消息面上,公司此前公布的第三财季业绩全面超预期,调整后每股收益4.53美元,超出市场预期的4.46美元;营收6.229亿美元,高于预期的6.18亿美元。核心指标有机年度订阅价值(ASV)增速加速至7.1%,连续第五个季度超出预期,AI驱动增长成为主要动力。摩根士丹利指出数据解决方案维持双位数增长,客户AI采纳率持续提升;RBC Capital Markets认为MCP协议加速落地对ASV增长前景构成利好。此外,公司近期与谷歌云达成战略合作,推出金融行业AI代理工具,进一步强化AI生态布局。公司维持全年调整后每股收益17.25-17.75美元及营收24.5-24.7亿美元的指引不变。
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