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FINWIRES

モルガン・スタンレーは、ServiceNowの株価は今後も下落圧力に直面する可能性が高いと述べている。

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-- モルガン・スタンレーは木曜日の調査レポートで、ServiceNow（NOW）の株価は、最近の買収によるM&Aの影響が不透明なことと、通期業績見通しの上方修正がないことから、引き続き下落圧力にさらされる可能性が高いと指摘した。 アナリストらは、経営陣が下半期に「大幅な収益加速」を予測しており、これはNow Assistの導入加速と、コアビジネスの安定性および新規サービスへの需要増加に関するチャネルからの好意的なフィードバックによって支えられる可能性があると述べている。 モルガン・スタンレーによると、AI製品の導入は第1四半期に堅調で、Now Assistは同社のAI Control TowerおよびRaptorDB Pro製品と並んで引き続き好調な業績を維持した。同社はNow Assistの2026年の売上高を、従来の10億ドルから15億ドルに上方修正したとレポートは伝えている。 モルガン・スタンレーは、5月4日に開催されるアナリストデーは、同社にとって第1四半期の業績に関する混乱を払拭する機会となるだろうと指摘した。 同証券会社は、同社株の投資判断を「オーバーウェイト」に据え置き、目標株価を210ドルから180ドルに引き上げた。

Price: $85.26, Change: $-17.81, Percent Change: -17.28%

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