《大行報告》瑞銀升Intuit(INTU.US)目標價至625美元 評級「中性」
瑞銀發表報告指,Intuit(INTU.US)業績基本符合預期。考慮到2024財年第二季線上服務加速增長至 24%、個人稅務解決方案(TurboTax)價格上漲和新桌面價格上漲,該行認為公司2024財年第三季10.5%的收益率指引屬於保守。
該行對集團的執行力表示讚賞,並認為除非宏觀經濟惡化,否則當前前景不會面臨風險。但該行注意到,除非環境改善,否則似乎很難實現2024下財半年在線生態系統增長率遠高於20%。瑞銀將Intuit本財年利潤增長率預期從11.6%上調至12.4%,每股盈利預期從16.42美元上調至16.54美元,目標價由540美元升至625美元,維持評級「中性」。
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