Qorvo (QRVO)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-30
$114.17+1.75%
Close 2026-10-02 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-30
Research Workspace
Put QRVO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Primary pillar under pressure — Revenue growth near 0% or better: Comparison needs review.
View ThesisRevenue is contracting — down about 0% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 20%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskQRVO’s Skyworks merger is the central growth claim, though revenue remains negative year over year. The latest quarter beat on earnings, but revenue fell 4.2% year over year. QRVO trades at 15× earnings versus a 55× peer median. The desk says expectations look modest compared with its growth view. Revenue growth near zero is under pressure, though the comparison needs review. Our model puts the next-quarter miss probability at 16%. Peer multiples imply a price about 30% below where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-02. QRVO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering QRVO (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare QRVO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| QRVO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put QRVO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Merger with Skyworks enhances growth potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-02. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Merger could enhance growth and profitability prospects.
Merger news suggests significant growth potential for Qorvo.
Acquisition aligns with growth and profitability objectives.
Merger enhances growth potential and market position.
Merger could enhance growth and profitability objectives.
Merger news could enhance Qorvo's market position.
Acquisition enhances market position and growth potential.