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QRVO

Qorvo Inc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 99.08 Technology - SemiconductorsAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
USD 99.08
Buy <=wait / entry
USD 87.00
Trim >=take some off
USD 105.00
Thesis breakA China SAMR rejection or block of the Skyworks combination, a confirmed loss of...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case49%62 / 10030.4
Bear case19%10 / 1001.9
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q1 2027 EPS beat of 60.78% ($1.64 actual vs $1.02 estimate)
  • 2026 Supplier Excellence Award from Northrop Grumman
  • Competitive pressure from peers including Broadcom, Skyworks, and Analog Devices
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.