智通财经APP获悉,美国银行Bradley Sills重申对赛富时(CRM.US)“买入”评级,目标价350美元。这一积极展望源于分析师认为其最大的业务部门 Service Cloud 将迎来增长反弹。美银分析师团队提到,预计 Service Cloud 在接下来的几个季度将实现更强劲的增长。
美银分析师们还指出,他们对 2026 财年Service Cloud业务收入的预估为 97 亿美元,占总订阅收入的 25%。据分析师们称,Service Cloud业务的增长已触底,未来几个季度有望加速至 9%,长期来看预计会达到 12%的增长率。总体而言,Sills及其团队认为营收增长已触底,未来可以从这里重新加速增长。
分析师们认为,附加服务和“代理力量”产品的增售是业务增长的主要动力。由于第一季度美元汇率走弱,赛富时预计业务将受益于汇率利好因素。赛富时预计 2026 年第二季度的营收指引为 101.1 亿美元至 101.6 亿美元,同比增长 8%至 9%。
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