-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将QRVO的12个月目标价从81美元上调至89美元，市盈率约为11.5倍，基于我们2027财年每股收益预期7.76美元（低于历史水平，以反映射频领域面临的挑战）。我们维持2027财年（3月）每股收益预期6.96美元不变，并将2028财年每股收益预期从8.46美元下调至8.01美元。尽管我们对Skyworks Solutions (SWKS)潜在收购带来的成本协同效应感到鼓舞，但获得必要的监管批准仍然存在风险（在中国进入二期临床试验）。我们仍然担忧QRVO在低增长/无增长市场（例如智能手机）的高敞口，因为相对于芯片行业其他领域更好的投资机会/增长轨迹，其机会成本较高。尽管QRVO移动业务的收入表现好于预期，但我们仍对竞争格局、内存瓶颈以及其他供应链通胀压力/供应情况保持警惕。根据合并协议条款，QRVO投资者每持有1股QRVO股票，将获得32.50美元现金和0.96股SWKS股票。
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