-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：IT公司公佈2026年第一季銷售額為15.1億美元（年減1.5%，剔除匯率因素後下降4.3%），與市場普遍預期的15.2億美元基本持平。其中，佔總銷售額87%的Insights業務較去年同期持平，成長速度較第四季的1%和第三季的4%有所放緩。非GAAP每股收益為3.32美元（年增11%），高於華爾街預期的2.92美元，主要得益於Insights業務貢獻毛利率環比增長110個基點至78.2%，以及5.35億美元的強勁股票回購。全球商用車業務成長依然疲軟，年成長僅1.0%至53億美元，但較第四季的0.8%有所改善，扭轉了先前連續多個季度的成長放緩趨勢。我們預計，在AskGartner的預測推動下，商用車業務的成長動能將持續改善。錢包留存率77.7%（季增20個基點，較去年同期下降530個基點），顧客留存率85.0%（季減30個基點，較去年成長60個基點），較上季基本持平。 2026財年銷售額預期從超過64.55億美元下調至超過64.05億美元（年減1%），其中第一季疲軟的諮詢業務業績（下降17%）是導致預期下調的主要原因，這可能會令擔憂人工智慧競爭的投資者感到不安。儘管如此，IT部門仍將每股收益預期從之前的超過12.30美元上調至超過13.25美元（與去年同期持平），這為市場提供了一定的支撐。
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