-- 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FIVN未来12个月的目标价上调2美元至27美元,并采用1.7倍的企业价值/营收倍数(EV/Revenue)对2026年的预期进行估值,略高于同行。我们将2026年每股收益预期上调0.06美元至3.25美元,2027年每股收益预期上调0.13美元至3.77美元。FIVN连续第二个季度实现了订阅收入同比增长,进一步巩固了其核心业务。客户越来越多地将FIVN的人工智能解决方案集成到客户体验平台中,从而实现了连续多个季度强劲的人工智能收入增长。人工智能收入同比增长68%,目前在总订阅收入中所占比例高于以往季度。 FIVN向固定收入模式转型正日益受到青睐,客户承诺达到一定的收入目标,这为公司及其客户都带来了可预测性。随着人工智能解决方案取代传统的按席位付费模式,这一趋势也支持了FIVN的战略。
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