Qorvo, Inc.(QRVO)Stock Analysis
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Rank #643 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
QRVO Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Qorvo, Inc. (QRVO), a Technology sector company. 13F Pro's AI-powered ranking engine scores QRVO at 64.3/100 on a 32-signal composite quality model, placing it at rank #643 of 2,879 stocks — the top 25% of the AI-ranked universe. QRVO scores in the top quartile across institutional flow (81.7), profitability (75.7), balance sheet strength (75.2). Areas of concern include earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 30.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q4 2026), Qorvo, Inc. reports quarterly revenue of $808.3M, net income of $29.7M, free cash flow of $255.0M. Top institutional holders of QRVO by reported 13-F value include BlackRock,, Starboard Value, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. QRVO trades on the Nasdaq exchange and files with the SEC under CIK 1604778. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate QRVO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Qorvo, Inc. directly from SEC EDGAR. Qorvo, Inc.'s 13F Pro composite quality score has ranged between 8 and 79 since 2021, currently 64.3 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q4 2026
$808.3M
Net Income
Q4 2026
$29.7M
Free Cash Flow
Q4 2026
$255.0M
D/E Ratio
Q4 2026
0.46
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-1.1% YoYNet Income
+509.5% YoYOperating Income
+330.7% YoYEPS (Diluted)
+524.1% YoYTotal Assets
-1.8% YoYTotal Debt
-0.0% YoYOp. Cash Flow
+30.0% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $3.68B -1.1% | $3.72B -1.3% | $3.77B +5.6% | $3.57B -23.2% | $4.65B +15.7% | $4.02B |
| Net Income | $339.0M +509.5% | $55.6M +179.1% | $-70.3M -168.2% | $103.2M -90.0% | $1.03B +40.9% | $733.6M |
| Operating Income | $411.4M +330.7% | $95.5M +4.2% | $91.7M -49.9% | $183.2M -85.1% | $1.23B +35.2% | $906.6M |
| EPS (Diluted) | $3.62 +524.1% | $0.58 +180.6% | $-0.72 -172.0% | $1.00 -89.2% | $9.26 +46.5% | $6.32 |
| Total Assets | $5.83B -1.8% | $5.93B -9.5% | $6.55B -2.1% | $6.69B -10.9% | $7.51B +4.0% | $7.22B |
| Total Debt | $1.55B -0.0% | $1.55B -22.1% | $1.99B -2.9% | $2.05B +0.0% | $2.05B +17.2% | $1.75B |
| Operating Cash Flow | $808.6M +30.0% | $622.2M -25.3% | $833.2M -1.2% | $843.2M -19.6% | $1.05B -19.4% | $1.30B |
AI Insight: QRVO Financial Trends
Qorvo swung to profitability and operating leverage in late 2025, but revenue declined 19% YoY in Q1 2026 amid seasonal weakness.
• Net income surged from -$17M (Q3 2024) to $164M (Q4 2025); operating income rose from $5M to $192M over same span.
• Operating cash flow averaged $183M–$276M in 2025–Q1 2026, vs. $81M–$128M in 2024, signaling improved working-capital management.
• Total debt stable at $1,549M since Q4 2024 while equity grew 3% to $3,698M by Q4 2025, strengthening balance sheet.
⚠ Revenue dropped 19% YoY from $1,059M (Q3 2025) to $808M (Q1 2026); operating cash flow halved Q4→Q1 despite seasonal patterns.
⚠ Q1 2026 net income fell 81% from Q4 2025 peak ($164M → $30M); operating margin compressed to 4% vs. 19% in Q4.
AI Insight: QRVO Ratio Trends
Qorvo collapsed from double-digit returns in Q4 2025 to mid-single-digits in Q1 2026, signaling severe seasonality or operational deterioration.
• Operating margin plummeted from 19.4% in Q4 2025 to 3.9% in Q1 2026; ROIC fell from 14.6% to 2.6%.
• TTM profitability and returns remain depressed: OpMargin 11.2%, NPM 9.2%, ROIC 8.4% versus Q4 2025 peaks.
• Debt-to-equity improved steadily from 0.58 in Q3 2024 to 0.42 in Q4 2025, though edged up to 0.46 in Q1 2026.
⚠ Q1 2026 represents a 79% margin collapse from Q4 2025 peak. Confirm if seasonal or indicative of demand weakness.
⚠ TTM ROIC of 8.4% trails Q4 2025's 14.6%; leverage crept back up to 0.46 from 0.42 nadir.
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Top Institutional Holders of QRVO
BlackRock, Inc.
$804.9M10,398,786 shStarboard Value LP
$581.3M7,510,871 shVANGUARD PORTFOLIO MANAGEMENT LLC
$448.6M5,796,016 shVANGUARD CAPITAL MANAGEMENT LLC
$290.9M3,758,054 shSTATE STREET CORP
$282.0M3,643,235 shFIL Ltd
$277.0M3,578,448 shMILLENNIUM MANAGEMENT LLC
$172.2M2,224,288 shDIMENSIONAL FUND ADVISORS LP
$168.8M2,181,479 shBANK OF AMERICA CORP /DE/
$136.8M1,767,373 shAQR Arbitrage LLC
$133.8M1,729,089 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $804.9M | 10,398,786 |
| Starboard Value LP | $581.3M | 7,510,871 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $448.6M | 5,796,016 |
| VANGUARD CAPITAL MANAGEMENT LLC | $290.9M | 3,758,054 |
| STATE STREET CORP | $282.0M | 3,643,235 |
| FIL Ltd | $277.0M | 3,578,448 |
| MILLENNIUM MANAGEMENT LLC | $172.2M | 2,224,288 |
| DIMENSIONAL FUND ADVISORS LP | $168.8M | 2,181,479 |
| BANK OF AMERICA CORP /DE/ | $136.8M | 1,767,373 |
| AQR Arbitrage LLC | $133.8M | 1,729,089 |
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Popular Research
Is QRVO a good stock to buy?
13F Pro's AI-powered analysis of Qorvo, Inc. (QRVO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for QRVO are available on the QRVO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own QRVO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling QRVO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Qorvo, Inc.'s investment landscape.