QRVO Qorvo, Inc.

NEUTRAL Impact: 2/10 8-K
Horizon months Filed Jun 9, 2026 Processed 3d 23h ago SEC 0000950103-26-008680
8-K context-dependent: Items 5.02

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Executive Summary

Qorvo filed an 8-K reporting the Compensation Committee's approval of FY2027 performance-based restricted stock unit (PBRSU) awards for named executive officers and a retention award for the President of High Performance Analog. The filing is a routine compensatory arrangement with no departures, appointments, or material financial data — it does not change the company's operational outlook or capital structure.

Actionable Insight

Routine compensation filing with no trading signal. Monitor the next 10-Q for the full award agreement and any potential dilution from PBRSU vesting. The retention award for the HPA segment president signals management's focus on organic HPA revenue growth — watch for segment performance in upcoming quarters.

Key Facts

  • FY2027 PBRSUs approved for CEO Robert A. Bruggeworth (target: 33,183 shares on non-GAAP operating income, 16,591 on gross margin, 16,591 on revenue) and other NEOs
  • Retention award granted to Philip J. Chesley (President of HPA): 9,618 service-based RSUs + 9,618 PBRSUs tied to organic HPA revenue growth
  • Fair market value set at $103.97 per share (closing price on June 4, 2026)
  • Performance metrics revised in response to shareholder feedback — removed objectives-based metrics used in prior years
  • PBRSUs vest only after Committee certification of performance achievement; maximum payout is 200% of target per metric

Financial Impact

No financial impact disclosed; target shares represent approximately 0.07% of outstanding shares (66,366 total target shares for CEO at ~$6.9M grant date value at $103.97/share)

dilution

Risk Factors

  • Potential dilution from PBRSU vesting if performance targets are met (up to 200% of target per metric)
  • No material risk identified from this filing alone

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
7% bullish (27 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000950103-26-008680
Document: 0000950103-26-008680-index-headers.html0000950103-26-008680
Document: 0000950103-26-008680-index.html0000950103-26-008680
Document: 0000950103-26-008680.txt0000950103-26-008680
11 reports for QRVO
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +13.77%Apr 21, 2026
Filters
Rows
Reports for QRVO — sortable, filterable
Type Now
Jun 12, 2026
1d ago
8-K / 425
NEUTRAL ★ 4/10
$97.62 awaiting T+1awaiting T+1$98.59 (+0.99%)
Jun 9, 2026
4d ago
8-K
NEUTRAL ★ 2/10
$99.83 awaiting T+1awaiting T+1$98.59 (−1.24%)
Jun 3, 2026
10d ago
Insider Cluster
BEARISH ★ 6/10
$102.64 awaiting T+1awaiting T+1$98.59 (+3.95%)
Jun 3, 2026
10d ago
Insider Cluster
BEARISH ★ 7/10
$104.22 $103.67▲ +0.53%▲ +0.93%$98.59 (+5.40%)
Jun 3, 2026
10d ago
144
BEARISH ★ 7/10
$104.22 $103.67▲ +0.53%▲ +0.93%$98.59 (+5.40%)
Jun 1, 2026
11d ago
144
NEUTRAL ★ 3/10
$99.92 $102.24▲ +2.32%▲ +2.18%$98.59 (−1.33%)
May 26, 2026
17d ago
Insider Cluster
NEUTRAL ★ 3/10
$103.66 $106.15▲ +2.40%▲ +1.85%$98.59 (−4.89%)
May 22, 2026
21d ago
144
NEUTRAL ★ 3/10
$106.28 $107.89▲ +1.51%▲ +0.93%$98.59 (−7.23%)
May 6, 2026
5w ago
425
NEUTRAL ★ 5/10
$88.64 $88.70▲ +0.07%▲ +0.40%$98.59 (+11.23%)
May 5, 2026
5w ago
Press Release
MIXED ★ 5/10
$88.64 $88.70▲ +0.07%▲ +0.40%$98.59 (+11.23%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (52h 1m)

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