BUZZ-富国银行上调EPAM目标价,因2026年非必需支出反弹及AI上行空间

路透中文
Jan 14
BUZZ-<a href="https://laohu8.com/S/WFC">富国银行</a>上调EPAM目标价,因2026年非必需支出反弹及AI上行空间

1月14日 - ** 富国银行将IT咨询公司EPAM Systems EPAM.N的目标价从185美元上调至247美元

** 新目标价较该股上一交易日收盘价有16.5%的上涨空间。

** 称其IT服务首席信息官调查结果表明,EPAM在近期的定位最佳,更倾向于企业决策者预计将在2026年反弹的自由支配支出,以及与人工智能相关的工作。

** 补充说,EPAM对市场中商品化程度较高的部分依赖性较低

** 指出随着越来越多的企业向云计算转型,EPAM等专注于数字化的IT服务公司将可能从中受益

** 20家券商中有14家建议 "买入 "或更高,其他为 "持有";目标价中位数为220美元--数据由LSEG编制

** 2025 年 EPAM 下跌了 12.4%

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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