Block To See Improved Profitability Amid Expense Discipline In Q3: Analyst Forecasts Stable Payment Volume Growth
Block To See Improved Profitability Amid Expense Discipline In Q3: Analyst Forecasts Stable Payment Volume Growth
Kupferberg points out that the Street expects a slight miss for the third quarter, and fourth-quarter GPV projections may also be a "touch high."BofA Securities analyst Jason Kupferberg reiterated a Buy rating on Block, Inc. (NYSE:SQ), with a price forecast of $82.
美國銀行證券分析師傑森·庫珀伯格重申了對Block, Inc.（紐交所:SQ）的買入評級，並給出了82美元的價格預測。
The analyst maintains the bullish rating due to the company's strong business model, scarcity value, and valuation, indicating a favorable setup for 2025 estimates.
鑑於該公司強大的業務模式、稀缺價值和估值，分析師保持了看好評級，預示2025年的有利設定。
The analyst notes that during the upcoming third-quarter results, gross payment volume (GPV) growth will be a key metric.
分析師指出，在即將到來的第三季度業績中，毛付款量（GPV）增長將是關鍵指標。
Kupferberg points out that the Street expects a slight miss for the third quarter, and fourth-quarter GPV projections may also be a "touch high."
庫珀伯格指出，市場預計第三季度會略有失利，第四季度毛付款量的預測也可能略有「高一點」。
The analyst forecasts the profitability outlook to improve due to increased visibility and continued expense discipline, particularly by staying below the 12,000 headcount cap.
分析師預測盈利前景將得到改善，因爲能見度增加，同時通過持續的費用紀律，特別是保持在12000人員上限以下。
The Street's projected 16% gross profit growth for the fourth quarter is achievable, although the firm plans to increase investments in the second half of the year.
第四季度預期的16%毛利潤增長是可以實現的，儘管該公司計劃在今年下半年增加投資。
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In fact, Kupferberg forecasts that the company may maintain the 2024 gross profit growth guidance of over 18%.
事實上，庫珀伯格預測公司可能會保持2024年的18%以上的毛利潤增長指引。
However, given the fluctuations in in-store consumer spending, the Street's forecast of 9% GPV growth for Square in the fourth quarter might be "touch aggressive," Kupferberg adds.
然而，鑑於門店消費者支出的波動，Kupferberg指出，街頭對Square在第四季度9%的GPV增長的預測可能會有些"過於激進"。
On last year's third-quarter earnings call, the company provided an initial 2024 guide for adjusted EBITDA and AOI. This year, the analyst underscores a probable similar approach to forward-year guidance.
在去年第三季度的業績會上，該公司提供了2024年調整後EBITDA和AOI的初始指引。今年，分析師強調可能會採用類似的前瞻性指導方法。
Street is modeling 15% gross profit growth in FY25, as well as AOI margin of 20.5%, Kupferberg adds.
街頭在FY25模擬了15%的毛利潤增長，以及20.5%的AOI利潤率，Kupferberg補充道。
Price Action: SQ shares are trading lower by 2.33% to $71.12 at last check Wednesday.
股價走勢：截至最新一次週三的檢查，SQ股價下跌2.33%，至71.12美元。
Image via Unsplash
圖片來源：Unsplash
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譯文內容由第三人軟體翻譯。
