业绩超预期，这些股将迎来强势上涨期

金融界11-02

华尔街正处于财报季，一些已公布业绩的公司可能在未来跑赢大盘，Wolfe Research发现。超过40%的标普500指数公司已公布了最新季报。根据FactSet的数据，近76%的公司实现了盈利超预期，60%的公司在营收方面超出了预期。“上个季度，价格走势趋势再次出现，超越营收和盈利预期的公司相对表现突出。随着第三季度财报季与美国选举重叠，我们正在密切关注这一趋势是否会持续，”Wolfe表示。“我们...

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Research发现。超过40%的标普500指数公司已公布了最新季报。根据FactSet的数据，近76%的公司实现了盈利超预期，60%的公司在营收方面超出了预期。“上个季度，价格走势趋势再次出现，超越营收和盈利预期的公司相对表现突出。随着第三季度财报季与美国选举重叠，我们正在密切关注这一趋势是否会持续，”Wolfe表示。“我们的感觉是，那些在营收和盈利上均超越预期且公布业绩后价格走势积极的公司，在未来几个月中超越同行的机会将增加，”Wolfe补充道。考虑到这一点，该机构分享了一些盈利和营收超预期，并在这些业绩后强劲上涨的标普500股票。以下是上榜Wolfe名单的部分股票：赫然在列的一只股票是高盛（GS），今年股价飙升了36%。根据LSEG的数据，覆盖该股的大多数分析师持乐观态度，其中24名分析师中有16名给出了买入或强买的评级。在该银行于10月15日发布最新财报后，富国银行重申了对高盛的增持评级。“高盛正在经历转型，努力成为一家更稳定的公司，来自持久收入来源的贡献增加，”富国银行分析师Mike Mayo写道。“高盛还计划在投资银行和对企业客户贷款等强项领域扩大可服务市场。”Molina Healthcare（MOH）也在榜上有名。该股在周四上涨了近18%，因为这家医疗保健公司的盈利和营收均超出预期。Molina Healthcare调整后的每股收益为6.01美元，而LSEG的一致预期为每股5.81美元。其103.4亿美元的营收也超过了预测的99.1亿美元。根据LSEG的数据显示，大多数分析师对该股给予了持有评级。然而，平均目标价显示约有16%的上涨空间。Molina Healthcare今年下跌了11%。软件公司ServiceNow（NOW）在周四公布第三季度业绩后股价上涨了5%。根据LSEG的数据显示，ServiceNow第三季度的调整后每股收益为3.72美元，超过了华尔街的3.46美元预期，同时其28亿美元的营收也超出了预测的27.4亿美元。在这次盈利超预期后，美国银行重申了ServiceNow作为其首选股的推荐之一。“稳固的执行和ServiceNow应用程序套件的终端客户需求，促成了又一季度的强劲超预期和业绩上调，”分析师Brad Sills写道。ServiceNow今年至今已涨逾35%。\n\n\r\n            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