Latest news with #Qorvo
Yahoo
3 days ago
- Business
- Yahoo
3 Reasons Why Vanguard's Worst-Performing ETF in 2025 May Be Worth Buying in June
The Vanguard Small-Cap 600 Value ETF contains hundreds of companies. The fund is not top-heavy, which protects against concentration risk. The ETF sports a dirt cheap valuation along with a high yield. 10 stocks we like better than Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF › Investment management firm Vanguard Group has over 90 exchange-traded funds (ETFs), many of which offer low-cost fees. The worst-performing in 2025 is the Vanguard Small-Cap 600 Value ETF (NYSEMKT: VIOV) -- which is down just over 12% year to date at the time of this writing. Here are three reasons why the beaten-down ETF may be worth buying now and one factor that may make it worth passing on. The fund includes 460 holdings with a median market capitalization of just $2.3 billion. This is a far different approach than funds that concentrate on just a handful of holdings. Even the Vanguard S&P 500 ETF (NYSEMKT: VOO), which mirrors the performance of the S&P 500, has over 35% of its holdings in just 10 companies. No single company in the Vanguard Small-Cap 600 Value ETF has more than a 1.1% weighting. Top holdings include semiconductor company Qorvo, medical device company Teleflex, auto parts company BorgWarner, mortgage lender Mr. Cooper Group, and insurance company Jackson Financial, among others. Many of these companies are hardly household names, but their hidden-gem nature could appeal to value investors looking for exposure to companies they don't already own. One of the most appealing attributes of the Vanguard Small-Cap 600 Value ETF is that it is spread out across stock market sectors. And the sectors it concentrates on tend to be more value-oriented. Here's a look at how its sector concentration stacks up against the Vanguard S&P 500 ETF. Sector Vanguard Small-Cap 600 Value ETF Vanguard S&P 500 ETF Financials 23.9% 14.4% Industrials 15.5% 8.5% Consumer discretionary 13.8% 10.4% Information technology 10% 30.4% Healthcare 8.2% 10.8% Real estate 7.5% 2.2% Materials 6.4% 2% Utilities 4.1% 2.6% Consumer staples 3.9% 6.2% Energy 3.6% 3.2% Communication services 3.1% 9.3% Data source: Vanguard. The composition of the Vanguard Small-Cap 600 Value ETF is nothing like the S&P 500, which may interest folks looking for more exposure to value-focused and cyclical sectors like financials and industrials and less exposure to growth-focused sectors like tech. What stands out the most about the Vanguard Small-Cap 600 Value ETF compared to the Vanguard S&P 500 ETF is valuation. The small-cap value-focused ETF sports a mere 13.7 price-to-earnings (P/E) ratio and a 2.2% dividend yield compared to a 25.9 P/E ratio and 1.4% yield for the Vanguard S&P 500 ETF. Granted, small-cap stocks arguably deserve to trade at a discount to their large-cap peers because large-cap companies have numerous advantages over smaller companies. For example, Microsoft benefits from its size and exposure to multiple end markets across hardware, software, gaming, cloud computing, artificial intelligence, and more. These advantages give Microsoft network effects, meaning more customers who buy into Microsoft's software suite, use tools like GitHub, or join Microsoft Cloud, benefit Microsoft by making these products and services widespread. Network effects support pricing power and lead to margin expansion, which allows Microsoft to grow profits faster than sales and support a growing stock buyback program and dividend. This snowball effect is powerful when compounded over a multiyear time frame. Many small-cap companies simply don't have these advantages and must work much harder to compound in value. Microsoft is the largest company by market cap in the world, so it is a key holding in the S&P 500, Nasdaq Composite, Dow Jones Industrial Average, and many growth-focused funds. It's the kind of stock that can have a high weighting in an ETF, and therefore, play into an investment thesis. But the Vanguard Small-Cap 600 Value ETF contains no such companies. The Vanguard Small-Cap 600 Value ETF could be a useful tool for investors looking to put new capital to work in the market and generate passive income from stocks they don't already own. But there is a glaring disadvantage of the fund compared to other Vanguard ETFs like the S&P 500 ETF, Vanguard Growth ETF, Vanguard Value ETF, or even the Vanguard Dividend Appreciation ETF. The small-cap value ETF lacks leadership -- making it difficult to build an investment thesis around companies. With investing, it's important to know what you own and why you own it -- and that applies to individual stocks and ETFs. Even though the S&P 500 ETF contains over 500 components, it's still possible to get a decent grasp of the companies that drive the fund by looking at the top 20 or so holdings. But that's not the case with the Vanguard Small-Cap 600 Value ETF because the fund is ultra-diversified. Again, this structure may appeal to investors looking for general exposure to small-cap value stocks in key sectors like industrials and financials -- but it may not be the best choice for folks looking to build a portfolio around companies they are confident can grow over time. Before you buy stock in Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $674,395!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $858,011!* Now, it's worth noting Stock Advisor's total average return is 997% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Daniel Foelber has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft, Teleflex, Vanguard Dividend Appreciation ETF, Vanguard Index Funds-Vanguard Growth ETF, Vanguard Index Funds-Vanguard Value ETF, and Vanguard S&P 500 ETF. The Motley Fool recommends BorgWarner and Qorvo and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 3 Reasons Why Vanguard's Worst-Performing ETF in 2025 May Be Worth Buying in June was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
6 days ago
- Business
- Yahoo
Broadcom Earnings: What To Look For From AVGO
Fabless chip and software maker Broadcom (NASDAQ:AVGO) will be announcing earnings results tomorrow after the bell. Here's what to look for. Broadcom beat analysts' revenue expectations by 2.1% last quarter, reporting revenues of $14.92 billion, up 24.7% year on year. It was a mixed quarter for the company, with a solid beat of analysts' EPS estimates but an increase in its inventory levels. Is Broadcom a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Broadcom's revenue to grow 20.3% year on year to $15.02 billion, slowing from the 43% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.57 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Broadcom has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 0.9% on average. Looking at Broadcom's peers in the processors and graphics chips segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Allegro MicroSystems's revenues decreased 19.9% year on year, beating analysts' expectations by 4.3%, and Qorvo reported a revenue decline of 7.6%, topping estimates by 2.2%. Allegro MicroSystems traded up 19.5% following the results while Qorvo was also up 14.4%. Read our full analysis of Allegro MicroSystems's results here and Qorvo's results here. There has been positive sentiment among investors in the processors and graphics chips segment, with share prices up 13.4% on average over the last month. Broadcom is up 28.4% during the same time and is heading into earnings with an average analyst price target of $250.52 (compared to the current share price of $256.94). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-05-2025
- Business
- Yahoo
Qorvo Expands DOCSIS 4.0 Portfolio for Broadband Cable Networks
Qorvo, Inc. QRVO recently introduced two cutting-edge hybrid power doubler amplifiers, QPA3311 and QPA3316, designed for Data Over Cable Service Interface Specification ('DOCSIS') 4.0 broadband cable networks. The DOCSIS technology is essential for delivering high-speed internet and video services over existing cable cable-based broadband services, hybrid fiber coax ('HFC') systems serve as a backbone. It enables fast internet delivery using DOCSIS 4.0 technology and effectively supports advanced use cases such as high-definition video streaming, enterprise connectivity to various business services. The growing proliferation of edge computing, AI workloads, IoT applications and various other use cases, such as remote healthcare, smart cities, are driving demand for intelligent, adaptive HFC new DOCSIS 4.0 product offerings, QPA3311 and QPA3316, are well equipped to support this transition. These power doubler amplifiers offer higher total composite power and improved signal integrity to reduce cascade requirements and enhance end-of-line performance. This eliminates the requirement for costly booster amps and lower infrastructure costs. The devices effectively support downstream operations up to 1.8 GHz. QPA3311 is ideal for power-efficient designs that need solid end-of-line performance, while the QPA3316 effectively supports high-output nodes that require maximum downstream performance. Such cutting-edge capabilities will significantly bolster visibility, efficiency and adaptability in modern HFC systems. By minimizing the cascade requirements and other infrastructure costs, Qorvo is addressing key industry challenges related to cost and performance in HFC networks. With its leading-edge innovation, the company is removing the roadblocks and paving the evolution of smart amplifiers and Unified DOCSIS. The launch of QPA3311 and QPA3316 gives service providers an agile and cost-effective way to adopt DOCSIS 4.0 systems and support growing demand for improved network efficiency. This will likely boost Qorvo's commercial company is likely to benefit from the faster-than-expected transition from 4G LTE to 5G technology in emerging markets. The emerging market for 5G advanced smartphones that feature additional transmit, receive and satellite bands aligns favorably with Qorvo's portfolio and boasts substantial growth opportunity. Shares of Qorvo have lost 22.4% over the past year compared with the industry's decline of 29.2%. Image Source: Zacks Investment Research Qorvo currently has a Zacks Rank #3 (Hold).Juniper Networks, Inc. JNPR sports a Zacks Rank of 1 (Strong Buy) at present. You can see the complete list of today's Zacks #1 Rank stocks the last reported quarter, it delivered an earnings surprise of 4.88%. Juniper is leveraging the 400-gig cycle to capture hyperscale switching opportunities within the data center. The company is set to capitalize on the increasing demand for data center virtualization, cloud computing and mobile traffic packet/optical convergence. Juniper also introduced new features within its AI-driven enterprise portfolio, enabling customers to simplify the rollout of their campus wired and wireless networks while providing greater insight to network IDCC carries a Zacks Rank #2 (Buy) at present. In the trailing four quarters, InterDigital delivered an earnings surprise of 160.15%. The company is a pioneer in advanced mobile technologies that enable wireless communications and designs and develops a wide range of advanced technology solutions used in digital cellular, wireless 3G, 4G, and IEEE 802-related products and Networks, Inc. ANET, carrying a Zacks Rank of 2 at present, supplies products to a prestigious set of customers, including Fortune 500 global companies in markets such as cloud titans, enterprises, financials and specialty cloud service delivered a trailing four-quarter average earnings surprise of 11.82% and has a long-term growth expectation of 14.81%. Arista currently serves five verticals, namely cloud titans (customers that deploy more than one million servers), cloud specialty providers, service providers, financial services and the rest of the enterprise. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Juniper Networks, Inc. (JNPR) : Free Stock Analysis Report InterDigital, Inc. (IDCC) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report Qorvo, Inc. (QRVO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
CNA
19-05-2025
- Business
- CNA
Qorvo nominates Starboard's Peter Feld to board, ends boardroom battle
Chipmaker Qorvo said on Monday it will nominate activist investor Starboard Value's managing member Peter Feld to its board, ending a boardroom battle as the Apple supplier's stock shows signs of recovery. Stiff competition and a shift in demand towards entry-tier smartphones pushed Qorvo shares down about 38 per cent last year. However, the possibility of winning additional chip contracts with major customer Apple has sent shares up more than 10 per cent this year. In April, Starboard said it delivered a letter to Qorvo, nominating Feld for election to the board and increased its stake in the company to about 8.9 per cent. This holding is valued at over $600 million, based on Qorvo's market capitalization of about $7.44 billion at the previous close. Feld is a managing member, portfolio manager, and head of research at Starboard. Earlier in April, Qorvo appointed former NXP Semiconductors CEO Richard Clemmer and Marvell Technology COO Christopher Koopmans as independent directors. Starboard's stake in the chipmaker was first disclosed in a filing in January, at about 7.7 per cent then, estimated to be worth over $500 million at that time. The Jeffrey Smith-led hedge fund is one of the world's most prominent activist investors and has pushed for changes at firms including Pfizer and Salesforce.
Reuters
19-05-2025
- Business
- Reuters
Qorvo nominates Starboard's Peter Feld to board, ends boardroom battle
May 19 (Reuters) - Chipmaker Qorvo (QRVO.O), opens new tab said on Monday it will nominate activist investor Starboard Value's managing member Peter Feld to its board, ending a boardroom battle as the Apple (AAPL.O), opens new tab supplier's stock shows signs of recovery. Stiff competition and a shift in demand towards entry-tier smartphones pushed Qorvo shares down about 38% last year. However, the possibility of winning additional chip contracts with major customer Apple (AAPL.O), opens new tab has sent shares up more than 10% this year. In April, Starboard said it delivered a letter to Qorvo, nominating Feld for election to the board and increased its stake in the company to about 8.9%. This holding is valued at over $600 million, based on Qorvo's market capitalization of about $7.44 billion at the previous close. Feld is a managing member, portfolio manager, and head of research at Starboard. Earlier in April, Qorvo appointed former NXP Semiconductors (NXPI.O), opens new tab CEO Richard Clemmer and Marvell Technology (MRVL.O), opens new tab COO Christopher Koopmans as independent directors. Starboard's stake in the chipmaker was first disclosed in a filing in January, at about 7.7% then, estimated to be worth over $500 million at that time. The Jeffrey Smith-led hedge fund is one of the world's most prominent activist investors and has pushed for changes at firms including Pfizer (PFE.N), opens new tab and Salesforce (CRM.N), opens new tab.
