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資本市場的分析師保羅·特雷伯重申了對黑莓有限公司(NYSE:BB)的板塊表現評級，目標價格爲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.
黑莓第一季度營業收入爲1.44億美元，超出預期，其網絡安全概念業務表現強勁。預計黑莓的網絡安全概念業務營業收入將在第二季度區間爲8200萬美元至8600萬美元。
According to the analyst, visibility to near-term profitability is improving, and BlackBerry plans to provide segmented financials in October.
據分析師稱，看到黑莓短期盈利能力的可見度在提高，黑莓計劃在10月份提供分割的財務報表。
Near-term stabilization of BlackBerry's business and profitability may help lift valuation from trough levels, Treiber writes.
特雷伯寫道，黑莓業務和盈利短期穩定可能有助於將估值從低谷水平提升。
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.
黑莓宣佈再節省2000萬美元，這使得該公司明年的節省總額達到了1.25億美元，超過了1.5億美元的目標。鑑於實現節約的時間，分析師注意到這些削減更可能影響到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.
特雷伯將FY26年度調整後的EBITDA估計從3,400萬美元提高到4,100萬美元。該公司還宣佈，將在10月份的投資者日提供完整的分割財務報表。
However, the analyst cautioned that the company operates in markets with significant competition.
然而，分析師警告稱，該公司在充滿激烈競爭的市場中運營。
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).
據分析師稱，股票的重大重估很可能取決於持續的盈利和增長，以及其他潛在的價值創造策略(例如，網絡安全板塊的出售/分離)。
The analyst lowered the FY25 revenue estimate to $600.2 million from $600.4 million.
該分析師將FY25財年營業收入預測從6.004億美元下調至6.002億美元。
Price Action: BB shares are trading higher by 9.28% to $2.415 at last check Thursday.
股票 BB 的股價在上週四最後一次查詢時上漲9.28%，至2.415美元。
Courtesy of BlackBerry
由黑莓提供。
譯文內容由第三人軟體翻譯。