Craig-Hallum analyst Anthony Stoss raised his price target for Qorvo (QRVO) to $100 from $85 and reiterated a Buy rating after the company's results and guidance came in above estimates on strength at both Apple (AAPL) and Samsung (SSNLF). Additionally, Stoss says Qorvo is seeing new 5G design wins with Chinese smartphone OEMs coming in faster than expected, which should drive significant content expansion for the company. He continues to think Qorvo is nicely positioned to benefit from both content expansion as well as unit growth at Apple next year driven by the likely introduction of a 5G iPhone.