Blackberry's Visibility To Near-term Profitability Is Starting To Improve - Analyst Eyes Value-creation Strategies
Blackberry's Visibility To Near-term Profitability Is Starting To Improve - Analyst Eyes Value-creation Strategies
RBC Capital Markets analyst Paul Treiber reiterated the Sector Perform rating on BlackBerry Limited (NYSE:BB), with a price forecast of $3.
RBC资本市场的分析师保罗·特雷伯重申了对黑莓有限公司(NYSE:BB)的板块表现评级,目标价格为3美元。
BlackBerry's first-quarter revenues of $144 million exceeded estimates, driven by a robust performance in its cybersecurity segment. BlackBerry's cybersecurity revenue is expected to range between $82 million and $86 million in the second quarter.
黑莓第一季度营业收入为1.44亿美元,超出预期,其网络安全概念业务表现强劲。预计黑莓的网络安全概念业务营业收入将在第二季度区间为8200万美元至8600万美元。
According to the analyst, visibility to near-term profitability is improving, and BlackBerry plans to provide segmented financials in October.
据分析师称,看到黑莓短期盈利能力的可见度在提高,黑莓计划在10月份提供分割的财务报表。
Near-term stabilization of BlackBerry's business and profitability may help lift valuation from trough levels, Treiber writes.
特雷伯写道,黑莓业务和盈利短期稳定可能有助于将估值从低谷水平提升。
BlackBerry announced another $20 million of cost savings, which brings total annual savings to $125 million of the company's $150 million target. Given the time to realize savings, the analysts note that the cuts are more likely to impact FY26.
黑莓宣布再节省2000万美元,这使得该公司明年的节省总额达到了1.25亿美元,超过了1.5亿美元的目标。鉴于实现节约的时间,分析师注意到这些削减更可能影响到FY26。
Treiber raised FY26 adj. EBITDA estimates from $34 million to $41 million. The company also announced that it will provide fully segmented financials at its investor day in October.
特雷伯将FY26年度调整后的EBITDA估计从3,400万美元提高到4,100万美元。该公司还宣布,将在10月份的投资者日提供完整的分割财务报表。
However, the analyst cautioned that the company operates in markets with significant competition.
然而,分析师警告称,该公司在充满激烈竞争的市场中运营。
Per the analyst, a material re-rating in the stock is likely to be dependent on sustained profitability and growth, along with other potential value-creation strategies (e.g. sale/spin-out of Cyber).
据分析师称,股票的重大重估很可能取决于持续的盈利和增长,以及其他潜在的价值创造策略(例如,网络安全板块的出售/分离)。
The analyst lowered the FY25 revenue estimate to $600.2 million from $600.4 million.
该分析师将FY25财年营业收入预测从6.004亿美元下调至6.002亿美元。
Price Action: BB shares are trading higher by 9.28% to $2.415 at last check Thursday.
股票 BB 的股价在上周四最后一次查询时上涨9.28%,至2.415美元。
Courtesy of BlackBerry
由黑莓提供。