Posts on QRVO

Latest ideas and analyses related to Qorvo Inc. Common Stock

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 28, Votes: 4, Responses: 0, Attachments: 1
NXPI , ADI , MCHP , LRCX , QRVO , GFS , SWKS , WDC

+38 pts



TMC Conference Summary: Strong Demand Trends In Cloud Datacenter/5G/Auto/Industrial; Tight Supply Into CY23

By scorpioduck on May 26, 2022, 1:26 p.m.
Tagged topics: non deal roadshow

Views: 21, Votes: 4, Responses: 1, Attachments: 1
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 40, Votes: 4, Responses: 0, Attachments: 1
QRVO

+31 pts



Qorvo, Inc. Soft Guide, Weak China Handsets Overhang into SepQ, Lowering Ests-PT

By Thomasidea on May 15, 2022, 12:44 a.m.
Tagged topics: US

Views: 10, Votes: 2, Responses: 0, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 47, Votes: 4, Responses: 1, Attachments: 1
AJG , BRO , DUK , EVGR , JNJ , LNT , PG , WMT , UNH , XEL , ADI , AMAT , CCL , LEN , LRCX , MCHP , MU , NXPI , PHM , QRVO , TXN , UAL

+34 pts



Technical Analysis: Inflection Points Risk-Off Rate Rise Remains Relevant

By rIsILAwr on April 11, 2022, 9:04 a.m.
Tagged topics: technical analysis

Views: 41, Votes: 3, Responses: 0, Attachments: 1
ADI , AVGO , CRDO , MRVL , ON , PI , KLAC , MCHP , QRVO , TER , INTC , TXN , AVT , COHU , AMD

+52 pts



Analysts cut estimates across semiconductors on a more challenging macro backdrop

By ethonomics on March 28, 2022, 12:28 p.m.
Tagged topics: analyst lowers estimates , deep dive , analyst downgrade

Views: 210, Votes: 5, Responses: 0, Attachments: 1
QCOM , ADI , QRVO , SWKS , AMD , NVDA , MRVL , MPWR , INTC , MCHP , NXPI , ON , AVGO , TXN

+60 pts



Semiconductors - current valuations imply investors are expecting downside to consensus estimates

By bbern3 on March 22, 2022, 10:42 a.m.
Tagged topics: analyst checks

Views: 217, Votes: 9, Responses: 2, Attachments: 1
AAPL , QCOM , QRVO , SWKS , ANET , CIEN , FFIV , KEYS

+82 pts



Handset industry looks attractive given identifiable catalysts through 2022, and discount valuations

By mooreideas on Jan. 25, 2022, 12:51 p.m.
Tagged topics: earnings preview , buy the dip

Views: 367, Votes: 6, Responses: 0, Attachments: 2
NVDA , MRVL , AVGO , MPWR , INTC , AMD , NXPI , ADI , QRVO

+49 pts



2022 Semiconductor Preview

By junkfoodlover on Jan. 13, 2022, 2:14 p.m.
Tagged topics: 2022 outlook

Views: 85, Votes: 4, Responses: 0, Attachments: 1
AMD , AKTS , ADI , AAPL , AVGO , DGII , IIVI , PI , KN , MTSI , MRVL , MCHP , MU , NPTN , NVDA , NXPI , ON , QRVO , QCOM , SMTC , SKYT , SWKS , WOLF

+67 pts



2022 to favor larger more profitable cash generating names in semi

By bbern3 on Jan. 4, 2022, 10:17 a.m.
Tagged topics: semiconductors

Views: 79, Votes: 4, Responses: 0, Attachments: 1
AMD , MRVL , TER , PI , MU , ADI , ON , QRVO

+50 pts



Semiconductor EPS revisions likely to moderate & relative valuation multiples to stabilize in 2022

By ethonomics on Jan. 3, 2022, 1:22 p.m.
Tagged topics: semiconductors

Views: 221, Votes: 6, Responses: 2, Attachments: 1
AMBA , ADI , ARBE , ALGM , CDNS , DIOD , MRVL , MXL , MCHP , NXPI , QCOM , QRVO , RMBS , SMTC , SLAB , SWKS , SNPS , WOLF , ON

+64 pts



2022 Automotive, Mobile & IoT Semiconductor/EDA Outlook

By JH on Dec. 28, 2021, 11:08 a.m.
Tagged topics: analyst checks , semiconductors , IoT , mobile , 2022 outlook , wells-fargo

Views: 270, Votes: 10, Responses: 1, Attachments: 1
AAPL , SWKS , QRVO , QCOM , AVGO

+42 pts



$AAPL - analysts view reports of Apple bringing wireless chip development in-house with skepticism

By labjordan on Dec. 17, 2021, 12:05 p.m.
Tagged topics: semiconductors

Views: 242, Votes: 9, Responses: 0, Attachments: 1
QRVO

+40 pts



Qoorvo Inc $QRVO Saucer and Handle forming

By silverquest on Dec. 11, 2021, 10:55 p.m.
Tagged topics: semiconductors , laggard

Views: 63, Votes: 7, Responses: 0, Attachments: 1
UNM , VZ , CHRW , MAXR , QRVO , UAL , TTWO , PING , MNST , OLED , BA , AZEK , AMGN , CL , FDX

+58 pts



Identifying laggards to buy heading into 2022

By ethonomics on Dec. 9, 2021, 2:26 p.m.
Tagged topics: 2022 outlook , buy the laggards

Views: 135, Votes: 8, Responses: 1, Attachments: 1
QCOM , QRVO , SLAB , STX , CRUS , MRVL

+78 pts



$QCOM - Takeaways from Day 2 of Global TMT Conference (as requested)

By bbern3 on Dec. 9, 2021, 2:12 p.m.
Tagged topics: non deal roadshow

Views: 67, Votes: 7, Responses: 1, Attachments: 1
AAPL , QCOM , QRVO , SWKS

+36 pts



$AAPL $QCOM $QRVO $SWKS - Handset Industry Preview

By bbern3 on Oct. 19, 2021, 11:34 a.m.
Tagged topics: analyst checks , supply constrained , Raymond James , semiconductors , iPhone 13

Views: 63, Votes: 2, Responses: 0, Attachments: 2
AAPL , QCOM , QRVO , SWKS

+33 pts



$AAPL, $QCOM, $QRVO, $SWKS - Raymond James bullish on handsets due to strong demand and low inventory

By labjordan on July 19, 2021, 10:44 a.m.
Tagged topics: valuations , inventory , strong demand , handset shipments

Views: 276, Votes: 2, Responses: 0, Attachments: 12
MPWR , MRVL , NVDA , AVGO , NXPI , QRVO , SMTC , TXN , VECO , ADI , AKTS

+38 pts



Oppenheimer expects a beat-and-raise earnings season for semis, see larger companies better positioned for prioritized supply and share gains

By rIsILAwr on July 8, 2021, 1:14 p.m.
Tagged topics: earnings preview , supply constrained , beat and raise , Oppenheimer , semiconductors

Views: 188, Votes: 3, Responses: 1, Attachments: 30