Weekly earnings recap (ORCL, ADBE)
Weekly earnings recap (ORCL, ADBE)
Oracle Q4 2021 earnings recap
Oracle 2021年第四季度收益概述
$Oracle Corp(ORCL.US) shares are down on Wednesday, after the software company reported fourth-quarter results that weren't seen as strong enough to justify a recent rally. Analysts also note the impact of higher capital expenditures.
$甲骨文公司(ORCL.US)周三,这家软件公司公布的第四季度业绩被认为不够强劲,不足以证明最近的反弹是合理的,之后股价下跌。分析师还指出了资本支出增加的影响。
Ratings
收视率
Citi (neutral, PT $80)
花旗(中性,新台币80美元)
While the quarter featured "accelerating back-office cloud application growth and stable infrastructure performance, the biggest drivers of revenue upside were from lower-quality factors"
The report shows "growth, but at a less reasonable price," and the growth is coming alongside "significant increases in spending" that could weigh on operating margins
尽管该季度的特点是“后台云应用增长加快,基础设施性能稳定,但收入增长的最大驱动力来自较低质量的因素”。
该报告显示“增长,但价格不那么合理”,而伴随增长的是“支出的显著增加”,这可能会拖累营业利润率。
Oppenheimer (market perform)
奥本海默(市场表现)
While Oracle's outlook calls for an acceleration in growth, this will require higher capital expenditures
"Shares have priced in an acceleration of growth, but not necessarily the corresponding investments"
虽然甲骨文的前景要求增长加速,但这将需要更高的资本支出
股票价格反映了增长的加速,但不一定是相应的投资
Jefferies (hold, PT to $80 from $75)
杰富瑞(持有,PT从75美元上调至80美元)
While the results were encouraging, they came against easy year-over-year comparisons and benefiting from seasonal strength
The stock can't sustain its rally on low single-digit growth
虽然结果令人鼓舞,但它们与去年同期相比很容易,并受益于季节性的强劲表现。
由于个位数的低增长,该股无法维持涨势
Adobe Q2 2021 earnings recap
Adobe 2021年第二季度收益回顾
$Adobe Inc(ADBE.US)$ analysts are positive on the software company after it reported second-quarter results that beat expectations and gave a profit forecast that was ahead of the consensus view. A number of Wall Street firms raised their price targets, writing that the results show broad-based strength.Shares up as much as 3.4%, with the stock at an intraday record
$Adobe Inc.(ADBE.US)$分析师对这家软件公司持乐观态度,此前该公司公布的第二季度业绩超出预期,并给出了高于普遍看法的利润预期。一些华尔街公司上调了目标价,写道,结果显示出广泛的强势。股价上涨了3.4%,盘中创下历史新高
Ratings
收视率
Citi (neutral, PT $575)
花旗(中性,PT$575)
The results "showed signs of building momentum," with accelerating revenue in the company’s Digital Experience group
"Despite some concerns around reopening trends, ADBE clearly delivered," although given the valuation, "the durability of growth should come back into focus"
随着该公司数字体验部门收入的增加,业绩“显示出增长势头的迹象”
“尽管人们对重启趋势存在一些担忧,但亚行显然做到了这一点,”尽管考虑到估值,“增长的持久性应该会重新成为人们关注的焦点。”
Morgan Stanley (overweight, PT to $610 from $575)
摩根士丹利(增持,PT从575美元升至610美元)
The report "well illustrates why the stock sits atop the list of 'growth at a reasonable price' software names we find very attractive in software"
Positives in the Digital Media business "show building momentum in Adobe's core earnings engine"
这份报告“很好地说明了为什么在‘合理价格增长’软件名称排行榜上,该股位居榜首,我们认为它在软件领域非常有吸引力。”
数字媒体业务的积极因素“显示出Adobe核心盈利引擎的增长势头”
Oppenheimer (outperform, PT to $600 from $550)
奥本海默(跑赢大盘,PT从550美元升至600美元)
The results "show the company executing well against its strategy of offering a complete customer experience platform"
Given strong tailwinds, the valuation can hold up over the summer "as investors start looking forward to the seasonally stronger second half"
调查结果“表明,该公司在实施其提供完整客户体验平台的战略方面做得很好。”
考虑到强劲的顺风,估值可能会在夏季保持不变,“因为投资者开始期待季节性更强劲的下半年”。
Click here to check out: Earnings Calendar for June; Earnings preview; Earnings Highlights
Source: Bloomberg
消息来源:彭博社
Editor: Mia
编辑:米娅