-- 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JKHY的12个月目标价下调35美元至160美元，相当于我们2027财年（截至6月）每股收益预期值的22.3倍，高于同行，这反映了JKHY稳健的经常性收入商业模式。我们分别将2026财年和2027财年的每股收益预期上调0.15美元至6.84美元和0.19美元至7.19美元，对应的营收预测分别为25.3亿美元（增长7%）和26.8亿美元（增长6%）。得益于七年来最强劲的3月季度新增核心业务订单（17个竞争激烈的核心业务订单），JKHY上调了其2026财年全年营收和每股收益预期。我们认为，Tap2Local等面向中小企业的全新解决方案的显著增长以及内部人工智能项目带来的切实生产力提升，将推动公司发展势头强劲。管理层对利用竞争对手的不确定性充满信心，认为这将使公司在不断发展的金融科技领域中持续提升市场份额。尽管公司预计第四季度业绩将因费用支出时间安排和同比基数较高而有所下滑，但未来面临的主要挑战将是如何成功执行大量新增业务。
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