消息面上,公司自7月29日因Q2营收不及预期(实际32.74亿美元 vs 预期33.77亿美元)大跌近14%后,在多家投行积极研报推动下持续修复。瑞银重申买入评级及370美元目标价,指出Q2供应链拥堵导致的"时序偏移"意味着Q3增长有望显著复苏;Oppenheimer则强调公司需求强劲、管道拓宽,7月出货加速符合下半年营收指引。此外,公司已上调全年指引,收入中点升至140亿美元(超FactSet预期的138.8亿美元),调整后每股收益中点提高至6.70美元(超预期的6.49美元),基本面信心支撑反弹延续。
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