Thread regarding Qorvo layoffs

"Why Qorvo Stock Popped Today", and then it ends with....

"Is Qorvo stock a buy?

Investors seem pleased with the numbers, and while it's always tricky to value stocks in the cyclical semiconductor industry, the stock does appear cheap at a price-to-free cash flow ratio of barely 12x. Still, you might want to be cautious before assuming Qorvo is a "buy" based solely on valuation.

Management forecast only $775 million in sales for the current fiscal Q1 2026 after all, and that's actually 13% less revenue than the company collected in the year-ago quarter, indicating that business is getting worse, not better. And although Qorvo predicted gross margins will range from 42% to 44% this quarter, this was a non-GAAP estimate. Actual GAAP margins could be better... or worse"..............................................The Motley Fool Apr 30, 2025 at 12:20PM

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Stock price headed down today as profit taking sets in. Loop Capital recently reducing their price target from $90 to $75 while maintaining a Hold rating. There are ongoing concerns about Qorvo's revenue trends, as the company's sales fell by 7.6% year-over-year in their most recent quarter despite beating analyst expectations. Management is also guiding for a 12.6% year-on-year decline in sales for the next quarter. However, the company remains fundamentality sound despite the red ink on the ledger.

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