尽管分析师表示，资本支出可能会增加并导致GAAP营业利润率低于普遍预期，但他承认，他“可能不会完全相信人工智能产品和服务的潜在收入效益”。该分析师对Alphabet的评级为“跑赢大盘”，目标价为200美元。Investment bank Baird believes that as capital expenditure increases, Alphabet's operating profit and earnings per share indicators may be at risk.
The Zhitong Finance App learned that Alphabet (GOOGL.US) will release the latest financial report later this month. Investment bank Baird believes that as capital expenditure increases, Alphabet's operating profit and earnings per share indicators may be at risk.
Analyst Colin Sebastian said, “Looking ahead to the increase in operating expenses associated with data center/infrastructure expansion, we still see some risk in operating profit and earnings per share expectations for the third quarter. Therefore, we believe there may be a moderate 'seller reset' after the third quarter earnings report is announced.” Wall Street analysts currently generally expect Alphabet's third-quarter revenue of $86.23 billion and earnings per share of $1.84.
Although the analyst said capital expenses could increase and cause GAAP operating margins to fall short of general expectations, he acknowledged that he “may not fully believe in the potential revenue benefits of AI products and services.” The analyst rated Alphabet “outperforming the market” with a target price of $200.
