$QRVO just recorded a 13-point jump in its ACCE composite score, moving from 52 to 65 out of 100. That's a meaningful single-step move — the kind that typically reflects a genuine shift in one or more of the four underlying subscores rather than noise.
The current breakdown gives us a clear picture of where Qorvo stands today: Value 79, Quality 67, Momentum 70, and Growth 43. A score move of this size almost certainly involved improvement in at least two of those pillars, and the data gives us good reason to think Value and Momentum were central to it.
On the value side, a score of 79 is strong. With a forward P/E of 13.4 against a trailing P/E of 20.8, the market is pricing in meaningful earnings improvement ahead. The 6-model fair value estimate sits at $118.49 — a 31.4% premium to the current price of $90.17. That kind of gap between intrinsic value estimates and market price tends to push value subscores higher when models are updated or when price moves compress multiples further.
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Momentum at 70 suggests the stock has been building relative strength. A 1-year return of +4.2% is modest in absolute terms, but momentum subscores also capture shorter-term price behaviour and earnings revision trends. Qorvo beat Q3 FY2026 earnings estimates by 0.5%, and year-over-year earnings growth came in at +255.6% — a dramatic swing that would register clearly in any earnings-revision or earnings-surprise component of a momentum model.
What it means
The earnings picture is the most striking data point here. Revenue fell 4.2% year over year, so this isn't a top-line growth story — yet. But earnings grew 255.6% over the same period, which points to significant margin expansion or cost restructuring. Net margin sits at 10.9%, ROE at 11.6%, and FCF yield at 8.4%, with earnings quality flagged as strong. That combination — rising profitability on flat-to-declining revenue — is exactly what lifts Quality and Value subscores.
The one area of caution is Growth, which scores 43. That's the weakest pillar by a wide margin and reflects the revenue contraction. Until Qorvo demonstrates consistent top-line recovery, the composite score has a ceiling. A Growth subscore in the low 40s acts as a drag regardless of how well the other three pillars perform.
The analyst consensus target of $90.77 sits almost exactly at the current price of $90.17, which means the Street is not yet pricing in the upside that the 6-model fair value estimate implies. That divergence is worth watching — either the models are early, or the analyst community hasn't fully updated for the earnings turnaround.
For the full current price and live score updates, visit acceinvestments.com/stocks/QRVO.
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