异动解读 | ServiceNow盘前大涨5.86%,财报超预期并上调年度指引

异动解读
Jul 23

ServiceNow(NOW)今日盘前股价大幅上涨5.86%,引起了市场的广泛关注。

消息面上,公司此前发布了强劲的第二季度财报,其业绩表现全面超出市场预期。财报显示,第二季度订阅收入达到38.8亿美元,调整后每股收益为90美分,均高于分析师的预测。与此同时,得益于人工智能驱动的软件需求持续增长,ServiceNow再次上调了2026年全年订阅收入预期至157.60亿至157.80亿美元。公司AI产品的年度合同价值已突破10亿美元,其人工智能平台已在美国近50个州得到广泛应用,用于改善公民服务与实现运营现代化。

此外,公司近期宣布的战略投资与合作,例如收购印度软件公司BusinessNext部分股权以拓展银行工具业务,以及计划深化与Palo Alto Networks等安全厂商的合作伙伴关系,也为市场对其未来增长前景增添了信心,共同推动了股价的上涨。

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