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 with the increase in capital expenditures, Alphabet's operating profit and earnings per share indicators may face risks.
According to the app Smart Finance, Alphabet (GOOGL.US) will announce its latest financial report later this month. Investment bank Baird believes that with the increase in capital expenditures, Alphabet's operating profit and earnings per share indicators may face risks.
Analyst Colin Sebastian stated: "Looking ahead, the operational expenditure growth related to data center/infrastructure expansion, we still believe there are some risks in the third-quarter operating profit and earnings per share expectations. Therefore, we believe that there may be a moderate 'seller reset' after the third-quarter financial report is released." Wall Street analysts currently generally expect Alphabet's third-quarter revenue to be $86.23 billion, with earnings per share of $1.84.
Although the analyst stated that capital expenditures may increase and result in GAAP operating margin lower than the general expectations, he admits that he 'may not fully believe in the potential revenue benefits of AI products and services'. This analyst's rating for Alphabet is 'outperform the market', with a target price of $200.
