-- 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：我们维持对SWKS的12个月目标价为66美元，市盈率为12倍，基于我们2027财年每股收益预期5.50美元，接近历史平均水平。鉴于SWKS公布的3月季度业绩和6月季度业绩指引好于预期，我们将2026财年（9月）每股收益预期从4.64美元上调至4.91美元，并维持2027财年每股收益预期5.22美元不变。尽管SWKS在多元化方面取得了进展，但我们下调其评级反映了我们认为半导体行业其他领域存在更好的投资机会。虽然3月季度业绩显示移动业务收入表现好于预期，但我们仍然担忧SWKS对智能手机等低增长/无增长市场的过度依赖、竞争压力以及供应链逆风，包括存储器瓶颈和通胀压力。 SWKS宣布赢得一项价值超过10亿美元的安卓设计订单，这将有助于其收入来源摆脱对苹果（占销售额的60%）的过度依赖，并抢占高端安卓市场份额。不过，我们预计这股推动力将在2030年之前逐步显现，而非短期内带来显著增长。我们正等待Qorvo交易（目前在中国进入第二阶段）的监管进展。
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