Merger Will Drive Industry Consolidation Amid Regulatory And Demand Uncertainty

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 Apr 25

Updated

11 Dec 25

Views

147

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AnalystConsensusTarget's Fair Value

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1Y

23.6%

7D

-1.6%

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1Y

23.6%

7D

-1.6%

You can edit this narrative until Dec 12 7:05 PM. Then, changes will post as Updates.

Author's Valuation

US$101.7813.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 0.035%

QRVO: Merger Synergies Are Expected To Drive Higher Margins And Cash Flows

Analysts have nudged their Qorvo price target slightly higher to approximately $102 per share, citing improving long term revenue growth and margin assumptions. These are supported by expected cost and valuation synergies from the planned Skyworks merger, partially offset by ongoing handset and regulatory risks.

Shared on 27 Nov 25

QRVO: Merger Will Unlock $500 Million Annual Cost Synergies By 2028

Qorvo's analyst price target was raised significantly, climbing from $75 to $93. Analysts cite the company's merger with Skyworks and the resulting valuation synergies as key drivers behind the positive outlook.

Shared on 12 Nov 25

Fair value Increased 5.04%

QRVO: Annual Cost Synergies From Merger Will Drive Competitive Edge By 2028

Qorvo's analyst price target has increased from $96.86 to $101.74 per share. Analysts attribute this move to anticipated cost and valuation synergies from the Skyworks merger, which help offset ongoing handset market headwinds.

Shared on 29 Oct 25

Fair value Decreased 0.44%

Qorvo's analyst price target has been modestly reduced from $97.29 to $96.86. Analysts cite the merger with Skyworks and expectations for portfolio strength, potential margin expansion, and regulatory uncertainties as key factors in their revised outlook.

Shared on 01 Aug 25

Fair value Increased 16%

The notable increase in Qorvo’s analyst price target reflects upgrades to both its revenue growth and net profit margin forecasts, lifting fair value from $84.15 to $96.48. What's in the News Qorvo provided Q2 earnings guidance, expecting revenue of approximately $1.025 billion, plus or minus $50 million.

Shared on 01 May 25

Fair value Increased 1.93%