Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Qorvo, Inc.
Next earnings Jul 27, 2026 · consensus $1.11 EPS, $754M rev
Last earnings +4.1% on 2026-05-05
RF-chip maker with a strong margin/profit recovery but flat revenue and heavy smartphone-customer concentration — a fairly priced hold.
Sources: SEC EDGAR (CIK 0001604778, latest 10-K filed 2026-05-08) · EODHD · analysis by claude-code · as of 6/21/2026, 8:51:03 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals offset by an attractive price (~40% below fair value) — worth a look on the value angle.
Qorvo is a leading RF-semiconductor supplier whose fortunes track the smartphone cycle (notably its largest customer). FY2026 shows a powerful profitability recovery off a depressed base: net income jumped 509.5% to $339M, operating income rose 330.7% to $411M, and diluted EPS surged to $3.62 — even though revenue actually slipped 1.1% to $3.68B. The improvement came from mix and cost discipline rather than growth: gross profit rose 9.9% with gross margin reaching 45.9%, while the company restructured toward higher-value content.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $4.65B | $3.57B | $3.77B | $3.72B | $3.68B |
| Gross profit | $2.29B | $1.30B | $1.49B | $1.54B | $1.69B |
| Operating income | $1.23B | $183M | $91.7M | $95.5M | $411M |
| Net income | $1.03B | $103M | -$70.3M | $55.6M | $339M |
| Diluted EPS | $9.26 | $1.00 | -$0.72 | $0.58 | $3.62 |
| Net margin | 22.2% | 2.9% | -1.9% | 1.5% | 9.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 13 sales
| 2026-06-04 | Chesley Philip SVP, High Performance Analog | Award | 9.62K | |
| 2026-06-02 | Feld Peter A Director | Sell | 1.33M @ $100.25 | $133M |
| 2026-06-02 | Feld Peter A Director | Sell | 572K @ $103.41 | $59.1M |
| 2026-06-01 | BRUGGEWORTH ROBERT A President and CEO | Sell | 28.5K @ $99.73 | $2.84M |
| 2026-06-01 | BRUGGEWORTH ROBERT A President and CEO | Sell | 13.2K @ $100.56 | $1.33M |
| 2026-06-01 | BRUGGEWORTH ROBERT A President and CEO | Sell | 13.0K @ $101.22 | $1.31M |
| 2026-06-01 | BRUGGEWORTH ROBERT A President and CEO | Sell | 3.25K @ $102.40 | $333K |
| 2026-05-22 | Harrison Gina VP and Corporate Controller | Sell | 4.71K @ $100.00 | $471K |
| 2026-05-22 | FEGO PAUL J SVP, Global Operations | Sell | 2.50K @ $100.00 | $250K |
| 2026-05-19 | Harrison Gina VP and Corporate Controller | Sell | 956.00 @ $95.00 | $90.8K |
| 2026-05-18 | Chesley Philip SVP, High Performance Analog | Sell | 1.29K @ $93.00 | $120K |
| 2026-05-18 | Brown Grant SVP & Chief Financial Officer | Sell | 1.54K @ $93.00 | $144K |