-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將LITE未來12個月的目標價上調100美元至1100美元，並採用34.9倍的EV/EBITDA倍數對2027財年業績進行估值，略高於其五年歷史平均倍數31.9倍。我們將2026財年的每股盈餘預期調高0.45美元至8.24美元，並將2027財年的每股盈餘預期上修2.21美元至18.05美元。 LITE預計第四季營收將再創新高，其中超過一半的環比成長預計來自組件業務，其餘部分來自系統業務，尤其是高速收發器和OCS系統。 LITE的多個產品線都出現了嚴重的供需失衡，特別是EML、泵浦雷射和收發器產品。據報道，供應限制比先前揭露的更為嚴重，短缺導致無法滿足客戶需求，迫使客戶之間做出艱難的分配決策。此外，儘管已採取措施提高部分生產設施的利用率和利潤貢獻，但這些設施的利用率仍不足。
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