67–$11.35 | 13.1× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | $1.11 | $1.64 | +47.7% |
| 2026-05-05 | $1.21 | $1.69 | +39.7% |
| 2026-01-27 | $1.87 | $2.17 | +16.0% |
| 2025-11-03 | $2.03 | $2.22 | +9.4% |
| 2025-07-29 | $0.62 | $0.92 | +48.4% |
| 2025-04-29 | $1.01 | $1.42 | +40.6% |
| 2025-01-28 | $1.21 | $1.61 | +33.1% |
| 2024-10-29 | $1.85 | $1.88 | +1.6% |
| $6.0B |
| — |
| NVMINova Ltd. | $334.65 | -9.99% | $10.6B | — |
| OLEDUniversal Display Corporation | $76.62 | -8.31% | $3.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
$SWKS $QRVO — MAJOR SEMICONDUCTOR MOVE: Skyworks is up roughly 10–11% today, leading the S&P 500, while Qorvo is up about 7% as investors continue pricing in progress toward their pending combination. Skyworks CEO Phil Brace recently said the deal is in its final stages, with management expressing high confidence in completion around late September/early October. The transaction would create an approximately $22B RF/analog semiconductor company with exposure across mobile, aerospace/defense and AI data-center markets. Important distinction: the merger has not closed yet and still requires remaining approvals.
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$QRVO over priced in for puts , don’t get me wrong definitely will reach 120 in the future but not rn
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$QRVO this one has gone from an afterthought to a contender.
View on StockTwits ↗$QRVO Am just glad that infestors are finally embracing my “This a 120 dollar stock, at a minimum” valuation stance. About time. Wish I had averaged down big time in 80 dollar range instead of a swing trade with $SWKS for only 3K…
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$QRVO printed a new 52-week high today
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@WHAL3S $TTD $ARBE $QRVO $FTFT $SEDG no one wants to get involved with your boiler room pump and dump
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$QRVO This sector is exploding right now with Samsung putting billions into peptides but BCLI is somehow losing 3.9M. Its ridiculous because RMTG is going the exact opposite direction.
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Investors pushed $SWKS higher after CEO Philip Brace said the $22 billion $QRVO combination is nearing a close. https://notreload.xyz/skyworks-jumps-as-ceo-says-qorvo-deal-may-close-this-year/
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Skyworks Stock Poised to Be S&P 500’s Best Stock This Week $SWKS $QRVO $ACVA $CPRT $SPY https://www.benzinga.com/trading-ideas/movers/26/09/61744663/skyworks-stock-sp-500-best-weekly-performer
View on StockTwits ↗$QRVO New 52 week high reached. All time was $201, achieved on April 28, 2021.
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$BLIN And the good news keeps coming, it's gotta fly! 🚀🚀🚀🚀💎💎💎 Leading Plumbing, HVAC and Municipal Products Distributor Selects HawkSearch for AI-Powered Product Discovery Today up: $TNON , $QRVO , $BMNR and $GME
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$SWKS $QRVO Popped on to my radar earlier this week. What's happening here over the last two weeks?
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Top Stocks to Watch Tomorrow (Sept 11, 2026): $SWKS Last Close $84.24 | Up ~10% Thursday $QRVO Last Close $111.49–$112.65 | Up 6–7% Thursday $TNON Up as Much as 95% Thursday $ELV Last Close $416.54 | Up 5.8% Thursday $AAL Oil-Driven Pressure Point https://truthsandnews.com/markets/stocks-to-watch-tomorrow-sep-11-2026-oracle-adobe-more
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.