QRVO
Qorvo Inc
Position levels
Currenttoday
USD 90.57
Buy <=wait / entry
USD 78.00
Trim >=take some off
USD 94.00
Thesis breakA formal SAMR rejection or indefinite extension of Phase II review of the Skywor...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 40% | 100 / 100 | 40.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 10% | 10 / 100 | 1.0 |
| Weighted conviction | 72 / 100 - BUY | ||
Top risks
- Merger with Skyworks Solutions announced in cash-and-stock transaction valuing combined enterprise at approximately $XX billion
- Q1 2027 EPS beat of 60.78% ($1.64 actual vs $1.02 estimate) with prior quarter beats of 45.69% and 26.16%
- Preliminary fiscal 2026 Q2 results: revenue $1.0585B and non-GAAP EPS $2.22 both exceeding prior guidance ranges