-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将12个月目标价下调15美元至175美元，相当于2026年每股收益预期值的55.6倍。我们将2026年每股收益预期值上调0.02美元至3.15美元，并将2027年每股收益预期值上调0.05美元至3.96美元。光通信业务板块实现了强劲的销售额和净利润增长，这主要得益于市场对Gen AI产品的需求以及与主要超大规模客户达成的长期协议。企业和运营商两大子板块均实现了同样令人瞩目的增长，反映了广泛的市场需求和客户关系的成功拓展。太阳能业务板块的晶圆厂遭遇了一些困难，包括产能爬坡进度落后于预期。该工厂需要长时间的维护停产，以过渡到永久性电源系统并维修和升级生产设备，这导致了3000万美元的额外支出，并造成销售额和盈利能力的暂时下降。此次停产对利润率、每股收益和销售额造成了影响，至少持续到第二季度的几个月。
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