智通财经APP获悉,云软件公司赛富时(CRM.US)将于周三美股盘后公布第一财季业绩。市场预期该公司Q1营收为97.5亿美元,同比增长约7%;调整后每股收益为2.55美元,高于去年同期的2.44美元。
分析师大多看好这家公司的股票。在Visible Alpha追踪的23位分析师中,18位给出了“买入”或同等评级,4位给出了“持有”评级,1位给出了“卖出”评级。分析师们的普遍目标价约为364美元,较上周五收盘价高出33%。今年以来,赛富时股价下跌了18%左右。
奥本海默在报告中表示,赛富时是软件公司中“最健康的长期盈利增长故事之一”,维持了380美元的目标价。分析师表示,尽管宏观经济的不确定性增加了风险,但赛富时的人工智能平台Agentforce正展现出“强劲势头”。
花旗分析师则对Agentforce持观望态度,并将赛富时目标价从335美元下调至320美元,以“等待有关该人工智能产品商业化的更多有意义的数据点”。
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