-- 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： CLS 2026年第一季業績雙雙超乎預期，我們維持「買進」評等。更令人印象深刻的是，該公司2026年的業績指引較上一季大幅調高。 2026年營收指引從170億美元上調至190億美元，調整後每股盈餘從8.75美元上調至10.15美元，全年營收成長超過65億美元。此外，CLS贏得了第一個CPO項目，客戶是一家超大規模資料中心營運商，這表明CLS的專有技術和尖端解決方案（1.6T儲存容量、光學解決方案）的重要性。我們將目標價從504加幣上調至565加幣。這項調整是基於我們維持不變的30倍市盈率和24倍EBITDA市盈率，基於我們對2027年業績的預測。我們現在預計2026年營收成長將達到50%以上，2027年約為35%，並受惠於逐步提升的營運槓桿。我們將2026年每股盈餘預期從9.18美元上調至10.20美元，將2027年每股盈餘預期從11.98美元上調至13.92美元。
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