Qorvo Stock Rises on an Upgrade. How an Activist Could Boost Shares by 20%. - Barron's

1. Morgan Stanley upgrades QRVO to Overweight, raising price target to $106. 2. Starboard Value acquires a 7.7% stake in Qorvo, prompting renewed investor interest. 3. Analysts predict QRVO may achieve earnings of $9.63 per share with strategic focus. 4. Activator engagement could drive restoration of Qorvo's earnings path and margin targets. 5. RF market growth expected, yet competition remains concentrated among a few key players.