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FINWIRES

研究快訊:CFRA維持對Five9公司股票的買進評等。

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-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:我們將FIVN未來12個月的目標價上調2美元至27美元,並採用1.7倍的企業價值/營收倍數(EV/Revenue)對2026年業績進行估值,略高於同業預期。我們將2026年每股盈餘(EPS)預期調高0.06美元至3.25美元,2027年每股盈餘預期上修0.13美元至3.77美元。 FIVN連續第二季實現了訂閱收入同比增長,進一步鞏固了其核心業務。客戶越來越多地將FIVN的AI解決方案整合到客戶體驗平台中,從而實現了連續多個季度強勁的AI收入成長。 AI營收年增68%,目前在總訂閱收入中所佔比例高於以往季度。 FIVN向固定收入模式轉型正日益受到青睞,客戶承諾達到一定的收入目標,這為公司及其客戶都帶來了可預測性。隨著人工智慧解決方案取代傳統的按席位付費模式,這一趨勢也支持了FIVN的策略。

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