02:40 PM EST, 11/04/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lift our 12-month target to $176 from $130, on 16x our FY 27 EPS view of $11.02, above its three-year historical average on improved segment mix and strategic positioning. We up our FY 26 EPS view to $9.70 from $7.22, reflecting stronger-than-anticipated FQ4 performance and the immediate accretion from ZT Systems. Our revised target implies compelling upside, yet we maintain our Hold rating, as we believe near-term execution risk warrants caution before turning more constructive. While the ZT acquisition fundamentally transforms SANM's growth profile and positions the company as a premier AI infrastructure provider, successful integration remains unproven. We need to see two to three quarters of combined operating performance demonstrating customer retention, margin stability, and disciplined working capital management. Until integration milestones are achieved and AI infrastructure demand durability is confirmed, we prefer to wait for better entry points or further de-risking of the ZT combination.