-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:我們將康寧公司12個月目標價上調67美元至190美元,相當於2026年每股收益預期值的60.7倍,與該公司過去三年的平均市盈率65.7倍基本持平。我們將2026年每股盈餘預期值調高0.02美元至3.13美元,並將2027年每股盈餘預期值調高0.06美元至3.91美元。自推出Springboard計畫以來,康寧公司實現了顯著成長,銷售額成長約40%,獲利成長近90%,營業利潤率和投資報酬率(ROIC)也提升至15%以上。光通訊領域需求強勁,尤其是在人工智慧驅動的資料中心擴張方面,康寧公司的新光纖產品表現出色,超越市場預期。康寧公司認為,資料中心從銅纜到光纖的轉換蘊藏著巨大的機遇,而且這項轉換的速度比最初預期的要快,從而推動了進一步的成長潛力。
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