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コーニングは売上高成長率の見通しを控えめに発表、ハイパースケール設備投資の抑制を想定、とバンク・オブ・アメリカが指摘

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-- バンク・オブ・アメリカ・セキュリティーズは木曜日に電子メールで送付したレポートの中で、コーニング(GLW)が光学および太陽光発電以外のセグメントについて、ハイパースケール事業の設備投資が今後緩やかになるとの見通しを示しつつ、売上高成長率の見通しを控えめに発表したと述べた。 同レポートによると、コーニングはスプリングボード・プランの目標を引き上げ、期間を2030年まで延長した。2028年第4四半期までに、高確信度プランでは年間売上高270億ドル、内部プランでは300億ドルを見込んでいるという。 バンク・オブ・アメリカは、予測される売上高成長を支えるには生産能力の拡大が必要であるため、経営陣は営業利益率目標を20%以上に据え置いたと述べている。同レポートでは、コーニングは今後、営業利益率目標を引き上げると予想している。 売上高目標の引き上げと営業利益率の据え置きを踏まえ、バンク・オブ・アメリカは2030年までに1株当たり利益を10.42ドルと予測している。 バンク・オブ・アメリカはコーニングの投資判断を「買い」に据え置き、目標株価を186ドルから223ドルに引き上げた。

Price: $181.67, Change: $+0.10, Percent Change: +0.06%

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