-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們維持231美元的目標價，與德州儀器於2026年2月3日同意支付的全現金收購價格一致。我們維持2026年每股收益2.60美元和2027年每股收益4.02美元的預期。我們預計該交易將於2027年上半年完成，屆時股價可能會向231美元的收購價靠攏。第一季業績展現了良好的營運勢頭，營收達2.14億美元（年增20%），工業和商業業務年增33%，主要得益於電子貨架標籤和智慧計量業務的成長。設計訂單量超過了內部目標和2025年的歷史最高水平，訂單出貨比也達到了多年來的最高點，鞏固了公司在低功耗無線連接領域的市場地位。然而，鑑於即將進行的收購，公司的基本面數據在很大程度上意義不大。我們注意到，儘管近期政策有所調整，但關稅不確定性依然較高，且對華業務構成地緣政治風險。我們認為交易完成的風險有限，預計股價將穩定接近231美元的收購價，因此維持「持有」評級。
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Research Alert: Net: Soft Guidance Offsets Q1 Beats; Announces Workforce Restructuring
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Research Alert: Draftkings Beats Estimates; Maintains Full-year Guidance
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