-- 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个月目标价从110美元上调至130美元，基于高于同行和历史平均水平的55倍市盈率（基于我们2027年每股收益预期），以反映增长前景、周期性复苏和内容增长潜力。鉴于第一季度业绩和第二季度业绩指引均好于预期，我们将2026年每股收益预期从1.54美元上调至1.82美元，并将2027年每股收益预期从2.00美元上调至2.37美元。LSCC的工业与嵌入式业务板块复苏良好，第一季度环比增长超过20%，渠道库存也从三个月恢复至两个月，表明终端需求增强，供应链趋于稳定。 此次对AMI的收购预计将立即带来收益增长，AMI高利润、以软件为中心的固件业务与LSCC的FPGA硬件相结合，将为人工智能打造完整的系统级解决方案。此外，订单量加速增长以及强劲的积压订单（已延续至2027年）也令我们倍感鼓舞。我们相信，LSCC的“全方位配套芯片”战略——即提供与CPU和GPU互补而非竞争的FPGA——已被证明行之有效。
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