QRVO Stock Analysis — Qorvo
Sector: Semiconductors
AI Verdict
QRVO is cheap for the growth you're getting, but the moat around RF chips needs to deliver on the big earnings jump analysts are banking on.
Competitive Moat
Qorvo designs and manufactures radio frequency (RF) chips that are critical for smartphones, Wi-Fi, and 5G infrastructure. Its defensibility comes from deep integration with major device makers and proprietary RF filter technology, making it hard for customers to switch without risking performance.
Summary
QRVO's forward P/E of 14.3x and expected 52.7% EPS growth make it a standout among semiconductor peers.
Where It Stands
The stock trades at 14.3x next year's earnings—well below the sector median of 25x—while analysts expect 52.7% EPS growth and the trailing P/E is 21.8x, signaling a rare value-for-growth setup.
Key Metrics
- Trailing P/E: 21.8x
- Forward P/E: 14.3x
- PEG Ratio: 0.40
- Earnings Growth: +0.5%
- Revenue Growth: -0.0%
- 52-Week High: $109.49
- 52-Week Low: $74.92
Analyst Consensus
2 Buy · 19 Hold · 5 Sell (26 analysts)
Bull Case
With a forward P/E of 14.3x and 52.7% expected EPS growth, you're paying a low multiple for a sharp earnings rebound.
Bear Case
If the multiple stays at the sector median of 25x instead of expanding, any earnings miss could hit hard, especially given the -1.1% trailing revenue growth.
Catalyst to Watch
Watch for the next earnings report—confirmation of the 52.7% EPS growth expectation could trigger a rerating.