QRVO Qorvo Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
22:40
05 авг
05 авг
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
05 авг
05 авг
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.
Сред.
13:56
04 авг
04 авг
RF sector future depends on SpaceX developments
Notes that the future performance of the RF sector depends on SpaceX's developments.
Низ.
09:50
04 авг
04 авг
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.
Сред.
13:54
30 июл
30 июл
Qorvo similarly pressured by handset unit declines and potential specification reductions.
Сред.
20:30
28 июл
28 июл
Skyworks declines to comment on Qorvo's long-term supply agreement with Apple, signaling no direct impact but competitive positioning remains unchanged.
Выс.
09:51
23 июл
23 июл
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.
Сред.
11:39
20 июн
20 июн
Покупайте Qorvo как актив в сфере радиочастотных компонентов для 5G.
Покупайте Qorvo как актив в сфере радиочастотных компонентов для 5G; потребность искусственного интеллекта в быстрых сетях с низкой задержкой создает новый спрос на телекоммуникационные компоненты, при этом QRVO упоминается как компания с прямым участием в этом секторе, находящаяся в фазе восходящего цикла.
Сред.
20:13
25 мая
25 мая
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.
Сред.
21:56
21 мая
21 мая
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.
Выс.
17:07
13 мая
13 мая
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.
Выс.
14:43
07 мая
07 мая
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.
Выс.
14:41
05 мая
05 мая
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.
Выс.
23:35
30 апр
30 апр
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.
Выс.
22:51
29 апр
29 апр
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.
Выс.
16:11
29 апр
29 апр
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.
Выс.
17:36
27 апр
27 апр
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
27 апр
27 апр
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.
Выс.
14:27
26 апр
26 апр
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
03 фев
03 фев
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.
Сред.
Об аналитическом покрытии QRVO
Buzzberg отслеживает QRVO (Qorvo) в 6 источниках. Бычьих сигналов: 2, медвежьих: 0, от 7 аналитиков. Сентимент преимущественно бычий (10%). Всего отслеживается 20 торговых идей. Последние спикеры: TheValueist, aleabitoreddit, semicon_player.