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
NegativeQorvo completed its $22 billion acquisition by Skyworks and delisted from Nasdaq on October 5, 2026, ending its status as an independent public company. While Q1 FY2027 earnings beat estimates with raised full-year EPS guidance to $7.00, revenue declined 4.2% year-over-year, and the company faces ongoing concerns about handset market weakness and execution risk in transitioning to higher-margin defense and infrastructure segments.
Red flags
- •Revenue declined 4.2% year-over-year despite earnings beat
- •Delisting from Nasdaq and removal from major indices (S&P Semiconductors, Russell Midcap, PHLX Semiconductor) signals investor confidence erosion
- •Mixed analyst sentiment: 15 Hold vs 4 Buy ratings with consensus price target of $96.47 before merger completion, now $84.00 post-merger
- •Structural exposure to low-margin Android handset volumes with execution risk on pivot to defense/infrastructure
- •Insider selling activity noted in early October ($285,275 SVP sale)
- •Stockholder rejection of written consent proposal at August 2026 annual meeting indicates governance friction
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 39 | $111.72 | $0.00M | 2026-09-15 | ↗ |
| CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 81 | $112.89 | $0.01M | 2026-09-15 | ↗ |
| CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 191 | $114.59 | $0.02M | 2026-09-15 | ↗ |
| CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 1K | $115.74 | $0.16M | 2026-09-15 | ↗ |
| CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 984 | $116.57 | $0.11M | 2026-09-15 | ↗ |
| CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 2K | $117.44 | $0.23M | 2026-09-15 | ↗ |
| CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 172 | $118.25 | $0.02M | 2026-09-15 | ↗ |
| FEGO PAUL J | SVP, Global Operations | SELL | 3K | $114.11 | $0.29M | 2026-09-14 | ↗ |
| FEGO PAUL J | SVP, Global Operations | SELL | 2K | $100.00 | $0.24M | 2026-09-02 | ↗ |
| FEGO PAUL J | SVP, Global Operations | SELL | 100 | $100.01 | $0.01M | 2026-09-02 | ↗ |
| CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 3K | $100.56 | $0.30M | 2026-09-02 | ↗ |
| CREVISTON STEVEN E | SVP, Connectivity & Sensors | SELL | 2K | $101.36 | $0.19M | 2026-09-02 | ↗ |
| BRUGGEWORTH ROBERT A | President and CEO | SELL | 17K | $100.53 | $1.68M | 2026-09-02 | ↗ |
| BRUGGEWORTH ROBERT A | President and CEO | SELL | 12K | $101.35 | $1.22M | 2026-09-02 | ↗ |
| Stewart Frank P. | SVP, Advanced Cellular | SELL | 8K | $94.72 | $0.78M | 2026-08-31 | ↗ |
| 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 (2)
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 | −5.6M | 0.0% | — | 2026-10-06 | ↗ |
| Starboard Value | SC 13D/A | — | 6.4% | -7.7% vs SPY -6.5% abs | 2026-06-02 | ↗ |