周五,奈飞盘初大涨10%,创历史新高。三季报显示,奈飞营收98.25亿美元,同比增长15%,超过市场预期的97.76亿美元;稀释后每股收益(EPS)为5.40美元,同比增长44.8%,超过市场预期的5.12美元。
同时,奈飞四季度的营收指引明显强于预期,还略微上调了今年的年度指引。奈飞预计四季度营收为101.3亿美元,分析师预期100.5亿美元,2025年营收430亿至440亿美元,分析师预期434亿美元;预计四季度稀释后EPS为4.23美元,分析师预期3.9美元。
业绩公布后,摩根士丹利将奈飞目标价从820美元上调至830美元。
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