-- 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：我們將目標價從101美元上調至106美元，基於2027財年每股收益預期5.05美元（低於三年平均），預期本益比為21倍。我們將2027財年每股收益預期從4.80美元上調至5.05美元，並將2028財年每股收益預期定為5.90美元。 CVLT公佈了穩健的第四季業績，超出市場預期，總營收年增13%至3.12億美元，主要得益於訂閱營收成長20%至2.08億美元以及強勁的SaaS營收貢獻（年增43%），達到9,300萬美元。 SaaS年度經常性營收(ARR)成長42%至4億美元，訂閱業務ARR達到9.89億美元，年增27%，新增淨ARR達5,300萬美元，創下2026財年以來最佳季度業績。業績反映出業務成長勢頭強勁，CVLT受惠於人工智慧應用帶來的資料安全挑戰。我們預期長期利好因素將持續，但同時也注意到2027財年宏觀經濟和需求方面存在更大的不確定性。我們重點強調了令人矚目的自由現金流(FCF)生成情況（創紀錄的1.32億美元），並預計新財年利潤率將繼續提升。
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