大行评级丨花旗:超微电脑第三财季盈利胜预期,予其目标价25美元及“中性”评级

中金财经
May 06

  花旗发表研报指,超微电脑2026财年第三季销售额102亿美元,同比增长121.7%,环比下降19.7%,低于市场预期及公司指引。非公认会计原则每股盈利为0.84美元,同比增长171%,环比增长21.7%,高于指引及市场预期。毛利率环比提升370个基点至10.1%,好过指引及市场预期。公司指引第四财季销售额介乎110亿至125亿美元,高于市场预期的110.7亿美元;非公认会计原则每股盈利指引介乎0.65至0.79美元,亦高于预期的0.55美元。全年收入指引由至少400亿美元,修订为389亿至404亿美元,市场预期则为409亿美元。该行现予超微电脑目标价25美元及“中性”评级。   

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