《大行報告》花旗降蘋果(AAPL.US)目標價至225美元 輕微下調盈測
花旗發表報告指出,蘋果公司(AAPL.US)去年12月底止首財季業績勝預期,收入按年增長2%,iPhone銷售增長6%。在槓桿和組合的推動下,受惠利潤率擴張70點子,公司首財季每股盈利按年各16%。
該行認為,蘋果於今年3月止第二財季預期收入預測約達900億美元,每股盈利預測1.5美元,均低過該行及市場預期。另該預測意味著毛利率持續擴張,服務業務呈雙位數增長。
此外,該行將蘋果2024至2026財年的每股盈測各下調1%、1%及2%,目標價由230美元略降至225美元,評級「買入」。
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