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Qorvo, Inc. (QRVO)

NasdaqGS - NasdaqGS Prezzo in tempo reale. Valuta in USD.
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102,16-3,77 (-3,56%)
Alla chiusura: 04:00PM EDT
102,16 0,00 (0,00%)
Dopo ore: 05:00PM EDT
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  • B
    Bobby
    Lam Research Corporation
    Just take a step back and take a look at what is going on....fabless companies $NVDA $AMD and now $QCOM all reporting incredible ER's with tremendous growth WITH very positive guidance going forward. Semi manufactures like $TSM $TXN all reporting beats with significant growth and constantly guiding upwards with positive outlooks going forward. Other manufacturers like $QRVO and $SWKS will likely reports similar strong ER's this week. Semi equipment companies like $ASML (destroyed earnings) $LRCX $AMAT are and will likely continue reporting even more significant earnings and growth due to unprecedented demand. The semiconductor industry is looking outstanding right now and has an even brighter future. ER's are reflecting this nicely. I'm severely bullish on this industry right now and many of the stocks, particularly semi equipment stocks are looking like value plays ($AMAT and $LRCX especially undervalued).
  • B
    Bobby
    Taiwan Semiconductor Manufacturing Company Limited
    The entire semiconductor sector appears to be under fire from so called "analysts" that are actually jack-of-all-trades but masters of NONE. Their archaic thinking in traditional cyclical rotations of the semiconductor industry is forcing stocks prices lower. Even when most chip and equipment companies are crushing earnings, are producing at max capacity, increasing prices, and raising guidance. Global demand would be high regardless of any shortage. 5G, AI, EV, crypto, data centers, cloud tech, gaming, eSports were already ensuring this growth and demand. Now add the new infrastructure spending and the global "arms race" that's taking place. We are in the beginning of a super cycle like never seen, likely lasting many years. Semiconductors are the new #1 global resource....the new oil.
    (Fabless) companies like $NVDA, $AMD, $MRVL, $AVGO, $QCOM design the most advanced and sought after semiconductors in the world. (Fab-owning) companies like $TSM, $TXN, $ADI, $QRVO manufacture the chips. Companies like $AMAT, $ASML, $LRCX, $KLAC, $UCTT, $ICHR make all the equipment and materials used by those chip manufacturers. High tide raises all boats! .....and many of these companies are already currently undervalued. GLTA
  • H
    Hellrai$er - man, myth, legend!
    $MRVL conversation
    Jim Cramer from Mad Money has Marvell, Qorvo and Skyworks in his 5G top 3. So far they are all doing great. 5G is going to be absolutely massive.

    $MRVL $QRVO $SWKS
  • H
    Hellrai$er - man, myth, legend!
    $MRVL conversation
    The 5G top 3 raised by Citi analyst Atif Malik today;

    Marvell raised to $64 from $50
    Qorvo raised to $188 from at $144
    Skyworks raised to $164 from at $137

    $MRVL $QRVO $SWKS
  • E
    E
    $QRVO Hedge funds just taking out stop losses. Business as usual. This is a Great Stock! They will pump it to $200 in March.
  • J
    John
    $SWKS conversation
    Funny how those who own shares of $QRVO come on this board to bash Skyworks as if that will actually hurt Skyworks business or share price performance 🤣🤣🤣
  • B
    Bobby
    Lam Research Corporation
    Well I still see semi's are etting mistreated.....and they were already bargains before this market temper tantrum. Now they are just insanely cheap! Should be a great time to buy. They are going to bounce back up as soon as everyone realizes their concerns about the industry's "cycle" is not happening. We are still in the beginning of a decade or more long super cycle. The industry has evolved! $TSM $KLAC $ASML $AMAT $QRVO $UCTT $ICHR $MRVL
  • m
    myownstimulusplan
    $QRVO conversation
    Goldman Upgrades Qorvo To Buy On Smartphone Stabilization, 5G Strength $QRVO Also $AAPL talkmarkets.com/content/sto...
  • m
    myownstimulusplan
    $QRVO conversation
    Charter Equity Sticks to Its Hold Rating for Qorvo (QRVO)
    Merrill Reiterate Neutral, lower estimates and PO to $165

    $QRVO Morgan Stanley analyst Craig Hettenbach maintains Qorvo with a Overweight and lowers the price target from $208 to $185.

    Barclays cuts target price to $200 from $220
    * Qorvo Inc : BMO cuts target price to $160 from $185
    * Qorvo Inc : Cowen and Company cuts target price to $195 from $230
    * Qorvo Inc : JP Morgan cuts target price to $205 from $210
    * Qorvo Inc : Mizuho cuts target price to $155 from $170
    * Qorvo Inc : Piper Sandler cuts target price to $190 from $200
    * Qorvo Inc : Raymond James cuts target price to $180 from $220
  • t
    tony
    Apple 11 selling like hot cakes - could bode well for good guidance in seasonally weak calendar q1 - maybe we then get some $swks and $qrvo love
  • m
    myownstimulusplan
    $QRVO conversation
    $QRVO upgraded to overweight by Barclays for The “connected car” 🚗 covering 125 million cars 🚙 in the future PT $85
  • A
    Anonymous
    $QRVO conversation
    $QRVO
    Maintains Needham & Company LLC Buy USD 200 » USD 220
    Target Raised by Raymond James Financial Outperform USD 200 » USD 220
    Target Raised by Morgan Stanley Overweight USD 196 » USD 210
    Target Raised by Mizuho Securities Positive » Buy USD 180 » USD 183
    Target Raised by Craig Hallum Buy USD 160 » USD 195
  • W
    Will
    Apple Inc.
    Another Apple supplier cuts guidance https://seekingalpha.com/news/3410129?source=ansh $AAPL, $QRVO, $LITE, $JPDYY, $SWKS
    Austria-based 3D imaging supplier AMS becomes the latest Apple (AAPL +1.8%) supplier to cut its guidance, citing “recent demand changes from a major consumer customer.” AMS says the “increasing volat
    Austria-based 3D imaging supplier AMS becomes the latest Apple (AAPL +1.8%) supplier to cut its guidance, citing “recent demand changes from a major consumer customer.” AMS says the “increasing volat
    seekingalpha.com
  • d
    david
    $QRVO conversation
    Qorvo has introduced highly integrated front-end solutions that simplify and accelerate the implementation of multimode, multi-band
    4G smartphones and tablets. These new RF Fusion front-end solutions showcase Qorvo's ability to help leading OEMs to quickly
    launch their next-generation flagship devices. Qorvo's RF Flex solutions have been selected to support multiple upcoming leading
    4G reference designs. RF Flex delivers best-in-class current consumption to enable superior device performance and leading-edge
    design flexibility to simplify regional customization. All these factors bode well for the long term growth of the company.
  • s
    sk_wilson
    $QRVO conversation
    Bob Bruggeworth needs to be purged.
  • B
    Bernhard
    $QRVO conversation
    Does anyone understand what is going on ? They beat in the June and the Sep. Quarter outlook in Rev. and Profits ...... but the stock is going down the road.. do i read the numbers wrong ? Can somebody help please
  • s
    sk_wilson
    $QRVO conversation
    See good old Bob screwed the shareholder yet again
  • J
    Janice
    $QRVO conversation
    Apple should be worried about chip sets made by Qorvo, formerly Triquint. News of the exits of key wafer fab scientists and engineers who left after the one year retention program when RFMID acquisition of Triquint has emerged into the negative for stable wafer manufacturing processes as reported by key customers in the RF high frequency manufacturing firms. Key segments of high reliability designed semiconductors have proven to be "lost" due to the lost Epitaxial growth geniuses that have left for other companies and left Qorvo to regain lost income and benefits. This is sad due to the fact that many companies who acquire companies fail to realize that key employees aren't necessarily the top management but engineers and scientists that actually make products that work. This is another case of managerial incompetence that affects downstream customers. From meetings, the core business model for Qorvo will be in high volume production of commercial low cost semiconductors and not application specific high frequency products that have gained industry wide recognition. The new business model will exclude lucrative yet expensive Gallium Nitride MMICs to cater to companies such as Apple and other larger commercial firms. If only Qorvo can keep consistency of wafer growth without the key personnel that helped the former Triquint from tanking as it has been doing for 6 months, Qorvo may have a chance. Otherwise, my recommendation is to sell Qorvo or short it.
  • t
    tony
    $appl blows out iPhone sales but all the questions after earnings will be about not if but when $lite loses its leadership position with vcsel’s then they will switch to questioning how long they will sell out everything they make blah blah blah. All the while $swks and $qrvo went from $60 to $200! Do I sound bitter😔😱😂 mm love this stock just to f... with it