We expect outsized growth in F2026 driven by a high single digit increase in the legacy business and nearly $6 billion added from the recent ZT Systems acquisition. We like the diverse portfolio that makes up the legacy business and the growth potential in the Cloud Infrastructure provided by the recent acquisition. The anticipated revenue growth and the company's margin target of 6%-7% longer term should aid debt reduction and a return to more aggressive buybacks, creating further earnings power. For 2026, we think investors will focus on the execution and revenue addition from the acquisition, and we expect F2026 to be a solid base year for continued organic growth into F2027 and beyond. We are optimistic SANM will achieve its target to double revenue in two years. SANM closed F2025 with almost $1 billion in cash and has expanded its revolver, providing ample liquidity. While it leveraged up for the ZT Systems acquisition, management has noted it is targeting a return to a net leverage ratio of 1x-2x. To derive our $200 price target, we apply a 21x multiple to our F2027 EPS projection of $9.53. While the shares have handsomely outperformed the Russell 2000 Index over the past 12 months, we still view the shares as attractively valued given the large opportunity ahead of it. Our moderate risk rating reflects Sanmina's sustained profitability, cash flow generation and industry-leading balance sheet.