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Antipodes Global Value Strategy named Qorvo, Inc.
(NASDAQ: QRVO) in its second-quarter 2026 investor letter, pointing to the RF chipmaker's pending combination with Skyworks as the catalyst most likely to alter the company's cost structure and competitive position.
QRVO closed at $95.33 on August 6, 2026, a one-month return of 12.85% and a 52-week gain of 9.93%. The stock carries a market capitalization of $8.41 billion.
What Antipodes sees in the merger Antipodes described Qorvo as a global RF semiconductor supplier spanning mobile, infrastructure, aerospace, and defence.
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