-- 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：我们将康宁公司12个月目标价上调67美元至190美元，相当于2026年每股收益预期值的60.7倍，与该公司过去三年65.7倍的历史平均市盈率基本持平。我们将2026年每股收益预期值上调0.02美元至3.13美元，并将2027年每股收益预期值上调0.06美元至3.91美元。自推出Springboard计划以来，康宁公司实现了显著增长，销售额增长约40%，盈利增长近90%，营业利润率和投资回报率（ROIC）也提升至15%以上。光通信领域需求强劲，尤其是在人工智能驱动的数据中心扩张方面，康宁公司的新光纤产品表现出色，超出市场预期。康宁公司认为，数据中心从铜缆向光纤的转换蕴藏着巨大的机遇，而且这一转换的速度比最初预期的要快，从而推动了进一步的增长潜力。
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