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FINWIRES

オッペンハイマーは、ServiceNowは第1四半期決算発表を前に、AIによる厳しい変革論に直面すると予測している。

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-- オッペンハイマー証券は水曜日のレポートで、ServiceNow（NOW）は好調な事業動向を示す第1四半期決算を発表する見込みだが、現在の人工知能（AI）による破壊的イノベーションのシナリオは今後も継続する可能性が高いと述べた。 オッペンハイマー証券は、ServiceNowの第1四半期の売上高を37億4000万ドル、プロフォーマEPSを0.96ドルと予測している。 同社は、需要動向、AIの勢い、パフォーマンス、実行状況に関する調査結果から、ServiceNowは第1四半期においてやや好調だったと述べている。 業界調査では、AI関連支出は依然として好調だが、企業向けソフトウェアの購入環境は前四半期に比べてやや低調であると指摘している。 同社はまた、ServiceNowが第4四半期までにAI関連事業で売上高の10%以上を占める最初の企業向けソフトウェア企業になる可能性があると付け加えた。 オッペンハイマー証券はServiceNowの投資判断を「アウトパフォーム」に据え置き、目標株価を175ドルから130ドルに引き下げた。 ServiceNowの株価は水曜日の取引で6.6%上昇した。

Price: $92.99, Change: $+5.20, Percent Change: +5.92%

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