多數投行下調Alphabet目標價
早前，谷歌母公司Alphabet(GOOGL.US)公佈了2022年第一季度業績，其中，受廣告市場疲軟和YouTube業務增長放緩等部分影響，該公司多項指標不及預期。業績疲弱也促使多家華爾街投行下調了Alphabet目標價，但是，仍有不少投行看好該公司前景。
德意志銀行分析師Benjamin Black將Alphabet目標價從3150美元下調至2900美元，維持“買入”評級。該分析師指出，谷歌在一季度仍然有“一些利好因素”，包括谷歌搜索業務營收和營業利潤率。
另外，Black解釋道，雖然YouTube廣告收入的放緩可能會讓投資者陷入沉思，但Shorts短視頻的用戶參與度正在激增。Black在報告中寫道：“從積極的一面來看，Shorts的用戶參與度同比增加了4倍。儘管社會迎來更大程度的開放，但YouTube的用戶使用時長仍在繼續增長。”
Raymond James分析師Aaron Kessler也將目標價從3630美元下調至3180美元，但他指出了該公司未來的多個積極因素，其中包括未來“穩定”的長期廣告收入增長、雲計算業務的增長勢頭以及“有吸引力的估值”等。
Truist分析師Youssef Squali將目標價從3600美元下調至3500美元，但他表示，即使在喜憂參半的季度業績下，該公司仍“保持着作爲全球數字經濟引擎的卓越地位”。
Guggenheim分析師Michael Morris將目標價從3350美元下調至3000美元，維持“買入”評級。Morris表示，其下調了對該公司的預期，以反映2022年增長的不利因素，但仍將Alphabet視爲“頂級科技領導者”。
Canaccord分析師Maria Ripps將目標價從3500美元下調至3300美元，維持“買入”評級。Ripps表示，儘管市場整體波動和宏觀經濟的不利因素可能對近期市場情緒帶來負面影響，但鑑於持續執行和估值吸引力不斷增強，該分析師繼續看好谷歌作爲核心大盤股的地位。Ripps表示，該公司公佈的第一季度業績喜憂參半，廣告營收的增長與市場共識一致，因爲搜索業務受益於零售垂直業務的持續增長和強勁的旅遊需求，而YouTube則受到了具有挑戰性的運營環境的負面影響。
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