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FINWIRES

RBCによるOpenTextの第3四半期暫定売上高に関する見解

-- OpenText（OTEX.TO、OTEX）は先週、第3四半期の暫定売上高を12億8000万米ドルと発表しました。これは、RBCのアナリスト予想および市場コンセンサス予想である12億7000万米ドルとほぼ一致しています。 RBCキャピタル・マーケッツのアナリスト、ポール・トライバー氏は、同社株を「セクター・パフォーム」と評価し、目標株価を30.00米ドルとしていますが、同氏はレポートの中で、第3四半期の暫定売上高は、為替変動の影響を除いた実質成長率が-0.9%であることを示唆しており、RBCのモデルによる-1.6%を上回り、第2四半期の-2.6%からも改善していると推定しています。 「今回の結果は、OpenTextの第3四半期が、四半期中の地政学的混乱にもかかわらず、概ね安定していたことを示唆しています。ソフトウェア株に対する悲観論が続いていることを考えると、わずかにマイナスのオーガニック成長率を伴う、市場平均並みの四半期業績は、株価にとって大きな起爆剤となる可能性は低いでしょう。しかしながら、OpenTextの株価はEV/EBITDA倍率5.7倍、PER4.8倍という大幅に割安な水準で取引されているため、今回の結果は株価に重くのしかかるものではないと当社は考えています。」

Price: $29.64, Change: $+0.81, Percent Change: +2.81%

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