QRVO PRESS-RELEASE SEC Filing Analysis

Latest settled — T+20d ⚠ clustered

QRVO ▲ +18.16% at T+20d

NEUTRAL call ✓ call won +18.16% · α vs SPY +15.38% · entry $88.64 → $104.73

Next anchor: T+60d in 6w

Last close $98.59 (close Jun 12) · +11.23% from $88.64 entry

Entry anchored
May 5, 2026
via day open

T+1d

+0.07%

call +0.07% · α +0.40%

$88.70

settled 6w ago

T+5d

+1.24%

call +1.24% · α +0.10%

$89.73

settled 5w ago

T+20d

+18.16%

call +18.16% · α +15.38%

$104.73

settled 12d ago

T+60d

—

call — · α —

—

in 6w

Price Chart

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Executive Summary

Qorvo reported fiscal Q4 2026 non-GAAP EPS of $1.69, a 39.7% beat vs. consensus of $1.21, while revenue of $808.3M slightly exceeded expectations. However, revenue declined 7% YoY and the company faces uncertainty from its pending merger with Skyworks, offsetting the strong earnings beat.

Key Financial Metrics

Free Cash Flow

$255.0M

Gross Margin

48.9%

Actionable Insight

The strong EPS beat and cash flow are positive, but the revenue decline and merger overhang cap upside. Watch for merger approval milestones and any updates on post-merger guidance. If the Skyworks deal closes, the stock may re-rate on synergy realization.

Key Facts

Non-GAAP EPS $1.69 vs. consensus $1.21 (+39.7%)
Revenue $808.3M vs. consensus $801.8M (+0.8%)
YoY revenue decline of 7.0% ($808.3M vs. $869.5M)
GAAP EPS $0.32; GAAP net income $29.7M
Non-GAAP gross margin expanded 670 bps YoY to 52.6%
Free cash flow $255M; repurchased $400M of stock (5% of shares)
Pending merger with Skyworks; discontinued earnings calls and formal guidance
Fiscal 2027 outlook: non-GAAP gross margin above 50%, non-GAAP EPS approaching $7.00

Financial Impact

Non-GAAP EPS beat by $0.48 (39.7%), revenue beat by $6.5M (0.8%)

epsrevenuegross marginfree cash flowshare count

Risk Factors

Merger integration risks with Skyworks
Continued revenue decline in core segments (ACG -11.7% YoY, CSG -7.9% YoY)
Customer concentration and end-market volatility
No formal guidance until merger closes limits visibility

Market Snapshot

Exchange

Nasdaq

Sector

Semiconductors & Related Devices

Analyst Consensus

30% bullish (30 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3288194

11 reports for QRVO

T+1T+5T+20T+60

100% Hit rate 3 of 3 directional calls best @ T+20▲ +13.77%Apr 21, 2026

Filters

Reports for QRVO — sortable, filterable
	Type				Now
Jun 12, 2026 3d ago	8-K / 425 NEUTRAL ★ 4/10	$97.62 awaiting T+1	awaiting T+1	—	$98.59 (+0.99%)
Jun 9, 2026 6d ago	8-K NEUTRAL ★ 2/10	$99.83 awaiting T+1	awaiting T+1	—	$98.59 (−1.24%)
Jun 3, 2026 12d ago	Insider Cluster BEARISH ★ 6/10	$102.64 awaiting T+1	awaiting T+1	—	$98.59 (+3.95%)
Jun 3, 2026 12d ago	Insider Cluster BEARISH ★ 7/10	$104.22 $103.67	▲ +0.53%	▲ +0.93%	$98.59 (+5.40%)
Jun 3, 2026 12d ago	144 BEARISH ★ 7/10	$104.22 $103.67	▲ +0.53%	▲ +0.93%	$98.59 (+5.40%)
Jun 1, 2026 13d ago	144 NEUTRAL ★ 3/10	$99.92 $102.24	▲ +2.32%	▲ +2.18%	$98.59 (−1.33%)
May 26, 2026 19d ago	Insider Cluster NEUTRAL ★ 3/10	$103.66 $106.15	▲ +2.40%	▲ +1.85%	$98.59 (−4.89%)
May 22, 2026 23d 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%)

US Market Status

Market Closed — Opens in 5h 2m

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