异动解读|百思买盘中上涨5.2%,Q2业绩全面超预期叠加多家机构上调目标价

行情直击
Sep 02

9月2日,百思买盘中上涨5.2%,报86.92美元/股,成交额2.56亿美元。

消息面上,百思买此前公布的第二财季业绩全面超出市场预期:调整后每股收益1.47美元,超预期的1.38美元;营收97.79亿美元,超预期的95.93亿美元;可比销售增长4.1%,远超公司此前约1%的指引。公司同步上调全年指引,预计营收423亿至428亿美元(此前预期420.8亿),调整后每股收益6.70至6.90美元(此前预期6.62美元)。计算机品类强劲增长、AI眼镜等新兴品类贡献约1个百分点的同店增长是主要驱动力。

财报发布后,大和证券、巴克莱、DA Davidson等多家机构相继上调百思买目标价,市场均价从约82美元升至86美元,推动股价持续走强。不过Wedbush指出,下半年计算机需求或因Windows 10换机潮消退而放缓,后续持续性仍需观察。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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