1307 ET - 摩根士丹利分析师在最新报告中指出，若财捷能够实现截至2030财年营收增长20%的目标，其股价有望翻倍。分析师强调，该公司在中型企业会计和辅助税务服务两大产品周期中尚处于早期发展阶段。数据显示，2025财年财捷中型企业部门营收飙升40%，TurboTax Live税务服务板块更是增长47%。这两项业务的潜在市场规模预计分别达到890亿美元和370亿美元。
分析师认为，持续的业务执行力可能开启所谓的"三重复利牛市情景"——即营收、每股收益和股价同步实现倍增。"鉴于财捷当前仅以22倍前瞻市盈率交易，我们认为这为投资者提供了绝佳机遇，能够持有软件行业最具韧性的特许经营权之一。"报告如是写道。财捷股价日内上涨3.8%，但年内累计仍下跌18%。
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