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Skyworks Solutions Q2 Earnings Call Highlights
MarketBeat97d agoneutral
Skyworks Solutions Q2 Earnings Call Highlights

Skyworks Solutions (NASDAQ:SWKS) reported fiscal second-quarter 2026 results that came in above its guidance, citing strength in both its mobile business and broad markets portfolio. Management also highlighted a “significant multi-generational design win” with a leading Android OEM, new product int

Qorvo (QRVO) Valuation Check After Recent Share Price Momentum
Simply Wall St.98d agoneutral
Qorvo (QRVO) Valuation Check After Recent Share Price Momentum

Qorvo stock moves after recent performance gains Qorvo (QRVO) has drawn fresh investor attention after a recent run, with the stock showing positive returns over the past week, past month and past 3 months, prompting closer scrutiny of its current valuation. See our latest analysis for Qorvo. At a share price of $92.53, Qorvo’s recent momentum is clear, with a 7.79% 7 day share price return and 17.57% 30 day share price return contrasting with a 46.04% decline in total shareholder return over...

3 Value Stocks That Concern Us
StockStory111d agoneutral
3 Value Stocks That Concern Us

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

Qualcomm’s Best Run in Years Barely Puts a Dent in Brutal Selloff
Bloomberg112d agobearish
Qualcomm’s Best Run in Years Barely Puts a Dent in Brutal Selloff

(Bloomberg) -- By most objective measures, Qualcomm Inc. appears to be in the midst of a stock market heater. Most Read from BloombergInside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the ExitKuwait Declares Further Force Majeure on Oil ShipmentsTrump Aims to Seal Iran Deal, Says Truce Extension UnlikelyThree Ships Including an Iranian Vessel Cross Hormuz StraitCruise Ships Seized Brief Hormuz Reopening to Flee Persian GulfThe chipmaker’s shares are on track for a tenth-con

How The Qorvo (QRVO) Story Is Shifting With New Handset Risks And Analyst Targets
Simply Wall St.113d agoneutral
How The Qorvo (QRVO) Story Is Shifting With New Handset Risks And Analyst Targets

Qorvo’s analyst narrative is shifting around modest price target moves, including changes such as a reset up to about US$95 at the more optimistic end and trims of US$3 to US$21 from more cautious firms. These adjustments reflect a split view, with some analysts emphasizing handset related updates and sector modeling tweaks, while others flag handset exposure as a source of execution and visibility risk. As you read on, you will see how these evolving targets and explanations can help you...

Is It Too Early To Reconsider Qorvo (QRVO) After A 42% One Year Gain?
Simply Wall St.114d agoneutral
Is It Too Early To Reconsider Qorvo (QRVO) After A 42% One Year Gain?

If you are wondering whether Qorvo at around US$81.90 is a bargain or already priced for optimism, the starting point is understanding what the current share price actually reflects. The stock has returned 2.6% over the last 7 days and 4.8% over 30 days, while year to date it is down 5.1% and the 1 year return stands at 42.1%, with 3 year and 5 year returns of negative 11.9% and negative 57.8% respectively. Recent coverage around Qorvo continues to focus on its role in the semiconductor...

3 Semiconductor Stocks We Approach with Caution
StockStory123d agoneutral
3 Semiconductor Stocks We Approach with Caution

Semiconductors are the silicon backbone of the digital revolution. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 57.9% and beat the S&P 500 by 54.3 percentage points.