QRVO Qorvo, Inc.

Quality Score 83.1

Qorvo is a specialized fabless semiconductor designer (S-P3) focused on highly integrated Radio Frequency (RF) front-end modules and high-performance analog solutions. It operates primarily within the mobile communications, defense, and infrastructure markets, providing the foundational wireless links necessary for 5G and next-generation connectivity.

Qorvo is demonstrating a sharp inflection point, successfully exiting a protracted product cycle trough. The decisive 29.28% sequential revenue growth and robust 6.44% expansion in Gross Margin Trend confirm the timing of the cycle turn (M2). This technical recovery is overlaid with a secular tailwind (A-AI): Qorvo is investing heavily (18.75% R&D intensity) to position its low-latency, high-performance RF components as critical enablers for next-generation Edge AI devices, establishing a strong connectivity moat in key end markets.

Links: Key supplier to major device OEMs. Competes directly with AVGO and QCOM in the RF front-end module market.

Financial Statistics

Market Cap None
PE Ratio (TTM) None
Revenue (TTM) None
Profit Margin None
52 Week High None
52 Week Low None
Price 89.49
Price Projection
Current --
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12M Target --
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Quarterly Revenue & Net Income

Balance Sheet Structure

Cash Flow

πŸ’° Valuation Playground

πŸš€ Revenue Growth (5Y Avg) 10%
-10% | 50%
πŸ’° FCF Margin Trajectory (5Y) % β†’ %
Now Y1 Y2 Y3 Y4 Y5
⚠️ Discount Rate (WACC) 9%
5% | 15%
$0
Fair Value
Current Price $0
Fair Value 0%

What do you have to believe?

Sensitivity Matrix

Growth vs Discount Rate

12% 9% 7%
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β–  Undervalued β–  Overvalued

Terminal Growth 2.5% perpetual
Implied Exit Multiple --
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Net Debt --
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Year Revenue Margin FCF PV of FCF
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News & Sentiment

No recent news available.

SEC Filings

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