05:35 PM EST, 11/03/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

QRVO delivered robust Sep-Q results with revenue of $1,058.5M (+29.3% Q/Q, +1.1% Y/Y) and EPS of $2.22, ahead of original guidance of $1.03B and $2.04, respectively, but matching last week's preliminary figures when it cited an intent to be acquired by Skyworks Solutions. Non-GAAP gross margin expanded to 49.7% (+5.7 ppt Q/Q), reflecting product mix optimization and structural cost initiatives. For Dec-Q, QRVO guided to revenue of ~$985M $50M and EPS of $1.85 $0.20, largely in line with consensus of $982M and $1.88. Advanced Cellular Group led sequential recovery with revenue of $777.0M (+36.0% Q/Q) supporting Apple's smartphone ramp, while High Performance Analog delivered solid growth of $174.6M (+27.1% Q/Q), driven by defense and aerospace strength. Connectivity and Sensors Group continues facing headwinds with revenue declining 27.2% Y/Y, though the company is repositioning this segment toward automotive and industrial markets.