《大行報告》大摩升英偉達(NVDA.US)目標價至795美元 業績亮麗
摩根士丹利發表報告指出,儘管幾周前對英偉達(NVDA.US)今年1月底止第四財季的預測大幅上調,但受惠於人工智能(AI)需求強勁下,公司第四財季業績亮麗,錄得收入221億美元,高過公司指引的200億美元及該行預測的210億美元水平。期內公司毛利率再次上升,推動整體每股盈利亦有所提升。
該行預期英偉達4月底止季度收入由原來的227.93億美元,上調至240.76億美元;非公認會計準則(non-GAAP)每股盈利由原預期的5.2美元上調至5.45美元。另對其2025財年收入預測由原來的1,023.1億美元上調至1,054.92億美元,non-GAAP每股盈利預測由原來的22.91美元上調至23.63美元。將其2026財年收入預測由原來的1,061.55億美元上調至1,115.87億美元,non-GAAP每股盈利預測由原來的23.13美元上調至24.59美元。
該行對英偉達的目標價由750美元上調至795美元,評級「增持」。
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