Microsoft AI Revenue 'Could Eclipse' $10B In 2025, Piper Sandler Says
Microsoft AI Revenue 'Could Eclipse' $10B In 2025, Piper Sandler Says
Piper Sandler analysts shared expectations for when Microsoft Corporation (NASDAQ:MSFT) announces first-quarter results at the end of October.
派傑投資分析師分享了微軟-t將於十月底公佈第一季度業績的預期。
Price Target: Piper Sandler analyst Brent Bracelin maintained an Overweight rating on Microsoft shares. He also lowered the price target from $485 to $470. Bracelin pointed to the company's first-quarter guidance and results as possibly being "sloppier than normal" due to KPI model changes.
目標價：派傑投資分析師布倫特·布拉塞林對微軟股票維持增持評級。他還將目標價從485美元下調至470美元。布拉塞林指出，由於關鍵績效指標模型的變化，公司的第一季度指導和結果可能會"比平常更混亂"。
New KPIs: Bracelin said the biggest change resulting from the new KPI metrics were seen in the firm's updated fiscal 2024 forecast for Azure, 20% lower at $57.5 billion. The analyst said Microsoft's first-quarter results could come in mixed due to "optical headwinds around changes to new KPI metrics" which may not have been fully priced-in by the Street.
新關鍵績效指標：布拉塞林表示，由於新的KPI指標造成的最大變化是公司更新的2024財年Azure預測，降低20％至575億美元。分析師表示，由於"關鍵績效指標的變化可能給第一季度業績帶來一些光學上的阻力"，這可能尚未完全被街道所反映，因此微軟的第一季度業績可能呈現不同程度的混合。
Microsoft AI: Piper Sandler remains bullish on Microsoft AI and expects revenue from the segment to surpass 10 billion in 2025. The analyst noted the firm has tempered its assumptions on CoPilot. However, it raised its growth expectations for OpenAI to a triple-digit range.
微軟人工智能：派傑投資對微軟人工智能保持看好，並預計該領域的營業收入將在2025年超過100億。分析師指出，公司已對CoPilot的假設進行了調整。但是，它提高了對OpenAI的增長預期，提升至三位數的區間。
According to data from Benzinga Pro, the Street expects Microsoft to report quarterly earnings of $3.09 per share and revenue of $64.485 billion when the company reports on Oct. 30 after the closing bell.
根據財經新聞機構Benzinga Pro的數據顯示，該機構預計微軟將在10月30日收盤後公佈每股盈利爲3.09美元，營業收入爲644.85億美元。
Price Action: According to Benzinga Pro, Microsoft shares are flat at $416.76 at the time of publication Friday.
股價走勢：據Benzinga Pro報道，截至本文發佈時，微軟股價爲416.76美元，持平於週五發佈時間。
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譯文內容由第三人軟體翻譯。
