Defense Industry News 8 January 2026 - 9 January 2026

February 6, 2026, 4:51 AM EST. Qorvo's stock closed at $82.72 following a 5.9% gain in the past week, despite a 6.1% drop over the last month. The semiconductor company shows a 4.9% total return over one year, but longer-term returns over three and five years are down 21.9% and 52.6%, respectively, indicating mixed performance. Analysts see the shares trading below a fair value estimate of $100.94 based on growth prospects, margins, and risks, with opportunities tied to wireless infrastructure demand. However, discounted cash flow models value the shares at $72.07, suggesting skepticism among some investors. Key risks include dependence on a major customer and regulatory approvals for mergers, factors driving sentiment shifts amid the recent price momentum.