FINWIRES · TerminalLIVE
FINWIRES

バンク・オブ・アメリカは、アップルの第2四半期決算は市場予想を上回る可能性があると述べている。

-- バンク・オブ・アメリカ・セキュリティーズは火曜日のレポートで、アップル（AAPL）の第2四半期決算は、iPhoneの好調な販売、サービス事業の2桁成長、為替変動の追い風により、市場予想を上回る可能性があると述べた。 レポートによると、今後の好材料としては、新たな自社株買い承認、6月の世界開発者会議（WWDC）、秋の折りたたみ式iPhoneの発売、そしてGemini AIを統合した強化版Siriのリリースなどが挙げられる。 同証券会社は、iPhoneの需要が堅調に推移すると予想し、第2四半期のiPhone販売台数予想を6,000万台に引き上げた。サービス事業の売上高は、経営陣のガイダンスに沿って14%の成長を見込んでいる。 バンク・オブ・アメリカは、第2四半期の売上高と1株当たり利益をそれぞれ1,130億ドルと2ドルと予測しており、市場コンセンサスの1,090億ドルと1.93ドルを上回っている。 証券会社は、アップルの第3四半期の売上高と1株当たり利益（EPS）をそれぞれ1,060億ドルと1.82ドルと予想しており、市場予想の1,030億ドルと1.74ドルを上回っています。 また、2026年度の売上高とEPSの予想を、従来の4,620億ドルと8.36ドルから、それぞれ4,660億ドルと8.55ドルに引き上げました。 アップルは4月30日に第2四半期の決算を発表する予定です。 バンク・オブ・アメリカはアップル株の投資判断を「買い」に据え置き、目標株価を320ドルから325ドルに引き上げました。

Price: $259.25, Change: $+0.05, Percent Change: +0.02%

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