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加拿大皇家银行表示，ServiceNow已做好充分准备迎接人工智能驱动的增长。

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-- RBC Capital Markets在周二发布的一份报告中指出，ServiceNow (NOW) 凭借其在人工智能领域不断扩大的影响力，已做好长期持续增长的准备。这份报告是在该公司2026年财务分析师日之后发布的。 该分析师表示，鉴于ServiceNow的积极发展态势，他们决定买入该股。报告援引管理层预测，到2030年，ServiceNow的订阅收入将达到300亿至320亿美元，人工智能业务将占年度合同价值的约30%。 RBC还强调，他们预期ServiceNow将实现两位数的持续收入增长，到2030年，其增长率和自由现金流利润率将达到“60%以上”的水平，同时，强劲的毛利率和运营效率也将推动利润率的持续提升。 该机构还指出，非基于席位的盈利模式、混合定价以及安全、客户关系管理（CRM）和数据分析等领域的增长是推动长期增长的关键因素，同时淡化了人们对自助式解决方案和“氛围编码”可能大幅削弱市场需求的担忧。 ServiceNow 向非席位制收入模式的转型、向人工智能驱动型产品领域的扩张以及对内生增长的重视，是支撑其长期复合增长潜力的关键因素。尽管该股仍处于“有待观察”的状态，但公司认为其估值颇具吸引力。 加拿大皇家银行 (RBC) 对该股的评级为“跑赢大盘”，目标价为 121 美元。 ServiceNow 股价周二下跌 0.3%。

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

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