多家投行上調微軟目標價
美東時間週二美股盤後，微軟(MSFT.US)公佈了2022財年第一季度業績，重要指標均超出之前分析師普遍預期，多家投行上調了目標價。
財報顯示，微軟第一財季總營收同比增長22%至453.17億美元，高於分析師預期的440億美元。攤薄後每股收益同比增長49%至2.71美元，同樣高於分析師預期的2.07美元。淨利潤同比增長48%至205.05億美元。
微軟Q1營業利潤爲202.38億美元，同比增長27%，營業利潤率爲45%，同比增長2個百分點，環比增長4個百分點。硬實力強大，營業利潤率近幾個季度連續站穩40%以上。
以下爲微軟公佈財報後的各投行觀點：
摩根大通分析師Mark Murphy維持微軟“增持”評級，將其目標價從310美元上調至320美元。Murphy表示，儘管微軟在長期預訂方面的活力略有下降，但由於雲服務的持續強勁，該公司報告的收入增長比預期高出3個百分點。
高盛分析師Kash Rangan重申微軟“買入”評級，將其目標價由360美元上調至400美元。Rangan表示，隨着微軟智能雲業務一路高歌猛進，成爲微軟業績增長的主要力量，該公司公佈了穩健的第一季度財報。該分析師認爲，微軟通過其雲計算平臺或者長期順風發展，並使得該公司處於獨特的位置之上，並認爲微軟雲計算有望在2027財年帶來2300億美元以上的營收，預計每股盈利20美元。
花旗分析師Tyler Radke維持微軟“買入”評級，將其目標價由384美元上調至407美元。該分析師表示，微軟該季度又發佈了一份強勁財報，其每個關鍵業務部門都實現了增長。更重要的是，營收繼續呈現兩位數增長。
巴克萊分析師Raimo Lenschow維持微軟“增持”評級，並將其目標價由345美元上調至363美元。該分析師表示，在又一個強勁的季度之後，投資者對微軟的前景看法幾乎沒有變化。正因爲如此，該分析師認爲該股將保持其地位，成爲市場共識。
瑞穗分析師Gregg Moskowitz維持微軟“買入”評級，將目標價由350美元上調至360美元。Moskowitz表示，該公司報告了全面良好的2022年第一財季業績，所有三個關鍵部門都實現了健康增長。
Piper Sandler分析師Brent Bracelin維持微軟“增持”評級，將目標價由310美元上調至352美元。Bracelin表示，微軟雲業務的季度營收首次超過200億美元，增長36%。根據其財報，該分析師提高了預期，預計微軟雲計算在未來三個季度的年化營收將超過1000億美元。
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