Core Viewpoint - The company reported strong financial results for Q2 of FY2026, with revenue of $814.9 million, a year-on-year increase of 35.84%, exceeding market expectations of $724.1 million. Earnings per share reached $3.88, a significant year-on-year growth of 70.77%, surpassing the expected $2.96. The improvement in profitability is attributed to enhanced gross margins and operational efficiency, with the core business of Enterprise Technology accounting for 87.59% of total revenue, driving continued growth [1]. Financial Report Analysis - In the week following the earnings report (February 7 to 13, 2026), the company's stock price experienced significant volatility, with a cumulative increase of 14.44% and a price range fluctuation of 19.11%. The stock reached a high of $736.52 on February 13 and a low of $617.57 on February 9. Trading activity was robust, with a total volume of 612,300 shares and a transaction value of approximately $433 million. As of the close on February 13, the stock price was $712.17, up 0.86%, outperforming the communications sector (up 0.72%) and the Nasdaq index (down 1.71%) [2]. Recent Events - The company announced a dividend of $0.80 per share, with the ex-dividend date set for February 17, 2026, and the payment date on February 23, 2026. This dividend plan, aligned with the earnings report, has boosted market confidence and become a focal point of recent attention [3]. Institutional Perspectives - According to aggregated data from institutions, the average target price for the company is $623.50, with a high of $720.00 and a low of $527.00, all below the current stock price. Profit forecasts indicate a year-on-year net profit growth rate of 70.77% for Q2 of FY2026, reflecting institutional recognition of short-term performance growth, but the variance in target prices suggests differences in valuation perspectives [4].

Core Viewpoint - The company reported better-than-expected Q2 FY2026 earnings and announced a dividend plan, indicating strong financial performance and positive market sentiment [1][3]. Financial Performance - For Q2 FY2026, the company achieved revenue of $814.9 million, a year-over-year increase of 35.84%, surpassing the expected $724.1 million [3]. - Earnings per share (EPS) reached $3.88, reflecting a significant year-over-year growth of 70.77% [3]. - The improvement in profitability is attributed to enhanced gross margins and operational efficiency [3]. Dividend Announcement - The company will go ex-dividend on February 17, with a planned dividend payout of $0.80 per share [1]. Stock Performance - Following the earnings report, the stock price saw a notable increase, with a single-day gain of 14.47% on February 9, closing at $712.38 [2]. - Over the past five days, the stock has risen by a cumulative 31.11%, with a price fluctuation of 34.86% [2]. - On February 11, the stock closed at $718.78, with a slight increase of 0.04% and a trading volume of approximately $61.54 million [2]. - Despite a 0.26% decline in the telecommunications sector, the company's stock demonstrated resilience, reflecting positive market reactions to its strong earnings [2]. Business Composition - The Enterprise Technology segment constitutes 87.59% of the company's revenue, continuing to be the core growth driver [3].