异动解读 | ServiceNow盘前大涨7.17%,强劲财报及AI驱动增长提振股价

异动解读
24 Jul

云计算服务提供商ServiceNow(NOW)周四盘前股价大涨7.17%,主要受益于公司发布的强劲第二季度财报以及上调全年订阅收入预期。这一显著涨幅反映出市场对ServiceNow人工智能驱动的数字运营自动化工具需求强劲。

根据公司最新财报,ServiceNow第二季度业绩表现亮眼。调整后每股收益达4.09美元,远超分析师预期的3.57美元。季度营收同比增长22.4%,达到32.2亿美元,同样超出市场预期的31.2亿美元。更加令投资者振奋的是,ServiceNow上调了全年订阅收入预期,预计2025财年订阅收入将达到127.75亿至127.95亿美元,高于此前126.4亿至126.8亿美元的预期范围。

多家华尔街分析机构对ServiceNow的表现给予积极评价,纷纷上调目标价。巴克莱将目标价从1200美元上调至1210美元,D.A. Davidson将目标价从1150美元上调至1250美元,杰富瑞将目标价从1025美元上调至1150美元。ServiceNow董事长兼首席执行官比尔·麦克德莫特表示:"各行业业务流程正为智能代理型AI进行重构。"这一声明凸显了AI技术在推动公司业务增长中的关键作用,进一步增强了投资者对ServiceNow未来发展前景的信心。

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