On Oct 30, major Wall Street analysts update their ratings for $Qorvo (QRVO.US)$, with price targets ranging from $80 to $80.
BofA Securities analyst Vivek Arya maintains with a sell rating, and adjusts the target price from $100 to $80.
Oppenheimer analyst Rick Schafer maintains with a hold rating.
KeyBanc analyst John Vinh maintains with a hold rating.
Raymond James analyst Srini Pajjuri downgrades to a hold rating.
Benchmark Co. analyst Cody Acree downgrades to a hold rating.
Furthermore, according to the comprehensive report, the opinions of $Qorvo (QRVO.US)$'s main analysts recently are as follows:
The firm has reduced its pro-forma EPS forecasts for the calendar years 2025 and 2026 by 31% and 33% respectively, as Qorvo faces execution challenges within its core mobile-based ACG segment amidst a difficult end-market.
Qorvo's reduction in its Android business and Apple unit challenges have led to a significant decrease in projections, serving as a key indicator for the mobile industry.
A noted shift in the product mix towards Flagship/premium designs combined with a notable decline in the mid-tier Android market segments has prompted a revision to the expected earnings for FY25/26, with a projected decrease of 25% for each fiscal year.
The expectation for 'modest' content gains from a major tech company through 2026 has been projected, with an overall conservative approach to unit estimates. The sentiment towards mobile technology is believed to offer a compelling risk/reward scenario for Qorvo if it improves. It is anticipated that mobile unit estimates could rise as evidence of an artificial intelligence-driven smartphone product cycle strengthens, positioning Qorvo favorably.
Here are the latest investment ratings and price targets for $Qorvo (QRVO.US)$ from 6 analysts:
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美東時間10月30日,多家華爾街大行更新了$Qorvo (QRVO.US)$的評級,目標價介於80美元至80美元。
美銀證券分析師Vivek Arya維持賣出評級,並將目標價從100美元下調至80美元。
奧本海默控股分析師Rick Schafer維持持有評級。
KeyBanc分析師John Vinh維持持有評級。
瑞傑金融分析師Srini Pajjuri下調至持有評級。
本臻力行分析師Cody Acree下調至持有評級。
此外,綜合報道,$Qorvo (QRVO.US)$近期主要分析師觀點如下:
公司已將其 2025 年和 2026 年日曆年的前期EPS預測分別下調了31%和33%,因爲Qorvo在其核心基於移動端的ACG業務領域面臨執行挑戰,處於困難的終端市場環境中。
Qorvo在其Android業務和蘋果業務方面的削減已導致預測大幅下降,這是移動行業的一個重要指標。
產品組合向旗艦/高端設計的產品轉變,結合中檔Android市場細分的顯着下降,促使對FY25/26的預期收益進行修訂,預計每個財政年度的降幅爲25%。
預計到 2026 年,《modest》技術公司的產品將會有內容的增長,對單元估計採取保守態度。對移動科技的看法認爲,如果改善,對Qorvo而言可能會提供一種引人注目的風險/回報情景。預計隨着人工智能驅動的智能手機產品週期的證據增強,移動單元預估值可能會上升,進而爲Qorvo帶來有利地位。
以下爲今日6位分析師對$Qorvo (QRVO.US)$的最新投資評級及目標價:
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