Company OutlookWith the stock's price target being lowered to $140/share and skepticism around the company's ability to meet ambitious targets, investor confidence may be wavering.
Financial PerformanceThe company's aggressive financial targets through 2026 are overshadowed by the disappointment regarding the translation of P&L targets into higher free cash flow.
Market ConditionsInvestor concerns over market overcapacity are heightened, which could signal a challenging environment for the company's growth and profitability.