4 models fit Qorvo Inc. Common Stock and they partly agree: 2 of 4 land within 15% of the average.
Two or more of our models back this value.
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Valued as a cyclical company: P/E comparison, EV/EBITDA comparison, Discounted cash flow, and Graham number.
ACCE opinionQorvo Inc. Common Stock (QRVO)
Fair value (4 models)
$95.63
ACCE price target
$92.00
Rating
Overvalued
Horizon
12 months
Fair value published on 18 Oct 2026, 17:04 CEST; previously $97.39 since 10 Oct 2026, 00:00 CEST.
ACCE price target published on 27 Sept 2026, 00:00 CEST.
Rating published on 18 Oct 2026, 17:04 CEST.
Price used: $114 at the close on 2 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
19.4% above
-16.2% to fair value
ACCE score
66
out of 100
Analysts
11% buy
19 covering
P/E
26.5x
forward 14.2x
1-year return
+24.7%
Dividend yield
0.00%
Qorvo Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Qorvo designs and sells RF front-end chips, including power amplifiers, filters and switches, that go into smartphones and, increasingly, defense radar and aerospace systems. Its moat rests on RF expertise and a long-qualified customer base, which makes its parts hard to displace once designed into a handset or military platform. The near-term story hinges on the defense and infrastructure business offsetting weakness in consumer handsets, since revenue is shrinking at 4.2% and that trend has to turn before the multiple re-rates. The stock trades at 26.5x trailing earnings but 15.4x forward, a gap that signals the market expects earnings to recover, though the forward figure is an analyst projection rather than something the business has yet delivered. With a 48.5% gross margin, a 15.8% operating margin and an 11.6% ROE, the profitability is real but not exceptional for the sector, and a 66/100 score says the case is mixed. It merits a deeper look mainly to test whether the forward earnings recovery is credible.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Revenue decline amid valuation premium
Revenue down 4.2% YoY and 2.9% QoQ, yet P/E 26.5 and forward P/E 14.2 suggest market pricing in recovery. ACCE fair value $92 sits below current $114.17.
moderate
Earnings spike lacks sustainability signal
EPS up 255.6% YoY appears driven by base effects or one-time items rather than operational growth. Revenue CAGR only 1.0% over 5 years raises durability concerns.
moderate
Insider selling without offsetting buys
Last 10 disclosures show $4.48M in sales and $0 in buys. Insider ownership at +0.5% suggests limited conviction at current levels.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 2, 2026
Why it could do well
The company generated $476M in free cash flow over the last twelve months, yielding 4.7% on current share price.
Latest earnings beat expectations by 53.5%, and share buybacks reduced diluted share count by 2.0% last fiscal year.
Why it could disappoint
Revenue declined 4.2% year over year, and the five-year average growth rate is just 1.0% annually.
Consensus fair value of $97.39 sits 14.7% below the current $114.17 share price across all four valuation models.
Analyst mean price target of $91.67 is 19.7% below current price, with only 11% of analysts rating the stock Buy or Strong Buy.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Oct 27, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
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Where QRVO's valuation models land
Price
$114.17
Model fair value
$95.63
Model range
$55.59 to $131
Fair value $95.63
Price $114
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
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