BUZZ-Veeva Systems 股价下挫,花旗因近期增长放缓下调其评级至“中性”

路透中文
Apr 10
BUZZ-<a href="https://laohu8.com/S/VEEV">Veeva</a> Systems 股价下挫,<a href="https://laohu8.com/S/C">花旗</a>因近期增长放缓下调其评级至“中性”

4月10日 - ** 医疗保健技术公司 Veeva Systems VEEV.N 股价下跌 3.94% 至 150.89 美元

** 花旗将VEEV的评级从 "买入 "下调至 "中性",并将PT从291美元下调至176美元

** 该行表示,2026年将是“相对无关紧要的一年”,这使得VEEV面临估值倍数进一步下调的风险,因为营收增长放缓,投资增加

** 称订阅收入今年可能首次低于20%

** 称 VEEV 在商业和研发业务方面处于有利地位,但在人工智能领域仍处于早期阶段,未来 12 个月内增长回升的空间有限,而且人工智能的近期收益甚微

** 称随着VEEV增加更多的工程师和吸收更高的人工智能相关成本,利润率的增长可能仍然有限,或略有下降

** 包括本交易日走势在内,VEEV今年累计下跌32.3%

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