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 57.0% and a total average return of 12.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Qorvo (QRVO.US)$'s main analysts recently are as follows:
Qorvo faces challenges within its core mobile-based ACG segment, which is operating within an already difficult end-market. This situation has led to a significant reduction in the estimated pro-forma EPS for the calendar years 2025 and 2026 by 31% and 33%, respectively.
Qorvo's decreased Android business and challenges in the Apple unit have led to a substantial revision in projections, serving as a key indicator for the mobile sector.
The firm noted that changes in product mix within flagship/premium designs, coupled with a more significant downturn in the mid-tier Android markets, have prompted a reduction in the estimated earnings per share for FY25/26 by 25% each.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
摩根士丹利分析师Joseph Moore维持$Qorvo (QRVO.US)$持有评级，并将目标价从120美元下调至90美元。
根据TipRanks数据显示，该分析师近一年总胜率为57.0%，总平均回报率为12.7%。
此外，综合报道，$Qorvo (QRVO.US)$近期主要分析师观点如下：
qorvo面临其核心基于移动的ACG板块内部挑战，该板块正在运营于已经困难的终端市场。这种情况导致了对2025年和2026年日历年的预估财务指标EPS分别下降了31%和33%。
qorvo的Android业务减少和苹果部门的挑战导致预测大幅修订，成为移动板块的关键指标。
该公司指出，旗舰/高端设计中产品组合的变化，结合中档Android市场更大幅度的下滑，促使对FY25/26每股收益的预期降低了25%。
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
