Key events, in time order
CFO and several SVPs sold shares on Aug 5 for tax withholding, non-discretionary; merger remains the focus.
CFO and SVPs sold shares to cover tax withholding from equity vesting, non-discretionary and synchronized
Post-earnings beat, Citigroup cuts PT to $95, shares down 4.6% pre-market
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Facts and opinions separated · All items sourced · Not investment advice
Qorvo makes the radio-frequency chips that let phones, Wi-Fi routers, and defense gear send and receive signals—think of it as the plumbing for wireless connections.
Money comes from selling RF components to smartphone makers and infrastructure builders, with gross margins around 48% and net margins near 11%—recurring design wins drive steady revenue.
Qorvo's filter and amplifier expertise is hard to copy, but Skyworks Solutions and Broadcom compete fiercely in mobile RF, and Apple's in-house chip efforts erode its biggest customer base.
Hold (sector percentile 49) — value A-, growth B-, profitability B-, momentum C, revisions B-. Updated daily, sector-relative, identical for every user.
