-- 奥本海默周三发布的报告称，ServiceNow (NOW) 预计将公布积极的第一季度业绩，但目前人工智能颠覆性变革的趋势可能仍将持续。 奥本海默预测 ServiceNow 第一季度营收为 37.4 亿美元，调整后每股收益为 0.96 美元。 该公司表示，其对 ServiceNow 第一季度需求活动、人工智能发展势头、业绩和执行情况的评估结果略微向好。 该公司表示，行业评估结果仍然对人工智能支出持乐观态度，但与上一季度相比，企业软件采购环境略显疲软。 该公司补充道，ServiceNow 有望在第四季度成为首家人工智能营收占比超过 10% 的企业软件公司。 奥本海默维持对 ServiceNow 的“跑赢大盘”评级，并将目标股价从 175 美元下调至 130 美元。 ServiceNow 股价周三上涨 6.6%。
Price: $92.99, Change: $+5.20, Percent Change: +5.92%
FINEOS (ASX:FCL) reported first-quarter customer cash receipts of 56.5 million euros, up 9.3% year-on-year, driven by subscription fee revenues invoiced in January, according to a Monday Australian bourse filing.The company recorded customer cash receipts of 51.7 million euros for the three months ending March 31, 2025, an earlier filing showed.Exchange rate movements during the quarter had a positive impact of 1 million euros on the cash balance.The company's full-year revenue guidance remains in the range of 147 million euros to 152 million euros.The company's shares fell 1% in recent Monday trade.
Changyu Holding (SHA:603407) priced its initial public offering on the Shanghai Stock Exchange of 41 million shares at 13.86 yuan apiece to raise 568.3 million yuan, according to a weekend filing on the bourse.Proceeds will be invested in the company's zirconium oxychloride and deep-processing project, a nylon elastomer products project, and a bioceramics and functional ceramics products project.
Shaanxi Coal Industry's (SHA:601225) net profit attributable to shareholders in 2025 dropped 25% year on year to 16.8 billion yuan, or 1.73 yuan per share, according to a Saturday filing on the Shanghai bourse.The coal miner's share dropped 4% during the morning trade.The attributable profit a year earlier was 22.4 billion yuan, or 2.31 yuan per share.Operating revenue fell 14% to 158.2 billion yuan from 184.1 billion yuan in the previous year.