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425 ·Filed Sep 30, 2026

QRVO

Qorvo, Inc.
BULLISH
Impact 7/10
Horizondays Processed28d 3h ago SEC0001104659-26-112130
Rule 425 M&A communications
Actionable Insight ▲ Bullish

With all regulatory clearances obtained and a firm October 5 close date set, the deal is effectively de-risked. Watch for the exchange offer expiration on October 2 and the final settlement; any last-minute extension would be a minor procedural step, not a deal risk.

DirectionBullish
Confidencehigh
Horizondays
Latest settled: T+5d
QRVO ▼ -0.27% at T+5d
LONG call ✗ call lost -0.27% · α vs SPY -2.18% · entry $114.48 → $114.17
Next anchor: T+20d due 4h ago
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
-1.98%
call -1.98% · α -2.16%
$112.21
settled 27d ago
T+5d
-0.27%
call -0.27% · α -2.18%
$114.17
settled 21d ago
T+20d
Pending
due 4h ago
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Skyworks Solutions announced it has received all necessary regulatory clearances for its pending merger with Qorvo and expects to close the transaction on or about October 5, 2026. This removes the key regulatory overhang and sets a firm closing date, representing a material de-risking event for the deal.

Key Financial Metrics

Deal Type
merger

Key Facts

  • All necessary regulatory clearances received for the Skyworks-Qorvo merger.
  • Parties expect to close the Mergers on or about October 5, 2026.
  • Exchange offers for Qorvo's senior notes expire October 2, 2026, with 91.68% of 2029 notes and 93.33% of 2031 notes tendered as of September 25.
  • Deal originally announced October 28, 2025 as a cash-and-stock transaction.
  • Skyworks targeting $500M in cost synergies and 30-35% operating margins for the combined company (per prior cross-filing).

Financial Impact

Removal of regulatory uncertainty on a ~$8-10B merger; $500M in targeted cost synergies.

revenueoperating marginscost synergies

Risk Factors

  • Remaining customary closing conditions could still cause delay.
  • Integration risk post-close, failure to realize $500M synergy target.
  • Potential shareholder litigation or other last-minute legal challenges.

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001104659-26-112130
Document: tm2626657d2_ex99-1.htm0001104659-26-112130
Document: 0001104659-26-112130-index-headers.html0001104659-26-112130
Document: 0001104659-26-112130-index.html0001104659-26-112130
Document: 0001104659-26-112130.txt0001104659-26-112130
29 reports for QRVO
Performance horizon
100% Hit rate @ T+60 4 of 4 directional calls Went positive at some point 6 of 6 best @ T+60▲ +26.62%Jun 26, 2026
Filters
Rows
Reports for QRVO, sortable and filterable
TypeNow
Oct 15, 2026
12d ago
15-12G
NEUTRAL ★ 3/10
No priceawaiting T+60awaiting T+60No price
Oct 6, 2026
21d ago
SC 13D/A
NEUTRAL ★ 3/10
$115.00awaiting T+60awaiting T+60No price
Oct 5, 2026
23d ago
25-NSE
MIXED ★ 7/10
$115.00awaiting T+60awaiting T+60No price
Oct 5, 2026
23d ago
8-K
MIXED ★ 7/10
$115.00awaiting T+60awaiting T+60No price
Sep 30, 2026
28d ago
425
BULLISH ★ 7/10
$114.48awaiting T+60awaiting T+60No price
Sep 25, 2026
4w ago
425
NEUTRAL ★ 4/10
$116.30awaiting T+60awaiting T+60No price
Sep 16, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$119.51awaiting T+60awaiting T+60No price
Sep 14, 2026
6w ago
144
NEUTRAL ★ 2/10
$107.98awaiting T+60awaiting T+60No price
Sep 11, 2026
6w ago
425
NEUTRAL ★ 5/10
$116.65awaiting T+60awaiting T+60No price
Sep 3, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$102.84awaiting T+60awaiting T+60No price
Showing 10 of 29

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Report published Sep 30, 2026