Robinhood未來仍可期,多位分析師予“買入”評級
美國“散戶大本營”Robinhood(HOOD.US)近期公佈了上市後的首份財報。第二季度營收爲5.65億美元,同比增長131%,其中很大一部分由虛擬貨幣推動。華爾街多位分析師開始覆蓋Robinhood,儘管該股增長將放緩,但仍看好其長期發展前景,並予“買入”評級。
JMP證券分析師Devin Ryan予Robinhood“跑贏大盤”評級,目標價爲58美元。該分析師表示:“簡而言之,Robinhood在公司成立僅6年的時間裏,就已成爲一個行業領袖和一種文化現象。”
KeyBanc分析師 Josh Beck予Robinhood“買入”評級,目標價爲55美元。分析師看好該公司的因素包括:高用戶參與度、多元化產品、創新速度快和強大的管理團隊。
瑞穗證券分析師Dan Dolev予Robinhood“買入”評級,目標價爲68美元。分析師表示,Robinhood 擁有2250萬活躍用戶,並吸引了50%的美國新散戶,它不僅僅是一隻由meme現象推動的股票,而是真正抓住了Z世代的消費需求。
高盛分析師予Robinhood“中性”評級,目標價爲56美元。儘管分析師對該公司的長期前景持樂觀態度,但他指出,近期散戶交易趨勢的可持續性存在不確定性,以及有關訂單流付款(PFOF)的監管審查可能會帶來重大風險。
德意志銀行分析師予Robinhood“中性”評級,目標價爲45美元。分析師表示,該股在未來6到12個月內的波動性會非常大,至少需要一到兩年時間才能看到可預測的收入增長軌跡。
花旗分析師Jason Bazinet予Robinhood“買入”評級,目標價爲63美元。他表示:“我們認爲,該公司的未來增長將放緩,並存在監管風險。 然而,前者很可能已被市場消化。 在我們看來,後者不太可能發生。”
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