ServiceNow(NOW)今日盘前股价大幅上涨5.13%，表现强势。
此次上涨主要受到美国银行重启覆盖并给予“买入”评级及130美元目标价的直接推动。分析师认为，尽管人工智能(AI)正在重塑软件行业，但ServiceNow凭借其深度嵌入企业工作流的独特地位，有望成为AI浪潮的受益者而非被颠覆者。公司目前在IT、员工及客户工作流中占据关键位置，替代成本高昂，其领先地位有望将“代理式AI”周期转化为新的增长动力。
此外，ServiceNow近期的基本面表现也为股价提供了支撑。公司上月公布的第一季度业绩超出预期，营收同比增长22%至37.7亿美元，并上调了全年业绩指引。其AI助手产品Now Assist的高价值客户数量同比增长超过130%，显示出AI货币化能力的加速提升。公司近期与Experian达成的多年期自主AI代理合作，以及此前40亿美元债券发售获得市场热烈响应等消息，也共同增强了投资者对公司未来增长潜力的信心。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.