Latest news with #Qorvo
Yahoo
24-07-2025
- Business
- Yahoo
Qorvo Set to Report Q1 Results: Will Revenue Decline Impact Earnings?
Qorvo, Inc. QRVO is set to report fiscal first-quarter 2025 results on April 29, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 24.73%. It pulled off a trailing four-quarter earnings surprise of 40.59% on average. The leading provider of radio frequency solutions is expected to witness revenue decline year over year owing to weakness in multiple segments. However, a strong emphasis on innovation and portfolio expansion is positive. Factors at Play During the quarter, Qorvo introduced two cutting-edge hybrid power doubler amplifiers, QPA3311 and QPA3316, designed for Data Over Cable Service Interface Specification 4.0 broadband cable networks. The DOCSIS technology is essential for delivering high-speed Internet and video services over existing cable systems. Qorvo's new power doubler amplifiers offer higher total composite power and improved signal integrity to reduce cascade requirements and enhance end-of-line performance. This eliminates the requirement for costly booster amps and lower infrastructure company also introduced two high-performance S-Band switched filter bank modules, QPB1034 and QPB1036. The modules are engineered to match the rising demand for agile, compact and efficient radar systems in defense and aerospace applications. Such innovative product launches will likely have a favorable impact on the first-quarter earnings. However, the company operates in a highly competitive market. The fierce competition is exerting pricing pressure, which remains a matter of concern for the company. Moreover, net sales are also impacted by Macroeconomic the Zacks Consensus Estimate, net sales in the High-Performance Analog segment are expected to be $135.76 million in the first quarter of fiscal 2025, implying a decline from $164 million in the year-earlier quarter. Revenues from ACG are projected to be $532.19 million, a decline from $653.6 million reported in the year-ago quarter due to seasonal dynamics. The Connectivity and Sensors Group segment is expected to generate $107.64 million in revenues, up from $122.8 million in the year-ago the June quarter, the Zacks Consensus Estimate for total revenues is pegged at $774.7 million, indicating a 12.63% year-over-year decline. The consensus mark for earnings is pegged at 62 cents per share, indicating a decline from 87 cents per share in the year-ago quarter. Earnings Whispers Our proven model does not predicts an earnings beat for Qorvo this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the chances of an earnings beat. This is not the case ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Qorvo, Inc. Price and EPS Surprise Qorvo, Inc. price-eps-surprise | Qorvo, Inc. Quote Zacks Rank: Qorvo currently has a Zacks Rank #3. Other Stocks to Consider Here are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:Celestica, Inc. CLS is set to release quarterly numbers on July 28. It has an Earnings ESP of +0.81% and carries a Zacks Rank #2. You can see the complete list of today's Zacks #1 Rank stocks Incorporated QCOM is set to release quarterly numbers on July 30. It has an Earnings ESP of +0.60% and carries a Zacks Rank # Communications Inc. RCI is set to release quarterly numbers on July 23. It has an Earnings ESP of +2.14% and carries a Zacks Rank #2. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report QUALCOMM Incorporated (QCOM) : Free Stock Analysis Report Rogers Communication, Inc. (RCI) : Free Stock Analysis Report Celestica, Inc. (CLS) : Free Stock Analysis Report Qorvo, Inc. (QRVO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
26-06-2025
- Business
- Yahoo
Qorvo Enhances DOCSIS 4.0 Portfolio with New Amplifiers
Qorvo Inc. (NASDAQ:QRVO) is one of the best mid cap growth stocks to invest in now. As May was ending, Qorvo introduced 2 new hybrid power doubler amplifiers, the QPA3311 and QPA3316. These devices are designed to bolster Qorvo's DOCSIS 4.0 portfolio for broadband cable networks to deliver high-speed internet and video services over existing cable systems. The announcement was made to support the industry's transition towards Unified DOCSIS and smart amplifier architectures for greater visibility, efficiency, and adaptability in hybrid fiber-coax systems. The QPA3311 and QPA3316 amplifiers are optimized for downstream operations up to 1.8 GHz. They offer higher total composite power and improved signal integrity, which helps reduce cascade requirements and enhance end-of-line performance. A close up of a highly advanced mobile device with the company's branding visible. This innovation will lead to lower infrastructure costs by eliminating the need for expensive booster amplifiers. The QPA3311 is suitable for power-efficient designs requiring strong end-of-line performance. The QPA3316 is designed for high-output nodes needing maximum downstream performance. Qorvo Inc. (NASDAQ:QRVO) develops and commercializes technologies and products for wireless, wired, and power markets worldwide. While we acknowledge the potential of QRVO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
25-06-2025
- Business
- Yahoo
5 Revealing Analyst Questions From Qorvo's Q1 Earnings Call
Qorvo's first quarter results were met positively by the market, as the company beat Wall Street's revenue and non-GAAP profit expectations despite a year-over-year sales decline. Management attributed performance to continued strength in defense and aerospace, successful design wins at its largest mobile customer, and margin benefits from portfolio adjustments. CEO Bob Bruggeworth noted, 'Qorvo delivered a strong March quarter with notable achievements in each of our operating segments,' referencing both the ramp of new mobile content and robust growth in defense-related end markets. Is now the time to buy QRVO? Find out in our full research report (it's free). Revenue: $869.5 million vs analyst estimates of $850.9 million (7.6% year-on-year decline, 2.2% beat) Adjusted EPS: $1.42 vs analyst estimates of $1.00 (41.6% beat) Revenue Guidance for Q2 CY2025 is $775 million at the midpoint, above analyst estimates of $756.7 million Adjusted EPS guidance for Q2 CY2025 is $0.63 at the midpoint, roughly in line with what analysts were expecting Operating Margin: 3.2%, in line with the same quarter last year Inventory Days Outstanding: 117, up from 114 in the previous quarter Market Capitalization: $7.53 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Thomas O'Malley (Barclays) asked about potential pricing pressure at Qorvo's largest smartphone customer. Frank Stewart, SVP and President of Advanced Cellular, explained content gains were driven by technical wins and that the company remains focused on premium segments to offset pricing headwinds. Harsh Kumar (Piper Sandler) inquired about whether recent sales reflected demand pull-forward due to tariffs. CEO Bob Bruggeworth and CFO Grant Brown said any such effects were modest and not material, emphasizing typical channel stocking for new phone launches. Chris Caso (Wolf Research) pressed for more detail on Qorvo's assumptions around the tariff environment. Brown provided a thorough explanation of the company's exposure by geography and product flow, noting current impacts are small but the situation remains fluid. Karl Ackerman (BNP Paribas) questioned the progress on inventory reduction and the margin impact of China-based demand. Brown confirmed inventory levels improved and that no material negative margin effects are expected from China demand moderation. Srini Pajjuri (Raymond James) sought more detail on growth drivers in the defense and aerospace business. Philip Chesley, SVP and President of High Performance Analog, described broad design win momentum across radar, electronic warfare, and SATCOM, supported by increasing global defense budgets. In the coming quarters, the StockStory team will be watching (1) the pace of content growth and design win execution at key smartphone customers, particularly around major device launches, (2) sustained double-digit revenue growth in the defense, aerospace, and automotive connectivity segments, and (3) the effectiveness of operational changes, including manufacturing consolidation and supply chain adaptation to tariffs. Progress on margin expansion and new product commercialization will also be important indicators of future performance. Qorvo currently trades at $81.82, up from $62.63 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
14-06-2025
- Business
- Business Insider
Mizuho Securities Sticks to Their Hold Rating for Qorvo (QRVO)
In a report released today, Vijay Rakesh from Mizuho Securities reiterated a Hold rating on Qorvo (QRVO – Research Report), with a price target of $75.00. The company's shares closed today at $79.42. Confident Investing Starts Here: According to TipRanks, Rakesh is a 5-star analyst with an average return of 13.4% and a 52.60% success rate. Rakesh covers the Technology sector, focusing on stocks such as Nvidia, Credo Technology Group Holding Ltd, and Broadcom. In addition to Mizuho Securities, Qorvo also received a Hold from Barclays's Thomas O'Malley in a report issued on June 11. However, on June 10, Citi maintained a Sell rating on Qorvo (NASDAQ: QRVO). The company has a one-year high of $130.99 and a one-year low of $49.46. Currently, Qorvo has an average volume of 2.43M. Based on the recent corporate insider activity of 82 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of QRVO in relation to earlier this year. Last month, John Harding, a Director at QRVO sold 1,450.00 shares for a total of $101,630.50.
Yahoo
07-06-2025
- Business
- Yahoo
3 Reasons Why Vanguard's Worst-Performing ETF in 2025 May Be Worth Buying in June
The Vanguard Small-Cap 600 Value ETF contains hundreds of companies. The fund is not top-heavy, which protects against concentration risk. The ETF sports a dirt cheap valuation along with a high yield. 10 stocks we like better than Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF › Investment management firm Vanguard Group has over 90 exchange-traded funds (ETFs), many of which offer low-cost fees. The worst-performing in 2025 is the Vanguard Small-Cap 600 Value ETF (NYSEMKT: VIOV) -- which is down just over 12% year to date at the time of this writing. Here are three reasons why the beaten-down ETF may be worth buying now and one factor that may make it worth passing on. The fund includes 460 holdings with a median market capitalization of just $2.3 billion. This is a far different approach than funds that concentrate on just a handful of holdings. Even the Vanguard S&P 500 ETF (NYSEMKT: VOO), which mirrors the performance of the S&P 500, has over 35% of its holdings in just 10 companies. No single company in the Vanguard Small-Cap 600 Value ETF has more than a 1.1% weighting. Top holdings include semiconductor company Qorvo, medical device company Teleflex, auto parts company BorgWarner, mortgage lender Mr. Cooper Group, and insurance company Jackson Financial, among others. Many of these companies are hardly household names, but their hidden-gem nature could appeal to value investors looking for exposure to companies they don't already own. One of the most appealing attributes of the Vanguard Small-Cap 600 Value ETF is that it is spread out across stock market sectors. And the sectors it concentrates on tend to be more value-oriented. Here's a look at how its sector concentration stacks up against the Vanguard S&P 500 ETF. Sector Vanguard Small-Cap 600 Value ETF Vanguard S&P 500 ETF Financials 23.9% 14.4% Industrials 15.5% 8.5% Consumer discretionary 13.8% 10.4% Information technology 10% 30.4% Healthcare 8.2% 10.8% Real estate 7.5% 2.2% Materials 6.4% 2% Utilities 4.1% 2.6% Consumer staples 3.9% 6.2% Energy 3.6% 3.2% Communication services 3.1% 9.3% Data source: Vanguard. The composition of the Vanguard Small-Cap 600 Value ETF is nothing like the S&P 500, which may interest folks looking for more exposure to value-focused and cyclical sectors like financials and industrials and less exposure to growth-focused sectors like tech. What stands out the most about the Vanguard Small-Cap 600 Value ETF compared to the Vanguard S&P 500 ETF is valuation. The small-cap value-focused ETF sports a mere 13.7 price-to-earnings (P/E) ratio and a 2.2% dividend yield compared to a 25.9 P/E ratio and 1.4% yield for the Vanguard S&P 500 ETF. Granted, small-cap stocks arguably deserve to trade at a discount to their large-cap peers because large-cap companies have numerous advantages over smaller companies. For example, Microsoft benefits from its size and exposure to multiple end markets across hardware, software, gaming, cloud computing, artificial intelligence, and more. These advantages give Microsoft network effects, meaning more customers who buy into Microsoft's software suite, use tools like GitHub, or join Microsoft Cloud, benefit Microsoft by making these products and services widespread. Network effects support pricing power and lead to margin expansion, which allows Microsoft to grow profits faster than sales and support a growing stock buyback program and dividend. This snowball effect is powerful when compounded over a multiyear time frame. Many small-cap companies simply don't have these advantages and must work much harder to compound in value. Microsoft is the largest company by market cap in the world, so it is a key holding in the S&P 500, Nasdaq Composite, Dow Jones Industrial Average, and many growth-focused funds. It's the kind of stock that can have a high weighting in an ETF, and therefore, play into an investment thesis. But the Vanguard Small-Cap 600 Value ETF contains no such companies. The Vanguard Small-Cap 600 Value ETF could be a useful tool for investors looking to put new capital to work in the market and generate passive income from stocks they don't already own. But there is a glaring disadvantage of the fund compared to other Vanguard ETFs like the S&P 500 ETF, Vanguard Growth ETF, Vanguard Value ETF, or even the Vanguard Dividend Appreciation ETF. The small-cap value ETF lacks leadership -- making it difficult to build an investment thesis around companies. With investing, it's important to know what you own and why you own it -- and that applies to individual stocks and ETFs. Even though the S&P 500 ETF contains over 500 components, it's still possible to get a decent grasp of the companies that drive the fund by looking at the top 20 or so holdings. But that's not the case with the Vanguard Small-Cap 600 Value ETF because the fund is ultra-diversified. Again, this structure may appeal to investors looking for general exposure to small-cap value stocks in key sectors like industrials and financials -- but it may not be the best choice for folks looking to build a portfolio around companies they are confident can grow over time. Before you buy stock in Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $674,395!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $858,011!* Now, it's worth noting Stock Advisor's total average return is 997% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Daniel Foelber has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft, Teleflex, Vanguard Dividend Appreciation ETF, Vanguard Index Funds-Vanguard Growth ETF, Vanguard Index Funds-Vanguard Value ETF, and Vanguard S&P 500 ETF. The Motley Fool recommends BorgWarner and Qorvo and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 3 Reasons Why Vanguard's Worst-Performing ETF in 2025 May Be Worth Buying in June was originally published by The Motley Fool Sign in to access your portfolio
