TD Cowen:美光毛利率将在2027自然年第二季度见顶

智通财经
Sep 28
【TD Cowen:美光毛利率将在2027自然年第二季度见顶】TD Cowen分析师Krish Sankar重申美光“买入”评级,目标价1600美元。这位五星分析师认为,行业当前仍处在周期中段,美光需求维持强劲,即便本轮扩张周期中毛利率已接近80%。他判断,毛利率将在2027自然年第二季度见顶,峰值约89%。 Sankar同时预计,美光给出的2027财年第一季度每股收益指引约37美元,高于市场一致预期的35美元。该分析师认为,美光后续股价上涨将来自估值重估,而非毛利率继续提升;他判断美光股票的风险收益比依旧“具备吸引力”。

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