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美股異動 | Shopify跌10% 績後遭多家大行下調目標價
格隆匯 05-06 22:24
格隆匯5月6日丨美股電子商務概念股的大跌,其中加拿大電商巨頭Shopify(SHOP.US)現跌10.02%,報371.69美元,總市值469億美元。5月5日美股盤前,加拿大電商巨頭Shopify公佈了截至2022年3月31日的第一季度財報,該公司Q1總營收為12.04億美元,不及市場普遍預計的12.4億美元,Q1淨虧損14.74億美元,上年同期淨利潤為12.6億美元。公司GMV達到432億美元,不及分析師普遍預計的465億美元,兩年期複合增速為57%,相比於2021年Q1同比增長16%。加拿大國民銀行將Shopify目標價從1000美元下調至750美元;花旗分析師Tyler Radke將Shopify目標價從534美元下調至432美元,維持“中性”評級。Radke表示,由於面臨一系列宏觀挑戰,Shopify公佈了令人失望的第一季度業績,並且,在2022年前景日益不確定的情況下,該公司進一步降低了增長/盈利預期;斯蒂費爾:將Shopify目標價從800美元下調至650美元。

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