在谷歌母公司公布第四季度业绩井喷后,Alphabet 股价周三上涨。
该公司股价上涨超过8%。
Refinitiv 的数据显示,Alphabet 报告的每股收益为 30.69 美元,而分析师预期的每股收益为 27.34 美元。它还超过了分析师预测的 721.7 亿美元的收入,达到 753.3 亿美元。
这家搜索巨头严重依赖谷歌的广告收入,该收入在本季度飙升。该部门的收入为 612.4 亿美元,比去年同期的 462 亿美元增长 33%。
MKM 董事总经理 Rohit Kulkarni 在给投资者的一份报告中说:“非常强劲的广告收入增长意味着在供应链动荡和宏观不确定性的情况下,整体需求环境保持健康。”
该公司的云计算收入也增长了 45%,达到 55.4 亿美元。 Alphabet 首席执行官 Sundar Pichai 在财报电话会议上表示,该公司的云交易数量同比增长 65%,价值超过 10 亿美元。
这份强劲的报告导致至少九家华尔街公司上调了该股的目标价。瑞银的 Lloyd Walmsley 将目标价从 3,800 美元上调至 3,900 美元,较周二收盘价上涨 41.7%。
Alphabet 强劲的收益报告是在一年的出色表现之后的。该股去年飙升 65%,超过所有其他大型科技公司,标准普尔 500 指数涨幅超过三倍。Alphabet 周二表示,其董事会批准了 20 比 1 的股票拆分计划。
Alphabet stock jumps on back of blowout earnings
Shares of Alphabet were up Wednesday after the Google parent company reported blowout fourth-quarter earnings.
The company's stock was up more than 8%.
Alphabet reported earnings per share of $30.69, compared to the $27.34 per share analysts expected, according to Refinitiv. It also blew past analysts' revenue projections of $72.17 billion, coming in at $75.33 billion.
The search giant relies heavily on Google's advertising revenue, which soared in the quarter. Revenue for the segment came in at $61.24 billion, up 33% from $46.2 billion in the year-earlier period.
“Very robust advertising revenue growth implies the overall demand environment has stayed healthy amidst volatile supply chain and macro uncertainties,” MKM Managing Director Rohit Kulkarni said in a note to investors.
The company's cloud also reported revenue growth of 45% to $5.54 billion. Alphabet CEO Sundar Pichai said on the earnings call the company saw 65% year-over-year growth in the number of cloud deals worth over $1 billion.
The strong report led at least nine Wall Street firms to raise their price target on the stock. UBS' Lloyd Walmsley, lifted his price target to $3,900 from $3,800, representing an upside of 41.7% from Tuesday's close.
Alphabet's strong earnings report follows a year of outperformance. The stock surged 65% last year, beating all other Big Tech companies and more than tripling gains in the S&P 500. Alphabet on Tuesday said its board approved plans for a 20-for-1 stock split.