QRVO

INSIDER SELL

Qorvo, Inc.

Research: Finviz ↗·Perplexity ↗

No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.

Days to cover (short int.)

3.5d↑+3.6%

as of 2026-09-15

News Summary

Neutral

Qorvo delivered a strong Q1 FY2027 earnings beat ($784.8M revenue vs. $741.4M consensus, $1.64 non-GAAP EPS), driving 6.3% stock gain and analyst price-target increases to ~$91-96. However, the pending Skyworks acquisition dominates the narrative with regulatory uncertainty, merger costs of ~$14.9M in Q1, and analyst caution about long-term sales trends and potential valuation headwinds post-close.

Red flags

•Pending acquisition completion subject to regulatory and antitrust approvals with no firm timeline assurance
•Merger-related costs mounting ($14.9M in Q1) with incremental ~$5M in net interest expense expected
•Analyst caution on declining sales trends and potential share price drag despite near-term earnings strength
•Consensus 'Hold' rating from 20 analysts despite Q1 beat, reflecting deal uncertainty and valuation concerns

Insider Activity

Name	Title	Type	Shares	Price	Value	Filed	Src
Chesley Philip	SVP, High Performance Analog	SELL	5K	$97.50	$0.53M	2026-08-17	↗
Brown Grant	SVP & Chief Financial Officer	SELL	5K	$97.50	$0.50M	2026-08-17	↗

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%	-7.7% vs SPY -6.5% abs	2026-06-02	↗