-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：MANH公布了2026财年第一季度稳健的业绩，营收达2.822亿美元（同比增长7.4%），超出市场预期850万美元。这主要得益于强劲的云订阅业务增长（同比增长24.2%至1.171亿美元）以及服务业务复苏（同比增长3.8%至1.257亿美元）。非GAAP每股收益为1.24美元，远超市场预期的1.11美元。同时，8400万美元的经营现金流（同比增长11.6%）也展现了强劲的现金流生成能力。尽管宏观经济形势持续不明朗，但我们认为，持续的云转型势头和服务业务的复苏是公司向云原生解决方案战略转型的重要信号。管理层上调了2026年业绩指引，预计营收为11.47亿美元至11.57亿美元（同比增长6%至7%），调整后每股收益为5.29美元至5.37美元，高于市场普遍预期的5.22美元。RPO业务增长24%至23.5亿美元，营收前景十分明朗，管理层强调预订量超出预期。我们认为，强劲的业绩表现和上调的业绩指引反映了市场对云解决方案的需求不断增长，以及各业务板块执行力的提升。
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