《大行》中金升博通(AVGO.US)目標價20%至275美元 料次季non-GAAP淨利潤按年升逾43%
博通(AVGO.US)將於當地時間本周四(5日)收市後公布次財季業績。中金發表研究報告指,預計博通次財季收入為149.5億美元,按年增長19.7%,按季則微升0.2%;料non-GAAP毛利率為77.43%;經調整EBITDA利潤率為66.78%;non-GAAP淨利潤77.4億美元,按年升43.47%,按季跌1.08%,與市場預測大致一致。
該行又維持集團2025及26財年的non-GAAP每股盈測,預計分別為6.49美元及7.93美元,續予「跑贏行業」評級,考慮估值延展及博通在AI數據中心運算及網絡上的領導地位,目標價上調20%至275美元,相當於預測2025及26財年市盈率分別42倍及35倍。
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