Nel dettaglio, nel terzo trimestre, conclusosi a fine settembre, Google (NASDAQ: GOOG - notizie) ha registrato un utile di 1,35 miliardi di dollari, in aumento del 26% rispetto agli 1,07 miliardi conseguiti nello stesso periodo dello scorso anno. Il risultato per azione è stato di 4,24 dollari, ma escludendo i costi legati all'esercizio delle stock option e altre voci straordinarie, il dato sale a 4,92 dollari, superando le stime degli analisti che puntavano ad un eps pari a 4,74 dollari.
Il fatturato è cresciuto del 31% a 5,54 miliardi di dollari, ma al netto di pagamenti effettuati agli altri siti per acquisire traffico internet, il giro di affari si attesta a 4,04 miliardi, esattamente in linea con le previsioni della comunità finanziaria.
Nell'ambito di un documento presentato prima della conference call di oggi, il CFO del gruppo, Eric Schmidt, ha fatto sapere che la performance del terzo trimestre è stata resa possibile grazie in particolare alla crescita dei ricavi in tutte le aree geografiche in cui Google è attivo.
Molto positiva la reazione del mercato che ha mostrato di aver gradito i risultati del terzo trimestre, premiando il titolo con ulteriori acquisti. Google infatti, dopo aver archiviato la sessione diurna in rialzo del 4,08% a 353,02 punti, riesce a fare ancora meglio nel segmento after-hours, dove passa di mano a 379,2 dollari, con un rally del 7,42%.
http://it.biz.yahoo.com/16102008/92/google-utili-fatturato-q3-in-crescita-titolo-vola-in-after.html
17 ottobre
09:12 EDT
: Google-GOOG target raised to $575 from $525 at NeedhamNeedham raised their estimates to reflect Google's better than expected revenue trends and more restrained expense growth. Google is the firm's top large cap Internet pick with a Buy rating.
08:51 EDT
: Recommendations story about GOOGJP Morgan released a list of 16 stocks to own over the next 12-18 months. On the list are 3M Company (MMM), Baxter (BAX), Colgate-Palmolive (CL), CA, Inc. (CA), Devon Energy (DVN), General Mills (GIS), Gilead Sciences (GILD), Google (GOOG), Hewlett-Packard (HPQ), McDonald's (MCD), Merck (MRK), Monsanto (MON), Nucor (NUE), Philip Morris (PM), Union Pacific (UNP), and Visa (V).
:theflyonthewall.com08:50 EDT Google-GOOG remains best idea in large-cap internet, says RBC CapitalRBC said GOOG reported a solid Q3 and that the margin upside is significant and marked the first improvement since 1Q07. Target to $525 from $500. Shares are Outperform rated. :theflyonthewall.com08:29 EDT
GOOGtheflyonthewall.com: Recommendations story about GOOG from Collins StewartCollins Stewart believes the quarter shows Google can expand margins and has one of the best fundamentals in the Internet sector. The firm lowered their estimates as they believe top-line and CPC growth remain challenged due to weak global economy, but reiterates a Buy rating on the stock. Target lowered to $525.
Recommendations story about GOOG from CitigroupCitigroup believes the company is more resilient to macro headwinds than other companies after reporting positive Q3 results. The firm lowered their target to $480 from $590, but reiterates a Buy rating on the stock.
7:31 EDT
Recommendations story about GOOG from KaufmanAfter Google reported results that Kaufman Bros views as generally positive, the firm reports that Google's free cash flow and margin expansion make them more confident about their 2009 earnings estimate for the company. The firm reiterated their Buy rating.
7:20 EDT
Recommendations story about GOOG from CantorIn spite of Cantor Fitzgerald's reduced target, the firm believes Google's results indicate healthy growth, and they maintained their Buy rating.
07:08 EDT
Recommendations story about GOOG from OppenheimerAfter Google reported better than expected Q3 results, Oppenheimer recommends buying the stock under $400. The firm thinks that Google's results indicate that Baidu (BIDU) will probably report positive results.
06:11 EDT
Recommendations story about GOOG from JefferiesJefferies attributes Google's Q3 EPS upside to management's new focus on cost containment. The firm reiterates a Buy rating on the stock, but lowered their target to $551 from $600 to reflect a more cautious view of the economic turnaround. :theflyonthewall.com
http://stage.theflyonthewall.com/entry.php?symbol=
