Qorvo, Inc. (QRVO): A Bull Case Theory
We came across a bullish thesis on Qorvo, Inc. on Danny’s Substack by Danny Green.
Qorvo Inc. (QRVO)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Starboard Value LP Jeffrey Smith | 7,510,871 | $581,341,415 | 12.71% | |
| 2. | Millennium Management Israel Englander | 2,224,288 | $172,159,891 | -3% | 0.07% |
| 3. | D E Shaw D. E. Shaw | 1,601,268 | $123,938,143 | -19% | 0.07% |
| 4. | Alpine Associates Robert Emil Zoellner | 801,559 | $62,040,667 | +94% | 3.66% |
| 5. | Quantinno Capital Hoon Kim | 762,902 | $59,048,682 | +20% | 0.1% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $93.19 | 5,000 | $465,950.00 | 67,145 | 2023-11-27 | Filing | |
| $51.66 | 10,000 | $516,550.00 | 65,270 | 2016-11-09 | Filing | |
| $54.04 | 3,000 | $162,120.00 | 31,708 | 2016-08-05 | Filing | |
| $54.00 | 2,000 | $108,000.00 | 28,708 | 2016-08-05 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $103.41 | 571,906 | $59,140,227.55 | 5,611,526 | 2026-06-02 | Filing | |
| $100.25 | 1,328,094 | $133,146,735.88 | 6,183,432 | 2026-06-02 | Filing | |
| $102.40 | 3,251 | $332,902.40 | 319,880 | 2026-06-01 | Filing | |
| $101.22 | 12,985 | $1,314,341.70 | 323,131 | 2026-06-01 | Filing | |
| $100.56 | 13,221 | $1,329,503.76 | 336,116 | 2026-06-01 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,398,786 | $804,866,026 | 0.01% | |
| 2. | 5,796,016 | $448,611,638 | 0.02% | |
| 3. | 3,758,054 | $290,873,380 | 0% | |
| 4. | 3,643,235 | $281,986,389 | 0.01% | |
| 5. | 3,578,448 | $276,971,876 | 0.22% |
News See All
Qorvo (QRVO) Posts Bullish Q3 FY 2026 Results, Tempered Guidance for Q4
Qorvo Inc. (NASDAQ:QRVO) is one of the most undervalued stocks to buy and hold for 5 years. On January 27, Qorvo Inc.
10 Most Undervalued Stocks to Buy and Hold for 5 Years
The ability to pick undervalued stocks is a valuable skill to have for investing in equities, because it helps you maximize their earning potential from market upswings like the one that Ed Yardeni, the...
Qorvo, Inc. (NASDAQ:QRVO) Q3 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Qorvo, Inc. Quarter 2026 Earnings Conference Call. All participants will be in listen-only mode.
Jim Cramer Discusses Qorvo (QRVO)'s Deal With Skyworks
Qorvo, Inc. (NASDAQ:QRVO) is a semiconductor company that designs and sells radio frequency, power management, sensors, and other chip products.
Jim Cramer Discussed These 25 Stocks In An Important Show About AI Spending
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer and co-host David Faber discussed one of the most important issues in the stock market right now.
Is Qorvo (QRVO) an Evolving Opportunity?
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Craig-Hallum Lifts Price Objective on Qorvo (QRVO) Stock
Qorvo, Inc. (NASDAQ:QRVO) is one of the Most Undervalued Semiconductor Stocks to Buy According to Analysts.
11 Most Undervalued Semiconductor Stocks to Buy According to Analysts
According to Capgemini, building semiconductor manufacturing supply chain resilience is becoming important, with companies mitigating geopolitical risks and rising chip demand.
Qorvo, Inc. (NASDAQ:QRVO) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Qorvo Inc. First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.