-- 独立研究机构CFRA向发布了以下研究报告。CFRA分析师的观点总结如下：我们将12个月目标价从14美元下调至13美元，方法是将估值滚动至2028财年每股收益，并采用14.4倍的市盈率。这相当于较其10年平均市盈率21.6倍折让1.25个标准差。较低的市盈率反映了由于人工智能驱动的效率提升、谨慎的自由支配支出以及交易转化时间的不确定性，导致盈利可见性降低。我们维持2027财年营收预测为209亿美元，并首次将2028财年营收预测为217亿美元，这意味着随着项目转化率的提高，营收将逐步增长，但增速仍将保持稳健。我们还维持2027财年每股收益预测为0.85美元，并首次将2028财年每股收益预测为0.88美元，这反映了在营收温和增长的情况下，利润率将保持稳定。我们仍保持谨慎，因为周期性行业持续拖累增长，制造业和电信业的疲软抵消了核心企业垂直行业的强劲表现。我们认为，只有当交易量增长更加稳定且客户支出回升时，盈利才会改善。
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