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《大行報告》美銀證券降甲骨文(ORCL.US)目標價至122美元 季績遜
阿思達克 12-13 09:57
美銀證券發表報告指出,甲骨文(ORCL.US)第二財季業績令人失望,收入遜預期,雲業務收入按年增長24%,低於增長29%至30%的指引範圍。雖然收入遜色,但公司在盈利能力方面表現出色,每股盈利勝預期。 該行重申對甲骨文的「中性」評級,認為公司雲業務增長快速,帶來更高的收入組合及數據中心規模擴大,令公司每股盈利增長加速。對公司目標價由132美元下調至122美元,以反映實現2026財年收入及毛利目標的風險更高。
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