大行評級|摩根大通:下調甲骨文目標價至135美元 維持“中性”評級
摩根大通發表研究報告指,甲骨文第三季總收入按年升6.4%至141.3億美元,低於指引,雲端總收入按年升25%,達指引23%至25%的高位。該行指,公司第四季總收入指引按年升9%至11%,低於市場預測中位數,總雲端總收入指引按年升26%至28%,每股盈利預測指引達1.61美元至1.65美元。公司有信心2026財年總收入達660億美元,設下2027財年達20%增長的目標。
該行指,將其目標價由140美元下調至135美元,維持其評級爲“中性”。
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