Barclays analyst Blayne Curtis upgraded Qorvo (QRVO) to Overweight from Equal Weight with an unchanged price target of $87. The stock closed yesterday at $67.40. The company is finally positioned to regain some bulk acoustic wave shares at Apple (AAPL) in 2018, Curtis tells investors in a research note. The analyst sees “some risk” to the company’s June quarter guidance, but believes this is well known. Investors will quickly focus on the second half of 2018 story, with the stock “washed out” at current levels, the analyst contends. Curtis believes shares of both Qorvo and Skyworks (SWKS) can work amid content share gains.