Monitor August 11 meeting outcome — full board slate with activist representative signals potential for operational or strategic changes. Watch for subsequent SEC filings detailing any new strategic initiatives or board-driven restructuring.
Price Chart
Executive Summary
Qorvo filed DEFA14A definitive additional proxy materials for its 2026 Annual Meeting scheduled for August 11, 2026. The board recommends voting FOR all 10 director nominees (including activist appointee Peter A. Feld), FOR advisory say-on-pay, FOR ratification of Ernst & Young as auditor, and AGAINST a stockholder proposal on written consent. This filing updates the proxy solicitation as an activist campaign from Starboard Value progresses—Starboard holds a $581M stake and appears to have negotiated board representation.
Key Facts
- Annual Meeting set for August 11, 2026; vote deadline August 10, 2026 at 11:59 PM EDT
- Board recommends FOR all 10 director nominees including Starboard's Peter A. Feld
- Starboard Value holds $581M stake (top 2 institutional holder) and appears to have secured board representation
- Stockholder proposal on actions by written consent — board recommends AGINST
- Management recommends FOR say-on-pay and FOR ratification of Ernst & Young as auditor
- Cross-filing context: recent 8-K on June 9 approved FY2027 PBRSU awards — routine compensation, no departures
Financial Impact
No financial figures disclosed in filing. Activist campaign with $581M stake by Starboard may drive strategic changes.
Risk Factors
- Activist campaign may not yield desired operational improvements
- Stockholder proposal on written consent could pass despite board opposition
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001193125-26-285529 |
| Document: 0001193125-26-285529-index-headers.html | 0001193125-26-285529 |
| Document: 0001193125-26-285529-index.html | 0001193125-26-285529 |
| Document: 0001193125-26-285529.txt | 0001193125-26-285529 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 144 | $107.98 $117.21 | ▲ +8.55% | ▲ +8.44% | $114.17 (+5.73%) |
Sep 11, 2026 21d ago | 425 | $116.65 $117.18 | ▲ +0.45% | ▲ +0.68% | $114.17 (−2.13%) |
Sep 3, 2026 29d ago | Insider Cluster | $100.38 $116.65 | ▲ +16.21% | ▲ +17.36% | $114.17 (+13.74%) |
Sep 2, 2026 4w ago | 144 | $100.38 $116.65 | ▲ +16.21% | ▲ +17.36% | $114.17 (+13.74%) |
Sep 2, 2026 4w ago | 144 | $100.16 $112.36 | ▲ +12.19% | ▲ +13.14% | $114.17 (+13.99%) |
Sep 2, 2026 4w ago | 425 | $100.16 $112.36 | ▲ +12.19% | ▲ +13.14% | $114.17 (+13.99%) |
Aug 18, 2026 6w ago | Insider Cluster | $95.37 $94.34 | ▲ +1.07% | ▲ +0.87% | $114.17 (−19.72%) |
Aug 10, 2026 7w ago | 425 | $96.68 $95.37 | ▼ −1.36% | ▼ −0.96% | $114.17 (+18.09%) |
Aug 3, 2026 8w ago | 425 | $89.49 $97.00 | ▲ +8.39% | ▲ +6.36% | $114.17 (+27.58%) |
Jul 15, 2026 11w ago | Press Release | $83.50 $86.73 | ▲ +3.87% | ▲ +5.54% | $114.17 (+36.73%) |
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