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加拿大皇家銀行表示,Axon Enterprise將上調2026年銷售預期,人工智慧和新產品將為其業績成長提供支援。

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-- 加拿大皇家銀行資本市場(RBC Capital Markets)週二在一份報告中指出,Axon Enterprise (AXON) 預計將超出第一季預期,並上調其2026財年營收預期下限,這主要得益於新產品的推出、平台的更廣泛應用、人工智慧附加組件的加入以及無人機部署速度的加快。 報告稱,隨著ABW Mini的發布以及無人機作為緊急應變工具的部署,Axon的互聯繫統將在2026財年期間進一步增強,因為這些部署會將更多即時數據傳輸到其Fusus和智慧平台。 RBC表示,在捆綁產品、客戶升級、國際擴張以及聯邦政府和企業需求增加的推動下,其人工智慧時代計劃的轉換預計將加速成長。 報告指出,第一季的預訂量可能受季節性因素影響而下降,但隨著交易規模擴大和新產品獲得更多市場認可,預計2026財年下半年成長將回升。報告也指出,由於歐洲銷售週期較長,2026年國際市場成長將放緩,但隨著雲端部署的擴展和人工智慧工具推動平台使用量的增加,預計2027年和2028年將出現更強勁的成長。 該投資公司表示,Axon的硬體、軟體和數據組合使其在與低成本軟體競爭對手的較量中更具優勢,並有助於其更廣泛的客戶群採用。 加拿大皇家銀行維持對該股的「跑贏大盤」評級和735美元的目標價。

Price: $373.46, Change: $-20.29, Percent Change: -5.15%

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