异动解读 | 是德科技盘前大涨15.92%,因一季度业绩超预期及二季度指引强劲

异动解读
Feb 24

是德科技(Keysight Technologies Inc,股票代码:KEYS)今日盘前股价大涨15.92%,引起了市场的广泛关注。

消息面上,公司公布了超出市场预期的第一季度财务业绩,并发布了强劲的第二季度业绩指引。具体来看,公司第一季度调整后每股收益为2.17美元,营收达到16亿美元,均高于分析师普遍预期。其通信解决方案部门营收同比增长27%,电子工业解决方案部门营收同比增长15%。

此外,公司对第二季度的业绩展望也远高于市场共识,预计营收在16.9亿至17.1亿美元之间,调整后每股收益在2.27至2.33美元之间。公司业绩增长主要受益于数据中心为支持人工智能工作负载而扩大的持续需求。同时,摩根大通等华尔街机构也上调了该公司的目标价,进一步增强了投资者信心。

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