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大行評級|大摩:上調奈飛目標價至1500美元 上調2025財年用戶淨增量預估
格隆匯 07-23 10:51
摩根士丹利發表報告指,奈飛第二季業績令人鼓舞,用戶淨增量及廣告收入均顯著上揚。該行將2025財年的用戶淨增量預估從2200萬調高至2400萬,並預測廣告收入將較去年同期增加一倍以上。該行將奈飛未來三年的每股盈利預測小幅調高1%至2%。現在假設2025年的報告營收增長率爲15至16%,相較於之前的14至15%;目標價由1450美元上調至1500美元,評級“增持”。
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