异动解读 | Elastic盘中大跌14%,多家机构大幅下调目标价

异动解读
Nov 21, 2025

企业搜索和数据分析公司Elastic N.V.(股票代码:ESTC)周五盘中股价大幅下跌14%,引发市场广泛关注。尽管公司最新财报显示业绩超出预期并上调了全年收入指引,但多家华尔街投资机构纷纷下调了Elastic的目标价。

根据最新消息,巴克莱银行将Elastic的目标价从125美元下调至107美元,D.A. Davidson将目标价从100美元下调至80美元,而杰富瑞则将目标价从125美元下调至105美元。此外,摩根大通、加拿大皇家银行和TD Cowen等机构也都不同程度地下调了Elastic的目标价。

分析人士指出,虽然Elastic第二财季业绩表现优于市场预期,但投资者似乎对公司的长期增长前景持谨慎态度。在当前市场环境下,投资者正在重新评估高增长科技公司的估值,这可能是导致Elastic股价大幅下跌的主要原因。此外,近期科技股普遍遭遇抛售,特别是人工智能相关概念股,这也可能对Elastic的股价产生了负面影响。

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