多家投行上調Spotify目標價
Spotify(SPOT.US)於本週三美股盤前公佈了其2021年第三季度財務業績。Spotify三季度表現亮眼,引得不少投行上調對該股目標價。
財報顯示,該公司Q3營收爲25.01億歐元,上年同期爲19.75億歐元,同比增長27%;歸母淨利潤爲200萬歐元,上年同期爲淨虧損1.01億歐元。
按業務劃分,來自用戶訂閱的營收爲21.78億歐元,同比增長22%;來自廣告業務的營收爲3.23億歐元,同比增長75%。
月活躍用戶總數(MAUs)達3.81億,同比增長19%,環比增長4%,符合該公司此前預期;付費用戶總數達1.72億,同比增長19%,環比增長4%,同樣符合此前預期。第三季度付費用戶中,每用戶平均收入(ARPU)爲4.34歐元,同比增長4%。
以下爲Spotify公佈財報後的投行觀點:
KeyBanc分析師Justin Patterson維持Spotify“增持”評級,目標價由340美元上調至365美元。分析師表示,該公司廣告業務營收和播客數量的增長趨勢表明其財務狀況正在改善,三季度的業績進一步證明瞭這種轉變正在發生。分析師指出,該公司離證明自己能夠持續盈利更近了一步。
巴克萊分析師Mario Lu維持Spotify“增持”評級,目標價由300美元上調至310美元。分析師表示,Spotify月度活躍用戶總數的領先、以及在廣告方面的“強勁表現”,應該會緩解投資者對該公司長期增長可持續性的擔憂。
Pivotal Research分析師Jeffrey Wlodarczak維持Spotify“買入”評級,目標價由300美元上調至385美元。分析師指出,Spotify公佈了“出色的”第三季度業績和第四季度業績指引,從該公司“穩定的”月度活躍用戶數量和在2022年的前景來看,該股“非常有吸引力”。
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