瑞银研究报告指出，金蝶国际上半年业绩发布后，管理层宣布2030年目标包括：AI收入占总收入30%，同时实现双位数百分比的总收入增长；营运现金流达到30亿元。瑞银表示，云订阅收入应是金蝶国际推动收入增长的关键，预计最终将占其总收入的80%至90%，全球收入在3至5年内将占总收入的5%至10%。管理层对AI+SaaS为金蝶提供强大顺风表示信心，致力于在成功转型为云订阅业务模式后，成为企业管理人工智能(EMAI)的全球领导者。 瑞银表示，对金蝶国际2025年净利润指引保持不变，预计实现收支平衡，营运现金流将超过10亿元。管理层认为，短期内可实现8%的营运利润率，长期目标为15%至20%。瑞银在金蝶国际发布业绩后微调模型，目标价从21.8港元微调至21.5港元，基于2026年预测企业价值/销售额8倍；并基于双位数百分比收入增长及利润率改善，维持“买入”评级。
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