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大行評級丨花旗:上調博通目標價至276美元 預期次季銷售額將超預期
格隆匯 06-03 10:48
花旗發表研究報告指,博通公司將於6月5日盤後發佈2025財年第二財季業績。該行預期博通2025財年次季的銷售額將超過市場共識及該行預估的150億美元(按季增長1%),主要受惠於AI銷售額的提升;預計毛利率(含股票薪酬成本)爲77.5%,略低於市場共識的77.9%,原因在於產品組合影響;每股盈利預測(EPS)爲1.36美元,略高於市場共識的1.33美元,這得益於較低的稅負。該行重申對其“買入”評級,並將目標價從210美元上調至276美元,相當於預測2027財年市盈率38倍。
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