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《大行報告》瑞銀升Applied Materials(AMAT.US)目標價至185美元 評級「中性」
瑞銀發表報告指,Applied Materials(AMAT.US)最新季績營收達到指引範圍上限,每股盈利亦高於指引範圍,主要歸功於DRAM業務的增長,將目標價由180美元升至185美元,並維持「中性」評級。 瑞銀將Applied Materials於2024第二財季收入和每股盈利預測分別修訂為66.9億美元和2.03美元,原先預測為65.9億美元和1.9美元,並將2024財年收入和每股盈利預測修訂為274.2億美元和8.26美元,原先預測為269.8億美元和7.8美元。2025財年收入和每股盈利預測修訂為293.2億美元和9.14美元,原先預測為292.1億美元和8.95美元。
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