QRVO Qorvo Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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20:13
May 25
May 25
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 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, 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 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 and filter revenue.
HIGH
23:35
Apr 30
Apr 30
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 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; data center networking/RFID dominate, not basestation RF.
HIGH
17:36
Apr 27
Apr 27
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 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, 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.
About QRVO Analyst Coverage
Buzzberg tracks QRVO (Qorvo) across 3 sources. 1 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (9%). 11 total trade ideas tracked.