Qorvo股票讨论区

$Qorvo(QRVO.US)$在2022年3月的分析中因为估值和增速比有明显折扣被选出，至今股价萎缩13.7%。
2015年上市，主要做射频和电源半导体业务，51%的市场在美国，当前价格112.17。
5年来营收前4年增长，2023年萎缩23.2%，平均增速3.7%，营业利润2022年达到高点后在2023年受毛利率大幅下滑和费用增长影响大幅萎缩85.1%，净利润萎缩到1亿。2023年利息费用0.68亿。毛利率前4年从38.7%提升到49.2%，2023年大幅下滑到36.3%。
2024前3季度营收萎缩3.7%，营业利润大幅萎缩83.4%，净利润转为亏损0.73亿。
目前市盈率112，市盈率TTM亏损，5年平均净利4.7亿对应市盈率为23，按周期股来看估值也不低，暂时缺乏吸引力。

Morning Movers
Gapping up
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$第一太阳能(FSLR.US)$ The solar stock rallied 3.2% after being upgraded to overweight from equal weight by Morgan Stanley. The bank said it sees a number of drivers that can pus...

Who are are they ?
$凌云半导体(CRUS.US)$ Kioxia Japan $德州仪器(TXN.US)$ $恩智浦(NXPI.US)$ $博通(AVGO.US)$ Skhynix Korea $RENESAS ELECTRONICS CORP(RNECF.US)$ $意法半导体(STM.US)$ Bosch $思佳讯(SWKS.US)$ $高通(QCOM.US)$ $Qorvo(QRVO.US)$

Pre-Market Stock Movers
Gapping up
$Moderna(MRNA.US)$
(Shares added 1.6% after the biotech company released its second-quarter results. Despite posting a quarterly loss and drop in revenue, Moderna raised its full-year outlook for its Covid vaccine, its only marketable product.)
$Qorvo(QRVO.US)$
(The stock rallied 6.8% after the company beat analyst expectations on top and bottom lines in the second quarter. Manage...