大行评级|花旗:甲骨文第二财季业绩表现好坏参半 目标价上调至194美元

港股那点事
11 Dec 2024

格隆汇12月11日|花旗发表研报指,甲骨文第二财季业绩表现好坏参半,受累于汇兑因素影响及产能限制等,期内主要经营指标低于预期,同时公司对第三财季亦逊预期。但撇除外汇及其他非营运的不利因素后,该行认为次财季业绩看起来更为符合预期,云端基础架构业务OCI增长重新加快,当前剩余履约义务(cRPO)订单量亦按年增长14%。花旗对甲骨文2025财年预测基本维持不变,并维持“中性”评级,基于2026财年预测市盈率约27.3倍,将目标价由157美元调升至194美元。

海量资讯、精准解读,尽在新浪财经APP

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10