TechnologyOne（TNE.AX）股价大幅下挫，日内跌幅高达3.4%，报收于39.01澳元，创下自6月中旬以来最大单日百分比下跌。这一波动源于券商Bell Potter将这家企业软件公司的评级从"持有"下调至"卖出"，同时将目标价从35.50澳元上调至35.75澳元。该券商解释称，评级调整基于估值考量，新目标价比股票前收盘价低11%，反映出对高估风险的担忧。Bell Potter预计TechnologyOne在2025财年的税前利润（PBT）增长率将达到19%，与Visible Alpha的共识估计相符，但公司自身预测仅为13%-17%。该券商进一步指出，市场已普遍预期公司超越增长目标，因此缺乏正面催化剂，且对2025财年预测的上行空间有限。尽管当日表现疲软，TechnologyOne股票年初至今累计涨幅达28.5%，包含当天变动。
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