Qorvo, Inc.
In the published model solve dated 2026-Q2, anchored at $95.33, Qorvo, Inc. (QRVO) is priced for today's economics sustained for ~6.3 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
At $98.40 the price is a bet on margin, not volume. Inverted, it pays about 21 times company-wide operating income and embeds operating margin expanding from roughly 11% today toward 16% and holding there for about six to seven years. The starting rate is reachable; the demand is on how long the improvement persists. The valuation methods disagree sharply, and the disagreement is the signal. Only the growth-DCF family reaches the price (perpetual DCF near $106, exit-multiple near $123). The ass
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516 institutional managers reported holding QRVO in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 48%. 73 opened new positions that quarter. Held by BlackRock, Vanguard Group, Starboard Value, among others. On the short side, 6.1M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
QRVO has cut its share count 17.4% over the past five years, spending $3.00B on repurchases. It pays no dividend. Cash returned over the past three years: $1.19B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at QRVO over the trailing three years: 2023: 1 buy totaling $466k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
QRVO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-20 | +0.0% | +12.7% |
| 2023-08-04 | -4.0% | -11.3% |
| 2023-11-03 | -2.2% | +16.7% |
| 2024-02-02 | +5.5% | +11.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
QRVO's latest 8-K filings: 2026-07-28 (items 2.02, 9.01); 2026-06-12 (items 1.01, 9.01); 2026-06-09 (items 5.02); 2026-05-05 (items 2.02, 9.01); 2026-02-11 (items 5.07).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.