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2024-03-12 03:50:24 ET Summary Qorvo, a wireless connectivity semi-player, announced the third quarter of FY24 results earlier this quarter, and I’m unconvinced of management’s growth story. I think the company is much too exposed to the smartphone market to be able ...
2024-02-13 20:45:43 ET Summary Baupost Group's 13F portfolio value decreased from $5.21B to $4.59B this quarter. The portfolio is heavily concentrated with Liberty Global, Liberty SiriusXM, Viasat, Alphabet, and Fidelity National Information Services accounting for ~62% of the hol...
2024-02-13 05:00:00 ET Summary The Tech Sector, XLK, dominated market performance in 2023, with seven of the biggest names capping off a banner year. SA Quant’s Top 10 Tech Stocks for 2023 were up 43.6%, outperforming the S&P 500 by almost 20%, including SMCI +255%, ACL...
2024-02-09 11:37:45 ET Summary Qorvo has turned a financial corner and is experiencing growth in its markets, particularly with Apple. The company has been able to leverage its areas of strength and sees double-digit volume increases in the future. Qorvo remains underrepresent...
2024-02-07 11:33:41 ET More on Cirrus Logic Cirrus Logic, Inc. (CRUS) Q3 2024 Earnings Call Transcript Cirrus Logic, Inc. 2024 Q3 - Results - Earnings Call Presentation Pre-Earnings Update On Cirrus Logic Cirrus Logic Non-GAAP EPS of $2.89 beats by $0.88, rev...
2024-02-01 16:01:41 ET ACG's revenue has increased over the past three years, driven by content gains at its largest end customer and increased demand for advanced cellular products. Operating expenses have also increased due to goodwill impairment charges and higher employee-related costs. ...
2024-02-01 12:15:03 ET KeyBanc analyst issues SECTOR WEIGHT recommendation for QRVO on February 1, 2024 10:54AM ET. The previous analyst recommendation was Sector Weight. QRVO was trading at $104.485 at issue of the analyst recommendation. The overall analyst consensus :...
2024-02-01 12:15:03 ET Needham analyst issues BUY recommendation for QRVO on February 1, 2024 10:54AM ET. The previous analyst recommendation was Buy. QRVO was trading at $104.485 at issue of the analyst recommendation. The overall analyst consensus : BUY. Current an...
2024-01-31 19:37:06 ET Qorvo, Inc. (QRVO) Q3 2024 Earnings Conference Call January 31, 2024 05:00 PM ET Company Participants Douglas DeLieto - Vice President, Investor Relations Robert Bruggeworth - President and Chief Executive Officer Grant Brown - Senior Vice ...
2024-01-31 16:39:07 ET More on Qorvo Qorvo: Riding The Microchip Rebound (SA Quant) Standing Tall With Qorvo Qorvo: Rating Downgrade Due To Emerging Competition Qorvo Q3 2024 Earnings Preview Qorvo enters strategic partnership with Luxshare ...
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GREENSBORO, N.C., July 16, 2024 (GLOBE NEWSWIRE) -- Qorvo® (Nasdaq: QRVO), a leading global provider of connectivity and power solutions, will host a conference call to review fiscal 2025 first quarter financial results on Tuesday, July 30, 2024, at 5:00 p.m. (ET). The conference call will b...
2024-06-26 10:15:00 ET Known for primarily supplying chips to smartphone manufacturers, Qorvo (NASDAQ: QRVO) has delivered underwhelming returns on the stock market so far in 2024 with a flat performance. That's quite weak compared to the 32% gains that the PHLX Semiconductor Sect...
2024-06-12 06:15:04 ET UBS analyst issues NEUTRAL recommendation for QRVO on June 12, 2024 05:02AM ET. The previous analyst recommendation was Neutral. QRVO was trading at $104.07 at issue of the analyst recommendation. The overall analyst consensus : BUY. Current an...