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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美东时间10月30日,多家华尔街大行更新了$Qorvo (QRVO.US)$的评级,目标价介于80美元至80美元。
美银证券分析师Vivek Arya维持卖出评级,并将目标价从100美元下调至80美元。
奥本海默控股分析师Rick Schafer维持持有评级。
KeyBanc分析师John Vinh维持持有评级。
瑞杰金融分析师Srini Pajjuri下调至持有评级。
本臻力行分析师Cody Acree下调至持有评级。
此外,综合报道,$Qorvo (QRVO.US)$近期主要分析师观点如下:
该公司已经将其2025年和2026年日历年的调整后每股收益预测分别降低了31%和33%,因为qorvo在其核心移动ACG板块面临执行挑战,面临一个困难的终端市场。
Qorvo在其Android业务和苹果业务方面的减少挑战导致了预测的显著下降,成为移动行业的一个重要指标。
产品组合向旗舰/高端设计的显著转变,以及中档Android市场部分的明显下降,促使了对FY25/26预期收益的修订,每个财政年度预计下降25%。
对通过2026年获得来自一家大型科技公司的'适度'内容增益的预期已经得出结论,对销量估计采取了总体保守的方法。对移动科技的看法被认为为qorvo提供了一种引人注目的风险/回报方案,如果它提升的话。预计随着人工智能驱动的智能手机产品周期的加强,移动销量预估可能会上升,这将有利于qorvo的地位。
以下为今日6位分析师对$Qorvo (QRVO.US)$的最新投资评级及目标价:
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