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加拿大皇家銀行表示，ServiceNow已做好充分準備迎接人工智慧驅動的成長。

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-- RBC Capital Markets在周二發布的一份報告中指出，ServiceNow (NOW) 憑藉其在人工智慧領域不斷擴大的影響力，已做好長期持續成長的準備。這份報告是在該公司2026年財務分析師日後發布的。 該分析師表示，鑑於ServiceNow的積極發展態勢，他們決定買進該股。報告引述管理階層預測，到2030年，ServiceNow的訂閱收入將達到300億至320億美元，人工智慧業務將佔年度合約價值的約30%。 RBC也強調，他們預期ServiceNow將實現兩位數的持續收入成長，到2030年，其成長率和自由現金流利潤率將達到「60%以上」的水平，同時，強勁的毛利率和營運效率也將推動利潤率的持續提升。 該機構還指出，非基於席位的盈利模式、混合定價以及安全、客戶關係管理（CRM）和數據分析等領域的增長是推動長期增長的關鍵因素，同時淡化了人們對自助式解決方案和「氛圍編碼」可能大幅削弱市場需求的擔憂。 ServiceNow 向非席位制收入模式的轉型、向人工智慧驅動型產品領域的擴張以及對內生成長的重視，是支撐其長期複合成長潛力的關鍵因素。儘管該股仍處於「有待觀察」的狀態，但該公司認為其估值頗具吸引力。 加拿大皇家銀行 (RBC) 對該股的評級為“跑贏大盤”，目標價為 121 美元。 ServiceNow 股價週二下跌 0.3%。

Price: $91.52, Change: $-0.45, Percent Change: -0.49%

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