异动解读|新思科技盘中上涨4%,多家投行接连上调评级形成看多共振

行情直击
Sep 25

9月25日,新思科技盘中上涨4%,报441.91美元/股,成交额4440.57万美元。

消息面上,法国巴黎银行将新思科技评级从"表现不佳"上调至"中性",目标价定为420美元。此前摩根士丹利已将其上调至"增持"并设500美元目标价,Baird亦上调至"跑赢大盘"并设560美元目标价,多家投行接连看多形成共振,市场对AI冲击EDA行业的担忧明显缓和。

基本面方面,公司第三财季营收24.8亿美元,同比增长42%,调整后每股收益3.91美元,均超市场预期;同时上调全年收入指引至96.9亿至97.4亿美元,管理层表示EDA业务正加速迈向双位数增长,Ansys整合协同效应开始兑现。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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