Morgan Stanley analyst Joseph Moore maintains $Qorvo (QRVO.US)$ with a hold rating, and adjusts the target price from $120 to $90.
According to TipRanks data, the analyst has a success rate of 55.6% and a total average return of 12.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Qorvo (QRVO.US)$'s main analysts recently are as follows:
The analyst notes a reduction in the projected pro-forma EPS for the years 2025 and 2026 for Qorvo, attributing this to company-specific challenges in executing within its principal mobile-focused ACG segment, which is operating within a broader tough market environment.
Following the earnings report, it is observed that Qorvo's halved Android business and challenges in the Apple unit have led to a significant decrease in projections, which may serve as a leading indicator for the mobile sector.
The firm noted that a reevaluation of the December quarter outlook is warranted due to changes in product mix within flagship/premium designs and a concerning decrease in the mid-tier Android markets. This observation has resulted in a reduction of the estimated earnings per share for fiscal years 2025 and 2026 by 25% each.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Joseph Moore維持$Qorvo (QRVO.US)$持有評級，並將目標價從120美元下調至90美元。
根據TipRanks數據顯示，該分析師近一年總勝率為55.6%，總平均回報率為12.2%。
此外，綜合報道，$Qorvo (QRVO.US)$近期主要分析師觀點如下：
該分析師指出，Qorvo在2025年和2026年的預計每股收益有所下降，這歸因於其主要的以移動爲重點的ACG細分市場在更廣泛的艱難市場環境中運營的公司面臨的特定挑戰。
業績發佈後，據觀察，Qorvo的安卓業務減半以及蘋果部門的挑戰導致預測大幅下降，這可能是移動行業的領先指標。
該公司指出，由於旗艦/高端設計產品組合的變化以及中端安卓市場的下滑令人擔憂，有必要重新評估12月季度的前景。這一觀察結果導致2025和2026財年的估計每股收益分別減少了25％。
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