Qorvo股票討論區

$Qorvo(QRVO.US)$在2022年3月的分析中因爲估值和增速比有明顯折扣被選出，至今股價萎縮13.7%。
2015年上市，主要做射頻和電源半導體業務，51%的市場在美國，當前價格112.17。
5年來營收前4年增長，2023年萎縮23.2%，平均增速3.7%，營業利潤2022年達到高點後在2023年受毛利率大幅下滑和費用增長影響大幅萎縮85.1%，淨利潤萎縮到1億。2023年利息費用0.68億。毛利率前4年從38.7%提升到49.2%，2023年大幅下滑到36.3%。
2024前3季度營收萎縮3.7%，營業利潤大幅萎縮83.4%，淨利潤轉爲虧損0.73億。
目前市盈率112，市盈率TTM虧損，5年平均淨利4.7億對應市盈率爲23，按週期股來看估值也不低，暫時缺乏吸引力。

Morning Movers
Gapping up
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Who are are they ?
$凌雲半導體(CRUS.US)$ Kioxia Japan $德州儀器(TXN.US)$ $恩智浦(NXPI.US)$ $博通(AVGO.US)$ Skhynix Korea $RENESAS ELECTRONICS CORP(RNECF.US)$ $意法半導體(STM.US)$ Bosch $思佳訊(SWKS.US)$ $高通(QCOM.US)$ $Qorvo(QRVO.US)$

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...