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Microsoft 'In Unique Position To Scale Gen-AI Revenue,' Goldman Sachs Says Ahead Of Q3 Earnings

Microsoft 'In Unique Position To Scale Gen-AI Revenue,' Goldman Sachs Says Ahead Of Q3 Earnings

高盛在第三季度财报前表示，微软 “在扩大Gen-AI收入方面处于独特地位”
Benzinga ·  04/22 13:40

Microsoft Corp. (NYSE:MSFT) will report its fiscal Q3 2024 earnings Thursday, after market close, marking the most pivotal earnings report for the week.

微软公司（纽约证券交易所代码：MSFT）将于周四收盘后公布其2024年第三财季财报，这是本周最重要的收益报告。

The world's largest corporation has a market of nearly $3 trillion and is currently "in a unique position to scale Gen-AI revenue without structural changes to its profitability profile" according to Goldman Sachs analysts Kash Rangan and Henry Dane.

高盛分析师卡什·兰根和亨利·戴恩表示，这家全球最大的公司的市场规模接近3万亿美元，目前 “处于在不改变盈利状况的情况下扩大Gen-AI收入的独特地位”。

Microsoft Earnings Preview: What Do Analysts Expect?

微软收益预览：分析师预期什么？

  • Consensus among Wall Street analysts indicates that Microsoft is expected to report earnings per share of $2.83 and revenue of $60.769 billion, according to data derived from Benzinga Pro platform.
  • The average revenue is projected to increase by 15.1% year-on-year, with a slight easing of 1.9% compared to the previous quarter.
  • Earnings are anticipated to grow at a pace of 15.98% compared to the same quarter of last year, with a decrease of 3% compared to the previous quarter.
  • Microsoft has consistently outperformed Wall Street's earnings expectations in its last six reports and has surpassed revenue forecasts in five of those instances.
  • The 12-month average price target is currently set at $478, suggesting an 18% stock upside from current market levels.
  • 根据Benzinga Pro平台的数据，华尔街分析师的共识表明，微软预计将公布每股收益2.83美元，收入为607.69亿美元。
  • 预计平均收入将同比增长15.1％，与上一季度相比略有下降1.9％。
  • 与去年同期相比，收益预计将以15.98％的速度增长，与上一季度相比下降3％。
  • 微软在过去的六份报告中一直超过华尔街的盈利预期，并且在其中五份报告中都超过了收入预期。
  • 12个月的平均目标股价目前定为478美元，表明股票较当前市场水平上涨18％。

Here Is A Breakdown Of Analyst Estimates

以下是分析师估计的明细

Measure Estimate Low to High Range Average YoY Chg % QoQ Chg %
Sales $60.27B – $62.06B $ 60.769B 15.14% -1.87%
EPS 2.78 – 3.18 2.83 15.98% -3.02%
测量 估计从低到高的范围 平均值 同比增长百分比 QoQ Chg%
销售 60.27亿美元 — 620.6亿美元 60.769 亿美元 15.14% -1.87%
EPS 2.78 — 3.18 2.83 15.98% -3.02%

Goldman Sachs' Take

高盛的看法

"Microsoft is well poised to execute against its estimates for +15% revenue growth, 28% Azure growth, and earnings per shares of $2.87," Goldman Sachs wrote.

高盛写道：“微软已经做好了执行其收入增长+15％、Azure增长28％和每股收益2.87美元的预期。”

The tech giant is likely to expand due to the growing demand for new tech projects and its focus on improving productivity, even as budgets in IT may tighten, according to Goldman Sachs.

高盛表示，尽管IT领域的预算可能会收紧，但由于对新技术项目的需求不断增长以及其专注于提高生产率，这家科技巨头可能会扩张。

Microsoft's Azure platform is expected to benefit from significant AI-driven workloads, efforts to improve efficiency, and the quick redeployment of cost savings.

微软的Azure平台预计将受益于人工智能驱动的大量工作负载、提高效率的努力以及节省成本的快速部署。

"We believe Microsoft is one of the most compelling investment opportunities in the technology industry and across sectors," analyst wrote.

分析师写道：“我们认为微软是科技行业和各行各业中最具吸引力的投资机会之一。”

Goldman Sachs holds a "Buy" rating with a 12-month price target of $450.

高盛保持 “买入” 评级，12个月的目标股价为450美元。

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