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FINWIRES

奧本海默公司稱,ServiceNow在發布第一季業績報告前,將面臨嚴峻的人工智慧顛覆性挑戰。

-- 奧本海默週三發布的報告稱,ServiceNow (NOW) 預計將公佈積極的第一季業績,但目前人工智慧顛覆性變革的趨勢可能仍將持續。 奧本海默預測 ServiceNow 第一季營收為 37.4 億美元,調整後每股收益為 0.96 美元。 該公司表示,其對 ServiceNow 第一季需求活動、人工智慧發展勢頭、業績和執行情況的評估結果略微向好。 該公司指出,產業評估結果仍對人工智慧支出持樂觀態度,但與上一季相比,企業軟體採購環境略顯疲軟。 該公司補充道,ServiceNow 預計將在第四季度成為首家人工智慧營收佔比超過 10% 的企業軟體公司。 奧本海默維持對 ServiceNow 的「跑贏大盤」評級,並將目標價從 175 美元下調至 130 美元。 ServiceNow 股價週三上漲 6.6%。

Price: $92.99, Change: $+5.20, Percent Change: +5.92%

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