-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将目标价从101美元上调至106美元，基于2027财年每股收益预期5.05美元（低于三年平均水平），预期市盈率为21倍。我们将2027财年每股收益预期从4.80美元上调至5.05美元，并将2028财年每股收益预期定为5.90美元。CVLT公布了稳健的第四季度业绩，超出市场预期，总收入同比增长13%至3.12亿美元，主要得益于订阅收入增长20%至2.08亿美元以及强劲的SaaS收入贡献（同比增长43%），达到9300万美元。 SaaS年度经常性收入(ARR)增长42%至4亿美元，订阅业务ARR达到9.89亿美元，同比增长27%，新增净ARR达5300万美元，创下2026财年以来最佳季度业绩。业绩反映出业务增长势头强劲，CVLT受益于人工智能应用带来的数据安全挑战。我们预计长期利好因素将持续，但同时也注意到2027财年宏观经济和需求方面存在更大的不确定性。我们重点强调了令人瞩目的自由现金流(FCF)生成情况（创纪录的1.32亿美元），并预计新财年利润率将继续提升。
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