异动解读|加特纳盘前上涨8.9%,Q2业绩大超预期且全年指引大幅上调

行情直击
Aug 04

8月4日,加特纳盘前上涨8.9%,报165.0美元/股。消息面上,公司发布第二季度财报,业绩全面超出市场预期并大幅上调全年盈利指引,推动股价跳涨。

具体数据显示,Q2调整后每股收益为4.37美元,同比增长23.8%,大幅超出市场一致预期的3.75美元,超预期幅度达16.5%;营收16.76亿美元,超出预期的16.50亿美元。更为关键的是,公司将全年调整后EPS指引从此前的至少13.25美元上调至至少14美元,远高于分析师预期的13.69美元。此前市场对公司合同价值增长放缓、生成式AI分流风险及联邦政府业务拖累等担忧持续压制估值,多家机构维持持有评级并下调目标价。本次业绩大幅超预期有望缓解市场对公司成长韧性的疑虑。

(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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