Stifel Nicolaus Cuts Qorvo (NASDAQ:QRVO) Price Target to $85.00

Qorvo (NASDAQ:QRVO) had its price target decreased by Stifel Nicolaus from $88.00 to $85.00 in a research note issued to investors on Wednesday, Marketbeat Ratings reports. Stifel Nicolaus currently has a hold rating on the semiconductor company’s stock.

QRVO has been the topic of several other research reports. JPMorgan Chase & Co. raised shares of Qorvo from an “underweight” rating to a “neutral” rating and boosted their price objective for the stock from $92.00 to $105.00 in a research note on Tuesday, November 4th. Weiss Ratings cut Qorvo from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 12th. Cfra restated a “hold” rating and issued a $122.00 price target on shares of Qorvo in a research note on Tuesday, October 28th. Craig Hallum lowered their price objective on Qorvo from $110.00 to $95.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, Citigroup raised Qorvo from a “sell” rating to a “neutral” rating and boosted their target price for the stock from $70.00 to $105.00 in a report on Tuesday, October 28th. Two research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $93.56.

Qorvo Price Performance

Shares of QRVO stock opened at $78.11 on Wednesday. The business’s fifty day moving average is $84.49 and its 200 day moving average is $87.56. The company has a quick ratio of 2.20, a current ratio of 3.67 and a debt-to-equity ratio of 0.42. The stock has a market cap of $7.24 billion, a price-to-earnings ratio of 21.52, a PEG ratio of 1.46 and a beta of 1.36. Qorvo has a twelve month low of $49.46 and a twelve month high of $106.30.

Qorvo (NASDAQ:QRVO) last announced its earnings results on Tuesday, January 27th. The semiconductor company reported $2.17 EPS for the quarter, beating analysts’ consensus estimates of $1.93 by $0.24. The firm had revenue of $993.00 million for the quarter, compared to analysts’ expectations of $984.10 million. Qorvo had a net margin of 9.11% and a return on equity of 14.57%. The company’s quarterly revenue was up 8.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.61 EPS. Qorvo has set its Q4 2026 guidance at 1.050-1.350 EPS. Research analysts expect that Qorvo will post 4.09 EPS for the current fiscal year.

Institutional Trading of Qorvo

Institutional investors and hedge funds have recently modified their holdings of the business. Lecap Asset Management Ltd. purchased a new stake in shares of Qorvo during the third quarter valued at $2,689,000. Norges Bank bought a new position in Qorvo during the 2nd quarter valued at about $153,994,000. Seizert Capital Partners LLC bought a new position in Qorvo during the 3rd quarter valued at about $2,092,000. Vinva Investment Management Ltd purchased a new stake in shares of Qorvo during the 2nd quarter valued at about $507,000. Finally, Campbell & CO Investment Adviser LLC bought a new stake in shares of Qorvo in the second quarter worth approximately $2,758,000. Institutional investors own 88.57% of the company’s stock.

Qorvo News Summary

Here are the key news stories impacting Qorvo this week:

• Positive Sentiment: Seeking Alpha highlights a bullish view — rates QRVO a strong buy based on long-term growth, expected merger synergies, cost restructuring and management’s margin/EPS targets (FY’27 margin and EPS improvement). Qorvo: Business Transitions Can Be Tough (Seeking Alpha)
• Positive Sentiment: TipRanks summary of Qorvo’s earnings call notes profits rising as revenue resets and management prioritizing margins — this supports the view that near-term earnings quality is improving after the quarterly beat. Qorvo Earnings Call: Profits Rise as Revenue Resets (TipRanks)
• Neutral Sentiment: TipRanks reports Qorvo issued supplemental disclosures amid merger litigation — provides additional transparency but does not remove deal execution risk. Qorvo Issues Supplemental Disclosures Amid Merger Litigation (TipRanks)
• Neutral Sentiment: Seeking Alpha also notes Qorvo could offer value but warns that achieving stable, profitable growth remains a work in progress — a balanced reminder of execution risk vs. upside. Qorvo Should Offer Value… (Seeking Alpha)
• Negative Sentiment: Multiple sell?side firms cut expectations and price targets (Citigroup, TD Cowen, Stifel, Piper Sandler, Mizuho, Craig Hallum), increasing near-term downside pressure by signaling weaker demand or execution risk. Example: Stifel trimmed its PT to $85. Stifel Nicolaus Lowers Qorvo Price Target to $85.00
• Negative Sentiment: Piper Sandler lowered its price target to $90, signaling reduced optimism from the Street on near?term upside. Piper Sandler Lowers Qorvo Price Target to $90.00
• Negative Sentiment: Other recent analyst notes from Citigroup, TD Cowen, Mizuho and Craig Hallum also lower expectations, contributing to selling pressure as investors reprice growth and deal risk. Citigroup Issues Pessimistic Forecast for Qorvo
• Negative Sentiment: TipRanks flags new merger risk: the Qorvo–Skyworks deal faces high regulatory hurdles, break?up fee and execution risks that could create pronounced share?price volatility if the transaction is delayed or altered. Qorvo–Skyworks Merger Faces High Regulatory Hurdles (TipRanks)
• Negative Sentiment: Benzinga and other commentary argue Qorvo’s long?term outlook remains unconvincing absent clearer execution on margins and the merger, reinforcing cautious sentiment. Qorvo Stock: Long-Term Outlook Remains Unconvincing (Benzinga)

Qorvo Company Profile

Qorvo, Inc is a leading provider of advanced radio-frequency (RF), analog and mixed-signal semiconductor solutions. The company designs, develops and manufactures a broad portfolio of components and modules that enable wireless and wired connectivity across mobile devices, network infrastructure, defense systems and Internet of Things (IoT) applications.

Qorvo’s product offerings include RF filters, power amplifiers, switches, integrated front-end modules and other custom mixed-signal devices.