-- 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：CVLT第四季業績穩健，營收達3.12億美元（年增13%），超出市場預期530萬美元；非GAAP每股收益為1.28美元，超出預期0.19美元。 2026財年全年營收達11.84億美元（年增19%），高於預期，主要得益於訂閱營收成長30%及SaaS營收激增52%。強勁的營運表現體現在：年度經常性收入（ARR）總額達11.22億美元（年成長21%，以固定匯率計算成長18%），SaaS ARR達4億美元（年成長40%），第四季自由現金流創歷史新高，達1.32億美元（年成長73%）。此外，該公司在本季還回購了價值2.59億美元的股票。 CVLT預計2027財年訂閱營收為11.15億至11.25億美元（中位數成長46%），總營收為13億至13.1億美元（中位數成長11%），但營收中位數低於市場普遍預期的13.14億美元。我們認為，該公司強勁的SaaS成長勢頭，淨美元留存率提升至122%，以及預計非GAAP EBIT利潤率將提升至20.5%，都顯示其執行力強勁，並在不斷發展的資料保護市場中佔據有利地位，有望實現持續成長。
Related Articles
Sectors
Update: Gold Falls to a Month Low as Surging Oil Prices Threaten to Hike Inflation and Stall Growth
(Updates prices.)Gold traded at a month low midafternoon Tuesday as rising oil prices threaten to boost inflation and raise interest rates, while the dollar and treasury yields moved higher.Gold for June delivery was last seen down US$82.80 to US$4,610.90 per ounce, the lowest since March 30.The drop comes as the Federal Reserve's Federal Open Market Committee begins its two-day meeting that ends with a decision on interest rates. While the committee is widely expected to leave rates unchanged, it comes as oil prices surge with the war on Iran choking off 20% of daily supply from Persian Gulf nations, boosting inflation while stalling global growth."The stagflationary impact of the energy crisis, combined with mounting fiscal debt concerns and an ongoing de-dollarisation trend, remains supportive over the longer term, with these drivers currently being overshadowed by the market's near-term focus on oil-driven inflation," Saxo Bank noted.The dollar roserly, with the ICE dollar index last seen up 0.12 points to 98.62. Treasury yields were also higher, bearish for gold since it pays no interest. The U.S. two-year note was last seen paying 3.85%, up 4.7 basis points, while the yield on the 10-year note was up 1.8 points to 4.363%.
$GCM6$GLD
Sectors
Sector Update: Consumer Stocks Mixed Tuesday Afternoon
Consumer stocks were mixed Tuesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 0.9% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.7%.Redbook US same-store sales rose by 7.7% from a year earlier in the week ended April 25 after a 6.7% year-over-year increase in the previous week, with sales benefitting from an extra selling day this year compared with last year due to the timing of Easter.In corporate news, Coca-Cola (KO) lifted its full-year earnings growth outlook on Tuesday as the beverages giant posted fiscal Q1 results above market expectations amid pricing and volume gains. Its shares jumped past 5%.General Motors (GM) raised its full-year earnings outlook and trimmed its tariff hit forecast on Tuesday, as the automaker reported an unexpected year-over-year increase in its Q1 bottom line. GM shares added 0.2%.Walt Disney's (DIS) broadcast licenses may be headed for review by the US Federal Communications Commission, Semafor reported Tuesday. Disney shares were down 0.6%.Copa's (CPA) Copa Airlines reached a $13.5 billion deal with Boeing (BA) to incorporate up to 60 of the airplane maker's 737 Max jets over the next eight years, Reuters reported. Copa shares shed 0.6%.
$CPA$DIS$GM$KO
Australia
Top Midday Gainers
Sanmina (SANM) reported late Monday fiscal Q2 adjusted earnings and revenue above market expectations, with sales more than doubling.Shares climbed 13% as intraday trading volume jumped to over 2.20 million from a daily average of about 779,000.Kforce (KFRC) reported late Monday better-than-expected Q1 results, with its Q2 guidance for earnings and revenue also exceeding market expectations.Shares surged 45%, with intraday trading volume of over 945,000 against a daily average of roughly 282,000.Axogen (AXGN) shares jumped 7% after the company reported Tuesday a swing to Q1 adjusted EPS from a a loss a year earlier following a surge in revenue.More than 1.75 million shares traded intraday, compared with a daily average of about 1.03 million.Price: $212.30, Change: $+24.22, Percent Change: +12.88%
$AXGN$KFRC$SANM