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QRVO

Qorvo Inc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of unknown Market data date unknown USD 114.17 Technology - SemiconductorsAWAIT ENTRY
ACTIONABLEMethodology gates passed
61

Position levels

Currenttoday
USD 114.17
Buy <=wait / entry
USD 94.67
Trim >=take some off
USD 128.00
Thesis breakA clear and sustained step-down in non-GAAP gross margin below 48%, the loss of ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case53%62 / 10032.9
Bear case21%10 / 1002.1
Weighted conviction61 / 100 - OPPORTUNISTIC BUY

Top risks

  • Qorvo achieved more than 400% increase in RF power density at X-band on GaN transistor via DARPA THREADS program
  • Planned two-step merger with Skyworks Solutions, described as in final stretch with regulatory clearances progressing
  • Q1 FY2027 non-GAAP EPS of $1.64 beat consensus $1.06 by 54%, extending streak to five consecutive beats
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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