-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將GDDY的目標股價從110美元上調至123美元，本益比為15倍，基於我們對2027年每股盈餘的預期。這筆本益比低於GDDY過去三年和五年的平均本益比24-25倍，反映出我們對訂單增速放緩和業務結構性壓力的謹慎態度。我們將2026年每股盈餘預期從7.08美元上調至7.12美元，並將2027年每股盈餘預期從8.10美元上調至8.20美元，原因是利潤率表現優於預期，且人工智慧驅動的效率提升前景良好。我們認為，GDDY憑藉著在該領域的領先地位，大力進軍人工智慧產品和業務，是一項恰逢其時的策略舉措。儘管我們對人工智慧專案規模擴大帶來的執行風險仍持謹慎態度，但我們看到了一些令人鼓舞的早期跡象，例如Airo的強勁增長（幾週內年化訂單量超過1000萬美元）、Airo Care的故障解決率提升超過50%，以及穩健的國際增長（同比增長7%）。我們認為，本季訂單量的疲軟部分反映了管理層有意採取的品質優先於數量的策略，隨著人工智慧分銷管道的擴大和行銷投入的增加，訂單量有望趨於穩定。
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