-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將12個月目標價下調15美元至175美元，相當於2026年每股盈餘預期值的55.6倍。我們將2026年每股盈餘預期值調高0.02美元至3.15美元，並將2027年每股盈餘預期值調高0.05美元至3.96美元。光通訊業務板塊實現了強勁的銷售額和淨利潤成長，這主要得益於市場對Gen AI產品的需求以及與主要超大規模客戶達成的長期協議。企業和營運商兩大子板塊均實現了同樣令人矚目的成長，反映了廣泛的市場需求和客戶關係的成功拓展。太陽能業務板塊的晶圓廠遭遇了一些困難，包括產能爬坡進度落後於原計劃。該工廠需要長時間的維護停產，以過渡到永久性電源系統並維修和升級生產設備，這導致額外支出3000萬美元，並造成銷售額和盈利能力的暫時下降。此次停產對利潤率、每股盈餘和銷售額造成了影響，至少持續到第二季的幾個月。
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