5/23〜5/27米国株決算まとめ(BBY・INTU・NVDA・SNOW・COST・ZS)
5/23〜5/27の米国株決算まとめです。
間違いがあればご指摘ください。
5/24 (tue) Before Open
Best Buy $BBY
Q1-22決算
⭕売上:10.65B vs 10.4B
❌EPS:1.57 vs 1.61
Q2-22ガイダンス
❓売上:なし vs 11.14B
❓EPS:なし vs 2.11
FY22ガイダンス
❌売上:48.3〜49.9B vs 50.12B
🔺EPS:8.4〜9.0 vs 8.9
目標株価
🔽DA Davidson:$107 → $110
🔽Guggenheim:$130 → $100
🔽Wedbush:$80 → $75
🔽Morgan Stanley:$110 → $100
🆕Barclays:→ $80
🔽Citigroup:$80 → $65
🔽Telsey Advisory Group:$90 → $88
5/24 (tue) After Close
INTUIT $INTU
Q1-22決算
⭕売上:5.63B vs 5.51B
⭕EPS:7.65 vs 7.58
Q2-22ガイダンス
⭕売上:-9〜-8% (2.33〜2.36B) vs 2.11B
⭕EPS:0.94〜1.00 vs 0.96
FY22ガイダンス
⭕売上:12.633〜12.674B vs 12.32B
⭕EPS:11.68〜11.74 vs 11.66
目標株価
🔽Stifel:$580 → $465
🔽Wells Fargo:$635 → $550
🔽B of A Securities:$650 → $530
🔽Credit Suisse:$600 → $500
🔽Deutsche Bank:$650 → $625
🔽BMO Capital:$550 → $475
🔽Keybanc:$600 → $500
🔽Piper Sandler:$674 → $500
5/25 (wed) After Close
NVIDA $NVDA
Q1-22決算
⭕売上:8.29B vs 8.12B
⭕EPS:1.36 vs 1.29
Q2-22ガイダンス
❌売上:8.1B ± 2% (7.94〜8.26B) vs 8.45B
❓EPS:なし vs 1.35
FY22ガイダンス
❓売上:なし vs 34.74B
❓EPS:なし vs 5.63
目標株価
🔽Baird:$225 → $165
🔽BMO Capital:$375 → $300
🔽Needham:$400 → $240
🔽Cowen & Co.:$350 → $265
🔽Mizuho:$345 → $290
🆕Benchmark:→ $228
🔽Raymond James:$365 → $250
🔽JP Morgan:$350 → $285
🔽Deutsche Bank:$255 → $190
🔽Morgan Stanley:$217 → $182
🔽Susquehanna:$280 → $260
🔽Citigroup:$350 → $315
🔽Piper Sandler:$350 → $250
🔽Keybanc:$310 → $250
Snowflake $SNOW
Q1-22決算
⭕売上:422.37M vs 412.76M
⭕EPS:0.08 vs 0.01
Q2-22ガイダンス
❓売上:なし vs 466.15M
❓EPS:なし vs 0.02
FY22ガイダンス
❓売上:なし vs 2.03B
❓EPS:なし vs 0.16
目標株価
🔽Truist Securities:$300 → $200
🔽Evercore ISI Group:$250 → $175
🔽Loop Capital:$370 → $180
🔽JMP Securities:$385 → $180
🔽Canaccord Genuity:$210 → $185
🔽Morgan Stanley:$322 → $295
🔽Mizuho:$225 → $200
🔽Stifel:$240 → $120
🔽Deutsche Bank:$300 → $175
🔽UBS:$180 → $165
🔽Citigroup:$232 → $175
🔽Barclays:$218 → $158
🔽BTIG:$183 → $158
🔽Oppenheimer:$280 → $230
🔽Piper Sandler:$300 → $165
5/26 (thu) After Close
COSTCO $COST
Q1-22決算
⭕売上:52.60B vs 51.71B
⭕EPS:3.04 vs 3.03
Q2-22ガイダンス
❓売上:なし vs 69.75B
❓EPS:なし vs 4.18
FY22ガイダンス
❓売上:なし vs 223.38B
❓EPS:なし vs 13.11
目標株価
🔽Truist Securities:$503 → $543
🔽Baird:$600 → $560
🔽Credit Suisse:$570 → $550
🔽Loop Capital:$650 → $610
🔽Citigroup:$590 → $510
🔽Telsey Advisory Group:$615 → $590
Zccaler $ZS
Q3-22決算
⭕売上:286.81M vs 271.38M
⭕EPS:0.17 vs 0.11
Q4-22ガイダンス
⭕売上:302〜306M vs 291.02M
⭕EPS:0.20〜0.21 vs 0.17
FY22ガイダンス
⭕売上:1.078B vs 1.05B
⭕EPS:0.64〜0.65 vs 0.55
目標株価
🔽Canaccord Genuity:$320 → $210
🔽BMO Capital:$270 → $172
🔽Baird:$300 → $200
🔽UBS:$325 → $200
🔽Cowen & Co.:$405 → $194
🔽Deutsche Bank:$280 → $190
🔽BTIG:$326 → $184
🔽Barclays:$147 → $168
🔽Credit Suisse:$410 → $310