-- 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ITRI的12个月目标价从123美元上调至131美元，基于2027年每股收益20倍的市盈率，低于ITRI过去三年和五年25倍至31倍的历史平均市盈率，但反映了业务质量的改善和结构性利润率的扩张。由于ITRI第二季度业绩指引低于预期，以及项目进度波动和持续收购带来的短期收入压力，我们将2026年和2027年的每股收益预期分别下调至6.01美元和6.58美元（此前分别为6.15美元和6.83美元）。然而，我们依然对转型持乐观态度，并指出创纪录的毛利率、28%的年度经常性收入增长、韧性解决方案的早期进展以及22%的成果交付增长均证明了转型的成功。我们承认积压订单减少以及下半年执行风险，并将第三季度业绩指引视为影响投资者情绪的关键时刻。但是，鉴于上半年业绩超出内部预期，我们相信业务组合调整和收入质量基本面改善带来的长期利好因素将抵消短期波动的影响。
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Nebius to Acquire Eigen AI in $643 Million Cash-And-Stock Deal
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