-- 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：PEGA公佈的總營收為4.3億美元，低於市場預期3,720萬美元，較去年同期下降10%；非GAAP每股盈餘為0.46美元，低於預期0.23美元，較去年同期下降39%。然而，Pega Cloud的營收年增36%至2.05億美元，佔總營收的47.7%，驗證了雲端轉型策略。 Pega Cloud年度合約價值（ACV）成長速度依然強勁，年成長29%至9.067億美元，較第一季的23%成長進一步提升，顯示市場對該公司人工智慧工作流程自動化平台的需求持續旺盛。總年度合約價值 (ACV) 年成長 12% 至 16.2 億美元，積壓訂單年增 16% 至 20.1 億美元，為營收提供了保障。我們相信，2.065 億美元的強勁自由現金流和 4.74 億美元的穩健現金儲備，為持續的 AI 投資提供了財務靈活性。儘管短期內獲利能力面臨壓力，但我們預計 Pega Cloud 的持續成長動能和強勁的 ACV 成長將支撐業務轉型。
Related Articles
Asia
Axis Bank's Consolidated Net Profit Rises in Fiscal Q4; Shares Down 3%
Axis Bank (NSE:AXISBANK, BOM:532215) consolidated net profit increased to 76.0 billion Indian rupees in the quarter ended March 31, against 74.8 billion rupees a year ago, according to a Saturday filing to the Indian stock exchanges.The banks' shares were down over 3% in Monday's trade.Earnings per share climbed to 24.33 rupees compared with the year-ago figure of 24.01 rupees.Interest earned by the lender in fiscal Q4 also grew year on year to 341.7 billion rupees from 324.5 billion rupees a year earlier.The board of directors recommended a dividend of 1 rupee per share for the financial year ended March 31.
$BOM:532215$NSE:AXISBANK
Research
Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Newmont Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price by $3 to $153, assuming an EV/EBITDA of 7.0x our 2027 EBITDA estimate, above NEM's three-year average forward EV/EBITDA of 6.5x and above peers' 6.0x. We raise our 2026 EPS estimate by $1.67 to $10.31 and our 2027 EPS forecast by $2.09 to $12.89. Newmont remains on track to deliver its 2026 guidance of 5.3 million gold ounces, though management characterizes 2026 as a trough year due to planned mine sequencing at several operations. The company is well-positioned for production growth beginning in 2027, with a longer-term outlook of approximately 6 million ounces of gold and 150,000 tonnes of copper annually. Key growth drivers include completion of Tanami Expansion 2 (2H 2027), ongoing development of Cadia panel caves, and the Ahafo North ramp-up. NEM's world-class portfolio, coupled with robust free cash flow generation in a supportive gold price environment, supports sustained capital returns through its enhanced capital allocation framework.
$NEM
Asia
Aye Finance's Consolidated Profit Jumps in Fiscal Q4; Shares Up 4%
Aye Finance's (NSE:AYE, BOM:544699) consolidated profit rose sharply to 859.1 million Indian rupees in the fiscal fourth quarter ended March 31, from 407.0 million rupees a year ago.The financial services company's earnings per share came in at 3.85 rupees from 2.09 rupees a year ago, according to a Monday filing to the Indian bourses.Revenue from operations in fiscal Q4 also increased to 5.28 billion rupees from 4.09 billion rupees a year ago.The company's shares were up over 4% in recent trade.
$BOM:544699$NSE:AYE