You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛升ARM(ARM.US)目標價至95美元 重申「買入」評級
高盛發表報告指出,ARM(ARM.US)受惠於授權收入提高,以及特許權使用費率擴大下,其2024財年第三季度季績錄得強勁增長並超預期,收入8.24億美元,按季升2%,按年升14%,較該行及市場預期高出7%及8%。授權和其他收入3.54億美元,按季跌9%,按年增長18%,而特許權使用費收入4.7億美元,按季升12%,按年升11%。 該行認為,基於ARM的節能特點,加上亞馬遜(AMZN.US)、微軟(MSFT.US)及Nvidia(NVDA.US)等客戶增長的牽引動力,該行尤其看好ARM的數據中心業務機會。 此外,該行考慮到ARM的授權收入提升,以及特許權使用費率擴張的步伐,將ARM的2024及2025財年非通用會計準則(non-GAAP)每股盈利預測(不包括單板電腦(SBC))分別上調25%及17%,至1.48與2.16美元。另將公司2024及2025財年收入預測上調12%及10%。對其目標價由65美元上調至95美元,重申「買入」評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account