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QRVO · NASDAQ · STOCK

Qorvo Inc.

Technology Updated August 08, 2026
$99.06
52W $74.92 – $109.49
59/100
$8.74B
22.8
1.44
AI Committee Verdict
Buy
59/100
Conviction: Moderate · 67% agreement · 6 analysts
+7.3%
-0.3%
27.07:1
Moderate

Is QRVO Bullish or Bearish?

Bullish. Innellis AI committee rates Qorvo Inc. (QRVO) Buy with a composite score of 59/100 , based on 6 analysts with 67% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.65 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -4.35 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is bollinger bandwidth of 20.3% signals elevated volatility. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • EPS growing 400.7% YoY — Growth
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Revenue declining -0.2% YoY -- this is not a growth story right now — Growth
  • RSI at 79 is in overbought territory — Technical
  • Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
  • Bollinger bandwidth of 20.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 08, 2026
Overall Committee Score
59/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 47%
of 172 Technology peers
Value Analyst bullish
62 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
Growth Analyst bullish
66 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 400.7% YoY
− Revenue declining -0.2% YoY -- this is not a growth story right now
Technical Analyst neutral
57 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− RSI at 79 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 20.3% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 22 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 57.9 to 59.4.

Analyst-level changes:
  • News Analyst: +1 bullish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Technical Analyst: score 48->57 (+9); +3 bearish signal(s); +2 bullish signal(s).

Comparing 2026-08-07 to 2026-08-08 (1 day apart).

Technical Analysis

RSI (14)
79.2
Overbought
MACD Histogram
1.403
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$98.79
Resistance
$106.30
Bollinger %B
1.05
Above Upper Band
Price vs Moving Averages
EMA 9
$93.59 Above
EMA 21
$91.45 Above
EMA 50
$91.25 Above
EMA 200
$88.36 Above

Fundamental Analysis

Valuation
84
Growth
85
Profitability
59
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 22.8×
P/B Ratio 2.51×
PEG Ratio 0.06
Dividend Yield 0.00%
52W High $109.49
52W Low $74.92
Quality & Growth
ROE 1013.6%
ROA 581.9%
Gross Margin 4821.7%
Operating Margin 1311.8%
Revenue Growth YoY
Debt / Equity 0.45
AI Fundamental Assessment
P/E ratio of 22.8 (inexpensive relative to a 15-40x range); Price-to-book of 2.5x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 10.1%; Return on assets of 5.8%; Net margin of 11.0%; Gross margin of 48.2%; Current ratio of 3.54 (healthy short-term liquidity); Debt-to-equity of 0.45; Free cash flow per share is positive (7.38); Most recent quarter beat estimates by 46.1%; 5 consecutive earnings beats; EPS growth accelerating (-22.1% -> -3.0% QoQ); Average YoY EPS growth of 78.3%; Analyst estimates falling over recent quarters
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Explore QRVO Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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