异动解读 | 辉盛研究系统盘中大涨6.86%,因上调2026年业绩展望

异动解读
Mar 31

辉盛研究系统(FactSet Research Systems Inc,股票代码:FDS)今日盘中大涨6.86%,引起了市场的广泛关注。

消息面上,该公司公布了强劲的第二季度财报,并上调了2026财年的业绩展望。具体而言,FactSet预计2026财年调整后每股收益将介于17.25美元至17.75美元之间,高于此前预测的16.90美元至17.60美元。同时,年收入预期也从24.2亿至24.5亿美元上调至24.5亿至24.7亿美元。

此次业绩展望的上调主要得益于订阅量增长以及企业和财富管理客户数量的增加。在第二季度末,公司的客户数量增至9,101个,净增98个,用户数量也增加了1,489人。强劲的业绩和更为乐观的前景,有效缓解了市场此前对人工智能可能干扰其软件业务的担忧,从而推动了股价的显著上涨。

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