异动解读|财捷盘前下跌11.04%,四季报超预期但全年指引大幅低于市场预期

行情直击
Aug 26

8月26日,财捷盘前下跌11.04%,报317.70美元/股,成交额10.33万美元。

消息面上,公司于盘后发布第四财季业绩:调整后每股收益4.03美元,超出市场预期的3.58美元;营收43.5亿美元,高于预期的42.7亿美元。然而前瞻指引大幅低于预期,成为股价下跌核心催化剂。公司预计2027财年营收232.8亿至235.1亿美元,低于分析师预期的237亿美元;调整后EPS为22.88至23.12美元,远低于市场预期的27.34美元。管理层表示营收增速放缓主因Mailchimp销售疲软、桌面产品持续下滑,以及为吸引更多用户而致TurboTax每位客户平均收入下降,TurboTax预计增速由7%放缓至2%-3%,Mailchimp营收预计持平或下降1%。此前摩根士丹利、花旗等多家投行已密集下调目标价,市场对AI冲击税务业务的担忧正在兑现为估值压力。

(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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