QRVO

Qorvo, Inc.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001604778
$98.59 +0.95% $8.7B
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)27 New Institutional Positions23 Institutional Exits
Vol
Market Cap$8.7B
Cap SizeMid Cap
Analyst ConsensusSell (7%)
Inst. Holders50 funds
Inst. Value$4.4B
Inst. Activity27 buys / 23 sells
Insider Activity0B / 10S
Insider Net $-$139.6M
SEC Reports11
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001604778·Prev Close $97.66

Recent Activity

Jun 12, 2026 SEC
Qorvo entered into supplemental indentures to eliminate substantially all restrictive covenants and certain events of de
8-K, 425 — Impact 4/10
Jun 9, 2026 SEC
Qorvo filed an 8-K reporting the Compensation Committee's approval of FY2027 performance-based restricted stock unit (PB
8-K — Impact 2/10
Jun 9, 2026 SEC
A massive insider sell cluster at Qorvo: Director Peter Feld sold $133.15M in shares and CEO Robert Bruggeworth sold $2.
CLUSTER — Impact 6/10
Jun 4, 2026 Insider
Chesley Philip was granted 9,618 shares
SVP, High Performance Analog
Jun 2, 2026 Insider
Feld Peter A sold 1,328,094 shares
Director @ $100.25 ($133.1M)
Jun 1, 2026 Insider
BRUGGEWORTH ROBERT A sold 28,500 shares
President and CEO @ $99.73 ($2.8M)
Inst.
BANK OF AMERICA CORP — DOUBLED
1,767,373 shares ($136.8M)
Inst.
FMR LLC — ADD
922,297 shares ($71.4M)

Price Targets

$92.07 -6.6% upside Sell
Current $98.59 Low $66.00 Median $94.50 High $120.00 14 analysts
$66.00 $120.00

Analyst Ratings

Strong Sell7% buy · 27 analysts
0Strong Buy
2Buy
20Hold
3Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Citigroup MAINTAIN Neutral → Neutral
May 6, 2026 UBS MAINTAIN Neutral → Neutral
May 6, 2026 JP Morgan MAINTAIN Neutral → Neutral
Apr 22, 2026 Barclays UPGRADE Equal-Weight → Overweight
Apr 20, 2026 Mizuho DOWNGRADE Neutral → Underperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.06 ▲ +8.0% $0.82 — $1.39 15% YoY 16
Next Q $1.92 ▲ +3.9% $1.50 — $2.31 -14% YoY 16
Current FY $6.90 $6.39 — $7.70 -1% YoY 20
Next FY $7.82 ▼ -0.8% $6.76 — $8.59 13% YoY 12

Top Institutional Holders

FundValueMove
BlackRock, Inc.$804.9M
Starboard Value LP$581.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$448.6M
VANGUARD CAPITAL MANAGEMENT LLC$290.9M
STATE STREET CORP$282.0M

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Chesley PhilipA$0.00
Jun 2, 2026Feld PeterSELL$133.1M
Jun 1, 2026BRUGGEWORTH ROBERTSELL$2.8M
May 22, 2026FEGO PAULSELL$250.0K
May 22, 2026Harrison GinaSELL$471.4K
50 institutional holders with $4.4B total value (56,474,743 shares) as of 2026-Q1. Top holders: BlackRock,, Starboard, VANGUARD. Net buying activity: 27 institutions added/increased vs 23 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.10,398,786$804.9M18.4%
2Starboard Value LP7,510,871$581.3M13.3%
3VANGUARD PORTFOLIO MANAGEMENT LLC5,796,016$448.6M10.2%
4VANGUARD CAPITAL MANAGEMENT LLC3,758,054$290.9M6.6%
5STATE STREET CORP3,643,235$282.0M6.4%
6FIL Ltd3,578,448$277.0M6.3%
7DIMENSIONAL FUND ADVISORS LP2,181,479$168.8M3.9%
8BANK OF AMERICA CORP /DE/1,767,373$136.8M3.1%DOUBLED +801.4%
9D. E. Shaw & Co., Inc.1,601,268$123.9M2.8%
10ALLIANCEBERNSTEIN L.P.1,015,663$85.8M2.0%
11FMR LLC922,297$71.4M1.6%ADD +38.4%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC772,533$59.8M1.4%
13Amundi772,352$59.8M1.4%DOUBLED +197.2%
14MORGAN STANLEY751,752$58.2M1.3%
15Allianz Asset Management GmbH736,582$57.0M1.3%
16GOLDMAN SACHS GROUP INC631,263$48.9M1.1%
17Capital Research Global Investors560,434$43.4M1.0%NEW
18JANUS HENDERSON GROUP PLC548,859$42.5M1.0%
19RENAISSANCE TECHNOLOGIES LLC544,206$42.1M1.0%
20Magnetar Financial LLC541,194$41.9M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/DOUBLED196,0701,767,373+801.4%$136.8M2026-Q1
FMR LLCADD666,159922,297+38.4%$71.4M2026-Q1
AmundiDOUBLED259,877772,352+197.2%$59.8M2026-Q1
Capital Research Global InvestorsNEW560,434$43.4M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM683,772458,343-33.0%$35.5M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.ADD275,000434,311+57.9%$33.6M2026-Q1
LMR Partners LLPADD290,159393,660+35.7%$30.5M2026-Q1
Gotham Asset Management, LLCADD191,826300,586+56.7%$23.3M2026-Q1
MARSHALL WACE, LLPTRIM392,019287,765-26.6%$22.3M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM355,311241,503-32.0%$18.7M2026-Q1
Alberta Investment Management CorpDOUBLED100,000225,000+125.0%$17.4M2026-Q1
Hudson Bay Capital Management LPTRIM402,372200,000-50.3%$15.5M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED51,203198,301+287.3%$15.3M2026-Q1
AMERIPRISE FINANCIAL INCTRIM373,420161,364-56.8%$12.5M2026-Q1
Cerity Partners LLCDOUBLED18,888130,281+589.8%$10.1M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD68,949128,015+85.7%$9.9M2026-Q1
NATIXISDOUBLED12,46289,599+619.0%$6.9M2026-Q1
MACKENZIE FINANCIAL CORPADD53,54177,815+45.3%$6.0M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED11,40475,996+566.4%$5.9M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM258,40069,800-73.0%$5.4M2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLCTRIM111,02858,996-46.9%$4.6M2026-Q1
HSBC HOLDINGS PLCDOUBLED18,22249,814+173.4%$3.8M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD20,41728,105+37.7%$2.2M2026-Q1
Asset Management One Co., Ltd.ADD18,47524,432+32.2%$1.9M2026-Q1
Brevan Howard Capital Management LPTRIM38,76522,477-42.0%$1.7M2026-Q1
9 unique insiders with 32 transactions. Net insider value: -$139.6M ($0.00 bought, $139.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Chesley PhilipSVP, High Performance AnalogAWARD9,618
Jun 2, 2026Feld Peter ADirectorSELL1,328,094$100.25$133.1M
Jun 1, 2026BRUGGEWORTH ROBERT APresident and CEOSELL28,500$99.73$2.8M
May 22, 2026FEGO PAUL JSVP, Global OperationsSELL2,500$100.00$250.0K
May 22, 2026Harrison GinaVP and Corporate ControllerSELL4,714$100.00$471.4K
May 19, 2026Harrison GinaVP and Corporate ControllerSELL956$95.00$90.8K
May 18, 2026Brown GrantSVP & Chief Financial OfficerSELL1,544$93.00$143.6K
May 18, 2026Chesley PhilipSVP, High Performance AnalogSELL1,288$93.00$119.8K
May 15, 2026Brown GrantSVP & Chief Financial OfficerSELL14,195$88.78$1.3M
May 15, 2026Chesley PhilipSVP, High Performance AnalogSELL13,352$88.78$1.2M
May 12, 2026BRUGGEWORTH ROBERT APresident and CEOAWARD102,425
May 12, 2026Brown GrantSVP & Chief Financial OfficerAWARD28,376
May 12, 2026Brown GrantSVP & Chief Financial OfficerTAX W/H7,487$93.41$699.4K
May 12, 2026BRUGGEWORTH ROBERT APresident and CEOTAX W/H26,030$93.41$2.4M
May 12, 2026Chesley PhilipSVP, High Performance AnalogAWARD18,967
May 12, 2026Chesley PhilipSVP, High Performance AnalogTAX W/H3,167$93.41$295.8K
May 12, 2026CREVISTON STEVEN ESVP, Connectivity & SensorsAWARD21,810
May 12, 2026CREVISTON STEVEN ESVP, Connectivity & SensorsTAX W/H4,414$93.41$412.3K
May 12, 2026FEGO PAUL JSVP, Global OperationsTAX W/H4,899$93.41$457.6K
May 12, 2026Harrison GinaVP and Corporate ControllerAWARD4,739
May 12, 2026FEGO PAUL JSVP, Global OperationsAWARD26,406
May 12, 2026Stewart Frank P.SVP, Advanced CellularAWARD16,047
May 12, 2026Stewart Frank P.SVP, Advanced CellularTAX W/H2,808$93.41$262.3K
May 12, 2026Harrison GinaVP and Corporate ControllerTAX W/H803$93.41$75.0K
May 5, 2026Brown GrantSVP & Chief Financial OfficerTAX W/H4,194$92.53$388.1K
May 5, 2026CREVISTON STEVEN ESVP, Connectivity & SensorsTAX W/H2,715$92.53$251.2K
May 5, 2026FEGO PAUL JSVP, Global OperationsTAX W/H2,527$92.53$233.8K
May 5, 2026Stewart Frank P.SVP, Advanced CellularTAX W/H1,796$92.53$166.2K
May 5, 2026Harrison GinaVP and Corporate ControllerTAX W/H624$92.53$57.7K
May 5, 2026BRUGGEWORTH ROBERT APresident and CEOTAX W/H17,562$92.53$1.6M
May 5, 2026Chesley PhilipSVP, High Performance AnalogTAX W/H2,021$92.53$187.0K
Feb 26, 2026HARDING JOHN RDirectorSELL1,200$82.66$99.2K
11 SEC filing reports analyzed. Sentiment: 1 bullish, 3 bearish, 1 mixed, 6 neutral. Avg impact: 4.6/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (7% buy). Based on 27 analysts: 0 strong buy, 2 buy, 20 hold, 3 sell, 2 strong sell.

Analyst Price Targets

$92.07 mean target -6.6% upside Sell (2.85)
$66.00 Low $120.00 High
MetricValue
Current Price$98.59
Target Low$66.00
Target Mean$92.07
Target Median$94.50
Target High$120.00
# Analysts14
RecommendationSell (2.85)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.06 $0.82 $1.39 14.9% +8.0% 9↑ 1↓ $0.7B -8.8% 16
Next Q
2026-09-30
$1.92 $1.50 $2.31 -13.6% +3.9% 7↑ 2↓ $0.9B -13.8% 16
Current FY
2027-03-31
$6.90 $6.39 $7.70 -1.4% +0.1% 11↑ 3↓ $3.5B -6.0% 20
Next FY
2028-03-31
$7.82 $6.76 $8.59 13.3% -0.8% 4↑ 2↓ $3.7B 6.2% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.057
7d ago$1.073-0.016
30d ago$0.979+0.078
60d ago$0.973+0.084
90d ago$0.972+0.085
10 analyst firms have rated this stock: 1 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Citigroup MAINTAIN Neutral Neutral
May 6, 2026 UBS MAINTAIN Neutral Neutral
May 6, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 22, 2026 Barclays UPGRADE Equal-Weight Overweight
Apr 20, 2026 Mizuho DOWNGRADE Neutral Underperform
Apr 17, 2026 Wolfe Research DOWNGRADE Outperform Peer Perform
Mar 3, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 28, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 28, 2026 Benchmark REITERATE Hold Hold
Jan 28, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 28, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 28, 2026 Mizuho MAINTAIN Neutral Neutral
Jan 28, 2026 Stifel MAINTAIN Hold Hold
Jan 22, 2026 Susquehanna MAINTAIN Neutral Neutral
Jan 20, 2026 UBS MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260220327%
May 1, 202626201028%
Apr 1, 202636210030%
Mar 1, 202636220029%
Feb 1, 202636220029%
Jan 1, 202636220029%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 21, 2026
short_volume
Short Volume: QRVO — 63.1% short (0.3M / 0.5M)
Short: 326,020 | Exempt: 1 | TRF Vol: 516,586 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: QRVO — 69.5% short (0.4M / 0.5M)
Short: 364,787 | Exempt: 63 | TRF Vol: 524,503 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: QRVO — 57.2% short (0.4M / 0.6M)
Short: 370,547 | Exempt: 4 | TRF Vol: 648,217 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: QRVO — 68.0% short (0.4M / 0.5M)
Short: 350,545 | Exempt: 98 | TRF Vol: 515,187 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: QRVO — 2.0M shares, 49,603 trades
Week starting 2026-05-18. Total ATS volume: 1,981,558 shares across 49,603 trades.
May 11, 2026
dark_pool
Dark Pool: QRVO — 1.2M shares, 28,966 trades
Week starting 2026-05-11. Total ATS volume: 1,213,126 shares across 28,966 trades.
May 5, 2026
earnings
Qorvo® Announces Fiscal 2026 Fourth Quarter Financial Results
<p>GREENSBORO, N.C., May 05, 2026 (GLOBE NEWSWIRE) -- Qorvo<sup>®</sup> (Nasdaq:QRVO), a leading global provider of connectivity and power solutions
May 5, 2026
earnings_calendar
QRVO Q4 2026 Earnings After Market Close — 2026-05-05
May 5, 2026
short_volume
Short Volume: QRVO — 58.8% short (0.4M / 0.7M)
Short: 394,370 | Exempt: 0 | TRF Vol: 670,923 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: QRVO — 1.9M shares, 47,320 trades
Week starting 2026-05-04. Total ATS volume: 1,916,754 shares across 47,320 trades.
May 1, 2026
short_volume
Short Volume: QRVO — 79.5% short (0.4M / 0.5M)
Short: 408,751 | Exempt: 1,400 | TRF Vol: 514,340 | Short Ratio: 79.5% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: QRVO — 69.0% short (0.4M / 0.7M)
Short: 449,405 | Exempt: 459 | TRF Vol: 651,482 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: QRVO — 1.4M shares, 31,817 trades
Week starting 2026-04-27. Total ATS volume: 1,446,454 shares across 31,817 trades.
Apr 24, 2026
short_volume
Short Volume: QRVO — 73.3% short (0.6M / 0.8M)
Short: 586,036 | Exempt: 404 | TRF Vol: 799,133 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
earnings
Qorvo® to Distribute Quarterly Earnings on May 5, 2026
<p align="justify">GREENSBORO, N.C., April 21, 2026 (GLOBE NEWSWIRE) -- Qorvo® (Nasdaq: QRVO), a leading global provider of connectivity and power s