QRVO Earnings

QRVO reported its earnings on 2026-01-27, showcasing a revenue of 993.00M against an estimate of 991.28M, resulting in a 0.17% surprise. The EPS was 2.17, surpassing the expected 1.85 by 17.3%. The stock experienced a -6.8% price change on the earnings day and a -3.61% change over the next five days, reflecting market reactions to the results.

Following QRVO's earnings announcement on 2026-01-27, the stock price moved by -6.8% on the day of the release. Over the subsequent five days, it saw a -3.61% change. Historically, QRVO's stock price tends to shift by an average of -0.85% in the 10 days leading up to earnings and -1.87% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate QRVO's annual revenue to reach 909.38M, while the EPS is projected at 1.37. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between QRVO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, QRVO's stock price typically moves by -0.85% in the 10 days before its earnings and -1.87% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 1.37 and revenue of 909.38M.

The earnings call highlights positive developments like improved gross margins and strong cash flow, but also reveals challenges such as declining Android revenue and flat Apple revenue projections. The Q&A session indicates strategic exits from lower-margin businesses and concerns about dual sourcing and content loss. Overall, the mixed signals and lack of clear guidance on certain issues suggest a neutral market reaction, with no significant catalysts for a strong positive or negative movement.