Qorvo (QRVO)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-05
$114.17+1.75%
Close 2026-10-02 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-05
QuarterlyIQ Insights · QRVO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -40.5% |
| Our one-year growth estimate | diamond | 0.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 41.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 50 industry peers · Company calendar date is not available
QRVO — M&A activity — Changes in Control of Registrant
Dated 2026-10-05
Changes in Control of Registrant. The information set forth in the Introductory Note and Items 1.02, 2.01, 3.01, 3.03, 5.02 and 5.03 of this Current Report on Form 8-K is incorporated herein by reference. As a result of the First Merger, on October 5, 2026, a change in control of Qorvo occurred, and Qorvo became a wholly owned subsidiary of Skyworks.
Why it matters: ACG was Qorvo's largest segment, but its revenue fell 16.6% year over year in fiscal Q1. A smaller drop or a gain would show improvement.
Watch forACG revenue is flat or higher year over year in the next reported quarter.
Also watch forACG revenue falls more than 16.6% year over year in the next reported quarter.
Why it matters: Qorvo reported 52.8% non-GAAP gross margin in fiscal Q1 and set a full-year goal above 50%. The next result tests that record.
Watch forThe next reported non-GAAP gross margin is above 50%.
Also watch forThe next reported non-GAAP gross margin is 50% or lower.
Why it matters: The technology sector is still growing, but its growth trend is easing. A drop below its median would add a sector headwind.
Worry ifThe next sector update says revenue growth has fallen below its median.
Less concerning ifThe next sector update says revenue growth remains at or above its median.
Why it matters: Qorvo became a Skyworks subsidiary on October 5. The first combined results can show whether the deal joins the two businesses smoothly.
Watch forSkyworks reports combined results and lists integration steps. There is no delay or added cost beyond its plan.
Also watch forSkyworks reports a missed integration step, a delay, or added merger costs.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$173 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $362 loss on $10,000 · 3.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,376 loss on $10,000 · 23.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.