Calix Networks(CALX)今日盘前股价大跌7.12%，引发了市场的广泛关注。
消息面上，该公司下调了2026年的毛利率预期，预计将下降50至150个基点，而此前预期为扩张100至200个基点。同时，公司预计第二季度调整后毛利率在54.25%至57.25%之间，低于第一季度的59%，主要由于内存组件附加费的影响。
受此影响，摩根大通将Calix的目标价从70美元下调至65美元，原因是利润率下降降低了近期盈利预期。不过，该公司在第一季度利润超出预期后，将股票回购授权增加了1亿美元，显示出管理层对公司长期价值的信心。
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