UBS lowered its revenue forecasts for HORIZONROBOT-W for FY2026-28 due to weak automobile demand in China, but the company is expected to benefit from increased market share in high-end autonomous driving chips and accelerating revenue from cockpit technology applications starting in 2027. Despite the lowered revenue projections and adjusted EPS forecasts, UBS maintains a Buy rating, anticipating a revenue CAGR of 61% for FY2025-28.
