QRVO
INSIDER SELLQorvo, Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NeutralQorvo delivered a strong Q1 FY2027 earnings beat with non-GAAP EPS of $1.64 vs. $1.02 consensus, driven by robust growth in defense/aerospace (+50% YoY) and power segments, but the stock declined 3.5% post-earnings due to the pending Skyworks merger creating uncertainty and the absence of forward guidance. The company has suspended earnings calls and guidance pending transaction completion, while analyst sentiment remains mixed with a consensus 'Hold' rating and significant price target divergence ($91–$117 range).
Red flags
- •Pending Skyworks merger creating uncertainty; company has suspended forward guidance and earnings calls
- •ACG (consumer) segment declining 16.6% YoY amid smartphone weakness
- •Stock fell 3.5% after-hours despite earnings beat, signaling investor concerns about merger and cyclical headwinds
- •Mixed analyst sentiment post-earnings; Citigroup cut price target from $100 to $95; consensus 'Hold' with wide price target range indicates lack of conviction
Insider Activity
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Starboard Value | SC 13D/A | — | 6.4% | -6.9% vs SPY -6.3% abs | 2026-06-02 | ↗ |