QRVO Qorvo Loading... : Bullish and Bearish Analyst Opinions
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22:40
Aug 05
Aug 05
This is a research note with read-through baskets across test equipment, telecom, fiber.
This is a research note with read-through baskets across test equipment, telecom, fiber, and defense, listing affected companies as watchlist context without any explicit author position or directional call.
17:40
Aug 05
Aug 05
Smartphone unit reductions create inventory risk.
Watch SWKS and QRVO as RF front-end revenue is highly sensitive to smartphone unit reductions, creating inventory and pricing risk.
MED
13:56
Aug 04
Aug 04
RF sector future depends on SpaceX developments
Notes that the future performance of the RF sector depends on SpaceX's developments.
LOW
09:50
Aug 04
Aug 04
Suggests watching QCOM and peers for RF
Suggests watching QCOM, GCTS, QRVO, and ADI for exposure to RF and modem chips, without committing to a directional view.
MED
13:54
Jul 30
Jul 30
Qorvo similarly pressured by handset unit declines and potential specification reductions.
MED
20:30
Jul 28
Jul 28
Skyworks declines to comment on Qorvo's long-term supply agreement with Apple, signaling no direct impact but competitive positioning remains unchanged.
HIGH
09:51
Jul 23
Jul 23
Watch MediaTek, Skyworks and Qorvo for high negative impact from low-end Android unit declines.
Watch MediaTek, Skyworks and Qorvo for high negative impact from low-end Android unit declines driven by higher memory costs pressuring device affordability.
MED
11:39
Jun 20
Jun 20
Buy Qorvo as a 5G RF component play; AI's requirement for fast.
Buy Qorvo as a 5G RF component play; AI's requirement for fast, low-latency networks is creating fresh demand for telecom components, with QRVO cited as having direct exposure and setting up on an uptrending cycle.
MED
20:13
May 25
May 25
Buy QRVO for increased RF content per device from 6G spectrum expansion.
Buy QRVO for increased RF content per device from 6G spectrum expansion, benefiting as the small-cap pure play.
MED
21:56
May 21
May 21
Long wireless infrastructure and RF component suppliers as wireless spending stabilizes.
Long wireless infrastructure and RF component suppliers as wireless spending stabilizes and recovers, driving demand for radios and RF content.
HIGH
17:07
May 13
May 13
Watch these RF front-end names; near-term headwinds from uneven mobile demand.
Watch these RF front-end names; near-term headwinds from uneven mobile demand, but 300mm RFSOI design wins offer a positive setup from late 2027.
HIGH
14:43
May 07
May 07
Long RF component suppliers with differentiated GaN/SOI products that benefit from content.
Long RF component suppliers with differentiated GaN/SOI products that benefit from content growth and share gains in 5G infrastructure.
HIGH
14:41
May 05
May 05
Bearish view on Qorvo as smartphone unit decline and content normalization hit mobile RF.
Bearish view on Qorvo as smartphone unit decline and content normalization hit mobile RF and filter revenue.
HIGH
23:35
Apr 30
Apr 30
No clear catalyst for QRVO; GaAs substrate demand not tracking AI optics.
No clear catalyst for QRVO; GaAs substrate demand not tracking AI optics, so avoid positions based on RF recovery hopes.
HIGH
22:51
Apr 29
Apr 29
Bearish view on Qualcomm, MediaTek, Qorvo, and Skyworks as capital allocation favors AI.
Bearish view on Qualcomm, MediaTek, Qorvo, and Skyworks as capital allocation favors AI infrastructure over consumer mobile, limiting relative growth.
HIGH
16:11
Apr 29
Apr 29
Bearish view on QRVO as RF infrastructure recovery is not broad.
Bearish view on QRVO as RF infrastructure recovery is not broad; data center networking/RFID dominate, not basestation RF.
HIGH
17:36
Apr 27
Apr 27
The author expresses a strong bullish thesis on IQE.
The author expresses a strong bullish thesis on IQE, citing upstream supply chain tailwinds from AXTI's capacity ramp, downstream demand sold out through LITE's 2028 order book, and a personal forecast for IQE's market cap to more than double by end of 2026 driven by photonics tailwinds and potential Taiwan ops sale.
09:53
Apr 27
Apr 27
The author is bullish on IQE expecting a 2x to ~1.1B market cap by end of 2026 driven.
The author is bullish on IQE expecting a 2x to ~1.1B market cap by end of 2026 driven by photonics tailwinds from LITE's sold-out order book through 2028 and AXTI's capacity expansion for AI infrastructure.
HIGH
14:27
Apr 26
Apr 26
The author expresses a strong bullish thesis on IQE.
The author expresses a strong bullish thesis on IQE, citing upstream supply chain tailwinds from AXTI's capacity ramp, downstream demand locked in through LITE's sold-out order book through 2028, and IQE's irreplaceable foundry status, forecasting the stock to more than double by end of 2026.
21:30
Feb 03
Feb 03
Skyworks is seeing a strong tailwind of unit demand, directly contradicting concerns about memory-driven headwinds in the smartphone market. — Suggests the AI-driven replacement cycle is real and broad, supporting demand for smartphone components despite memory price inflation, and challenges the bearish narrative on consumer electronics demand.
MED
About QRVO Analyst Coverage
Buzzberg tracks QRVO (Qorvo) across 6 sources. 2 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (10%). 20 total trade ideas tracked. Latest voices: TheValueist, aleabitoreddit, semicon_player.