
需要了解的:
- Robinhood 的加密货币收入未达预期,尽管整体财报表现优于预期,但仍拖累股价表现。
- 摩根大通表示,利润超预期主要是由于税收优惠,而非经营实力。
- 该银行将其目标价从122美元上调至130美元,理由是加密货币和预测市场的交易量增加。
华尔街银行摩根大通(JPMorgan,代码:JPM)称罗宾汉(Robinhood,代码:HOOD)第三季度业绩稳健,但质量较低,因加密货币收入疲软和税收优惠推动了大部分盈利超预期。
银行表示,大约每股收益(EPS)超预期15% 主要是由于与基于股票的薪酬相关的较低税率,这与股价上涨52%有关, 这是在周四发布的一份报告中提到的。
由Kenneth Worthington领导的分析师团队预计该交易平台的利润率将持续改善,并将其股票的目标价从122美元上调至130美元,同时重申对该股票的中性评级。
昨日股价暴跌11%,收盘约为 127 美元.
加密货币成为主要拖累,净收入为2.68亿美元,未达华尔街和摩根大通的预期,尽管交易量大幅增长,股价仍然下跌。
该银行表示,Robinhood 的加密货币费用率从预计的 68 个基点下滑至 67 个基点,因管理层持续调整定价。
预测市场部分抵消了部分疲软,尽管分析师警告称该板块依赖于一小部分活跃交易者。
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What to know:
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What to know:
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