Financial Targets And Free Cash FlowManagement set out their financial targets through 2026 with a very aggressive revenue guide and were disappointed that they do not expect their P&L targets to translate into higher free cash flow.
Market Concerns And OvercapacityOvercapacity remains a major concern among investors, highlighting potential for ongoing market recovery issues.
Reduced Stock Price TargetThe stock price target has been lowered to $140/share, reflecting a cautious stance on the stock.