-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：我們將高通未來12個月的目標價從170美元上調至220美元，這意味著其本益比將比我們先前預測的2027財年每股收益11.10美元高出約20倍，高於同業和歷史平均水準。鑑於高通公佈的3月季度業績喜憂參半，以及6月季度業績指引不一，我們將2026財年（截至9月）的每股收益預期從11.06美元下調至10.67美元，並將2027財年的每股收益預期從10.95美元下調至10.75美元。儘管高通在智慧型手機領域面臨短期市佔率下滑，原因是其記憶體供應受限以及蘋果業務的流失，但我們認為安卓訂單已接近觸底。我們相信，隨著高通的收入結構日益多元化，尤其是在資料中心和汽車業務的強勁成長勢頭推動下，其估值將會相應提高。這次與客製化矽晶片超大規模資料中心達成合作，預計年底前即可實現首批出貨，這有力地驗證了高通的資料中心策略，並開闢了一條利潤豐厚且有望快速增長的新收入來源。目前，汽車（預計6月季銷售額將加速成長至50%，高於3月季的38%）和物聯網業務合計約佔高通資料中心總營收的34%，我們預計未來三到五年內，這兩個業務部門的佔比將達到50%。
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