Calix Networks (CALX) 今日盘中股价大幅下挫，跌幅达11.89%，引发了市场关注。
消息面上，该公司下调了其2026财年的毛利率预期，预计将下降50至150个基点，而此前市场预期为扩张100至200个基点。公司表示，第二季度调整后的毛利率预计在54.25%至57.25%之间，低于第一季度的59%，主要原因是受到了内存组件附加费的影响。受此利润率前景恶化的影响，摩根大通将该股目标价从70美元下调至65美元。
尽管该公司在第一季度利润超出预期后，宣布将股票回购授权增加1亿美元，显示出管理层对长期价值的信心，但短期内内存成本对利润率的挤压成为了主导股价走势的关键因素。
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