Semiconductors are the core infrastructure powering the Information Age. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 53.6% and beaten the S&P 500 by 39.7 percentage points.

MaxLinear stock trades on multiples measured over a trailing year, while the infrastructure business that would justify them is only now the company's largest.

Qorvo (QRVO) is back in focus after its August 11 annual general meeting, where shareholders voted against a proposal that would have granted investors the right to act by written consent. See our latest analysis for Qorvo. Qorvo's share price has climbed 14.75% over the past 30 days and 13.72% year to date, while the 1 year total shareholder return of 9.80% contrasts with weaker 3 and 5 year total returns. This hints that recent momentum is building off a softer long term base. If this...

Qorvo's share price has recovered in the short term, yet longer term returns are still weak, and the current Discounted Cash Flow (DCF) intrinsic value estimate points to the stock trading at a premium to that model, while market based multiples look roughly in line with peers. Qorvo shareholders are still down about 46% over 5 years, which raises questions about how much of a recovery is already reflected in today's valuation. Expectations that Qorvo can convert revenue into consistent free...

Qorvo (NasdaqGS: QRVO) shareholders rejected a proposal to grant investors the right to act by written consent at the company’s recent annual general meeting. The vote keeps existing rules in place, which require shareholder action to occur through formally called meetings rather than written consent. This outcome affects how quickly and directly Qorvo shareholders can push for changes in governance or corporate strategy. Qorvo is far from the only company where investor rights and...

Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.

This non-discretionary sale was tied to equity vesting tax obligations.

Non-discretionary vesting event reduces his direct holdings by 4%, yet Stewart maintains a $4.89 million equity stake in the semiconductor firm.

This insider retains 124,261 shares worth $11.84 million after non-discretionary equity vesting.

This insider retains 79,460 shares worth about $7.6 million after non-discretionary equity vesting disposition.

The CFO of Qorvo retains 54,447 shares valued at $5.2 million.

The CEO of Qorvo maintains roughly 354,000 shares directly held post-transaction, signaling continued confidence despite routine liquidity needs.

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

QRVO beat earnings estimates as stronger margins and cost discipline offset weaker smartphone demand, highlighting a profitability story driven by execution.

QRVO is improving profitability through stronger execution and diversification, but smartphone exposure and transaction uncertainty still cloud the outlook.

QRVO has surged 11.6% in a month as stronger margins and earnings fuel optimism amid smartphone market and pending deal uncertainties.

Qorvo (QRVO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Qorvo shares have fallen 54.0% over the past five years, yet current checks suggest the stock now sits close to its estimated intrinsic value, with market multiples hinting at some undervaluation. That mix leaves Qorvo looking neither like an obvious bargain nor clearly overpriced at the recent US$89.50 close. The 54.0% share price decline over five years means long term holders have absorbed a sizeable drawdown that frames how cautious many investors may feel today. Future cash flow...

Qorvo, Inc. reported past first-quarter fiscal 2027 results to June 27, 2026, with sales of US$784.8 million versus US$818.78 million a year earlier, while net income rose to US$85.8 million from US$25.59 million, lifting basic earnings per share from continuing operations to US$0.97. Despite softer smartphone-related revenue, Qorvo’s High-Performance Analog business and cost controls boosted profitability, with earnings and sales exceeding analyst consensus for the quarter. Next, we’ll...

Skyworks Solutions stock has seen a steep share price decline over the past few years, yet the current checks suggest it is neither obviously cheap nor extremely stretched on intrinsic value. The Discounted Cash Flow (DCF) estimate lines up close to the market price, while broader valuation checks and market multiples point to a stock that does not screen as a clear bargain. Over the past 5 years, Skyworks Solutions shares have declined 62.2%, which puts a spotlight on whether the current...

Skyworks Solutions' (SWKS) pending acquisition of Qorvo (QRVO) is viewed favorably given expected co

QRVO tops Q1 earnings and revenue estimates despite lower smartphone-related sales, as strong growth in High-Performance Analog and disciplined cost management lift margins.

The headline numbers for Qorvo (QRVO) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Skyworks Solutions (NASDAQ:SWKS) reported fiscal third-quarter revenue and non-GAAP earnings above the midpoint of its guidance, while outlining progress toward its proposed combination with Qorvo and a revised capital allocation strategy for the combined company. For the June quarter, Skyworks gen

Qorvo (QRVO) delivered earnings and revenue surprises of +49.09% and +5.22%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Communications chips maker Qorvo (NASDAQ: QRVO) reported Q2 CY2026 results beating Wall Street’s revenue expectations, but sales fell by 4.2% year on year to $784.8 million. Its non-GAAP profit of $1.64 per share was 54.1% above analysts’ consensus estimates.

Communications chips maker Qorvo (NASDAQ: QRVO) will be announcing earnings results this Tuesday afternoon. Here’s what investors should know.

CHIPS Act dollars, a U.S. government equity stake, and a pending merger are converging on three American chipmakers at the same moment that reshoring shifts from political promise to balance-sheet reality. Whether their current share prices leave room for what comes next is the harder question.

Data center demand may deliver better earnings results

KeyBanc recently downgraded Skyworks Solutions based on shifting market conditions.