-- 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LITE未来12个月的目标价上调100美元至1100美元，并采用34.9倍的EV/EBITDA倍数对2027财年业绩进行估值，略高于其五年历史平均倍数31.9倍。我们将2026财年的每股收益预期上调0.45美元至8.24美元，并将2027财年的每股收益预期上调2.21美元至18.05美元。LITE预计第四季度营收将再创新高，其中超过一半的环比增长预计来自组件业务，其余部分来自系统业务，尤其是高速收发器和OCS系统。LITE的多个产品线都出现了严重的供需失衡，特别是EML、泵浦激光器和收发器产品。据报道，供应限制比之前披露的更为严重，短缺导致客户需求无法得到满足，迫使客户之间做出艰难的分配决策。此外，尽管已采取措施提高部分生产设施的利用率和利润贡献，但这些设施的利用率仍然不足。
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United Therapeutics Growth Outlook Remains Supported by Tyvaso, Ralinepag, RBC Says
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Klaviyo to Bring Agentic Marketing Workflows to Anthropic's Claude
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