消息面上,公司将于8月5日盘后发布第二季度财报,市场一致预期本季度营收约8.76亿美元,同比增长38.78%;调整后每股收益预计为1.85美元,同比增长26.51%。此前多家投行上调目标价,Needham将目标价从600美元上调至750美元,Piper Sandler从674美元上调至724美元,RBC Capital Markets维持735美元目标价并指出AI采用、无人机业务及开放生态战略将持续驱动订单增长。上季度公司营收超预期并上调全年营收增速指引至30%-32%,机构观点整体偏多,财报前市场做多情绪集中释放。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.